Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jaineshbhai Patel

Cleveland

Summary

Salesforce Consultant/Administrator with 9+ years of experience delivering end-to-end solutions across the Software Development Life Cycle (SDLC), including requirements gathering, design, development, testing, deployment, and support. Salesforce-certified professional with 9 certifications, demonstrating deep expertise across Salesforce platforms and best practices. Extensive experience in Salesforce implementations across Sales Cloud, Service Cloud, Salesforce CPQ, Salesforce Field Service, ServiceMax, and Salesforce Mobile (Salesforce1). Strong expertise in Salesforce configuration and customization, including custom objects, fields, validation rules, flows, approval processes, and security models (roles, profiles, permission sets, sharing rules). Proven expertise in modern Salesforce development, including Lightning Web Components (LWC), Apex, Visualforce, and advanced automation using Record-Triggered Flows and Screen Flows and API integrations (REST/SOAP) to build scalable and high-performing solutions. Strong experience in CPQ implementation, including product configuration, pricing rules, guided selling, and quote lifecycle management (quotes, renewals, amendments). Hands-on experience administering ServiceMax managed package, including work orders, installed products, service contracts, and preventive maintenance automation. Skilled in data migration, integration and data management using Data Loader, Workbench, and Import/Export tools, ensuring data integrity and quality. Strong background in reporting and analytics, including dashboards and custom reports to support data-driven decision-making. Proven ability to collaborate with cross-functional teams, provide end-user training, and deliver scalable solutions aligned with business objectives.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Salesforce Administrator

Everi Holdings
Las Vegas, NV
03.2022 - Current
  • Led the strategic migration of legacy Workflow Rules and Process Builders to Salesforce Flow, utilizing the 'Migrate to Flow' tool and manual refactoring to improve system performance and maintainability.
  • Implemented Dynamic Forms and Dynamic Actions on Account and Opportunity record pages to provide a decluttered, user-centric interface, reducing the need for multiple page layouts by 40%.
  • Developed Lightning Web Components (LWC) to replace aging Visualforce pages, utilizing modern JavaScript (ES6+) for faster client-side rendering and a more responsive user experience.
  • Designed, developed and deployed Apex Classes, Controller Classes and Apex Triggers, Packages, Visualforce Packages for various functional needs of the application.
  • Designed complex Record-Triggered Flows and Screen Flows with sub-flows to automate multi-step business transactions, significantly reducing reliance on custom Apex triggers.
  • Optimized the organizational security model by transitioning from Profile-heavy permissions to Permission Set Groups and Muting Permission Sets, ensuring the principle of least privilege.
  • Implemented and configured Salesforce CPQ, including product catalogs, pricing rules, discounting, and quote templates to support complex sales processes.
  • Designed product bundles, configuration rules, and guided selling flows to improve quote accuracy and sales efficiency.
  • Managed quote lifecycle processes such as approvals, amendments, and renewals, and integrated CPQ with Opportunities, Accounts, and Contracts.
  • Optimized pricing logic and performed data migration for products, price books, and legacy data using Data Loader and SOQL.
  • Administered ServiceMax (managed package) to support field service operations, including configuration of Work Orders, Installed Products, and Service Contracts.
  • Implemented automation, preventive maintenance schedules, and workflows to improve service delivery and asset tracking.

Salesforce Consultant

Zions Bank Corporation
Salt Lake City, UT
01.2020 - 02.2022
  • Partnered with business stakeholders to gather and translate functional requirements into scalable Salesforce solutions.
  • Designed and developed Lightning components and Visualforce pages to enhance user experience and enable event-driven UI functionality.
  • Led migration from Salesforce Classic to Lightning Experience, improving system usability and performance.
  • Implemented complex data models, including lookup, master-detail, and many-to-many relationships via junction objects.
  • Managed Salesforce security model, including roles, profiles, and permission sets based on organizational hierarchy.
  • Developed reports and dashboards (matrix, summary, analytical) to support business insights and decision-making.
  • Performed data migration and integration using Apex Data Loader and SOQL; ensured data integrity through cleansing and duplication.
  • Implemented Web-to-Case and Email-to-Case to enhance customer service workflows.
  • Led testing efforts including Unit Testing, SIT, and UAT; tracked defects using ALM tools.
  • Wrote Apex test classes and managed deployments across sandbox and production environments.
  • Delivered end-user training and documentation to support adoption and ongoing system use.
  • Administered Salesforce platform, including user management, system configuration, reporting, and support.

