Saikat Saha
Dallas,TX
Summary
A result-oriented professional with 10 years of industry experience, including almost 9 years as a Salesforce professional in application development & enhancement, service delivery, and client relationship management in Insurance, Retail, Energy & Utility domains. Proficiency in configuration, customization like creating Users and Roles and assigning them to different Profiles and configure standard objects, custom objects Permission Sets for Providing functional Access, Page Layouts, Workflows, Process Builder, Reports, Flow Builder. Extensive experience in programming with Apex Classes, Custom Controllers, Apex Triggers, and Visualforce pages to meet various functional needs in the application. Expertise in Asynchronous Apex, including Batch Apex, Queueable Apex, Future methods, and writing test classes for code coverage of Apex classes and triggers. Proficient in developing RESTful web services to extract data from external organizations. Experienced in creating connected apps and RESTful services to enable data flow between external systems, Salesforce, and mobile apps. Skilled in working with Lightning Experience, SFDC Configuration, Apex, Visual Force, Visibility and Access, Profiles, Permission Sets, Group, Formulas and Validation Rules, Triggers, Workflow, process builder etc. Comprehensive experience with Sales Cloud, Service Cloud, CPQ, Experience Cloud, Lightning Components, Lightning Application, Lightning Data Service, Component Events & Application Events, Lightning App Builder, Lightning Web Components, Decorators, Velocity, and VS Code. Knowledgeable in handling different Governor Limits and designing/building enterprise-scale applications using Asynchronous jobs, bulk processing, parallel processing, Platform Cache, and Lightning Data Service. Experience on deployment of Salesforce.com metadata using the org or package deployment models by using ANT, VS Code, GitHub as a version control system. Proven troubleshooting skills with Salesforce (debugging issues with Apex, Visualforce, Lightning components, Lightning page performance, SOQL performance, API integrations, etc.). Skilled in designing and implementing Case Management processes, including case escalation rules, assignment rules, and case auto-response to streamline service workflows and improve response times. Capable of reviewing and diagnosing issues, taking corrective action or escalating as necessary. Experienced in reviewing tasks performed by peers, providing technical solutions for roadblocks, and leading project teams.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Associate
PwC United States
02.2022 - Current
- Leading cross-functional teams as a Senior Salesforce Engineer and Technical Lead, managing an offshore team of 10+ members, ensuring high-quality deliverables, optimized collaboration, and adherence to Agile best practices.
- Architecting and implementing enterprise-grade Salesforce solutions, optimizing system performance, scalability, and maintainability while aligning with business objectives.
- Driving CPQ transformation by re-architecting complex pricing models, automating approval workflows, and optimizing product configurations—reducing quote generation time by 40% and enhancing overall sales efficiency.
- Implementing advanced automation in Salesforce CPQ using Flows, Apex, and declarative tools, streamlining discount structures, contract renewals, and approval processes, reducing manual errors by 30%.
- Spearheading a large-scale digital transformation project in the banking sector, leading the development and architecture of a Salesforce Customer Community, improving customer engagement and self-service capabilities.
- Orchestrating end-to-end DevOps strategy using Copado, establishing CI/CD pipelines, automating deployments, and improving release management across multiple workstreams.
- Enhancing Salesforce security and compliance by implementing best practices in role-based access control, data encryption, Shield encryption, and platform governance.
- Leading enterprise-wide data migration initiatives, ensuring seamless transition of complex data structures across legacy and modern Salesforce environments.
- Advising executives and business stakeholders, aligning Salesforce solutions with long-term enterprise IT strategies and digital transformation goals.
- Actively participating in architecture review boards, defining technical guidelines, enforcing governance models, and ensuring alignment with Salesforce best practices.
- Driving multi-cloud integrations across Salesforce Sales Cloud, Service Cloud, Experience Cloud, and third-party systems using REST APIs, and event-driven architecture.
- Managing high-impact RFP evaluations and pre-sales engagements, collaborating with leadership teams to define scalable solutions and contribute to firm-wide initiatives.
