Dynamic Salesforce Consultant with proven expertise at the State of Indiana Department of Child Services, specializing in Service Cloud and LWC development. Successfully streamlined case workflows and enhanced user interfaces, driving operational efficiency. Adept at leveraging Apex and MuleSoft for integrations, while fostering collaboration across teams to achieve project goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Salesforce Consultant
State of Indiana Department of Child Services
06.2023 - Current
Designed and developed custom Lightning Web Components to enhance user interface and functionality in Service Cloud, Marketing Cloud, and Experience Cloud.
Implemented complex case workflows in Service Cloud using Apex, Flows, and Process Builder to streamline service operations. Workflows like determining the eligibility for the case, and creation of authorization on the case using before/after triggers. Once the eligibility is determined, implemented trigger will be fired to generate the task and correspondence request in CMS.
Built and maintained Experience Cloud Screens for the Provider Portal and Family Portal, where users submitted Program Applications, Program renewal applications, and CIC application requests directly into the IN KIDS Case Management System.
Used Salesforce Marketing Cloud (SFMC) to configure and send automated emails and Correspondence documents for provider and client communication across all lifecycle events. For example, when the license of the provider is expiring, the state will be sending a reminder correspondence letter.
Used MuleSoft APIs to load childcare licensing, provider, attendance, and payment data from the legacy CCIS system into the Salesforce Case Management System. In this case, MuleSoft listens for platform events or API triggers from Salesforce (e.g., Authorization creation). It then calculates the required daily records (based on date range, provider schedule, etc.). MuleSoft uses Salesforce Batch API to insert multiple Authorization Daily records efficiently.
Implemented Big Objects integration via MuleSoft to store and access high-volume historical records (e.g., provider licensing history, and subsidy payments) for long-term retention within Salesforce. The functionality works as mentioned, MuleSoft exposes a RESTful Experience API that accepts provider ID or date range. The API queries Salesforce Big Objects (using indexed SOQL or Apex logic) to retrieve relevant IN KIDS data. Results are returned to the user in real-time in CMS — without affecting standard object storage.
Created Apex triggers on custom objects such as Program Applications, Background Checks, and Attendance Logs, handling insert/update logic, and exception handling. For instance, used triggers to generate a task for the Licensing Regional Manager when the renewal inspection is required for the Program.
Developed custom Lightning Web Components (LWC) to build dynamic UI screens for licensing workflows, including Initial Applications, CIC, Renewals, and Waiver/Variance modules. Workflow is as follows, once a provider submits a renewal, the CMS case is created which will be assigned to the worker who completes checklist. Then uploads Fire Marshal report via CMS LWC. The final approval is recorded and MuleSoft updates licensing status back to KIDS.
Built and configured Salesforce Flows to automate business processes, such as triggering correspondence generation, creating internal tasks, and updating application status fields based on eligibility logic. For example, build a record-triggered flow to trigger the program expiration letter when the expiration date is less than one month.
Developed approval processes for multi-level review of initial applications, CIC changes, renewals, waivers, and variances, with region-specific routing based on provider location and application type. For instance, to approve the waiver record, the Licensing Admin staff has to click on Submit for Approval, and the Licensing Regional Manager will approve/reject the record.
Queried Salesforce and integrated PostgreSQL datasets to feed Tableau dashboards for real-time reporting on provider licensing status, application volumes, and field staff workload distribution. For the report, Queried Salesforce data using Bulk API and loaded it into PostgreSQL via MuleSoft for reporting. Program Data Granicus accessed the integrated datasets using PostgreSQL SQL queries. Tableau connected to PostgreSQL using a native connector to visualize real-time metrics like provider licensing, application volumes, and staff workload.
Designed and published Tableau reports on attendance trends, application timelines, and monthly metrics; uploaded reports to AWS S3 for storage and integration with external analytics systems. Monthly YTD reports are stored in AWS. When the batch is executed, the report will be regenerated with the option to download it in the S3 bucket.
Utilized Bitbucket for source control, maintaining versioned Salesforce metadata, and Apex classes in feature branches with pull request workflows.
