Aashish is available for hire
Hire AashishAashish Dhiman
Verified Expert in Engineering
Salesforce Developer
Location
Delhi, India
Toptal Member Since
September 30, 2021
Aashish is a skilled and results-driven Salesforce developer having 10 years of experience in Apex and Visualforce programming. He is also experienced in building custom applications that include administration, configuration, implementation, and support expertise with the Salesforce.com platform. Aashish enjoys using his skills to contribute to the exciting technological advances that happen every day.
Salesforce Reporting & DashboardsCertified Salesforce AdministratorIntegrationHubSpot CRMSalesforce.com Developer CertificationSystem AdministrationData ModelingSoftware EngineeringSalesforce AppExchangeData MigrationSalesforce Platform Developer II CertificationSalesforce.com AdministrationSalesforce LightningDocuSignCPQInformatica CloudPandaDocApttus CLMDell Boomi
Portfolio
Freelance
Salesforce Apex, Apex Triggers, Apex Classes, Salesforce, API Integration...
Confidential
Agile, Amazon S3 (AWS S3), AMPscript, Apex, Apex Classes, APEX Code...
Freelance
Salesforce, Lightning Components, Lightning Design System, Salesforce Lightning...
Experience
Availability
Full-time
Preferred Environment
Lightning Web Components (LWC), Java, Lightning Components, Salesforce Apex, Apex Triggers, Salesforce API, JavaScript, Salesforce AppExchange, Salesforce Lightning, Salesforce CPQ, APIs, Monday.com, Slack, Workato, Informatica, ServiceNow, Oracle ERP, MuleSoft, API Platforms, API Design, Architecture, Jungo, Conga Composer, CRM APIs, React, Node.js, Salesforce DX, CI/CD Pipelines, Salesforce, Amazon S3 (AWS S3), Apex, Salesforce Service Cloud, Jira, Module Integrations, Force.com, NPSP, Salesforce Cloud Flow, Form Assembly, Technical Leadership, Intuit QuickBooks, Salesforce REST API, Zapier, TMS, PandaDoc, QuickBooks API, Integration, CSV, Zoho CRM, HubSpot, HubSpot CRM, Shopify, Zoho, Mailchimp, WordPress, Flow, Campaign Monitor API, Campaign Monitoring, Salesforce Certified Platform App Builder, Salesforce Reporting & Dashboards, Salesforce System Administration, Salesforce.com Developer Certification, Agile, Quip, Certified Salesforce Administrator, Email, Automation, HTML, CSS, Python, Field Service, Salesforce Sales Cloud, Visualforce, Salesforce Development Community (SFDC), Web Development, Salesforce Marketing Cloud, Data Integration, Git, Data Transformation, DataWeave, Anypoint Studio, Salesforce Commerce Cloud, System Administration, HubSpot Marketing Hub, Reports, Sales Reports, BI Reports, Dashboards, Documentation, CloudCraze, CRM Implementation (Salesforce), Chargebee, Billing, Finance, OmniScript, Omni-channel, Salesforce Platform Events, Data Modeling, Acceptance Testing, Messaging, REST APIs, Orchestration, Automated Data Flows, HubL, Twilio API, MS Ribbon, SOQL, Software Engineering
The most amazing...
...thing I integrated was SL dynamics with Salesforce using JDBC - Java middleware which was the most challenging project I did in 2021.
Work Experience
Senior Salesforce Developer | Consultant
2021 - 2022
Freelance
- Demonstrated hands-on experience on B2B Commerce Cloud (formerly known as CloudCraze) architecture, including (service layers, logic layers, data layers), data models, customizations, extensions, and recommended best practices.
- Developed a Force.com grant management application for FEMA to track grantee and sub-grantee information using Force.com, Apex controllers, Visualforce, and custom objects.
- Set up and configured data in a Marketing Cloud for leads, event venues, and locations. Created an automated process that triggers a journey to send emails to customers and stored their responses in Salesforce as an activity.
- Integrated Sales Cloud and Pardot. Created Pardot campaigns, drip programs, dynamic lists, custom redirects, email templates, and scoring email design. Built and executed marketing campaigns in Pardot.
- Worked on Enterprise WSDL and Partner WSDL for different methods. Developed them in ASP.NET with Oracle for data migration from the database with Salesforce.com.
- Set up an Einstein bot with a knowledge base. Created a case using flows to complete the bot conversation. Used conditional messaging to provide targeted customer responses utilizing the Lightning knowledge base.
- Converted products to assets as an add-on to an existing contract, renewed a deal and gave customers the client's best price with special offers using SteelBrick CPQ.
