BHUMI PATEL
Woodstock,GA
Summary
PROFESSIONAL SUMMARY
Senior Salesforce Administrator & Developer with 9+ years of experience designing, developing, implementing, and supporting enterprise-level Salesforce CRM solutions. Strong expertise in Salesforce Administration, Apex, Lightning Web Components (LWC), Visualforce, Salesforce Flow, and Salesforce CPQ. Experienced in configuring CPQ pricing rules, product configuration, quote generation, approval workflows, and optimizing end-to-end quoting processes.
Proven ability to design scalable solutions across Sales Cloud, Service Cloud, and Experience Cloud, including custom application development, enterprise system integrations, and secure data management. Hands-on experience developing REST/SOAP integrations, working with MuleSoft, Informatica, and ETL tools, and implementing SSO, OAuth, and identity and access management solutions.
Skilled in Salesforce security, user administration, profiles, permission sets, sharing rules, reports, dashboards, Tableau analytics, and data migration. Experienced with Salesforce DX, Git, CI/CD, Agile methodologies, and all phases of the Software Development Life Cycle (SDLC). Strong ability to translate complex business requirements into scalable technical solutions while ensuring application performance, data integrity, security, and operational efficiency.
Overview
4
4
Certifications
11
11
years of professional experience
Work History
Lead /Senior Salesforce Developer
FIDELITY INVESTMENTS, INC
05.2023 - Current
- Designed and developed reusable Lightning Web Components (LWC) for Salesforce Experience Cloud, including vehicle registration, fleet inventory management, authorization requests, and transaction tracking.
- Developed complex Apex Classes, Triggers, and Trigger Handler Frameworks to implement vehicle lifecycle management, authorization validation, asset allocation, and procurement business logic.
- Implemented Salesforce Experience Cloud functionality for external military base personnel, including authenticated user access, custom portal pages, navigation, and base-specific data visibility.
- Developed REST API integrations using Apex to exchange vehicle and asset information between Salesforce and external systems, including JSON request and response handling.
- Implemented JSON parsing, serialization, and deserialization in Apex to process external system responses and maintain accurate vehicle information in Salesforce.
- Developed scalable asynchronous processing solutions using Batch Apex, Queueable Apex, and Scheduled Apex to handle bulk vehicle updates, background processing, and resource-intensive business operations.
- Implemented configurable business validation frameworks using Custom Metadata Types, Apex Services, and SOQL to validate vehicle authorization requests, management codes, fleet utilization, and allocation eligibility.
- Designed and optimized complex SOQL and SOSL queries, leveraging relationship queries, aggregate functions, selective filtering, and collection-based processing to improve application performance.
- Implemented Salesforce security controls using Profiles, Permission Sets, Sharing Sets, Sharing Rules, Apex Sharing, and CRUD/FLS enforcement to secure vehicle information across internal and Experience Cloud users.
- Implemented integration error-handling and monitoring mechanisms using custom logging frameworks, exception handling, failed-record tracking, and retry strategies to improve data synchronization reliability.
- Spearheaded implementation of Salesforce Agentforce AI, Salesforce Einstein AI, Generative AI, Intelligent Service Automation, AI-powered Case Enrichment, Chat Summarization, Email Summarization, Sentiment Analysis, Voice Transcription, and Intelligent Service Recommendations.
- Designed secure AI integration frameworks leveraging Agentforce AI, Einstein AI, REST APIs, Platform Events, Middleware Integrations, Asynchronous Processing, and Enterprise Governance Controls to support scalable AI adoption across mission-critical environments.
- Leveraged Salesforce Agentforce and Prompt Builder to explore AI-driven vehicle management capabilities, enabling natural-language interactions for fleet information retrieval, authorization request assistance, and guided operational workflows.
Senior Salesforce Developer
Blackrock
02.2021 - 04.2023
- Collaborated with business stakeholders to gather requirements for Salesforce implementations and documented Business Requirements and Software Requirements Specifications (BRD/SRS).
- Developed responsive Lightning Web Components (LWC) using HTML, CSS, JavaScript, and Apex to deliver user-friendly and dynamic interfaces.
- Utilized Salesforce data management tools, including Data Loader, Data Import Wizard, Data Export, and Mass Delete, to perform data migration, bulk updates, and data maintenance.
- Developed and customized Salesforce applications using Apex Classes, Triggers, Visualforce, and Salesforce administration features to support complex business processes and workflow automation.
- Configured and enhanced Salesforce CPQ functionality, including product catalogue configuration, pricing rules, approval workflows, quote generation, and quote templates to streamline the quoting process.