- Optimizing performance and scalability of Salesforce applications, leveraging Governor Limits, Bulk API, Asynchronous Processing, and Lightning Performance Optimization techniques.
- Defining Agile delivery roadmaps, leading Sprint planning, backlog grooming, and ensuring on-time delivery of high-priority Salesforce implementations.
- Training and mentoring development teams on best practices, ensuring efficient delivery, code quality, and technical excellence.
Senior Associate
PwC SDC Bangalore
05.2019 - 02.2023
- Led Salesforce Lightning Experience transformations, delivering optimized CRM solutions that enhanced user adoption, workflow efficiency, and overall system performance.
- Developed and enhanced Salesforce functionalities, implementing custom Lightning components, Apex triggers, and declarative solutions to improve user experience and business processes.
- Spearheaded SFDC coding enhancements for multiple product components, ensuring scalability, maintainability, and adherence to best practices.
- Orchestrated client communications and requirement gathering, fostering strong relationships with internal and external stakeholders to ensure alignment of deliverables with business expectations.
- Managed complex, multi-product Salesforce projects using Agile methodologies, ensuring projects were delivered on time, within budget, and with high quality.
- Developed and maintained an internal CRM portal, streamlining operational processes and enhancing team productivity across the firm.
- Led offshore development teams, providing technical guidance and ensuring best practices in Salesforce development and deployment.
- Implemented Salesforce Lightning Experience upgrades, optimizing UI/UX, custom components, and business process automation to enhance efficiency.
- Ensured seamless integration of Salesforce with third-party applications, leveraging REST APIs, Middleware solutions, and data synchronization techniques.
- Facilitated stakeholder communications and requirement analysis, ensuring precise alignment between project deliverables and business objectives
- Orchestrated complex multi-product Agile projects, maintaining consistent delivery schedules while adhering to budget parameters
- Spearheaded multi-product CRM implementations using Agile methodologies, delivering consistent project milestones while maintaining quality standards
- Led offshore development teams through complex Salesforce deployments, fostering knowledge sharing and establishing standardized development practices
- Optimized internal CRM portal functionality through systematic requirement analysis and strategic UI/UX enhancements, elevating operational efficiency
- Architected Lightning Experience transformations by implementing custom components and automated workflows, resulting in enhanced user adoption and streamlined business processes
- Optimized CRM portal functionality through custom Apex triggers and declarative solutions, delivering marked improvements in team operational efficiency
Advisory Consultant
IBM
05.2018 - 05.2019
- Worked as a Senior Salesforce Developer, leading the design, development, and enhancement of Salesforce solutions for enterprise clients.
- Led Salesforce Lightning Experience transformations, modernizing the platform’s UI/UX to improve enterprise client engagement and user adoption.
- Developed and enhanced Salesforce CRM solutions for a global chemical industry portal, streamlining order tracking, prospect management, and customer onboarding processes.
- Implemented key enhancements in SFDC coding, optimizing Apex triggers, Lightning components, Flows, and Process Builder to enhance system performance and scalability.
- Managed multiple concurrent Salesforce product implementations, establishing systematic workflows and quality control measures to improve project delivery efficiency.
- Collaborated with cross-functional Agile teams, driving the end-to-end project lifecycle, ensuring deliverables met quality standards, budget constraints, and timeline commitments.
- Orchestrated requirements gathering and documentation, translating client needs into scalable technical solutions and actionable development roadmaps.
- Optimized Agile project execution, working closely with stakeholders to align business goals with Salesforce best practices and scalable architecture.
- Mentored junior developers, ensuring adherence to Salesforce development best practices, performance optimization techniques, and coding standards.