- Implemented a cross-channel customer engagement strategy within CloudCraze, including creating omnichannel digital experiences spanning web, mobile, social, AR/VR, voice interfaces, gesture controls, and IoT.
Technologies: Salesforce Apex, Apex Triggers, Apex Classes, Salesforce, API Integration, Salesforce API, Salesforce SOAP API, Salesforce REST API, Salesforce CPQ, Salesforce Certified Platform App Builder, Salesforce.com Administration, HTML, Java, JavaScript, SQL, Data Migration, Lightning Components, Lightning Design System, Salesforce Lightning, Zapier, DocuSign, Visualforce Pages, SAP, eCommerce, Shopify, Certified Salesforce Administrator, Apttus CPQ Certified, APEX Code, CPQ, Computer Telephony Integration (CTI), Dataloader.io, CTI, Email Templates, Field Service Lightning, Apex, Salesforce Dataloader, Salesforce.com Data Loader, Salesforce Sales Cloud, Salesforce Service Cloud, API Connectors, Apttus Contract Lifecycle Management (CLM), Dell Boomi, Heroku, HTML5, HTML Email, Informatica Cloud, Intuit QuickBooks, JavaScript Libraries, Lightning Communities, Lightning Web Components (LWC), MuleSoft, Responsive Email Templates, RingCentral, Salesforce AppExchange, Salesforce.com Advanced Developer Certification, Salesforce Community, Salesforce Community Cloud Certification, Salesforce Development Community (SFDC), Salesforce Platform Developer I Certification, Salesforce Platform Developer II Certification, Salesforce Reporting & Dashboards, Salesforce Reports, Salesforce SOQL/SOSL, Salesforce System Administration, SteelBrick CPQ, Talend ETL, Twilio, Ubuntu, Visualforce, Vue, Windows, Windows 10, Salesforce Marketing Cloud, AMPscript, Customer Data Platform (CDP), CSS, Server-side JavaScript, Email Studio, Marketing Cloud, Gearset, Salesforce Cloud Flow, Salesforce Commerce Cloud, Salesforce Commerce Cloud (SFCC), Cloud Services, Litify, APIs, Monday.com, Slack, Google Analytics, Workato, Informatica, ServiceNow, Oracle ERP, API Platforms, API Design, Architecture, Jungo, Conga Composer, CRM APIs, React, Node.js, Salesforce DX, CI/CD Pipelines, Amazon S3 (AWS S3), Jira, Module Integrations, Force.com, NPSP, Form Assembly, Technical Leadership, TMS, PandaDoc, QuickBooks API, Integration, CSV, Zoho CRM, HubSpot, HubSpot CRM, Zoho, Mailchimp, WordPress, Flow, Campaign Monitor API, Campaign Monitoring, Salesforce.com Developer Certification, Agile, WhatsApp API, PHP, Quip, Email, Automation, Python, Field Service, Web Development, Data Integration, Git, Data Transformation, DataWeave, Anypoint Studio, System Administration, HubSpot Marketing Hub, Reports, Sales Reports, BI Reports, Dashboards, Documentation, CloudCraze, CRM Implementation (Salesforce), Chargebee, Billing, Finance, OmniScript, Omni-channel, Salesforce Platform Events, Data Modeling, Acceptance Testing, Messaging, REST APIs, Orchestration, Automated Data Flows, HubL, Twilio API, MS Ribbon, SOQL, Software Engineering
Salesforce Administrator
2020 - 2021
Confidential
- Worked with the CEO and IT team to configure and customize page layouts, record types, custom fields, objects, ListView, and picklists.
- Managed users, profiles, roles, and permissions. Also, worked on workflows, approval processes, and validation rules to automate business processes.
- Designed a data model that included custom objects for tracking sales data, such as leads, opportunities, and closed deals.
- Created a flow that will create a new case in Salesforce and assign it to the appropriate agent based on the request type.
- Configured a process builder to evaluate multiple criteria, including lead source, company size, and industry, to determine if a lead was qualified.
- Set up an integration using the Salesforce API, which enabled the automatic syncing of order and customer data between the two systems.
