Akash is available for hire
Hire AkashAkash Bhati
Verified Expert in Engineering
Salesforce Developer
Location
New Delhi, Delhi, India
Toptal Member Since
November 6, 2020
Akash is a diligent Salesforce developer with a strong background in developing and enhancing the Salesforce and Force.com platforms. He has expert-level skills with the Force.com platform, including Apex, VisualForce, workflows, automation, Salesforce APIs, SOQL, Lightning Components, Lightning UI, the Lightning Design System, Lightning Migration, and LWC. Akash excels at leading integrations, migrations, and real-time and batch best practices.
Salesforce ReportsCertified Salesforce AdministratorData ModelingHubSpot CRMCustomer Relationship Management (CRM)System AdministrationSoftware EngineeringSalesforce Reporting & DashboardsSalesforce.com Developer CertificationSalesforce LightningSalesforce AppExchangeSalesforce ConsultantProcess FlowsCloudSalesforce.com Sales Cloud CertificationAutomationJitterbitCPQ
Portfolio
Toptal
APIs, Lightning Design System, Lightning Components, Field Service Lightning...
An Online Freelance Agency
Apex, Salesforce, Salesforce CPQ, Apttus CPQ Certified, Visualforce Pages...
Freelancer | Senior Salesforce Consultant
Zapier, Salesforce SOQL/SOSL, Salesforce REST API, Salesforce SOAP API...
Experience
Availability
Full-time
Preferred Environment
Salesforce, Force.com, Eclipse IDE, GitHub, Slack, Visualforce, Salesforce Consultant, Conga Composer, SQL, Salesforce Apex, Data Modeling, Best Practices, Architecture, Leadership, Technical Leadership, Salesforce API, Salesforce Reports, Pardot, Salesforce CPQ, Salesforce Marketing Cloud, Marketing Cloud, CPQ, HIPAA Compliance, PandaDoc, APEX Code, Zuora, Salesforce Cloud Flow, Form Assembly, Apex Triggers, TMS, HubSpot, HubSpot CRM, Shopify, Zoho, Zoho CRM, Monday.com, Mailchimp, WordPress, APIs, JSON, Flow, NPSP, Campaign Monitor API, Campaign Monitoring, Salesforce System Administration, Salesforce Reporting & Dashboards, Salesforce Certified Platform App Builder, Salesforce.com Developer Certification, Agile, Apex, WhatsApp API, React, PHP, CRM Implementation (Salesforce), Real Estate, Left Main REI, Quip, HTML, Salesforce Lightning, JavaScript, Informatica, MuleSoft, Process Flows, Dataloader.io, Dell Boomi, Informatica ETL, Ajax, Business to Consumer (B2C), Certified Salesforce Administrator, Email, Automation, Node.js, Force.com IDE, Force.com Migration Tool, Field Service Lightning, Field Service, Customer Relationship Management (CRM), CRM Systems, C#, CSS, Java, Git, Data Transformation, DataWeave, Anypoint Studio, Data Integration, DocuSign, Salesforce Sales Cloud, Salesforce Commerce Cloud, System Administration, HubSpot Marketing Hub, Reports, Sales Reports, BI Reports, Dashboards, Documentation, Omni-channel, Salesforce Platform Events, Acceptance Testing, Messaging, REST APIs, API Integration, QuickBooks API, Katana, HubL, Twilio API, MS Ribbon, Salesforce REST API, Zapier, Financial Services, Workflow Builder, SOQL, Software Engineering, CRM APIs, Bamboo, B2B Sales Pipeline, Lighting, Google Maps, Mapbox, Mapping, Leaflet, Third-party Integration, Reporting, Workflow, Fonteva, B2B
The most amazing...
...custom integration I built was between Salesforce and SAP. It pulled records on page load and displayed them in a dashboard-like view.
Work Experience
Salesforce Developer
2020 - PRESENT
Toptal
- Utlized various Salesforce products to assist the client, including SalesCloud, ServiceCloud, MarketingCloud, Lightning platform, integration, Einstein Analytics, Heroku, Community Cloud, and AppExchange product development.