Set up and maintained Jenkins pipelines for CI/CD deployments across DEV, QA, and UAT orgs, with automated validations using SFDX.
Conducted sandbox refreshes for development, QA, and regression testing; managed data seeding post-refresh to ensure accurate UAT scenarios.
Used Postman to test and validate REST APIs related to external-facing Child Care Finder search functionality, ensuring accurate data exposure from Salesforce to public web portals. Using the key and token, Postman will pull the data of the record to verify that the API is working as expected before integrating it into the third-party finder service.
Integrated Salesforce with the State of Indiana's external systems, including IDOE (Indiana Department of Education), to exchange licensing and provider compliance data via secured APIs. When the SPN number button is clicked in the CMS, IDOE will generate a new number, and from IDOE, the number will populate in the Contact's screen in CMS.
Created and managed custom profiles and permission sets, such as OECOSL Administrator, Licensing Consultant, and Regional Manager, aligning with the role-based access model defined by the state.
Salesforce Developer/Admin
Triumph Financial
Dallas, TX
01.2023 - 06.2023
Integrated Salesforce with Carrier Software by creating a custom LWC button on the Lead record named “Get Info from Carrier”. When clicked, it invoked an Apex method that performed a REST API callout to Carrier Software, fetching MC Docket and USDOT numbers based on the Lead's business name and location. The response was parsed and both values were displayed in real-time on the UI and stored in custom fields for underwriting teams to access.
Configured Salesforce-Marketo integration by mapping critical fields (e.g., email, lead source, industry) between Salesforce Lead objects and Marketo, ensuring bi-directional real-time data sync. Used Marketo REST API and webhook flows to automate lead scoring, campaign assignment, and nurturing. For example, when a Lead's score crossed a threshold in Marketo, it was automatically marked “Marketing Qualified” in Salesforce via API-triggered field updates.
Managed custom objects Stips__c and Stips_Master__c to track stipulations and supporting documents in underwriting processes. Implemented Apex triggers to update stip status based on document uploads, and to validate required fields before submission. For instance, when all required document statuses turned to “Received,” the parent Underwriting Record was automatically marked “Ready for Review.”
Built Equifax integration on Opportunities, triggering an Apex-based HTTP callout when users clicked “Fetch Credit Report.” The API response containing FICO scores, credit summary, and trade lines was parsed in Apex, logged in a custom object, and key scores displayed on the Opportunity record for underwriting. Implemented error handling to display toast alerts for expired tokens or missing SSN data.
Implemented Web-to-Lead for multiple divisions such as Equipment Financing and Carrier Onboarding. Designed a custom Apex Trigger to assign incoming leads to queues using FIFO logic, filtering by Lead Source and Business Unit. For example, leads from the “Apply Now” form were automatically routed to Queue A, while partner-referred leads went to Queue B, both based on round-robin and timestamp-based sorting.
Used Blue Canvas for CI/CD deployment of Apex classes, flows, and metadata components across sandbox and production environments. For example, developed logic in a scratch org, committed it to Git via Blue Canvas, and created a deployment plan for QA validation. Implemented source-driven development and version tracking for every user story.
Provided daily support for case management, using Developer Console and Debug Logs to trace issues such as missing record types, broken flows, or visibility issues. Wrote quick-fix triggers and scripts (e.g., mass updating Lead Owner based on queue reassignment) and leveraged SOQL queries to analyze data inconsistencies.
Rebuilt the TriumphPay Online Application by migrating key automation from Opportunity to Lead object. Updated screen flows and validation rules to maintain the same logic at the Lead level. For example, fields like Payment Term, Business Type, and Funding Amount were moved and repopulated via record-triggered flows.
Developed a custom Lead conversion Apex class, which allowed conditional field mapping based on Business Unit. For instance, if a Lead's Business Unit = “Trucking,” Account Industry was auto-populated as “Logistics” during conversion. Related Opportunities were prefilled with Product Interests, Owner, and Forecast Category.
