Karan Saxena, Developer in Lucknow, India
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Karan Saxena

Verified Expert  in Engineering

Salesforce Developer

Location
Lucknow, India
Toptal Member Since
July 21, 2022

Karan is a Salesforce developer and administrator with nine years of IT experience with the Salesforce.com CRM platform. He has a solid background in Salesforce.com configuration and design of Service Cloud, Sales Cloud, and Force.com solutions, with an emphasis on Service Cloud solutions, including Service Console, Customer Portal, and Case Feed.

Portfolio

AWC Software
Salesforce, Salesforce Apex, Salesforce CPQ, Salesforce Lightning, Eclipse IDE...
TechCompiler Data Systems
Salesforce, Eclipse IDE, Apex Classes, Apex Triggers, Batch Apex, Dataloader.io...

Experience

Availability

Part-time

Preferred Environment

Salesforce, Salesforce Apex, Salesforce API, Salesforce Lightning, Lightning Components, Lightning Web Components (LWC), Visualforce Pages, Eclipse IDE, Force.com, Integration, RingCentral, Google Analytics, MuleSoft, API Platforms, API Design, Architecture, Email Templates, Jungo, Workato, APIs, CRM Implementation (Salesforce), Chargebee, Finance, Billing, Financial Services, Salesforce Marketing Cloud, Certified Salesforce Administrator, Salesforce Cloud Flow, Zapier, CPQ, Configure One Cloud, HubSpot, Salesforce System Administration, Workflow Builder, APEX Code, SOQL, JavaScript, Apex, SQL, Software Engineering, Salesforce.com Administration, QuickBooks API, CRM APIs, REST APIs, Bamboo, Lighting, Google Maps, Mapping

The most amazing...

...thing I've handled is Informatica Cloud's Salesforce connectivity to integrate SaaS applications, on-premise systems, and enterprise databases.

Work Experience

Salesforce Developer

2019 - 2022
AWC Software
  • Implemented a multi-channel service desk in Service Cloud, including email to case, web to case, user management, CTI integration using InGenius OpenCTI, the live agent set up, case escalation, and assignment rules.
  • Designed, set up, and maintained Salesforce standard objects and custom objects while structuring user roles, security profiles, and workflow rules. Also created complex formulas, triggers, and flows.
  • Helped migrate data from various systems into the Salesforce CRM using Apex Data Loader, dataloader.io, ETL tools like Informatica onDemand, and CI experience to sync data between web services.
  • Implemented multiple Apttus CPQ projects, which included enhancing products, price rules, quotes, orders and contracts, and pricing using lists, costs, and markup. Also built a calculator plugin for system and user discounts.
  • Migrated Salesforce Classic to Lightning on the account segments, including leads and opportunities. Also created a user interface in Lightning Aura components and CSS to enter a case detail and submit it in Salesforce.
  • Developed Aura components using the component bundle, application bundle, client-side controller, Aura handler, Lightning buttons, Lightning input fields, input attributes, Lightning accordion, and other useful Lightning tags.
Technologies: Salesforce, Salesforce Apex, Salesforce CPQ, Salesforce Lightning, Eclipse IDE, Force.com, Lightning Components, Lightning Web Components (LWC), Salesforce API, Integration, Visualforce Pages, Salesforce SOAP API, Salesforce REST API, Salesforce Reports, Salesforce Community, Salesforce SOQL/SOSL, Salesforce Bulk API, Salesforce Cloud Flow, Salesforce AppExchange, Salesforce Sales Cloud, Salesforce Service Cloud, Apex Classes, Apex Triggers, Batch Apex, Salesforce Dataloader, Dataloader.io, QuickBooks Online, Zapier, Dell Boomi, Java, JavaScript, HTML, Force.com IDE, Slack, Heroku, Salesforce Certified Platform App Builder, Salesforce.com Administration, API Integration, APIs, Data Integration, Intuit QuickBooks, NetSuite, NetSuite API, Pardot, QuickBooks API, Salesforce Experience Cloud, Salesforce Health Cloud, Salesforce Marketing Cloud, SAP, SAP ERP, Single Sign-on (SSO), Software Architecture, Salesforce Reporting & Dashboards, Apex, JSON API, Process Builder, APEX Code, ApexPages, Apex Scheduler, Process Flows, CSS, Field Service Lightning, Certified Salesforce Administrator, Salesforce Einstein, ActiveCampaign, Agile, Agile Software Development, AngularJS, Ant Design, Apttus CPQ Certified, Asana, Bootstrap, C#, Calendly, ClickUp, Conga Composer, Dashboards, Data Management, Data Manipulation Language (DML), Data Migration, Data Modeling, Data Synchronization, DocuSign, Eclipse, Flow Builder, Force.com Migration Tool, Form Assembly, Formstack, Git, GitHub, GitHub API, GitLab, Gmail, Gmail API, Google Calendar, Google Calendar API, HubSpot, JavaScript MVC, Jira, Jira Administrator, Jira REST API, jQuery, UI Frameworks, Mailchimp, Managed Packages, MVC Design, MySQL, Ninja Forms, PandaDoc, QA Testing, REST, Salesforce.com Sales Cloud Certification, Salesforce Development Community (SFDC), Salesforce DX, Salesforce Einstein Bot, Salesforce Knowledge, Salesforce Maps, Salesforce Object Query Language (SOQL), Salesforce Platform Developer I Certification, Salesforce Platform Developer II Certification, UI Development, SAP Business Intelligence (BI), Scrum, SOAP, Software Development Lifecycle (SDLC), Software Development Toolkits (SDK), SOQL, Salesforce Object Search Language (SOSL), SQL, SteelBrick CPQ, System Integration, System Migration, Twilio, Twilio API, Visualforce, Web Services, Xero, Xero API, Zoom, CRM APIs, Journey Mapping, Salesforce System Administration, Authorize.net, Business Analysis, Business Process Analysis, Field Service, Xero Accounting, Payment APIs, Stripe, Stripe API, Web Development, Flow, Aura, SLDS, Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), System Administration, MuleSoft, Amazon S3 (AWS S3), Microsoft SQL Server, AMPScript, Email Studio, Marketing Cloud, Server-side JavaScript, Salesforce Consultant, REST APIs, Litify, RingCentral, Google Analytics, API Platforms, API Design, Architecture, Email Templates, Jungo, Workato, CRM Implementation (Salesforce), Chargebee, Finance, Billing, Financial Services, CPQ, Configure One Cloud, Workflow Builder, Software Engineering, Bamboo, Lighting, Google Maps, Mapbox, Mapping, Cloud, Web