- Created and updated users, reports, and dashboards to track pipeline stages for management visibility while integrating Apex applications with Salesforce accounts, such as Conga Merge and Outlook.
- Managed all types of data migrations. Migrated Salesforce classic features to the Lightning experience, converted Visualforce pages to lightning components, and used the Lightning Design System with Visualforce pages.
- Developed complex queries to extract data from SQL server and MYSQL based on client requirements. Possess a deep understanding of migrating data from multiple sources into Salesforce.
- Delivered Salesforce Lightning applications using Lightning components, controllers, and events and custom CSS in the components. Developed draw loop templates and other applications by installing from AppExchange.
- Migrated data from Excel to SFDC through the Apex data loader to import, export, and update data. Performed AppExchange integration of CPQ to configure and ensure the pricing and quoting accuracy.
- Tested and troubleshot Force.com APIs, such as customizable Soap headers, debugged logs for API traffic, and delivered single sign-on integration within the Salesforce application by the workbench.
Technologies: APIs, Lightning Design System, Lightning Components, Field Service Lightning, Salesforce Dataloader, Salesforce Reports, Salesforce Einstein, Salesforce Sales Cloud, Salesforce Lightning, Salesforce SOAP API, Salesforce Community, Salesforce SOQL/SOSL, Salesforce REST API, Salesforce Apex, Salesforce API, Salesforce, Apex, API Integration, App Development, Apttus CPQ Certified, Asana, Certified Salesforce Administrator, Chatbot Conversation Design, CSS3, Data Migration, Eclipse IDE, Email Templates, Enterprise Resource Planning (ERP), Force.com, Force.com IDE, GitHub, Heroku, HTML, HTML5, HubSpot, Informatica, Integration, Intuit QuickBooks, Java, JavaScript, Jira, Jitterbit, Jitterbit Data Loader, Lightning Communities, MuleSoft, NPSP, Outlook, Pardot, QuickBooks API, Salesforce AppExchange, Salesforce.com Administration, Salesforce.com Data Loader, Salesforce Commerce Cloud, Salesforce Commerce Cloud (SFCC), Salesforce.com Sales Cloud Certification, Salesforce.com Service Cloud Certification, Salesforce CPQ, Salesforce Customization, Salesforce Development Community (SFDC), Salesforce Marketing Cloud, Salesforce Service Cloud, Salesforce System Administration, SAP, Software Development Lifecycle (SDLC), Solution Architecture, Twilio, Visualforce Pages, Zapier, Salesforce Reporting & Dashboards, Web Services, AMPscript, SOAP, Visualforce, Salesforce Consultant, Conga Composer, SQL, Data Modeling, Best Practices, Architecture, Leadership, Technical Leadership, Marketing Cloud, CPQ, HIPAA Compliance, PandaDoc, APEX Code, Zuora, Salesforce Cloud Flow, Form Assembly, Apex Triggers, TMS, HubSpot CRM, Shopify, Zoho, Zoho CRM, Monday.com, Mailchimp, WordPress, JSON, Flow, Campaign Monitor API, Campaign Monitoring, Salesforce Certified Platform App Builder, Salesforce.com Developer Certification, Agile, WhatsApp API, React, PHP, CRM Implementation (Salesforce), Real Estate, Left Main REI, Quip, Process Flows, Dataloader.io, Dell Boomi, Informatica ETL, Ajax, Business to Consumer (B2C), Email, Automation, Node.js, Force.com Migration Tool, Field Service, Customer Relationship Management (CRM), CRM Systems, C#, CSS, Git, Data Transformation, DataWeave, Anypoint Studio, Data Integration, DocuSign, System Administration, HubSpot Marketing Hub, Reports, Sales Reports, BI Reports, Dashboards, Documentation, Omni-channel, Salesforce Platform Events, Acceptance Testing, Messaging, REST APIs, Katana, HubL, Twilio API, MS Ribbon, Financial Services, Workflow Builder, SOQL, Software Engineering, CRM APIs, Bamboo, B2B Sales Pipeline, Lighting, Google Maps, Mapbox, Mapping, Leaflet, Third-party Integration, Reporting, Workflow, Fonteva, Robotic Process Automation (RPA), B2B, Cloud, Web
Salesforce Consultant | Developer
2018 - 2020
An Online Freelance Agency
- Performed source system analysis and development of ETL jobs to migrate data from the source to the target data warehouse.