Contributed to the “Total Triumph” internal initiative, automating processes such as Lead Score-based Routing, Contract Stage transitions, and Document Expiry Alerts using Flows and Apex Scheduler. Built a dynamic dashboard to track lead-to-customer conversion rates and bottlenecks.
Managed Account BU and Contact BU Roles, leveraging role hierarchy, sharing rules, and custom Apex sharing to ensure region-specific visibility. For example, Accounts tagged with “Southeast Region” were visible only to reps under the Southeast BU Role, with exceptions handled via AccountShare and ContactShare programmatic logic.
Created lightweight LWC components for better UI interaction: A dynamic form LWC that showed/hid fields based on picklist selection. A modal to preview related Stips before case submission. A custom response panel that displayed formatted JSON data returned from Equifax or Carrier API callouts.
Salesforce Developer/Admin
Centene Corporation
Dallas, TX
02.2021 - 12.2022
Expertise in APEX/Visualforce development, including high-volume data processing, managed packages, and metadata API. Developed Apex Batch classes to process and reconcile Medicaid eligibility data nightly for over 1 million member records, sourced from state agencies.
Migrated Visualforce pages to Lightning Components, replaced URL buttons with Quick Actions, and created Lightning Record, App, and Home Pages. For instance, I transitioned legacy Provider Intake VF forms to Lightning Components with validation logic and SLDS styling.
Built and debugged custom Lightning components, leveraging the Lightning App Builder and the Salesforce Lightning Design System (SLDS), where I developed a 'Request Authorization' component for Utilization Management, embedded in the Case page layout, with custom modal interactions.
Wrote optimized SOQL and SOSL queries across multiple healthcare-related objects. I built a dynamic LWC dashboard displaying care gaps across accounts, their related care plans, and encounters using aggregate SOQL.
Developed Lightning Pages using the Aura Framework, hosted on Community Builder for provider self-service. For example, I built a Provider Community dashboard showing patient assignment data, claims summary, and prior auth status using Aura components.
Created Apex classes and triggers to automate workflows, such as case escalation based on diagnosis codes or member criticality. Scenario: Trigger escalated cases to specialized care teams when specific ICD-10 codes (e.g., cancer diagnosis) are detected.
Utilized the Lightning Design System (SLDS) for a consistent UI across internal and community apps. Designed a medication refill request modal used by Care Managers in the Service Console, following Centene's branding guidelines.
Used blue canvas for CI/CD, tracking, and deploying components between dev, QA, and production. Managed deployment of Apex code and metadata across sandbox environments, supporting State Medicaid program onboarding projects.
Integrated Salesforce with external systems via REST/SOAP APIs. For instance, connect with Centene's pharmacy benefits manager (PBM) to pull real-time medication authorization status via REST callouts triggered by case creation. Screens used: Case page → Medication details component.
Worked in Service and Sales Cloud, automating workflows for Member Services, Provider Support, and Enrollment teams. I created auto-assignment rules and milestone-based SLA escalations for inbound email and call center cases.
Used Apex controllers, validation rules, workflows, and approval processes for operations. For instance, I created a multi-stage approval process for provider credentialing, requiring compliance and legal team sign-off before onboarding.
Implemented Service Console, Email-to-Case, and Communities to streamline support across providers and members. Providers submitted eligibility or referral inquiries via the Community; agents responded via the Service Console with pre-built macros.
Built applications on Force.com using Apex and Visualforce for specialized tools. Created an internal audit tracker for documenting member communication reviews required by CMS, with custom reports and dashboards.
Developed custom objects, tabs, VF components, and controllers for Centene use cases. Created a custom object to track member grievances linked to regulatory timelines and escalations, with embedded VF reporting grids.
Performed data load to update account, member, and provider objects in the sandbox and production. I used Data Loader to bulk update regional assignments for provider accounts, as part of an internal reorganization.
Salesforce Developer/Admin
GCS Americas
Hyderabad, India
07.2019 - 12.2020
Developed various custom objects, tabs, Visualforce page components, and Apex controllers to support business workflows. For example, I created a custom 'Partner Onboarding' object with its own tab, including VF pages for data entry and status tracking.