Technologies: Agile, Amazon S3 (AWS S3), AMPscript, Apex, Apex Classes, APEX Code, Apex Triggers, API Connectors, API Design, API Integration, API Platforms, APIs, Apttus Contract Lifecycle Management (CLM), Apttus CPQ Certified, Architecture, Campaign Monitor API, Campaign Monitoring, Certified Salesforce Administrator, CI/CD Pipelines, Cloud Services, Computer Telephony Integration (CTI), Conga Composer, CPQ, CRM APIs, CSS, CSV, CTI, Customer Data Platform (CDP), Dataloader.io, Data Migration, Dell Boomi, DocuSign, eCommerce, Email Studio, Email Templates, Field Service Lightning, Flow, Force.com, Form Assembly, Gearset, Google Analytics, Heroku, HTML, HTML5, HTML Email, HubSpot, HubSpot CRM, Informatica, Informatica Cloud, Integration, Intuit QuickBooks, Java, JavaScript, JavaScript Libraries, Jira, Jungo, Lightning Communities, Lightning Components, Lightning Design System, Lightning Web Components (LWC), Litify, Mailchimp, Marketing Cloud, Module Integrations, Monday.com, MuleSoft, Node.js, NPSP, Oracle ERP, PandaDoc, Pardot, QuickBooks API, React, Responsive Email Templates, RingCentral, Salesforce, Salesforce Apex, Salesforce API, Salesforce AppExchange, Salesforce Certified Platform App Builder, Salesforce Cloud Flow, Salesforce.com Administration, Salesforce.com Advanced Developer Certification, Salesforce.com Data Loader, Salesforce.com Developer Certification, Salesforce Commerce Cloud, Salesforce Commerce Cloud (SFCC), Salesforce Community, Salesforce Community Cloud Certification, Salesforce CPQ, Salesforce Dataloader, Salesforce Development Community (SFDC), Salesforce DX, Salesforce Lightning, Salesforce Marketing Cloud, Salesforce Pardot Form Handlers, Salesforce Platform Developer I Certification, Salesforce Platform Developer II Certification, Salesforce Reporting & Dashboards, Salesforce Reports, Salesforce REST API, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce SOAP API, Salesforce SOQL/SOSL, Salesforce System Administration, SAP, Server-side JavaScript, ServiceNow, Shopify, Shopify API, Shopify Plus, Slack, SQL, SteelBrick CPQ, Talend ETL, Technical Leadership, TMS, Twilio, Ubuntu, Visualforce, Visualforce Pages, Vue, Windows, Windows 10, WordPress, Workato, Zapier, Zoho, Zoho CRM, WhatsApp API, PHP, Quip, Email, Automation, Python, Field Service, Web Development, Data Integration, Git, Data Transformation, DataWeave, Anypoint Studio, System Administration, HubSpot Marketing Hub, Reports, Sales Reports, BI Reports, Dashboards, Documentation, CloudCraze, CRM Implementation (Salesforce), Chargebee, Billing, Finance, OmniScript, Omni-channel, Salesforce Platform Events, Data Modeling, Acceptance Testing, Messaging, REST APIs, Orchestration, Automated Data Flows, HubL, Twilio API, MS Ribbon, SOQL, Software Engineering
Senior Salesforce Consultant
2017 - 2020
Freelance
- Implemented Sales Cloud, supported cases, and developed workflows and triggers for automated case resolutions. Organized marketing campaigns, campaign hierarchies, lead queries, and assignment, web-to-lead, and auto-response rules.
- Worked on Service Cloud implementation. Set up and configured live agents, including creating live agent users, skills, supervisors, and agent configurations, customizing live agent branding, adding a service console, and enabling knowledge.
- Created Visualforce email templates, mail merges, and automated email processes to send installation instructions to customers. Created HTML email templates for sending email notifications using Journey builder.
- Developed workflow rules to automate tasks, email alerts, and field updates. Used a REST web service to flow data from Salesforce to a connected app and a Force.com web services API for implementing web services to integrate with legacy systems.
- Utilized Salesforce Lightning Design System (SLDS) and standard web-based technologies for custom UI needs and developed Salesforce Aura Lightning components. Gained experience using Aura framework for developing UI using Aura tags in Lightning.
- Leveraged an Apex controller to call for external requests to retrieve data from various APIs and display them on the component. Extracted the data from the SF application into external databases like SQL and DB2 for generating large data reports.
- Worked on understanding the development lifecycle, including Salesforce deployment packaging effectively using Metadata API, changeset, and Jenkins, and knowledge of using Ant scripts to deploy.
- Created and managed changes to the system, like involvement in UAT training. Modified the existing system to increase benefits and usability by creating workflows, advanced visual flows, process builders, escalation rules, and assignment rules.