- Spearheaded multiple concurrent product implementations while maintaining quality standards, strengthening project delivery efficiency and client satisfaction
- Established comprehensive mentorship programs for junior developers, fostering team growth through Salesforce best practices and performance optimization techniques
- Architected scalable Salesforce Lightning solutions, modernizing enterprise client interfaces while driving increased user adoption and streamlined workflow efficiency
- Orchestrated cross-functional Agile development cycles, aligning business requirements with technical solutions while maintaining budget and timeline commitments
Application Development Analyst
Accenture
10.2017 - 03.2018
- Worked as a Senior Salesforce Developer, specializing in Salesforce Lightning Experience development, implementing modern UI enhancements to improve user engagement and platform functionality.
- Developed and optimized SFDC solutions, implementing enhancements in Apex, Lightning Components, and Flows, ensuring scalability and performance improvements.
- Led integration solutions for SFDC systems, enhancing data synchronization, cross-platform compatibility, and API-driven workflows to improve operational efficiency.
- Communicated with internal and external stakeholders, gathering business requirements and translating them into scalable technical solutions while managing client expectations.
- Managed multiple project components within an Agile framework, ensuring on-time delivery, adherence to budget constraints, and high-quality implementation.
- Worked on the Allianz policyholder portal, developing and enhancing modules to streamline customer registration processes, improve accessibility, and enhance user experience.
- Implemented robust SFDC integration solutions, strengthening data flow efficiency and improving cross-system operational performance.
- Followed Agile project lifecycle methodologies, ensuring that development processes aligned with best practices and client business objectives.
- Developed and enhanced policyholder portal features, streamlining user registration processes and improving overall platform accessibility
- Engineered Lightning Components and custom Apex solutions for the policyholder portal, enhancing user registration workflows and platform accessibility
- Architected integration solutions between Salesforce and external systems, strengthening data synchronization and operational efficiency across platforms
- Implemented scalable technical solutions based on stakeholder requirements, ensuring adherence to performance benchmarks and system optimization goals
- Spearheaded modern UI enhancements in Salesforce Lightning Experience, delivering improved user engagement and streamlined platform functionality
- Engineered custom Lightning Components and Apex solutions, modernizing the policyholder portal interface while enhancing user registration workflows
Application Developer
Cognizant Technology Solutions
05.2014 - 09.2017
- Provided support and implemented enhancements related to SFDC configuration, coding, and integrations, ensuring system stability and optimal performance.
- Developed and optimized Salesforce solutions, implementing custom Apex, Lightning Components, Flows, and Process Automation to enhance system functionality.
- Communicated with internal and external stakeholders, gathering and analyzing business requirements, while managing client expectations effectively.
- Managed small but complex projects and multiple components of larger initiatives, delivering scalable Salesforce solutions across various products and services.
- Followed Agile and Waterfall methodologies, ensuring that projects adhered to defined process frameworks, budget constraints, and customer deadlines.
- Led development and support for the Manulife Japan One Touch portal, implementing enhancements that streamlined agent workflows and improved operational efficiency.
- Engineered SFDC configurations and integrations, optimizing data synchronization, API connectivity, and cross-platform system interactions.
- Designed and implemented scalable solutions for complex business requirements, ensuring system reliability, performance, and seamless user experience.