Designed and built SFA-based applications on the Force.com platform to enhance lead-to-close processes, for which I developed an Opportunity Qualification App to score leads and route them to the right sales teams based on region and industry.
Customized email templates and integrated them into workflow rules for standard and custom objects. for which created Visualforce-based HTML templates with dynamic merge fields for case escalation and lead nurture emails.
Used Salesforce Sales Cloud, Service Cloud, and Community Portals in project delivery. Scenario: Extended customer self-service capabilities via Communities, enabling users to log issues, and view account history.
Written SOQL and SOSL queries to fetch data across related objects. Retrieved open Opportunities, related Contacts, and Activities for a given Account to display in a custom dashboard.
Created data dictionary and data mapping models for legacy-to-Salesforce data migration. Defined field-level mappings from on-premise CRM to Salesforce for migrating 100k+ records with integrity checks.
Developed Lightning apps, components, controllers, handlers, and events for dynamic UI needs. Scenario: Built a Lead Scoring Lightning App, showing weighted score breakdowns, and recommended actions.
Enhanced Community Portals by adding custom fields, field sets, and SLDS-based components. Scenario: Extended case submission component with conditional field sets based on product type.
Written Apex Triggers to process incoming email requests and auto-create case records. Parsed subject/body of inbound customer emails via Email Services to classify and route support tickets.
Created flows with tasks, email alerts, field updates, and time-based logic to automate processes for which I automated onboarding follow-up tasks for new leads after event attendance using scheduled flows.
Used Apex controllers with Visualforce and Force.com for advanced custom UIs. I built a product registration page with Apex-managed search and filter options for internal users.
Implemented security and sharing rules at the object, field, and record levels to support multi-regional access control. Restricted access to Opportunities by role hierarchy, while allowing shared access to Partner records for support users.
Performed data migration using Apex Data Loader through CSV imports. Migrated 150K+ historical contact and case records during CRM consolidation from legacy tools.
Maintained sandbox environments and supported QA testing during UAT cycles. Refreshed sandboxes, seeded data, and enabled debug logs for testers validating lead workflows.
Configured campaign management, lead conversion, and case management processes. Scenario: Implemented lead auto-conversion logic post-email click-through, and set up Case Assignment Rules for new issues logged by partners.
Performed bulk imports and exports across multiple environments using Data Loader and Workbench. Exported all account and contact data from UAT and reimported it to QA with updated relationships for regression testing.
Created and used email templates in both HTML and Visualforce formats. Designed a VF-based email template for escalated billing issues, sent to finance teams and clients.
Salesforce Developer/Admin
Visam Technologies
08.2018 - 06.2019
Worked with various salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports and Dashboards.
Developed and configured various Custom Reports and Report Folders for different user profiles based on the need in the organization.
Worked on setting up the Salesforce Community-Added members, Tabs to the community, Customized communities' email.
Developed Approval processes using apex code and visual force pages.
Developed Custom Objects, Custom Reports and configured the Analytic Snapshots to dump the data on regular basis for the sales performance and lead generation statistics.
Building emails, templates, interactive forms, and dynamic content blocks using Salesforce Marketing Cloud Content Builder.
Maintained user roles, security, profiles, and workflow rules wherever necessary.
Developed Apex Classes, Controller Classes, and Apex Triggers for various functional needs in the application.
Using REST API, configured Linked App to integrate Salesforce.com with external apps.
Implemented security, authentication, and permission for Restful web services used by the web portal.
Implemented and Consumed Knowledge Base Dashboards & Reports AppExchange for providing Reports and Dashboards that monitors the Knowledge Base.
Involved in the creation of Knowledge Content, Format and Delivery Methods.
Supported, enhanced, and developed solutions on the Force.com platform, utilizing the Force.com API, APEX, Visual force, price configurator tools and integrating apex applications.
Set up Marketing Campaigns, Campaign Hierarchies and Lead Queries, Assignment rules, Web-to-Lead and Auto-Response rules.
Family Case Manager Peer Lead at State Of Indiana Department Of Child ServicesFamily Case Manager Peer Lead at State Of Indiana Department Of Child Services