Satyajit – Salesforce CRM Consultant

Profile Summary

3+ years of work experience in Salesforce Administration and Development

A versatile, highly motivated, CRM professional and working with all aspects of projects development life cycle

Server side scripting using Apex , complex Salesforce org customizations and to configure custom CRM workflows.

Proficiency in SFDC Administrative tasks including but not limited to creating Profiles, Roles, Users, Page Layouts, Approvals, Work flows, Validation rules, Reports, Dashboards, Tasks and actions, WFR, Process builder and flow builder

Software development with Agile Methodology and Version control using GitHub.

Development experience usingVisualforce pages

Experience in Commerce Cloud model implementation.

Interacting with client to identify the keyrequirement and providing solutions

Strong interpersonal, communication and collaboration skills. Detail oriented and results driven.

Professional skills

Salesforce CRM

Sales Cloud, Salesforce Platform, Salesforce B2B Commerce Cloud, Data Loader, Work Flow Rule, Process Builder,
Flow Builder, Approval Processes, Commerce Cloud, Workbench

Languages

Apex, Visual Force

Databases

SOQL,SOSL

Other Salesforce Technology

Sales Cloud, Service Cloud, Finance Cloud, Commerce Cloud

Project work experience

Order Management& Ecommerce Platform for Utility Equipment Provider

Environment

Salesforce CRM

Role

Administration &Development

Duration

10 Months

Team Size

8

Responsibilities

• Gathering and analysis of business requirements and then effectively took part in sprint planning to achieve the requirement.
• Configuration of custom application, objects, tabs, fields with the custom functionality to efficiently meet the business requirement.
• Working with Standard Salesforce features like Objects, Workflows, Record Types, Page layouts, Workflow Rules, Case Assignment Rules, and Escalation rules, Validation rules, Profiles, Roles, Reports and Dashboards
• Visualforce Pages and CPQ model implementation.
• Creation and deployment of various Triggers, Apex classes implementation
• Unit Testing of functionalities

Description:

Client is a Telecom Power utility manufacturer supplying telecom power equipment for telecom industries. They wanted to implement their Ecommerce Platform and Order Management system on Salesforce CRM so that they can easily manage their orders and automate business process.

Basically Sales representative collect order data from existing clients also provides new customized quotation for new clients. All the data is reflected in salesforce ORG where we build various automation process according to business logic.Also Client wanted Ecommerce platform so that customer can order 24/7 from anywhere. Payment and order tracking is done by integration.

Space Management- Service Cloud

Environment

Salesforce Lightning Environment, Service Cloud

Role

Administration and Development

Duration

6 months

Team Size

3

Responsibilities

• Gathering and analysis of business requirementsExperience in providing
• Creating of approval process and automation by Process builder and work flow rules
• Implementation of service cloud
• Creation and deployment of various Triggers, Apex classes implementation

Description:

Client is a real estate company that provide shared workspaces for startups and services for other enterprises. They act as an agency/broker between the landlord and tenant. As part of their services they use a 3rd party that look after all landlord/tenant queries and complaints. They wanted to move their 3rd party services onto a Salesforce CRM platform.

They need a way to log queries or complaints against landlords and tenants .The queries/complaints will be logged by the 3rd party call center and then passed on to the relevant person or team. Once the complaint logged it came to salesforce org where its is categorized and further processed. Also each query is automatically assigned to concern team. If query or complaint is having any financial dependency then for that we created approval process. Once query gets closed. It will get reflected as closed in 3rd party portal.

Insurance Policy

Environment

Salesforce Sales Cloud

Role

Administration and Developer

Duration

8 months

Team Size

06

Responsibilities

• Implementation of automations by customization and by configurations.
• Creates custom application, objects, tabs, fields with the custom functionality to efficiently meet the business requirement.
• Created and deployed various Triggers, Apex classes implementation.
• Involved in Working with Standard Salesforce features like Objects, Workflows, Record Types, Page layouts, Workflow Rules, Validation rules, Profiles, Roles, Reports and Dashboards
• Visualforce pages and CPQ model implementation
• Unit testing of functionalities

Description:

The project is basically based on Insurance company. They are using Salesforce application to sell their different insurance products to the customers. The Sales representative creates campaigns, generate leads and follow up to create opportunities to sell their insurance policies.

All the client tracking has been done in salesforce org. We have implemented automation process for effective customer and sales reps tracking and easy customer acquisition.