Salesforce Lead / Architect (steelbrick Cpq / Q2c) Resume
SUMMARY:
- Certified Salesforce Lead with over 14+ years of progressive experience in the implementation, customization, upgrade and maintenance of CRM applications (Salesforce, PeopleSoft, Oracle).
- Has in - depth experience in implementing Marketing Cloud, Service Cloud, Sales Cloud along with Quote-to-Cash / Configure-Price-Quote (CPQ) as well as integrating these business processes to Order Management / Fulfilment / Settlement processes on Force.com platform.
- Has hands-on experience with customizing and integrating CRM apps with various third-party offerings, enterprise applications and services.
- Engage with Business and Technical teams to help understand As-Is and To-Be flows and derive estimates time / effort along with resource planning and allocation. This includes data conversion, integrations, customization / personalization and BI/Reporting.
- Ability to plan ahead for post-production support, prioritize and triage issues, set expectations with Business and Management for high visibility issues / features and follow through on SLA.
- Has extensive experience architecting, designing and developing complex integrations between Cloud / ERP / Legacy systems. Well versed with SOAP/REST Web Services, XML, XSL/XSLT, WSDL, and API/JSON standards
- Provide oversight for design/documentation, code review and QA and cut-over on the technical side. Track overall progress and provide weekly status updates to stakeholders, plan UAT, arrange User training, manage change control and risk assessment/mitigation on business side.
- Lead the data conversion and migration effort using Data Loader, Informatica, CI/File Layout for Sandbox and Production environments. Developed new connectors between Salesforce and legacy applications using Middleware solutions. Lead the testing effort for both cloud and on-premise applications on Salesforce / Oracle platforms.
- Proficient in Triggers, APEX, Visualforce, Lightning, Workflow & Dashboards, Integrations, SOQL
- Successfully migrated clients from legacy applications to cloud and hybrid cloud offerings.
- Possesses good communication and interpersonal skills with ability to multitask, manage time efficiently, foresee potential pitfalls, mitigate issues, identify resolutions and report to management in a timely and professional manner.
SKILL:
Tools: Salesforce Apex Classes/Controllers, Visualforce, Triggers, Workflow & Approvals, Dashboards, Workbench, Analytic Snapshots, Custom Objects, SOQL, Java Script, HTML
PeopleSoft: PeopleTools (Versions ), Application Designer, Application Packages, PeopleCode, Application Engine and File Layout, Data Mover
IDE: Eclipse, jDeveloper, Application Designer
Integration: Integration Broker / XSLT / Web Services / APIs / SOAP / REST (XML / JSON)
Middleware: Talend ESB / Oracle Fusion Middleware / BPEL
Analytics: PS Query, Oracle SQL Developer / Database 11g, TOAD, DataHero.com, Keen.IO
Salesforce: CPQ (SteelBrick/Apttus), Service / Sales / Marketing Cloud, Marketo, Zuora
PeopleSoft: Support, Field Service, CTI, Order Capture, 360 Degree View
Oracle Fusion: Core HR, Fusion Middleware
EXPERIENCE:
Confidential
Salesforce Lead / Architect (SteelBrick CPQ / Q2C)
Responsibilities:
- Worked extensively on user requirements gathering, gap analysis, and development of functional specifications based on existing Quote / CPQ / Legacy applications.
- Worked closely with Business teams to develop requirements mapping, document process flows define & document how these flows will work in Salesforce Sales / CPQ / Service cloud.
- Worked with Business/Technical teams on data mapping and get the extract in desired format for import into Salesforce. Data Loader / Workbench tools were used for importing / extracting data.
- Develop Conversion and Integration strategy in line with the security requirements for specific clients. Help create a roadmap / path forward where the legacy systems would be fully transitioned to Salesforce platform.
- Hands-on with SOAP / REST, Tiggers, Workflow, Apex, Batch Apex, Visualforce & Java Script. Created Templates (Email, Quote, etc) using HTML.
- Created custom Price Books, map objects like Accounts, Opportunities, Product including establishing Product hierarchies using custom fields like Product Group/ Family, etc.
- Configured Features and Options on product to create various bundles and product kits, create Product rules and Price rules to match the existing legacy processes. Additionally, created Discount Schedules and Tiers to enable Block/Tiered pricing.
- Converted existing Contract/Subscriptions from legacy apps to Salesforce and worked with cloud apps like Financial Force / Zuora to get the billing data and revenue recognitions data into those systems. This involved lot of coordination between client Business and other application vendors.
