Harpreet Arora, Developer in Toronto, ON, Canada
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Harpreet Arora

Verified Expert  in Engineering

Bio

Harpreet is a results-driven Salesforce Revenue Cloud architect with over 10 years of experience implementing, administering, and optimizing Salesforce solutions, including quote-to-cash (QTC/Q2C), Salesforce Sales Cloud, and Salesforce Experience Cloud. He's adept at translating business requirements into functional solutions and driving successful project outcomes. Harpreet has a proven track record of streamlining processes, reducing product complexity, and improving system performance.

Portfolio

Talkdesk
Salesforce CPQ, Salesforce, Salesforce Sales Cloud, NetSuite, Zuora...
Okta
Salesforce, Salesforce CPQ, Salesforce Sales Cloud, CPQ...
Finastra
Salesforce Sales Cloud, Salesforce CPQ, Salesforce, Business Analysis...

Experience

  • Salesforce - 10 years
  • Salesforce Sales Cloud - 9 years
  • Business Cases - 9 years
  • Business Analysis - 7 years
  • Salesforce CPQ - 6 years
  • Integration - 4 years
  • Salesforce Service Cloud - 2 years
  • Salesforce Experience Cloud - 2 years

Availability

Full-time

Preferred Environment

Salesforce Sales Cloud, Salesforce CPQ, Salesforce, Integration, Salesforce Experience Cloud

The most amazing...

...project I've led is the automation of an entire quote-to-cash process for non-enterprise prospects, eliminating the need for manual intervention.

Work Experience

Salesforce Architect

2022 - 2024
Talkdesk
  • Designed and orchestrated the end-to-end implementation of a self-serve revenue stream with zero human intervention using Salesforce CPQ and a NetSuite integration.
  • Migrated the records system from Zuora to Salesforce successfully.
  • Implemented a process to capture a new trial request.
Technologies: Salesforce CPQ, Salesforce, Salesforce Sales Cloud, NetSuite, Zuora, Integration, CPQ, REST APIs, Audits, APIs, API Integration, Salesforce API, Certified Salesforce Administrator, Gearset, Salesforce.com Administration, Reporting, Salesforce REST API, SQL, Data Migration, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, User Acceptance Testing (UAT), Product Ownership, Customer Experience, Salesforce

Salesforce Lead

2021 - 2022
Okta
  • Implemented a solution successfully to show the net product's annual recurring revenue, excluding promotions and discounts.
  • Consolidated the product catalog to reduce the total number of products from 15,000 to 4,500, helping decrease the product query time by eight seconds and prompting a quicker loading of the quote line editor.
  • Led projects to integrate Altify, Outreach, and Clari with Salesforce.
Technologies: Salesforce, Salesforce CPQ, Salesforce Sales Cloud, CPQ, CRM Implementation (Salesforce), Salesforce Lightning, Audits, APIs, API Integration, Salesforce API, Certified Salesforce Administrator, Gearset, REST APIs, Salesforce.com Administration, Reporting, Salesforce REST API, SQL, Data Migration, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, User Acceptance Testing (UAT), Product Ownership, Customer Experience, Salesforce

Salesforce Lead

2020 - 2021
Finastra
  • Led the projects to integrate Altify, Outreach, and Clari with Salesforce.
  • Created a lookup price rule to improve quote calculation response time and reduce quoting errors by 85%.
  • Created product bundles to reduce the total number of products from 400 to 45.
Technologies: Salesforce Sales Cloud, Salesforce CPQ, Salesforce, Business Analysis, Business Cases, Audits, APIs, API Integration, Salesforce API, Certified Salesforce Administrator, Formstack, REST APIs, Zapier, Salesforce.com Administration, Reporting, Salesforce REST API, SQL, Data Migration, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, User Acceptance Testing (UAT), Product Ownership, Customer Experience, Salesforce

Salesforce Consultant

2019 - 2019
Orthotic Holdings
  • Led and implemented the company's first CRM solution by successfully migrating data from different ERPs into Salesforce.com.
  • Collaborated with the head of sales in the creation and implementation of a post-roll-out strategy that resulted in user adoption increasing from 0% to 70% in the first 45 days and 93% after 90 days.
  • Provided onboarding training as well as routine refresh education and training, engagement and proactive communications to users, and related change management.
Technologies: Salesforce Sales Cloud, Salesforce CPQ, Business Analysis, Jira, User Stories, Audits, APIs, Certified Salesforce Administrator, Salesforce.com Administration, Reporting, Data Migration, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, User Acceptance Testing (UAT), Product Ownership, Salesforce

