Karan Saxena
Verified Expert in Engineering
Salesforce Developer
Karan is a Salesforce developer and administrator with 11 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
Experience
Availability
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, FinancialForce
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
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.
Salesforce Developer
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.
Experience
Salesforce Inventory Management and SAP Integration Using REST API
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'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
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.
Skills
Languages
Java, JavaScript, HTML, Apex, APEX Code, CSS, Salesforce Object Query Language (SOQL), 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, PandaDoc, Formstack, Ninja Forms, Form Assembly, Conga Composer, Zoom, Xero, Git, GitHub, Salesforce Einstein Bots, Google Analytics, Workflow Builder, Bamboo, FinancialForce, GitLab, Flow, RingCentral
Paradigms
MVC Design, REST, Agile, Scrum, Agile Software Development
Platforms
Salesforce, Salesforce SOQL/SOSL, Force.com IDE, Heroku, Salesforce Experience Cloud, HubSpot, Twilio, Calendly, MuleSoft, Litify, Workato, Web, Salesforce Health Cloud, 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, APIs, API Integration, NetSuite, SAP ERP, Intuit QuickBooks, Single Sign-on (SSO), Software Architecture, Salesforce Reporting & Dashboards, Certified Salesforce Administrator, ApexPages, Apex Scheduler, Process Flows, 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, ActiveCampaign, DocuSign, System Migration, Data Migration, Managed Packages, QA Testing, Software Development Lifecycle (SDLC), Software Development Toolkits (SDK), Salesforce Maps, 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, 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, Salesforce Non Profit, SAP, 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
Education
Bachelor's Degree in Computer Science
Maharshi Dayanand University - Rohtak, Haryana, India
Certifications
Salesforce Certified Platform Developer I
Salesforce
Salesforce Certified Administrator
Salesforce
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