Salesforce Developer

2013 - 2019
TechCompiler Data Systems
  • Worked on several Sales Cloud projects, including setting up forecasts, lead assignment rules, chatter, and campaigns and customizing fields like lead status, opportunity stages, and opportunity types.
  • Built a custom community that enabled users to connect with requested suppliers. Users can see custom reports, download them in a PDF/CSV or Excel format, and search for products and suppliers.
  • Worked on computer telephony integration for Salesforce, including lead management and enablement, sending customized SMS messages to leads and contacts, call recording, and real-time call analytics dashboards.
  • Contributed to the Salesforce app development, including submitting an app on the AppExchange and gaining approval, customizing an existing app, troubleshooting, packaging, checkmarks, and passing the security review.
  • Created a report and dashboard for all number fields per opportunity and a workflow rule to update the close date one year ahead of the date of the opportunity. Also added buckets, charts, and components to reports.
  • Established an Einstein bot with a knowledge base, which included creating a case using flows to complete the bot conversation and implementing conditional messaging to provide targeted responses to the customer using the Lightning knowledge base.
  • Enabled the Aura framework by adding attributes and handlers for events to focus on logic and interactions in Lightning applications. Built a Lightning component tab for Salesforce1 navigation and custom applications in Lightning.
Technologies: Salesforce, Eclipse IDE, Apex Classes, Apex Triggers, Batch Apex, Dataloader.io, Dell Boomi, Force.com, Force.com IDE, Heroku, HTML, Java, JavaScript, Lightning Components, Lightning Web Components (LWC), QuickBooks Online, Salesforce Apex, Salesforce API, Salesforce AppExchange, Salesforce Bulk API, Salesforce Certified Platform App Builder, Salesforce Cloud Flow, Salesforce.com Administration, Salesforce Community, Salesforce CPQ, Salesforce Dataloader, Integration, Salesforce Lightning, Salesforce Reports, Salesforce REST API, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce SOAP API, Salesforce SOQL/SOSL, Visualforce Pages, Slack, Zapier, API Integration, APIs, Data Integration, Intuit QuickBooks, NetSuite, NetSuite API, Pardot, QuickBooks API, Salesforce Experience Cloud, Salesforce Health Cloud, Salesforce Marketing Cloud, SAP, SAP ERP, Single Sign-on (SSO), Software Architecture, Salesforce Reporting & Dashboards, Apex, Certified Salesforce Administrator, Field Service Lightning, HubSpot, JSON API, Process Builder, Salesforce Object Query Language (SOQL), SQL, Web Services, UI Frameworks, Visualforce, Data Management, Data Modeling, MVC Design, C#, jQuery, AngularJS, Bootstrap, Salesforce Platform Developer I Certification, Apttus CPQ Certified, SteelBrick CPQ, Force.com Migration Tool, Salesforce Object Search Language (SOSL), JavaScript MVC, System Integration, Jira, Jira REST API, Jira Administrator, SOAP, REST, Twilio API, Twilio, Flow Builder, Salesforce DX, Dashboards, Data Manipulation Language (DML), Asana, ClickUp, Gmail API, Gmail, Mailchimp, Google Calendar, Calendly, ActiveCampaign, PandaDoc, Formstack, Ninja Forms, Form Assembly, Conga Composer, Zoom, Xero API, Xero, DocuSign, SOQL, Agile, Scrum, MySQL, System Migration, Data Migration, Ant Design, Git, GitLab, GitHub, GitHub API, Eclipse, SAP Business Intelligence (BI), Managed Packages, UI Development, Agile Software Development, Data Synchronization, QA Testing, Software Development Lifecycle (SDLC), Software Development Toolkits (SDK), Google Calendar API, Salesforce Maps, Salesforce Einstein, Salesforce Einstein Bot, Salesforce Knowledge, Salesforce Platform Developer II Certification, Salesforce.com Sales Cloud Certification, Salesforce Development Community (SFDC), APEX Code, ApexPages, Apex Scheduler, CSS, Process Flows, CRM APIs, Journey Mapping, Salesforce System Administration, Business Analysis, Field Service, Xero Accounting, Business Process Analysis, Authorize.net, Payment APIs, Stripe, Stripe API, Web Development, Flow, Aura, SLDS, Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), System Administration, MuleSoft, Amazon S3 (AWS S3), Microsoft SQL Server, AMPScript, Email Studio, Marketing Cloud, Server-side JavaScript, Salesforce Consultant, REST APIs, RingCentral, Litify, Google Analytics, API Platforms, API Design, Architecture, Email Templates, Jungo, Workato, CRM Implementation (Salesforce), Chargebee, Finance, Billing, Financial Services, CPQ, Configure One Cloud, Workflow Builder, Software Engineering, Bamboo, Lighting, Mapbox, Mapping, Cloud