Technologies: Salesforce, Lightning Components, Lightning Design System, Salesforce Lightning, Lightning Communities, Java, JavaScript, HTML, HTML5, SQL, Salesforce Apex, Salesforce.com Data Loader, Salesforce SOAP API, Salesforce REST API, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce CPQ, Salesforce API, Salesforce AppExchange, Salesforce Certified Platform App Builder, Apex Classes, Apex Triggers, Apttus CPQ Certified, API Integration, Computer Telephony Integration (CTI), CPQ, CTI, DocuSign, Email Templates, Field Service Lightning, APEX Code, HTML Email, Windows 10, Certified Salesforce Administrator, Dataloader.io, Data Migration, eCommerce, Responsive Email Templates, Visualforce, Zapier, Salesforce Community, Salesforce Platform Developer I Certification, AMPscript, Apex, API Connectors, Apttus Contract Lifecycle Management (CLM), Customer Data Platform (CDP), CSS, Dell Boomi, Email Studio, Gearset, Heroku, Informatica Cloud, Intuit QuickBooks, JavaScript Libraries, Lightning Web Components (LWC), Marketing Cloud, MuleSoft, RingCentral, Salesforce Cloud Flow, Salesforce.com Administration, Salesforce.com Advanced Developer Certification, Salesforce Community Cloud Certification, Salesforce Dataloader, Salesforce Development Community (SFDC), Salesforce Marketing Cloud, Salesforce Platform Developer II Certification, Salesforce Reporting & Dashboards, Salesforce Reports, Salesforce SOQL/SOSL, Salesforce System Administration, SAP, Server-side JavaScript, Shopify, SteelBrick CPQ, Talend ETL, Twilio, Ubuntu, Visualforce Pages, Vue, Windows, Cloud Services, Salesforce Commerce Cloud, Salesforce Commerce Cloud (SFCC), Litify, APIs, Monday.com, Slack, Google Analytics, Workato, Informatica, ServiceNow, Oracle ERP, API Platforms, API Design, Architecture, Jungo, Conga Composer, CRM APIs, React, Node.js, Salesforce DX, CI/CD Pipelines, Amazon S3 (AWS S3), Jira, Module Integrations, Force.com, NPSP, Form Assembly, Technical Leadership, TMS, PandaDoc, QuickBooks API, Integration, CSV, Zoho CRM, HubSpot, HubSpot CRM, Zoho, Mailchimp, WordPress, Flow, Campaign Monitor API, Campaign Monitoring, Salesforce.com Developer Certification, Agile, WhatsApp API, PHP, Quip, Email, Automation, Python, Field Service, Web Development, Data Integration, Git, Data Transformation, DataWeave, Anypoint Studio, System Administration, HubSpot Marketing Hub, Reports, Sales Reports, BI Reports, Dashboards, Documentation, CloudCraze, CRM Implementation (Salesforce), Chargebee, Billing, Finance, OmniScript, Omni-channel, Salesforce Platform Events, Data Modeling, Acceptance Testing, Messaging, REST APIs, Orchestration, Automated Data Flows, HubL, Twilio API, MS Ribbon, SOQL, Software Engineering
Salesforce Developer
2014 - 2017
HCL Technologies
- Worked on end-to-end functionalities related to Service Cloud, Sales Cloud, Omnichannel, Live Agent, Open CTI, Lightning Dialer, and Snap-ins.
- Implemented Service Cloud, including a service console, customer portal and communities, case feed, and knowledge base and entitlements.
- Designed and developed the custom objects, formula fields, validation rules, page layouts, components, and Visualforce pages to suit the application's needs.
- Created workflow rules to automate tasks, email alerts, field updates, time-dependent actions, and outbound API messages.
- Implemented QuickBooks online – Salesforce integration to pass accounts, customers, jobs, and estimates from Salesforce to QuickBooks and vice versa.
- Built apps visually with Lightning App Builder, Lightning Components, Lightning Bundle, design, and Lightning connect integrations across multiple connections.
- Developed Microsoft SL through Salesforce integration to pass orders, quote, and project information from Salesforce.
- Completed bulk imports of data using Apex Data Loader and Dataloader.io, using third-party tools like SQL. Built a custom approval process through Apex programming to accommodate complex data validation for users.
- Developed a basic CPQ project to handle deals from a new deal to amendment and renewal. Made enhancements to the Apttus Configure Price Quote (CPQ) tool and shopping cart by adding new fields.