- Coordinated with front-end developers to implement logic in stored procedures and functions for faster data retrieval.
- Implemented SAP and customer strategy by working in key strategic areas such as SAP Cloud Platform.
- Created workflow rules to automate tasks, email alerts, field updates, time-dependent actions, and outbound API messages.
- Migrated the whole application from one instance to another and produced data migration (from Oracle to salesforce.com) using Data Loader and SQL Server.
Technologies: Apex, Salesforce, Salesforce CPQ, Apttus CPQ Certified, Visualforce Pages, Salesforce Lightning, Lightning Components, Lightning Communities, Salesforce Community, Salesforce Apex, Salesforce API, QuickBooks API, Zapier, Salesforce SOAP API, Salesforce REST API, API Integration, APIs, App Development, Asana, Certified Salesforce Administrator, Chatbot Conversation Design, CSS3, Data Migration, Eclipse IDE, Email Templates, Enterprise Resource Planning (ERP), Field Service Lightning, Force.com, Force.com IDE, GitHub, Heroku, HTML, HTML5, HubSpot, Informatica, Integration, Intuit QuickBooks, Java, JavaScript, Jira, Jitterbit, Jitterbit Data Loader, Lightning Design System, MuleSoft, NPSP, Outlook, Pardot, Salesforce AppExchange, Salesforce.com Administration, Salesforce.com Data Loader, Salesforce Commerce Cloud, Salesforce Commerce Cloud (SFCC), Salesforce.com Sales Cloud Certification, Salesforce.com Service Cloud Certification, Salesforce Customization, Salesforce Dataloader, Salesforce Development Community (SFDC), Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Reporting & Dashboards, Salesforce Reports, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce SOQL/SOSL, Salesforce System Administration, SAP, Software Development Lifecycle (SDLC), Solution Architecture, Twilio, Web Services, SOAP, AMPscript, Visualforce, Salesforce Consultant, Conga Composer, SQL, Data Modeling, Best Practices, Architecture, Leadership, Technical Leadership, Marketing Cloud, CPQ, HIPAA Compliance, PandaDoc, APEX Code, Zuora, Salesforce Cloud Flow, Form Assembly, Apex Triggers, TMS, HubSpot CRM, Shopify, Zoho, Zoho CRM, Monday.com, Mailchimp, WordPress, JSON, Flow, Campaign Monitor API, Campaign Monitoring, Salesforce Certified Platform App Builder, Salesforce.com Developer Certification, Agile, WhatsApp API, React, PHP, CRM Implementation (Salesforce), Real Estate, Left Main REI, Quip, Process Flows, Dataloader.io, Dell Boomi, Informatica ETL, Ajax, Business to Consumer (B2C), Email, Automation, Node.js, Force.com Migration Tool, Field Service, Customer Relationship Management (CRM), CRM Systems, C#, CSS, Git, Data Transformation, DataWeave, Anypoint Studio, Data Integration, DocuSign, System Administration, HubSpot Marketing Hub, Reports, Sales Reports, BI Reports, Dashboards, Documentation, Omni-channel, Salesforce Platform Events, Acceptance Testing, Messaging, REST APIs, Katana, HubL, Twilio API, MS Ribbon, Financial Services, Workflow Builder, SOQL, Software Engineering, CRM APIs, Bamboo, B2B Sales Pipeline, Lighting, Google Maps, Mapbox, Mapping, Leaflet, Third-party Integration, Reporting, Workflow, Fonteva, Robotic Process Automation (RPA), B2B, Cloud, Web
Senior Salesforce Developer
2016 - 2018
Freelancer | Senior Salesforce Consultant
- Developed Salesforce Lightning components, Lightning UI, LWC, and converted VisualForce pages to Lightning. Assisted clients in migrating from Salesforce Classic to Salesforce Lightning.