Salesforce Inventory Management and SAP Integration Using REST API

The customer used conventional ways to manage their sales and marking and used the SAP Business One server for managing orders and order processing information once sales were confirmed.

They purchased Salesforce cloud licenses to manage their sales and marketing activities. The goal was to communicate with customers in Salesforce only until the deal was finalized. Once a deal was finalized, they wanted to move the deal information to SAP, which takes care of order management and deliveries.

PROJECT BRIEF
• Using this Salesforce information, various records are created on SAP B1 using the database structure at SAP B1. This included customers, contacts, addresses, orders, and order items.
• These web service calls are placed when an opportunity is marked as closed won, indicating a deal is won.
• The integration was done by calling REST/XML web services provided by the SAP B1 server. No custom web service was required for this integration.
• When the opportunity goes into SAP as an order, it also generates an order number, which Salesforce gets in response and stores in the opportunity as an SAP order number. This allows the user to locate Salesforce records in SAP and vice versa quickly.

Salesforce Sales Cloud Implementation and User Training

The client is a leading equipment manufacturing specialist who deals in commercial asset lending for trucks, forklifts, cranes, construction machinery, mining, and material handling equipment.

The client's vision was to have the appropriate tools, besides access to data, to carry out their day-to-day duties as their sales representatives. This will ensure that the client will continue growing and serving their industries.

The client contacted me to review their current business processes and practices and seek advice on implementing Salesforce Sales Cloud and training their sales representatives and staff.

The following scope was developed and implemented:
• Configuration of users, roles, profiles, and permission sets; configuration of record types, page layouts, and list views.
• Lead management configuration, including lead assignment configuration, account, and contact duplicate management.
• Reports and dashboards, including auditing existing reports and creating new reports.
• Data migration from existing enterprise to the new professional Salesforce ORG and duplicate management.
• Product (opportunity line item) and pricing management configuration
development of a document archiving solution.

Salesforce to NetSuite Integration with Dell Boomi

The client was transforming its IT landscape from legacy on-premise CRM and finance systems to Salesforce and NetSuite. Along with this transformation, they wanted to largely automate the quote-to-cash process. This required Salesforce and NetSuite to share data with each other for managing the quote-to-cash process in near real time.

