Abhijeet Tiwari

This project involved providing service agents a customized view where they can get a caller's information with minimum clicks, view information related to a caller and an account's location on Google Maps, fetch related child records by providing search functionalities, view their open tasks and create new ones from the same page. My role was to develop this custom console in Service Cloud.

An import functionality to import a file (from a local system) and then parse the data from it to be stored in the lead. If there are any errors while importing, the records need to be shown in a table (with pagination enabled) that should have inline editing enabled, and then the records can be resubmitted. The records can be modified on any table page; once a user submits, only the modified records should be re-evaluated.

The customer had a Salesforce enterprise edition and was still using Classic. They needed an expert to help them migrate to Lightning Experience and create fancy custom functionalities using the Lightning framework, plus reports, dashboards, and automation.

Deliverables:
• Handled a successful migration from Classic to Lightning Experience.
• Created multiple Lightning components for their business needs, such as call reports and custom opportunity modules (record, create, edit, and view).
• Multiple reports, dashboards, and automation.

The customer was using Vtiger CRM before and faced several challenges in their business.

CHALLENGES
• The data quality was low.
• It was not tracking sales data properly.
• There was no overview of the company's performance.
• It was not integrated with their mailboxes.
• Automation was needed that would help the sales team perform better.

DELIVERABLES
• Set up the relevant data model in a sales cloud.
• Handled data migration.
• Set up roles, profiles, permission sets, and enabled sharing.
• Automated multiple workflows using workflows, a process builder, and Apex.
• Created custom Lightning components for an enhanced homepage view to help the sales team focus on their priority items.
• Integrated marketing tools like Marketo and ActiveCampaign with Salesforce.
• Developed a custom quoting functionality.
• Created multiple reports and dashboards.
• Integrated Gmail and Outlook with SFDC.

For this project, the client had both a Pardot and a marketing cloud. He wanted an expert who could help with a number of deliverables.

Tasks completed:
• Integrated all social media campaigns from Facebook, Google Ads, Linkedin, and more
• Optimized data quality
• Increased lead conversion
• Provided analytics on how the campaigns were performing

Deliverables:
• Integrated all of the social media campaigns on both platforms
• Segregated prospects/subscribers into different audience sections based on specific attributes for targeted marketing
• Increased the lead conversion rate by using Journey Builder/Engagement Studio to target prospects with different services/products
• Set up analytics to show different parameters on how well the business performs

I created a reusable Visualforce component to generate a work order based upon the data passed to it and use this in a Visualforce email template—hence rendering the template like the body of the email you can send to your customers.

A reputed construction firm needed to implement field service to automate appointment booking and track everything in the system. They were having a hard time managing things manually.

The appointment booking was to be automated, considering the nature of the visit, operating hours, the territory of the site, and available resources. There was the need to set up rules considering their business nature.

As a consultant, I designed and configured the system by setting up various features and tailored custom components to show slots as per the needs. I also set up reports, dashboards, maintenance plans, products, and assets to help customers automate their services to the highest level.

The customer had recently set up their travel company and wanted to have a single system to manage everything from travel details to finance, operations, and support.

Deliverables:
1. Implemented a proper data model relevant to their business.
2. Set up relevant profiles, roles, hierarchy, and sharing rules.
3. Created a public site to allow customers to access trip details and modify them on the fly (using Lightning components).
4. Developed multiple Lightning components to enhance a team's productivity by saving many clicks.
5. Built multiple reports and dashboards.
6. Integrated Gmail SSO with Salesforce.

A company based in the United States needed a Salesforce setup for its processes. They manufacture optical fiber cables and ship them across the globe, and they have different selling partners.

I worked on data migration, and data architecture was done, including fields, objects, relationships, etc. Apex triggers and batch classes were written for various needs. In addition, custom components were created to cater to unique selling needs. I also created reports and dashboards and handled custom pricing methods.

The customer has a real estate agency that helps their customers get the best home deals. This project involved data migration, API integrations, reports and dashboards, Apex triggers, batch Apex, schedulers, and custom drip campaign modules to send email, voicemail, video mail, and SMS.

The customer is a nonprofit organization based out of the United States. It is focused on helping senior folks combat loneliness and depression by organizing small club meetings where people connect and share their stories regularly. They also track the progress of each member/person in terms of how they felt when they joined the program and periodically throughout their association. They would be using Salesforce for all the activities related to the programs and analytics.

I created the data architecture for all the processes and integrated Google Forms and Zoom with Salesforce. Custom components were designed to track attendance, and extensive analytics were set up around various KPIs to assess the program's success. I created multiple automations to ease the process for people working in the system to quickly capture all the necessary info to make the programs more effective and result-oriented.

The firm is based out of the United States, providing health and general insurance policies for businesses and direct consumers and financial services.

They purchased Salesforce Sales Cloud licenses and were looking to migrate data and set up Salesforce as per their needs. This involved:

• Lead management
• Opportunity lifecycle
• Reports and dashboards
• Policies' renewal reminders
• Automated emails and alerts and automation

I completed the following for them:

• Migrated all the customer database to Salesforce
• Set up the data architecture
• Created layouts for faster info capture and processing
• Created custom components to ensure reps can work faster
• Renewal reminder feature for policy owners
• Sales quotas and sales funnels were set up
• Fantastic reports and dashboards to see booking values, earnings to date, reps performance assessment, etc.