- Created a Salesforce Lightning community. Developed web apps for mobile and desktop using Lightning components. Built custom Lightning components for a retail business client in the USA.
- Assisted with business POC's and independently performed development, testing, implementation, and documentation relating to Salesforce.com development.
- Created page layouts, validation rules, custom workflows, VisualForce pages, Apex customizations, and custom objects, fields, and formulas.
- Wrote Apex code for inbound and outbound web services, including the parsing of response and mapping to appropriate Salesforce fields.
- Assisted with CTI integration using Open CTI tools, and CTI integration using telephony service provider APIs. Built and integrated CTI systems with all versions of Salesforce.
- Assisted clients with Salesforce migration from Salesforce Classic to Salesforce Lightning. Created reports and dashboards and developed dynamic dashboards, reports with tabular, summary, matrix, and bucket fields.
- Guided clients with app development and design, structure, and app reviews and customization. Developed several applications for public use on the Salesforce AppExchange Marketplace.
Technologies: Zapier, Salesforce SOQL/SOSL, Salesforce REST API, Salesforce SOAP API, Jitterbit Data Loader, Heroku, Software Development Lifecycle (SDLC), Salesforce Community, Lightning Components, Salesforce Lightning, Salesforce Apex, Salesforce.com Data Loader, Salesforce API, Salesforce.com Administration, Salesforce, CSS3, HTML5, JavaScript, Apex, API Integration, APIs, App Development, Apttus CPQ Certified, Asana, Certified Salesforce Administrator, Chatbot Conversation Design, Data Migration, Eclipse IDE, Email Templates, Enterprise Resource Planning (ERP), Field Service Lightning, Force.com, Force.com IDE, GitHub, HTML, HubSpot, Informatica, Integration, Intuit QuickBooks, Java, Jira, Jitterbit, Lightning Communities, Lightning Design System, MuleSoft, NPSP, Outlook, Pardot, QuickBooks API, Salesforce AppExchange, Salesforce Commerce Cloud, Salesforce Commerce Cloud (SFCC), Salesforce.com Sales Cloud Certification, Salesforce.com Service Cloud Certification, Salesforce CPQ, Salesforce Customization, Salesforce Dataloader, Salesforce Development Community (SFDC), Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Reporting & Dashboards, Salesforce Reports, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce System Administration, SAP, Solution Architecture, Twilio, Visualforce Pages, Web Services, SOAP, AMPscript, Visualforce, Salesforce Consultant, Conga Composer, SQL, Data Modeling, Best Practices, Architecture, Leadership, Technical Leadership, Marketing Cloud, CPQ, HIPAA Compliance, PandaDoc, APEX Code, Zuora, Salesforce Cloud Flow, Form Assembly, Apex Triggers, TMS, HubSpot CRM, Shopify, Zoho, Zoho CRM, Monday.com, Mailchimp, WordPress, JSON, Flow, Campaign Monitor API, Campaign Monitoring, Salesforce Certified Platform App Builder, Salesforce.com Developer Certification, Agile, WhatsApp API, React, PHP, CRM Implementation (Salesforce), Real Estate, Left Main REI, Quip, Process Flows, Dataloader.io, Dell Boomi, Informatica ETL, Ajax, Business to Consumer (B2C), Email, Automation, Node.js, Force.com Migration Tool, Field Service, Customer Relationship Management (CRM), CRM Systems, C#, CSS, Git, Data Transformation, DataWeave, Anypoint Studio, Data Integration, DocuSign, System Administration, HubSpot Marketing Hub, Reports, Sales Reports, BI Reports, Dashboards, Documentation, Omni-channel, Salesforce Platform Events, Acceptance Testing, Messaging, REST APIs, Katana, HubL, Twilio API, MS Ribbon, Financial Services, Workflow Builder, SOQL, Software Engineering, CRM APIs, Bamboo, B2B Sales Pipeline, Lighting, Google Maps, Mapbox, Mapping, Leaflet, Third-party Integration, Reporting, Workflow, Fonteva, Robotic Process Automation (RPA), B2B, Cloud, Web
Software Developer
2015 - 2016
HCL Technologies
- Introduced methodologies and best practices to the software development division to enhance product definition and application customization.