- Implemented Marketo-Sales Cloud integration with custom objects/fields sync. Import leads/Accounts/Contacts from Marketo to Salesforce before enabling the sync.
- Managed SFDC Administrative tasks like creating / configuring Outlook connector, Profiles, Roles, Users, Page Layouts, Email Services, Validation rules, Approvals, Workflows, Reports, Dashboards, Tasks and actions.
Confidential, Suwanee, GA
Salesforce Technical Lead / Analyst
Application: Salesforce / Web-Services
Responsibilities:
- As part of the merger between Confidential and Motorola Home division, Swapnil led the data conversion effort and architected the interfaces between the two systems (Salesforce and PeopleSoft).
- Developed roadmap for the merged Service Cloud and led the discovery sessions for mapping the functionality between the two systems for Accounts / Contacts / Cases.
- Converted Cases from legacy system to Salesforce using Informatica and Data Loader.
- Implemented Service Cloud with Knowledge (Articles) and Communities features.
- Imported Accounts, Leads, Campaigns, and custom object data in Salesforce.
- Created business processes for custom and standard objects with appropriate record type and assigned them to specific profiles and page layouts.
- Developed Triggers, Formulas, Workflows to update the newly imported data based on rules defined in existing business processes. Set both object-level and record level security.
- Developed interface to get custom quote for a Contract from PeopleSoft. The logic was exposed as a web-service on PeopleSoft side and was implemented using SOAP/XML.
- Implemented Email-to-Case
Confidential, Santa Clara, CA
Salesforce Technical Lead / Analyst
Application: Salesforce / APTTUS / Web-Services
Responsibilities:
- Confidential offers VOIP and Hosted PBX solutions for SMBs and requires 24x7 support to maintain high level of Customer Service and sustain the growth momentum. As part of their Salesforce implementation, played the role of Integration Lead to support integrations between Force.com and other vendors / service providers using SOAP / REST.
- Designed and deployed Custom Objects, Page Layout, Visualforce Pages to house similar data from their legacy application.
- Developed and customized User Interface in Salesforce.com using Apex controllers and Force.com IDE for Sales Commissions data which then got synced with Payroll using XML.
- Built highly complex integrations with Billing module (RevChain) & Tax module (Vertex) from SFDC to sync Subscription and Contract data between APTTUS and RevChain
- Built services to eCommerce site to get orders and send them for fulfillment to NetX. Additionally, built APIs for Order Status Update, Cancel, Modify order.
- Developed workflow rules to send notifications to agents to start provisioning the VOIP services once the order is shipped.
Confidential, Cupertino, CA
CRM Technical Lead / Analyst
Application: PeopleSoft CRM 8.9, Oracle 11g, Web-Services
Responsibilities:
- The project involved over 80 customizations, 50 interfaces Support, Service Order, and Repair implementation for the client.
- Worked with business users to identify and document gaps (using SQL queries) with the AppleCare Agreement and Repair processes, Correspondence, and Customer 360 Degree.
- Lead several expansion projects for EMEA / APAC regions as well as new product launches. New correspondence templates were defined for product documentation and terms / conditions in various languages supported in that region.
- Coordinated integration testing, system test and production support effort between various teams including QA, Business and offshore teams. Assist Users with deploying new solutions in additional markets and support development team during deploys.
Confidential, San Francisco, CA
CRM Technical Lead
Application: PeopleSoft CRM 8.8, Oracle 10g
Responsibilities:
- ERMS - designed customized solution to extend PeopleSoft’s Email Response Management System to create Cases and Service Orders automatically using keywords in the email from customers. This also triggers workflow / worklist to the appropriate groups / individuals.
- Played the role of Techno-Functional consultant for the call center application involving Support and Field Service modules.
- Developed queries and performed data analysis on several transactional tables to identify gaps that helped business come up with new requirements.
- Built a batch program to load 4-5 million orders and prepared test scripts for Performance Testing.
Confidential, Omaha, NE
Technical Lead / Developer
Application: PeopleSoft CRM 9.1, FSCM 9.1, Oracle 11g
Responsibilities:
- Involved for the complete lifecycle of the project including application design, development, testing, deployment and production support.
- Implemented a highly complex solution for Multiple Payments originating in CRM Order Capture all the way to settlement in FSCM General Ledger. This involved the setup screens, payment entry screens / authorization and log screens and integrations with multiple payment gateways.
- Developed specifications for integration with Vertex (Tax) and OM and RMA modules in FSCM.