Devarshi M.

Devarshi M.

Prayagraj, Uttar Pradesh, India
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About Me

Results-driven Salesforce Architect with 9+ years of hands-on experience designing and delivering enterprise-grade CRM solutions across healthcare, real estate, cybersecurity, and SaaS verticals. Devarshi has a proven track record leading end-to-end implementations from solution architecture and data modeling to third-party integrations and GTM automation. Deep expertise in Sales Cloud, Service Cloud, Marketing Cloud, Lightning Web Components, and data orchestration platforms.

Backend

REST APIs

DevOps

Marketing Cloud

Other

Salesforce VisualForce Webhooks Shopify Team Leadership Data Modeling Automation Monday.com Data Governance Solution Architecture Sales cloud Service cloud Lightning Web components DocuSign Data Migration Conga Composer Firebase

Work history

CrowdBox
Salesforce Architect & Data Orchestration Lead
2025 - 2026 (1 year)
Remote
  • Leading end-to-end data operations across Salesforce, Clay.com, Apollo.io, and internal systems to drive strategy, enrichment, and analytics

  • Operationalizing propensity models and improving lead routing to enhance GTM effectiveness through insights-driven automation

  • Partnering with cross-functional teams (Sales, Marketing, RevOps) to streamline pipeline workflows and data governance

SalesforceData Orchestration Clay.com Apollo.io GTM Automation Lead Routing Data Governance
Kentucky Trailer
Data Migration Consultant
2025 - 2025
Remote
  • Architected and executed a full Salesforce to Monday.com migration spanning 3 independent company instances with strict data isolation requirements

  • Designed the target data model, configured automations, and ensured data integrity throughout the transition

  • Delivered project on schedule, enabling the client to fully decommission their Salesforce org

Circadian Health
Salesforce Architect
2024 - 2024
Remote
  • Delivered targeted Salesforce architecture and configuration for a health-tech client during a critical product build phase

  • Provided strategic guidance on platform design and technical implementation

  • Ensured system alignment with business requirements and scalability

SalesforceSolution Architecture Configuration
Assure Health
Salesforce Architect
2021 - 2024 (3 years)
Remote
  • Architected the full Salesforce platform for a remote patient monitoring startup from the ground up, including alert systems supporting absolute, relative, and trend-based thresholds for clinical device data

  • Automated claims generation and oversaw billing processes for RPM, RTM, and CCM reimbursement programs with nurse time-tracking and care plan management

  • Spearheaded Marketing Cloud implementation including data extensions, email templates, and automated patient journeys with integrations to DrChrono, ElationEMR, DocuSign, Phaxio, and Smartmeter

SalesforceSolution Architecture Marketing Cloud Data Extensions Third-Party API Integrations DrChrono ElationEMR DocuSign Phaxio Smartmeter
Toptal & Upwork
Senior Salesforce Developer & Architect (Freelance)
2020 - 2025 (5 years)
Remote
  • Built student-teacher portal using Salesforce Communities and developed doctor-employer matching portal with Visualforce and Firebase authentication

  • Designed real estate client portal for secure document sharing and property showcasing with lead matching using Lightning Web Components

  • Implemented automated invitation workflows and property display on lead records with LWC

SalesforceSalesforce Communities VisualForceLightning Web components FirebasePortal Development
Coacto | Salesforce CRM Consultants
Senior Salesforce Developer & Consultant
2017 - 2021 (4 years)
Remote
  • Delivered 10+ Salesforce projects across manufacturing, cybersecurity, and professional services verticals and built a custom packaging solution (AscentERP) cutting packing time from 60 to under 10 minutes

  • Developed a cybersecurity customer portal with dynamic questionnaire scoring and automated report generation

  • Executed multiple Conga Composer implementations, streamlining document generation for enterprise clients

SalesforceAscentERP Conga Composer Solution Architecture Custom Development Document Generation
HIC Global Solutions
Software Developer → Senior Software Engineer
2015 - 2017 (2 years)
Remote
  • Grew from junior developer to senior engineer on the founding Salesforce team and eliminated Zapier costs by building custom Salesforce REST APIs with Shopify Webhook integration for real-time sync

  • Led a 2-person team to build a Desk.com to Salesforce integration with bidirectional batch sync

  • Contributed to foundational Salesforce platform development and architecture

SalesforceREST APIs ShopifyWebhooks Desk.com Integration Development Team Leadership

Showcase

Lead Matching for a Real Estate Firm
Lead Matching for a Real Estate Firm
  • Implemented lead matching solution using Salesforce and Lightning Web Components for a real estate firm.

  • Created multiple components for data display, image representation, and pagination features.

  • Customized properties page to show leads based on property features.

Lead Developer - Questionnaire and Appointment Scheduling
Lead Developer - Questionnaire and Appointment Scheduling
  • Developed a project aimed at assisting pregnant women by providing a questionnaire to maximize the benefits of their doctor's visits.

  • Implemented a decision tree to present questions effectively and tailored to the needs of the user.

  • Built a full end-to-end solution that includes an appointment scheduling feature based on real-time availability.

SkippQ: Self-checkout Mobile Application
SkippQ: Self-checkout Mobile Application
  • Developed an Android application, SkippQ, that listed various retailers across the city

  • App included features allowing customers to scan products, pay online and exit the store without checkout

  • Managed the entire development and product management process

Lead Developer - Implementation of the Ascent ERP and Conga Composer
Lead Developer - Implementation of the Ascent ERP and Conga Composer
  • Implemented the Ascent ERP solution and Conga Composer in Salesforce for the customer

  • Developed complex payment terms and a discount process as part of project requirements

  • Successfully deployed project with the new discount and payment solutions in place

Community Portal for a Real Estate Firm
Community Portal for a Real Estate Firm
  • Developed listing components to display investment opportunities in a real estate community portal

  • Implemented a feature to share private documents with investors post NDA agreement

  • Successfully integrated UI/UX design and backend data management

Job Portal for Doctors
Job Portal for Doctors
  • Job Portal for Doctors is a project implemented to display job listings in Salesforce to external candidates.

  • Enables employers to manage job listings.

  • The project uses Salesforce sites and Firebase for candidate and employer authentication before accessing job and personal data.

Salesforce Integration with Shopify
Salesforce Integration with Shopify
  • Zapier was removed from the project to eliminate its associated monthly cost

  • Created and exposed custom REST APIs in Salesforce to Shopify Webhooks

  • This led to bidirectional syncing between Salesforce and Shopify

Tool for Migrating Data from Desk to Salesforce
Tool for Migrating Data from Desk to Salesforce
  • Developed a solution to connect Desk.com and Salesforce for data migration

  • Created a tool for migrating data from Salesforce to Desk.com

  • Included a batch process for hourly sync between Desk and Salesforce

Education

Education
Bachelor of Technology (B.Tech.) — Electrical & Instrumentation Engineering
Krishna Institute of Engineering and Technology, Ghaziabad
2011 - 2015 (4 years)
Education
Salesforce Developer 401
Salesforce
Education
Salesforce Certified Platform Developer I
Salesforce