Technologies: Salesforce, Lightning Web Components (LWC), Java, APEX Code, Apex Triggers, Apex Classes, Salesforce Apex, Visualforce Pages, API Integration, Salesforce API, HTML, JavaScript, HTML Email, Responsive Email Templates, Salesforce Lightning, Lightning Components, Lightning Design System, Lightning Communities, Field Service Lightning, Zapier, Salesforce SOAP API, Salesforce REST API, Salesforce.com Data Loader, Salesforce Dataloader, Computer Telephony Integration (CTI), RingCentral, Twilio, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce CPQ, CPQ, Windows 10, Apttus CPQ Certified, Certified Salesforce Administrator, CTI, Dataloader.io, Data Migration, DocuSign, eCommerce, Email Templates, Apex, Salesforce Certified Platform App Builder, Salesforce Platform Developer I Certification, Salesforce Platform Developer II Certification, Salesforce.com Administration, Salesforce.com Advanced Developer Certification, AMPscript, API Connectors, Apttus Contract Lifecycle Management (CLM), Customer Data Platform (CDP), CSS, Dell Boomi, Email Studio, Gearset, Heroku, HTML5, Informatica Cloud, Intuit QuickBooks, JavaScript Libraries, Marketing Cloud, MuleSoft, Salesforce AppExchange, Salesforce Cloud Flow, Salesforce Community, Salesforce Community Cloud Certification, Salesforce Development Community (SFDC), Salesforce Marketing Cloud, Salesforce Reporting & Dashboards, Salesforce Reports, Salesforce SOQL/SOSL, Salesforce System Administration, SAP, Server-side JavaScript, Shopify, SQL, SteelBrick CPQ, Talend ETL, Ubuntu, Visualforce, Vue, Windows, Cloud Services, Salesforce Commerce Cloud, Salesforce Commerce Cloud (SFCC), Litify, APIs, Monday.com, Slack, Google Analytics, Workato, Informatica, ServiceNow, Oracle ERP, API Platforms, API Design, Architecture, Jungo, Conga Composer, CRM APIs, React, Node.js, Salesforce DX, CI/CD Pipelines, Amazon S3 (AWS S3), Jira, Module Integrations, Force.com, NPSP, Form Assembly, Technical Leadership, TMS, PandaDoc, QuickBooks API, Integration, CSV, Zoho CRM, HubSpot, HubSpot CRM, Zoho, Mailchimp, WordPress, Flow, Campaign Monitor API, Campaign Monitoring, Salesforce.com Developer Certification, Agile, WhatsApp API, PHP, Quip, Email, Automation, Python, Field Service, Web Development, Data Integration, Git, Data Transformation, DataWeave, Anypoint Studio, System Administration, HubSpot Marketing Hub, Reports, Sales Reports, BI Reports, Dashboards, Documentation, CloudCraze, CRM Implementation (Salesforce), Chargebee, Billing, Finance, OmniScript, Omni-channel, Salesforce Platform Events, Data Modeling, Acceptance Testing, Messaging, REST APIs, Orchestration, Automated Data Flows, HubL, Twilio API, SOQL, Software Engineering
Experience
Call Center Set Up (CTI) for a UK-based Client
The client wanted me to implement Salesforce Computer Telephony Integration (CTI) to allow the sales and service team to properly understand who the caller was. The ask was that client information appear when they call in so that sales and service consultants could adequately authenticate the user and access their data and speak with the client.
I developed a call center based on Cisco and implemented a 360-degree view of account contact. Moreover, I integrated SAP to handle the inventory part in Salesforce and added a lot of dashboards with data so that users can see order, order details, and their lines.
The Salesforce CTI integration made the reps' lives easier and gave management a detailed view of all sales activity. This integration improved efficiency and helped make the brand more substantial, and it also empowered the employees significantly.
I developed a call center based on Cisco and implemented a 360-degree view of account contact. Moreover, I integrated SAP to handle the inventory part in Salesforce and added a lot of dashboards with data so that users can see order, order details, and their lines.
The Salesforce CTI integration made the reps' lives easier and gave management a detailed view of all sales activity. This integration improved efficiency and helped make the brand more substantial, and it also empowered the employees significantly.
Salesforce DocuSign Integration
The client was looking at leveraging DocuSign integration for Salesforce to allow the sales team to prepare RFP documents using the CPQ tools, send documents to clients to sign, and receive an email to sign the loan repayment agreement.
The challenge was integrating DocuSign into the mix with multiple Quote-to-cash (Q2C) tools used to create the agreements. I took the data from the agreement object and converted them to a DocuSign-friendly PDF, and initiated the signage process.
Once the interested parties signed the documents, our automation sent the entered information to the appropriate objects, allowing the automated end-to-end onboarding process to continue without intervention.
I created a paperless environment that helped them quickly locate and disseminate information, access client information faster, save on postage and printing expenses, and automate back-ups.
Also, I worked on automated onboarding and contract management with DocuSign working behind the screen without user intervention.