- Pioneered new methods of code review to incorporate a wider range of voices, enhancing final products with ideas otherwise overlooked.
- Integrated live, virtual, and constructive programs into a cohesive product. Created workflow diagrams and Gantt charts to demonstrate processes and timelines.
- Administered, supported, and monitored databases by proactively resolving database issues and maintaining servers.
- Tested troubleshooting methods, devised innovative solutions, and documented resolutions for inclusion in the knowledge base for support team use.
- Assessed existing systems including billing automation, accounting, and real-time reporting and analytics capabilities, delivering updates for security purposes.
Technologies: Integration, Force.com IDE, Asana, App Development, Salesforce AppExchange, Heroku, Zapier, Data Migration, Salesforce SOQL/SOSL, Lightning Components, JavaScript, CSS3, HTML, Salesforce Apex, Salesforce.com Data Loader, Salesforce API, Salesforce.com Administration, Salesforce, Apex, API Integration, APIs, Apttus CPQ Certified, Certified Salesforce Administrator, Chatbot Conversation Design, Eclipse IDE, Email Templates, Enterprise Resource Planning (ERP), Field Service Lightning, Force.com, GitHub, HTML5, HubSpot, Informatica, Intuit QuickBooks, Java, Jira, Jitterbit, Jitterbit Data Loader, Lightning Communities, Lightning Design System, MuleSoft, NPSP, Outlook, Pardot, QuickBooks API, Salesforce Commerce Cloud, Salesforce Commerce Cloud (SFCC), Salesforce Community, Salesforce.com Sales Cloud Certification, Salesforce.com Service Cloud Certification, Salesforce CPQ, Salesforce Customization, Salesforce Dataloader, Salesforce Development Community (SFDC), Salesforce Einstein, Salesforce Lightning, Salesforce Marketing Cloud, Salesforce Reporting & Dashboards, Salesforce Reports, Salesforce REST API, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce SOAP API, Salesforce System Administration, SAP, Software Development Lifecycle (SDLC), Solution Architecture, Twilio, Visualforce Pages, Web Services, AMPscript, SOAP, Visualforce, Salesforce Consultant, Conga Composer, SQL, Data Modeling, Best Practices, Architecture, Leadership, Technical Leadership, Marketing Cloud, CPQ, HIPAA Compliance, PandaDoc, APEX Code, Zuora, Salesforce Cloud Flow, Form Assembly, Apex Triggers, TMS, HubSpot CRM, Shopify, Zoho, Zoho CRM, Monday.com, Mailchimp, WordPress, JSON, Flow, Campaign Monitor API, Campaign Monitoring, Salesforce Certified Platform App Builder, Salesforce.com Developer Certification, Agile, WhatsApp API, React, PHP, CRM Implementation (Salesforce), Real Estate, Left Main REI, Quip, Process Flows, Dataloader.io, Dell Boomi, Informatica ETL, Ajax, Business to Consumer (B2C), Email, Automation, Node.js, Force.com Migration Tool, Field Service, Customer Relationship Management (CRM), CRM Systems, C#, CSS, Git, Data Transformation, DataWeave, Anypoint Studio, Data Integration, DocuSign, System Administration, HubSpot Marketing Hub, Reports, Sales Reports, BI Reports, Dashboards, Documentation, Omni-channel, Salesforce Platform Events, Acceptance Testing, Messaging, REST APIs, Katana, HubL, Twilio API, MS Ribbon, Financial Services, Workflow Builder, SOQL, Software Engineering, CRM APIs, Bamboo, B2B Sales Pipeline, Lighting, Google Maps, Mapbox, Mapping, Leaflet, Third-party Integration, Reporting, Workflow, Fonteva, B2B, Cloud, Web
Experience
Salesforce Lightning Components Development for an Investment Company
This Australian-based company is a large wealth and investment portfolio management listed with the Australian Securities Exchange. It needed to manage opportunity closure to conserve agent efforts to high-profile, high-value clientele. The goal was to keep its sensitive communications confined to intended recipients only, with due care to prevent divulged financial standing.