- Designed and maintained integrations between Salesforce and external enterprise systems using REST/SOAP APIs and ETL tools, supporting data synchronization across ERP, billing, and order management systems.
- Worked on consolidation of all existing Workflow rules in the new Lightning Process builder flows and created one flow for each object and managed all actions in the single flow.
- Created Custom objects, Custom Fields, Validation Rules, and Formula fields.
- Responsible for requirements gathering from business users and preparing technical requirement specification documents.
- Implemented Agile Methodologies in developing SDLC.
- Developing Custom Salesforce App for sales executives using the Force.com toolkit.
- Implementing Apex Classes, SOQL, and Apex trigger for various needs of the application.
- Involving with Salesforce.com Premier Support and handling the support cases with the help of Salesforce.com support.
- Develop Batch Apex scripts to load data in the custom objects and clean up the data.
- Creating and deploying Several Reports using the salesforce.com platform.
- Working with SQL Server management studio to execute complex SQL queries using client and Salesforce schema.
Salesforce Developer
Dell Technologies
12.2018 - 01.2021
- Creating Workflow Rules, Tasks, Email Alerts, and components to suit the needs of the application.
- Worked on Assigning creating Roles Hierarchy, Profiles and Security setup within the organization.
- Implemented Case Assignment Rules to direct the case to appropriate groups such as Stories and PCS Central Support.
- Created Page Layouts to organize fields, custom links, related lists, and other components on records.
- Involved in designing, development and Testing of UI Applications using VF Pages and Apex classes, Apex Triggers as per requirement.
- Implemented the requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse.
- Designed and enhanced Salesforce CPQ solutions, including product configuration, pricing rules, quoting workflows, and approval processes to support storefront operations.
- Developed and maintained Apex classes, triggers, and integrations to support CPQ business logic, data processing, and storefront-related workflows.
- Managed end-to-end solution delivery, including technical design, testing, deployment, production troubleshooting, root-cause analysis, and performance optimization.
- Involved in Service Cloud, Sales Cloud Application Setup activities and customized the apps to match the functional needs of the organization.
- Used the sandbox for development, testing and code migration to Production.
- Created custom settings for seasonal offers like spring, summer etc., Used data loader and data loader.io to store data into the database.
- Worked on Agile environment, in this we developed High-value features and delivered more quickly with short cycles.
Salesforce Developer
Visa
03.2016 - 11.2018
- Built custom Lightning Web Components (LWC) to deliver intuitive, high-performance user interfaces tailored to business needs.
- Developed Apex classes, triggers, and controllers to implement complex business logic and automate workflows.
- Designed and implemented enterprise integration architecture utilizing REST APIs, SOAP APIs, Salesforce Connect, Platform Events, MuleSoft, Boomi, Informatica, Event-Driven Integration Patterns, Middleware Platforms, and Enterprise Service Integration Frameworks.
- Integrated external systems via REST APIs, enabling seamless data synchronization and reducing manual intervention.
- Designed and executed batch Apex jobs to process millions of records efficiently, ensuring data integrity and scalability.
- Leveraged platform events to implement event-driven architecture, improving responsiveness and real-time communication across applications.
- Optimized Salesforce performance by fine-tuning queries (SOQL/SOSL) and reducing governor limit exceptions.
- Implemented role-based security and sharing rules, ensuring compliance with organizational data governance policies.
- Automated deployment processes using Copado and DevOps tools, reducing release cycle time and deployment errors.
- Collaborated with stakeholders to gather requirements, translate them into technical solutions, and deliver projects on time.
- Provided ongoing administration support including user management, permission sets, and system configuration to maintain platform stability.
- Created reusable components and frameworks to accelerate future development and maintain consistency across applications.
- Documented technical designs and solutions to support knowledge transfer and long-term maintainability.
- Client:
Education
Bachelor - Computer Engineering
National institute of management & engineering studies
Skills
Salesforce
LWC
Apex
Batch Apex
Triggers
CPQ
Agentforce
Velocity
Visualforce
Health Cloud
Service Cloud
Experience Cloud
SOQL
SOSL
Agile
Scrum
Data Migration
Certification
Salesforce Certified Platform Developer I
Timeline
Lead /Senior Salesforce Developer
FIDELITY INVESTMENTS, INC
05.2023 - Current
Senior Salesforce Developer
Blackrock
02.2021 - 04.2023
Salesforce Developer
Dell Technologies
12.2018 - 01.2021
Salesforce Developer
Visa
03.2016 - 11.2018
Bachelor - Computer Engineering
National institute of management & engineering studies