The challenge was integrating DocuSign into the mix with multiple Quote-to-cash (Q2C) tools used to create the agreements. I took the data from the agreement object and converted them to a DocuSign-friendly PDF, and initiated the signage process.
Once the interested parties signed the documents, our automation sent the entered information to the appropriate objects, allowing the automated end-to-end onboarding process to continue without intervention.
I created a paperless environment that helped them quickly locate and disseminate information, access client information faster, save on postage and printing expenses, and automate back-ups.
Also, I worked on automated onboarding and contract management with DocuSign working behind the screen without user intervention.
Salesforce Shopify Integration for eCommerce
The client offers activewear and leggings for girls, chic prints, and all–high on comfort levels. The client wanted me to implement Salesforce, a single integrated platform for CRM, and eCommerce information from a single place with a given structure.
I offered the Shopify integration to make data available from Shopify to Salesforce, syncing contacts and customer data, automated order processing and sales activities of single/multiple stores, product information, and product line item and costing.
I used a process builder and created workflow rules to automate the business rules and logic for notification between the customer and salesperson. Also, created reports and a dashboard to check the daily response of the audience and filter the data according to the salesperson's interest.
I offered the Shopify integration to make data available from Shopify to Salesforce, syncing contacts and customer data, automated order processing and sales activities of single/multiple stores, product information, and product line item and costing.
I used a process builder and created workflow rules to automate the business rules and logic for notification between the customer and salesperson. Also, created reports and a dashboard to check the daily response of the audience and filter the data according to the salesperson's interest.
Salesforce Partner Community Development
The client was looking to implement the Salesforce partner community to provide a separate interface and access to Salesforce data for their partners to manage, track, and forecast partner sales alongside the direct sales in Salesforce.org.
I built the Salesforce partner community to enable partners to sell products and increased trust and satisfaction among suppliers and customers.
It also included a custom sales pipeline, opportunity management, and CPQ functionality with complex workflows and limited access controls based on the user access/level.
I built the Salesforce partner community to enable partners to sell products and increased trust and satisfaction among suppliers and customers.
It also included a custom sales pipeline, opportunity management, and CPQ functionality with complex workflows and limited access controls based on the user access/level.
Salesforce CPQ Implementation
The client wanted to automate its quote and billing processes on the Salesforce platform. They were using Excel sheets and needed to migrate all quote templates from existing tools to Salesforce CPQ as the main tool for booking and sales.
To do so, I did the following:
• Converted products to assets as an add-on to an existing contract, renewed a deal, and gave customers the client's best price with special offers using SteelBrick CPQ.
• Customized quote templates, used validation to prevent users from selecting products that shouldn't be selected together, and enabled approvals with mobile capabilities.
To do so, I did the following:
• Converted products to assets as an add-on to an existing contract, renewed a deal, and gave customers the client's best price with special offers using SteelBrick CPQ.
• Customized quote templates, used validation to prevent users from selecting products that shouldn't be selected together, and enabled approvals with mobile capabilities.
Salesforce, Pardot, and GoogleAd Configuration | Marketing Cloud
The client is a manufacturer and supplier of medical equipment that they sell and distribute across the country. They wanted to track the source of lead with reports to be able to conduct a detailed analysis of lead sources. Also, they wanted to track and show in Pardot the total revenue generated from various sources like Google Adwords.
To achieve these, I did the following:
• Implemented this through the UTM tags, a Google Analytics toolkit. I made the Google Analytics connection with Pardot using Pardot connectors and modified the web-to-lead link to capture source, campaign, and other data.
• Implemented it through the Google Adwords Connector available in Pardot. For this, I needed a Google Adwords account, and the verification was done using a unique verification key added to Pardot.
• Created some automation rules using the Pardot automation rule feature wherein I created various rules, such as monitoring the lead score, marking it as qualified if it reaches the threshold, and assigning leads based on their grades.
To achieve these, I did the following:
• Implemented this through the UTM tags, a Google Analytics toolkit. I made the Google Analytics connection with Pardot using Pardot connectors and modified the web-to-lead link to capture source, campaign, and other data.
• Implemented it through the Google Adwords Connector available in Pardot. For this, I needed a Google Adwords account, and the verification was done using a unique verification key added to Pardot.
• Created some automation rules using the Pardot automation rule feature wherein I created various rules, such as monitoring the lead score, marking it as qualified if it reaches the threshold, and assigning leads based on their grades.
Salesforce and Pardot Implementation
The client was using HubSpot as their marketing automation platform. However, HubSpot was not optimized with their Salesforce instance, which was creating problems in their business processes. The client decided to switch their marketing automation over to Pardot because they knew it would easily integrate with Salesforce.