- Engineered comprehensive Salesforce solutions for Manulife Japan portal, implementing robust configurations that enhanced agent workflow efficiency and system performance
- Streamlined project delivery through strategic application of Agile and Waterfall methodologies, ensuring consistent adherence to budget constraints and timeline requirements
- Architected custom SFDC integrations that improved system functionality, delivering scalable solutions while maintaining optimal application performance
Education
B.Tech - Computer Science and Engineering
Academy of Technology
India01.2013
Skills
Industry Expertise
Technical Skills
✅ Configuration & Customization – Custom Objects, Custom Fields, Formula Fields, Workflow Rules, Process Builder, Approval Processes
✅ Apex Programming – Asynchronous Apex, Batch Apex, Test Classes, Trigger Frameworks, Apex-Driven Integration, Apex REST/SOAP Web Services
✅ Salesforce Lightning Components – Lightning Web Components (LWC), Aura Components, Lightning App Builder, Lightning Data Service
✅ Visualforce & JavaScript – Visualforce Pages, JavaScript Remoting, JavaScript Libraries, Custom UI
✅ RESTful Web Services – Integration with external systems via REST APIs, OAuth authentication, JSON/XML parsing
✅ Sales Cloud – Lead & Opportunity Management, Forecasting, Sales Process Automation, Custom Sales Dashboards
✅ Service Cloud – Case Management, Service Console, Knowledge Management, Field Service Management, Omni-Channel
✅ CPQ – Guided Selling, Product Configuration, Price Rules, Discount Schedules, Quote Templates, Subscription Billing
✅ Experience Cloud (Community Cloud) – Partner & Customer Communities, Self-Service Portals, Custom Branding & Themes
✅ DevOps & CI/CD – Salesforce DX, Copado, Gearset, Jenkins, GitHub, Automation of Deployments
✅ Integration Tools & Middleware – Informatica, Event-Driven Architecture (Kafka, Pub/Sub)
✅ Data Management & Migration – Data Loader, Data Import Wizard, External Objects, Big Data Integration
✅ Security & Governance – Shield, Platform Encryption, Field-Level Security, Profiles & Permission Sets, OAuth, SSO, Two-Factor Authentication
✅ Reports & Dashboards – Custom Report Types, Complex Reports, Visualforce Dashboards, Dynamic Dashboards
🔹 Solution Architecture & Design – End-to-End Solution Design, Scalable Architecture, Integration Strategies, Cloud Solutions
🔹 Client Engagement & Stakeholder Management – Requirement Gathering, Regular Client Updates, UAT Facilitation, Managing Expectations
🔹 Agile & Scrum Expertise – Sprint Planning, Agile Ceremonies, Continuous Improvement, Story Mapping
🔹 Team Leadership & Development – Mentoring, Technical Leadership, Code Reviews, Resource Allocation, Conflict Resolution
🔹 Change Management – Managing Change Requests, Impact Analysis, Communication Plans, User Adoption
🔹 Strategic Consulting – Business Process Reengineering, Cloud Adoption, Technology Roadmaps, Risk Management
🔹 Cross-functional Collaboration – Bridging communication between business, technical teams, and vendors, Facilitating Workshops
🔹 Training & Knowledge Sharing – Creating Technical Documentation, Conducting Workshops, Salesforce Certifications
🏦 Banking & Financial Services – Customer 360, Credit & Loan Processing, Financial Compliance, Regulatory Reporting
🛒 Retail & E-Commerce – Omnichannel Retail, Order Management, Inventory Management, Personalized Marketing, Loyalty Programs
⚡ Energy & Utilities – Asset & Work Order Management, Field Service Automation, Smart Grid Integration, Regulatory Compliance
Certification
- Salesforce Certified Platform Developer 1
- Salesforce Certified Administrator (ADM 201)
- Salesforce Certified Platform App Builder
- Salesforce Certified Sales Cloud
- Salesforce Certified Sharing and Visibility Designer
- Salesforce Certified Data Architecture
- Salesforce Certified Application Architect
- Salesforce Certified Service Cloud
- Salesforce Certified JavaScript Developer 1
- Salesforce Certified Experience Cloud Consultant
- Copado Certified Fundamentals 1
- Salesforce Certified AI Associate
Personal Information
- Date of Birth: 10/27/90
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Disclaimer
I hereby declare that the information provided by me is true, complete, and correct to the best of my knowledge.
Declaration Place
United States, Texas
Timeline
Senior Associate
PwC United States
02.2022 - Current
Senior Associate
PwC SDC Bangalore
05.2019 - 02.2023
Advisory Consultant
IBM
05.2018 - 05.2019
Application Development Analyst
Accenture
10.2017 - 03.2018
Application Developer
Cognizant Technology Solutions
05.2014 - 09.2017
B.Tech - Computer Science and Engineering
Academy of Technology
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