Salesforce Administrator

INTUIT
Sunnyvale, CA
09.2016 - 01.2020
  • Configured and customized Salesforce applications to meet business requirements and improve operational efficiency.
  • Enhanced standard objects including Leads, Accounts, Contacts, Opportunities, Products, Campaigns, Reports, and Dashboards to align with the business process.
  • Created and maintained custom objects, fields, validation rules, formula fields, page layouts, custom tabs, workflows, approval processes, flows and automation to streamline operations.
  • Developed Visualforce pages and custom controllers for case and opportunity management solutions.
  • Implemented Web-to-Lead functionality to automate lead capture and improve sales pipeline efficiency.
  • Designed and maintained HTML and Visualforce email templates for automated communications.
  • Configured case management processes including escalation rules, auto-response rules, and workflow-driven alerts.
  • Maintained data quality through validation rules, data audits, and cleansing processes.
  • Performed data migration from legacy systems using Data Loader, ensuring accuracy and consistency.
  • Supported system integrations by enabling secure data access via Salesforce APIs and web services.
  • Utilized Translation Workbench to support multilingual implementations across the platform.
  • Improved user experience by designing intuitive page layouts and search layouts.

Education

Master of Science - Electrical Engineering

Cleveland State University
Cleveland, OH
12-2015

Bachelor of Science - Electrical, Electronics And Communications Engineering

Dharmsinh Desai University
India
05-2013

Skills

  • Salesforce Platform & Development: Apex (Classes, Triggers, Controllers), Lightning Web Components (LWC), Visualforce Pages & Components, Lightning Experience, SOQL, SOSL
  • Automation & Configuration: Record-Triggered Flows, Screen Flows, Process Builder, Workflow Rules (Migration to Flow), Approval Processes, Dynamic Forms, Dynamic Actions, Validation Rules
  • Salesforce Products & Clouds: Sales Cloud, Service Cloud, Salesforce CPQ, ServiceMax (Managed Package), Experience Cloud
  • CPQ & Field Service: Product Configuration, Pricing Rules, Discount Schedules, Quote Lifecycle Management (Quotes, Amendments, Renewals), Guided Selling, Work Orders, Installed Products, Service Contracts, Preventive Maintenance
  • Data Management & Integration: Data Loader, Data Import Wizard, Data Export Service, Salesforce Inspector, Dataloaderio, REST APIs, SOAP APIs, Salesforce Connect, MuleSoft, Boomi
  • Security & Access Control: Roles, Profiles, Permission Sets, Permission Set Groups, Muting Permission Sets, Sharing Rules
  • Reporting & Analytics: Reports, Dashboards, Custom Report Types, Data Analysis
  • Tools & DevOps: Git, Jira, Copado, Visual Studio Code (VS Code)
  • Programming & Databases: Java, JavaScript (ES6), HTML, XML, PL/SQL, C, C Oracle, MS SQL Server, MySQL
  • Operating Systems: Windows, macOS, Unix, Linux

Certification

  • Salesforce Certified Platform Developer
  • Salesforce Certified Platform Administrator II
  • Salesforce Certified Platform Administrator
  • Salesforce Certified Platform App Builder
  • Salesforce Certified Business Analyst
  • Salesforce Certified CPQ Administrator
  • Salesforce Certified Sales Cloud Consultant
  • Salesforce Certified Service Cloud Consultant
  • Salesforce Certified Agentforce Specialist

Timeline

Salesforce Administrator

Everi Holdings
03.2022 - Current

Salesforce Consultant

Zions Bank Corporation
01.2020 - 02.2022

Salesforce Administrator

INTUIT
09.2016 - 01.2020

Master of Science - Electrical Engineering

Cleveland State University

Bachelor of Science - Electrical, Electronics And Communications Engineering

Dharmsinh Desai University