The first step was to integrate Pardot with their Salesforce instance. This included mapping Salesforce custom fields to Pardot custom fields, updating lead and contact page layouts, mapping users, and setting up single sign-on.
I imported existing Salesforce lead and contact records into Pardot, configured the technical set up of Pardot, and set up templates for forms, drip campaigns, and automation rules.
The first step was to integrate Pardot with their Salesforce instance. This included mapping Salesforce custom fields to Pardot custom fields, updating lead and contact page layouts, mapping users, and setting up single sign-on.
I imported existing Salesforce lead and contact records into Pardot, configured the technical set up of Pardot, and set up templates for forms, drip campaigns, and automation rules.
Salesforce Dropbox Integration Using Workato
The client has been using Salesforce for many years now. They needed an app to store the files and data of their customers. I suggested Dropbox. This modern workspace is designed to reduce workload and provides a central hub for online file storage, file sharing, and synchronization.
1. A new opportunity with attachment is created in Salesforce.
2. Workato searches for a matching folder in Dropbox with Opportunity ID and creates a new folder if it doesn't already exist.
3. Workato uploads the opportunity attachments to Dropbox.
4. Filters with multiple conditions and logical operators to export the data are created.
1. A new opportunity with attachment is created in Salesforce.
2. Workato searches for a matching folder in Dropbox with Opportunity ID and creates a new folder if it doesn't already exist.
3. Workato uploads the opportunity attachments to Dropbox.
4. Filters with multiple conditions and logical operators to export the data are created.
Streamlining Donor Management and Fundraising for a Nonprofit
To streamline the donor management and fundraising processes for SOS Children's Villages Philippines Nonprofit using the Salesforce Nonprofit Success Pack (NPSP) and improve donor engagement and retention.
Data Migration and Cleanup
• Migrated all existing donor data into Salesforce and cleaned up any duplicate or incomplete records.
Donor Management
• Set up and configured Salesforce NPSP to manage donor data and interactions. This includes creating custom fields, setting up campaigns, defining donation types, creating donation levels, and creating reports and dashboards to track donor engagement and retention.
Fundraising Management
• Set up and configured Salesforce NPSP to manage fundraising efforts. This includes creating custom donation pages, setting up automated donation receipts, creating email templates for donation appeals, and creating reports and dashboards to track fundraising performance.
Integration
• Integrated Salesforce NPSP with 3rd-party tools such as Mailchimp for email marketing and QuickBooks for accounting and financial management.
Training and Support
• Provided training and support to staff and volunteers on using Salesforce NPSP for donor and fundraising management.
Data Migration and Cleanup
• Migrated all existing donor data into Salesforce and cleaned up any duplicate or incomplete records.
Donor Management
• Set up and configured Salesforce NPSP to manage donor data and interactions. This includes creating custom fields, setting up campaigns, defining donation types, creating donation levels, and creating reports and dashboards to track donor engagement and retention.
Fundraising Management
• Set up and configured Salesforce NPSP to manage fundraising efforts. This includes creating custom donation pages, setting up automated donation receipts, creating email templates for donation appeals, and creating reports and dashboards to track fundraising performance.
Integration
• Integrated Salesforce NPSP with 3rd-party tools such as Mailchimp for email marketing and QuickBooks for accounting and financial management.
Training and Support
• Provided training and support to staff and volunteers on using Salesforce NPSP for donor and fundraising management.
Salesforce, Conga & SAP integration using Dell Boomi
The client, a large tech company, utilized three separate systems to manage their quote-to-cash process: Conga for sales quote automation, Salesforce for customer relationship management, and SAP for ERP.
Unfortunately, these systems operated independently and lacked integration, which resulted in a manual and time-consuming process of entering data between the different systems. As a result, management could not access centralized data, making it difficult to make informed business decisions.
1. I recommended integrating Conga and SAP with Salesforce on a Dell Boomi cloud platform. This option offered pre-built connectors to SAP and Salesforce, ensuring rapid deployment and immediate ROI while providing flexibility and scalability for future growth.
2. With the newly aligned process, entering data into Conga to generate a quote automatically creates or updates an opportunity and customer profile in both Salesforce and SAP.
3. Additionally, the client can now access real-time dashboards and reports with reliable and accurate order and sales data. This results in faster first-call resolution due to centralized customer and order information access.
Unfortunately, these systems operated independently and lacked integration, which resulted in a manual and time-consuming process of entering data between the different systems. As a result, management could not access centralized data, making it difficult to make informed business decisions.