I created a report and dashboard for All Number Fields Per Opportunity, a workflow rule to update the close date one year ahead of the date on the Opportunity insert.
I developed an inline VisualForce Page to display notes and attachments on Opportunity and the ability to upload multiple files on Opportunity with various extensions.
I uploaded the contact, entity, and investment data in Sandbox and Production and created a Lightning component on Opportunity to upload multiple files.
I created a custom wizard (pop-up) for lead conversion and a Lightning component to create new requests under the contact to send an email to the user who created a request for that contact.
Additionally, I developed a process builder to update the stage and secondary date fields in Salesforce on Opportunity and Outlook Salesforce integration.
I created a report and dashboard for All Number Fields Per Opportunity, a workflow rule to update the close date one year ahead of the date on the Opportunity insert.
I developed an inline VisualForce Page to display notes and attachments on Opportunity and the ability to upload multiple files on Opportunity with various extensions.
I uploaded the contact, entity, and investment data in Sandbox and Production and created a Lightning component on Opportunity to upload multiple files.
I created a custom wizard (pop-up) for lead conversion and a Lightning component to create new requests under the contact to send an email to the user who created a request for that contact.
Additionally, I developed a process builder to update the stage and secondary date fields in Salesforce on Opportunity and Outlook Salesforce integration.
Salesforce Lightning-based Integration, Lead Generation and Monitoring
The client was a Las Vegas-based promotional company that caters to the sport of boxing on a nationwide scale. The firm required a proper overhaul of its client data pipeline to make it more amenable to its sales deliverables across its current Salesforce platforms.
I proposed a clear integration of Google PubSub’s data stream into the Salesforce platform to manage lead data in a clear-cut, process-first fashion. Both call and lead data, captured from PubSub for Salesforce, got fed into the MCFX generator to pick leads.
Using JSON data files for unsaved makes all the relevant fields in the capture easier to segment and match for relevant leads. When a matched lead is generated, additional options for following up on such matches with the email marketing process or calls and texts become available as a note. Relevant key info about a prospective lead is viewed via a dynamic link to allow real-time information for sales and marketing.
To implement this system, all data from Pubsub was decrypted and mapped into JSON bodies fed into “call” and “ lead” respectively, and then made available for ingestion by Salesforce Lightning Experience.
I proposed a clear integration of Google PubSub’s data stream into the Salesforce platform to manage lead data in a clear-cut, process-first fashion. Both call and lead data, captured from PubSub for Salesforce, got fed into the MCFX generator to pick leads.
Using JSON data files for unsaved makes all the relevant fields in the capture easier to segment and match for relevant leads. When a matched lead is generated, additional options for following up on such matches with the email marketing process or calls and texts become available as a note. Relevant key info about a prospective lead is viewed via a dynamic link to allow real-time information for sales and marketing.
To implement this system, all data from Pubsub was decrypted and mapped into JSON bodies fed into “call” and “ lead” respectively, and then made available for ingestion by Salesforce Lightning Experience.
Salesforce Lightning Services Implementation to Track and Manage Product Selling
The client was a leading revenue operation, Salesforce, and cloud consulting company. Its team is passionate about providing the best in class consulting for revenue, growth, sales, finance, and customer success organizations.
They wanted to create a lightning component to add products to the opportunities. With this functionality, they wanted to track what was selling and its quantity. Also, they wanted the functionality that allowed them to make the changes in the end date of the opportunity product.