Using the Dell Boomi platform, I delivered a seamless integration between a SaaS system enabling an automated quote-to-cash process. The engagement was delivered within a matter of a few weeks with a flexible integration framework that's easily extensible to cater to any future changes in the business process.

PROJECT BRIEF
• Integration between standard as well as customized objects defined in SaaS applications.
• Supported advanced transformation logic such as cross-reference lookups and scripting.
• An error-handling approach ensuring no transactions are lost in the middleware and passed on to the source record of the transaction for easy identification and resolution.

Languages

Java, JavaScript, HTML, Apex, APEX Code, CSS, SQL, C#, Data Manipulation Language (DML), SOQL, Salesforce Object Search Language (SOSL), AMPScript

Frameworks

Lightning Components, Visualforce, AngularJS, Bootstrap, JavaScript MVC, Ant Design

Libraries/APIs

Salesforce API, Salesforce SOAP API, Salesforce REST API, Salesforce Bulk API, NetSuite API, QuickBooks API, JSON API, jQuery, Jira REST API, Twilio API, Gmail API, Xero API, GitHub API, Google Calendar API, Authorize.net, Stripe, Stripe API, REST APIs, Google Maps

Tools

Visualforce Pages, Eclipse IDE, Salesforce CPQ, Salesforce Sales Cloud, Batch Apex, Salesforce Dataloader, Zapier, Slack, Pardot, Salesforce Marketing Cloud, Field Service Lightning, Process Builder, Salesforce Einstein, Force.com Migration Tool, Jira, Salesforce DX, Asana, Mailchimp, Formstack, Ninja Forms, Form Assembly, Conga Composer, Zoom, Xero, Git, GitHub, Google Analytics, Workflow Builder, Bamboo, GitLab, Flow, RingCentral

Paradigms

MVC Design, REST, Agile, Scrum, Agile Software Development

Platforms

Salesforce, Salesforce SOQL/SOSL, Force.com IDE, Heroku, Twilio, MuleSoft, Workato, Web, Eclipse, Mapbox

Storage

Dataloader.io, Dell Boomi, Data Integration, Data Synchronization, MySQL, Amazon S3 (AWS S3), Microsoft SQL Server

Other

Salesforce Apex, Salesforce Lightning, Lightning Web Components (LWC), Force.com, Integration, Salesforce Reports, Salesforce Community, Salesforce Cloud Flow, Salesforce AppExchange, Salesforce Service Cloud, Apex Classes, Apex Triggers, QuickBooks Online, Salesforce Certified Platform App Builder, Salesforce.com Administration, Salesforce Experience Cloud, APIs, API Integration, NetSuite, SAP ERP, Intuit QuickBooks, Single Sign-on (SSO), Software Architecture, Salesforce Reporting & Dashboards, Certified Salesforce Administrator, HubSpot, ApexPages, Apex Scheduler, Process Flows, Salesforce Object Query Language (SOQL), Web Services, UI Frameworks, Data Management, Data Modeling, Salesforce Platform Developer I Certification, Apttus CPQ Certified, SteelBrick CPQ, System Integration, Jira Administrator, SOAP, Flow Builder, Dashboards, ClickUp, Gmail, Google Calendar, Calendly, ActiveCampaign, PandaDoc, DocuSign, System Migration, Data Migration, Managed Packages, QA Testing, Software Development Lifecycle (SDLC), Software Development Toolkits (SDK), Salesforce Maps, Salesforce Einstein Bot, Salesforce Knowledge, Salesforce Platform Developer II Certification, Salesforce.com Sales Cloud Certification, Salesforce Development Community (SFDC), CRM APIs, Salesforce System Administration, Journey Mapping, Field Service, Business Analysis, Payment APIs, Web Development, Litify, API Platforms, API Design, Architecture, Email Templates, Jungo, UI Development, CRM Implementation (Salesforce), Chargebee, Finance, Billing, Financial Services, CPQ, Configure One Cloud, Software Engineering, Lighting, Mapping, Cloud, SAP, Salesforce Health Cloud, SAP Business Intelligence (BI), Xero Accounting, Business Process Analysis, Aura, SLDS, Customer Relationship Management (CRM), Enterprise Resource Planning (ERP), System Administration, Email Studio, Marketing Cloud, Server-side JavaScript, Salesforce Consultant

2009 - 2013

Bachelor's Degree in Computer Science

Maharshi Dayanand University - Rohtak, Haryana, India

MARCH 2022 - PRESENT

Salesforce Certified Platform Developer I

Salesforce

JANUARY 2022 - PRESENT

Salesforce Certified Administrator

Salesforce

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