Salesforce Consultant

2016 - 2019
Ceridian
  • Integrated Salesforce.com with Pardot which helped to bring the marketing and sales team under one platform and improved the lead conversion rate by 5%.
  • Migrated the entire Salesforce instance to Lightning.
  • Automated the entire deal approval process, reducing the approval timeframe from 96 to 36 hours.
Technologies: Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Experience Cloud, Salesforce CPQ, Business Analysis, Audits, Certified Salesforce Administrator, Salesforce.com Administration, SQL, Data Migration, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, User Acceptance Testing (UAT), Customer Experience, Salesforce

Salesforce Business Analyst

2013 - 2016
Internation SOS Pte ltd
  • Migrated customer and order data from legacy systems into Salesforce.
  • Designed and created training material and conducted internal training sessions for business users on Salesforce technology functionalities.
  • Led the sessions to analyze business processes to recommend and implement improvements.
Technologies: Salesforce, Business Analysis, Certified Salesforce Administrator, Salesforce.com Administration, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, User Acceptance Testing (UAT), Salesforce

Salesforce CPQ Implementation

This project involved implementing Salesforce CPQ to automate the configuration, pricing, and quoting of complex product catalogs at Finastra. As a result, quote generation time was reduced by 50%, and quote accuracy improved significantly by eliminating manual errors and inconsistencies. The project also enabled sales representatives to create complex quotes with multiple product configurations and pricing options within minutes, leading to faster deal closure and revenue growth. In addition, the Salesforce CPQ implementation improved visibility into the sales pipeline and offered real-time reporting and analytics. It also enhanced collaboration between sales, finance, and operations teams by centralizing quoting processes within the system and enabling seamless communication and approvals.
2011 - 2013

Master’s Degree in Business Administration (MBA)

Murdoch University - Perth, Australia

JUNE 2024 - PRESENT

Salesforce Certified Platform Developer

Salesforce

FEBRUARY 2024 - PRESENT

Salesforce Certified Sharing and Visibility Architect

Salesforce

DECEMBER 2023 - PRESENT

Salesforce Certified AI Associate

Salesforce

OCTOBER 2023 - PRESENT

Salesforce Certified Business Analyst

Salesforce

MAY 2023 - PRESENT

Salesforce Certified Associate

Salesforce

DECEMBER 2021 - PRESENT

Salesforce Certified Experience Cloud Consultant

Salesforce

FEBRUARY 2021 - PRESENT

Salesforce Certified Platform App Builder

Salesforce

JANUARY 2021 - PRESENT

Salesforce Certified CPQ Specialist

Salesforce

APRIL 2020 - PRESENT

Salesforce Certified Service Cloud Consultant

Salesforce

OCTOBER 2019 - PRESENT

Salesforce Certified Sales Cloud Consultant

Salesforce

APRIL 2018 - PRESENT

Salesforce Certified Administrator

Salesforce

Libraries/APIs

REST APIs, Salesforce REST API, Salesforce API

Tools

Salesforce Sales Cloud, Salesforce CPQ, Gearset, Jira, Formstack, Zapier

Paradigms

User Acceptance Testing (UAT)

Platforms

Salesforce, Salesforce Experience Cloud

Languages

SQL, Apex

Other

Business Cases, Business Analysis, CPQ, SFDC Customization, SFDC Configuration, User Stories, Audits, APIs, Certified Salesforce Administrator, Salesforce.com Administration, Reporting, Salesforce System Administration, CRM Systems, CRM Configuration, Dashboard Development, Product Ownership, Customer Experience, Salesforce, Integration, Salesforce Community Cloud Certification, Salesforce Community, Salesforce Apex, CRM Implementation (Salesforce), Salesforce Lightning, API Integration, Data Migration, Salesforce Service Cloud, NetSuite, Zuora, Business Administration, Artificial Intelligence (AI)

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