I brought the "Add Multiple Products to an Opportunity" functionality from Salesforce Classic to Lightning Experience by creating a Lightning component that enables the user to add and edit the opportunity products. This helped the users track what was selling, when, and in what quantity by adding products to opportunities.
This allowed them to maintain accurate records by continually updating the quantities and prices of the products. Furthermore, there was no concept of an end date in the native solution. So, I incorporated that on the Opportunity Product object in sync with the revenue/quantity schedules associated.
They wanted to create a lightning component to add products to the opportunities. With this functionality, they wanted to track what was selling and its quantity. Also, they wanted the functionality that allowed them to make the changes in the end date of the opportunity product.
I brought the "Add Multiple Products to an Opportunity" functionality from Salesforce Classic to Lightning Experience by creating a Lightning component that enables the user to add and edit the opportunity products. This helped the users track what was selling, when, and in what quantity by adding products to opportunities.
This allowed them to maintain accurate records by continually updating the quantities and prices of the products. Furthermore, there was no concept of an end date in the native solution. So, I incorporated that on the Opportunity Product object in sync with the revenue/quantity schedules associated.
Salesforce Customization for Effectively Management of Contacts and Sales Leads
The client was a software development shop specializing in website, mobile app, and automotive app development. They have locations in Toronto, San Francisco, Los Angeles, Chicago, Detroit, and New York.
The team was facing many challenges capturing the multiple lead generation forms, streamlining the process, and managing the converted leads. They were in grave need of a powerful lead generation solution.
I created customer fields to capture the leads and multiple page layout tabs in the Salesforce lightning. This allowed users to view all the leads in multiple page layouts such as grid view and list view.
I built an inquiry form for each page, such as contact us, subscribe, and apply, and for every lead, a respective record type was created.
For every lead converted, the lead record type is converted into a contact record type.
I developed a rule to update the "Description Filter" field on lead-based on the Lead List Type (Record Type) for every lead created.
I reversed the process of going live by inserting the real data into Salesforce and updating the lead records into production.
The team was facing many challenges capturing the multiple lead generation forms, streamlining the process, and managing the converted leads. They were in grave need of a powerful lead generation solution.
I created customer fields to capture the leads and multiple page layout tabs in the Salesforce lightning. This allowed users to view all the leads in multiple page layouts such as grid view and list view.
I built an inquiry form for each page, such as contact us, subscribe, and apply, and for every lead, a respective record type was created.
For every lead converted, the lead record type is converted into a contact record type.
I developed a rule to update the "Description Filter" field on lead-based on the Lead List Type (Record Type) for every lead created.
I reversed the process of going live by inserting the real data into Salesforce and updating the lead records into production.
Zuora and Salesforce CPQ Integration
The client is a SaaS company that offers subscription-based services to its customers. The company wanted to streamline its subscription management process, improve pricing accuracy, and provide a better customer experience. Here's how the project was executed:
1. Analysis and design: The first step was to analyze the company's current subscription management process and identify pain points. A solution was designed using Zuora and Salesforce CPQ that would streamline the process, improve pricing accuracy, and provide a better customer experience.
2. Integration: The next step was to integrate Zuora and Salesforce CPQ using a middleware integration platform. The product catalog and pricing rules were configured in Salesforce CPQ, and the middleware was set up to connect Salesforce CPQ with Zuora.
3. Rollout: The system was rolled out to the entire organization. The sales team was able to generate quotes more quickly and accurately, and customers were able to manage their subscriptions more easily. The company was also able to track revenue and manage customer subscriptions more effectively.
1. Analysis and design: The first step was to analyze the company's current subscription management process and identify pain points. A solution was designed using Zuora and Salesforce CPQ that would streamline the process, improve pricing accuracy, and provide a better customer experience.
2. Integration: The next step was to integrate Zuora and Salesforce CPQ using a middleware integration platform. The product catalog and pricing rules were configured in Salesforce CPQ, and the middleware was set up to connect Salesforce CPQ with Zuora.
