Salesforce Lightning Community (TimeSheet)
Designed and implemented a Salesforce Lightning community for a US-based real estate organization. It allows community users to add the site visits, site scope, work logs, and hours.TASKS: • Designed the Salesforce architecture object model• Built Lightning communities for on-field workers• Implemented reports and dashboards
Salesforce Document Generation System
Designed and implemented a Salesforce Dynamic Document generation app using a Java microservice and Salesforce API. Used Java libraries, read, modified, and attached documents to Salesforce notes and the attachment system.TASKS:• Designed Lightning configuration windows• Designed the proposal and contract document using the word–merge field. • Implemented Java microservice to read and modify with Salesforce data hosted on AWS Lambda• Wrote technical documents and a user guide. • Trained users at all levels.
Salesforce Booth Management System
Implemented a booth management system on the Salesforce Sales Cloud for one of the US-based trade show organizations. I developed a microservice to extract floor plans using Java libraries and store records on Salesforce by using a Salesforce API. Once information about upcoming shows is in the booth management system, users can sell using the order management system. The order management system is implemented with the integration between Salesforce and DocuSign. Once an order is finalized, you can generate a contract with Conga Composer and send it for signing using DocuSign. TASKS:• Implemented a microservice to extract the booth information from the floor plan• Implemented an order management system and Conga Composer to generate documents• Designed and integrated Salesforce with DocuSign• Created reports to analyze the performance of the organization
Salesforce and DocuSign Integration
Designed and implemented a custom Salesforce application to integrate the Sales Cloud with DocuSign. It allows administrators to configure the DocuSign template by providing dynamic signers and signer routing. Users can define rules to pick a pre-defined document template. An important feature is replacing the merge field with the Salesforce data by reading the configuration. Once the document is signed, a user can attach it to the related contract.These simple, yet effective changes, made a big difference in optimizing these processes. It was also very cost-effective as we needed only one user on the DocuSign side.
Salesforce Sales Cloud Implementation
This project was a Salesforce Sales Cloud implementation for an events management organization. TASKS:Gathered requirements, analyzed, and designed the solution. I created and implemented the document library by integrating Salesforce with G-drive. I provided a document library solution where Salesforce users can upload any document in a record level in a categorized way. From there, it can be uploaded to G-Drive folders. I wrote the technical documents, user guides, and trained users.
Salesforce Data Extractor
Designed and implemented a Salesforce data extractor using a Java microservice with a Salesforce API. Provided a configuration wizard to enable and disable back-up using a Salesforce API. This enables one to read the configuration and extract data for the enabled object. It stores CSV files on OneDrive.
Salesforce Sales Cloud Implementation For SaaS company
A Silicon Valley startup that built the first five-start virtual event venue and has the product and services to match. Their flagship product allows customers to create an event that feels like an interactive TV show.It started as an engagement for one project. It turned into a long-term working relationship that had successfully implemented many vital projects, worked directly with the President, and ongoing enhancements.TASKS:• Implemented Salesforce from scratch for the sales and marketing team, from handling inbound leads to closing deals• Integrated GDoc to generate a merged document using DocuSign and sent it for the signature with specifying routing• Maintained the data synchronization within the platform and ensured everyone saw the same outputs• Employed automation as per the client's requirements• Gathered the requirements through sales and business development teams