1. I recommended integrating Conga and SAP with Salesforce on a Dell Boomi cloud platform. This option offered pre-built connectors to SAP and Salesforce, ensuring rapid deployment and immediate ROI while providing flexibility and scalability for future growth.
2. With the newly aligned process, entering data into Conga to generate a quote automatically creates or updates an opportunity and customer profile in both Salesforce and SAP.
3. Additionally, the client can now access real-time dashboards and reports with reliable and accurate order and sales data. This results in faster first-call resolution due to centralized customer and order information access.
Education
2010 - 2014
Bachelor's Degree in Computer Science
IP University - Haryana, India
2008 - 2010
High School Diploma in Computer Science
DAV Public School - New Delhi, India
Certifications
APRIL 2021 - PRESENT
Salesforce Certified Platform App Builder
Salesforce.com
APRIL 2021 - PRESENT
Salesforce Certified Application Architect
Salesforce.com
DECEMBER 2020 - PRESENT
Salesforce Certified CPQ Specialist
Salesforce.com
NOVEMBER 2020 - PRESENT
Salesforce Certified Data Architecture & Management Designer
Salesforce.com
JULY 2020 - PRESENT
Salesforce Certified Platform Developer II
Salesforce.com
Skills
Libraries/APIs
Salesforce SOAP API, Salesforce REST API, Salesforce API, React, Node.js, QuickBooks API, Campaign Monitor API, WhatsApp API, REST APIs, Twilio API, Vue, Shopify API
Tools
Salesforce Sales Cloud, Salesforce CPQ, Lightning Design System, Lightning Communities, Zapier, Visualforce Pages, Salesforce Marketing Cloud, Slack, Google Analytics, Oracle ERP, Conga Composer, Salesforce DX, Jira, Form Assembly, PandaDoc, Mailchimp, Flow, Quip, Git, RingCentral, Talend ETL, Field Service Lightning, Salesforce Dataloader, Apttus Contract Lifecycle Management (CLM), Gearset, Pardot, Salesforce Commerce Cloud (SFCC), Shopify Plus, Anypoint Studio
Frameworks
Visualforce, Lightning Components
Languages
APEX Code, JavaScript, HTML, Apex, CSS, PHP, Python, HubL, SOQL, Java, HTML5, SQL, AMPscript
Paradigms
Agile, Automation, Acceptance Testing
Platforms
Salesforce, Windows, Salesforce SOQL/SOSL, Twilio, Workato, Zoho CRM, HubSpot, CloudCraze, Ubuntu, MuleSoft, Heroku, Shopify, WordPress, Litify
Storage
Dataloader.io, Salesforce Commerce Cloud, Amazon S3 (AWS S3), Data Integration, Dell Boomi
Other
Salesforce Service Cloud, Intuit QuickBooks, Salesforce Lightning, Salesforce Apex, Salesforce.com Data Loader, Salesforce AppExchange, Salesforce Certified Platform App Builder, Salesforce Reporting & Dashboards, DocuSign, Salesforce System Administration, Apex Triggers, Apex Classes, CPQ, Windows 10, Salesforce Community, Salesforce Development Community (SFDC), Salesforce Community Cloud Certification, Data Migration, JavaScript Libraries, SteelBrick CPQ, Salesforce Platform Developer I Certification, Salesforce Platform Developer II Certification, Salesforce.com Administration, Certified Salesforce Administrator, Salesforce Cloud Flow, APIs, Monday.com, Informatica, ServiceNow, API Platforms, API Design, Architecture, Jungo, CRM APIs, CI/CD Pipelines, Module Integrations, Force.com, NPSP, Technical Leadership, TMS, Integration, CSV, HubSpot CRM, Zoho, Campaign Monitoring, Salesforce.com Developer Certification, Email, Field Service, Web Development, Data Transformation, System Administration, HubSpot Marketing Hub, Reports, Sales Reports, BI Reports, Dashboards, Documentation, CRM Implementation (Salesforce), Chargebee, Billing, Finance, OmniScript, Omni-channel, Salesforce Platform Events, Data Modeling, Messaging, Orchestration, Automated Data Flows, MS Ribbon, Software Engineering, Lightning Web Components (LWC), Apttus CPQ Certified, API Integration, Responsive Email Templates, Computer Telephony Integration (CTI), eCommerce, API Connectors, Informatica Cloud, Salesforce Reports, SAP, HTML Email, Email Templates, CTI, Salesforce.com Advanced Developer Certification, Customer Data Platform (CDP), Server-side JavaScript, Email Studio, Marketing Cloud, Salesforce Pardot Form Handlers, Cloud Services, DataWeave
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