3. Rollout: The system was rolled out to the entire organization. The sales team was able to generate quotes more quickly and accurately, and customers were able to manage their subscriptions more easily. The company was also able to track revenue and manage customer subscriptions more effectively.
Skills
Languages
Apex, HTML, JavaScript, Java, SQL, APEX Code, PHP, C#, CSS, Katana, HubL, SOQL, CSS3, HTML5, AMPscript
Frameworks
Lightning Components, Visualforce
Libraries/APIs
Salesforce SOAP API, Salesforce REST API, Salesforce API, Campaign Monitor API, WhatsApp API, React, Node.js, REST APIs, Twilio API, Google Maps, Leaflet, QuickBooks API
Tools
Eclipse IDE, Visualforce Pages, Salesforce Sales Cloud, Pardot, Field Service Lightning, Lightning Design System, Salesforce Einstein, Salesforce Dataloader, Salesforce CPQ, Salesforce Commerce Cloud (SFCC), Salesforce Marketing Cloud, Conga Composer, PandaDoc, Form Assembly, Mailchimp, Flow, Quip, Informatica ETL, Force.com Migration Tool, Git, Workflow Builder, Bamboo, GitHub, Zapier, Lightning Communities, Asana, Jira, Anypoint Studio
Paradigms
Best Practices, HIPAA Compliance, Agile, Automation, Acceptance Testing, B2B, App Development
Platforms
Salesforce, Heroku, HubSpot, MuleSoft, Twilio, Shopify, Zoho CRM, WordPress, Mapbox, Web, Salesforce SOQL/SOSL, Force.com IDE
Storage
Salesforce Commerce Cloud, JSON, Dataloader.io, Dell Boomi, Data Integration
Other
Force.com, Salesforce.com Data Loader, Salesforce Lightning, Salesforce.com Sales Cloud Certification, Salesforce.com Service Cloud Certification, Salesforce AppExchange, Salesforce Apex, Salesforce Service Cloud, Jitterbit, Informatica, SAP, Email Templates, Intuit QuickBooks, Integration, NPSP, API Integration, Salesforce Development Community (SFDC), APIs, Salesforce Reports, Apttus CPQ Certified, Solution Architecture, Chatbot Conversation Design, Enterprise Resource Planning (ERP), Certified Salesforce Administrator, Salesforce System Administration, Salesforce Reporting & Dashboards, Web Services, Salesforce Consultant, Data Modeling, Architecture, Leadership, Technical Leadership, Marketing Cloud, CPQ, Outlook, Zuora, Salesforce Cloud Flow, Apex Triggers, TMS, HubSpot CRM, Zoho, Monday.com, Campaign Monitoring, Salesforce Certified Platform App Builder, Salesforce.com Developer Certification, CRM Implementation (Salesforce), Real Estate, Left Main REI, Process Flows, Ajax, Business to Consumer (B2C), Email, Field Service, Customer Relationship Management (CRM), CRM Systems, Data Transformation, DocuSign, System Administration, HubSpot Marketing Hub, Reports, Sales Reports, BI Reports, Dashboards, Documentation, Omni-channel, Salesforce Platform Events, Messaging, MS Ribbon, Financial Services, Software Engineering, CRM APIs, B2B Sales Pipeline, Lighting, Mapping, Third-party Integration, Reporting, Workflow, Fonteva, Robotic Process Automation (RPA), Cloud, Salesforce Community, Data Migration, Software Development Lifecycle (SDLC), Jitterbit Data Loader, DataWeave, Salesforce.com Administration, Salesforce Customization, SOAP
Education
2011 - 2015
Bachelor of Science Degree in Computer Science
Indira Gandhi National Open University - New Delhi, India
Certifications
OCTOBER 2022 - PRESENT
Salesforce Certified Platform App Builder
Salesforce.com
DECEMBER 2020 - PRESENT
Salesforce Certified Administrator
Salesforce.com
JUNE 2019 - PRESENT
Salesforce Platform Developer II
Salesforce
JUNE 2019 - PRESENT
Salesforce Platform Developer I
Salesforce
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