Shailendra Lodhi
Novi,USA
Summary
As a seasoned Salesforce Consultant with 12 years of experience, I specialize in designing, implementing, and optimizing Salesforce solutions to drive business success. With expertise spanning Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Marketing Cloud, and custom application development, I excel at transforming complex business requirements into scalable and efficient Salesforce configurations. My skill set includes Apex programming, Visualforce, Lightning Components, LWC, and comprehensive integration of Salesforce with third-party applications and legacy systems to streamline processes and enhance data visibility.
I bring a proven track record of managing end-to-end projects, from initial client consultation and needs assessment to solution design, development, and deployment. My deep understanding of Salesforce best practices, governance limits, and platform capabilities ensures robust, future-ready solutions for diverse industries.
Certified in Sales Cloud, Administrator, Platform Developer I & II, Salesforce Data Cloud, and App Builder, I actively stay current with the latest Salesforce advancements and contribute to the Salesforce community. Known for my excellent communication and interpersonal skills, I collaborate effectively with cross-functional teams to ensure seamless implementation and user adoption.
Committed to driving business outcomes through innovation and Salesforce expertise, I am eager to contribute to organizational growth by delivering tailored solutions that enhance productivity, efficiency, and user experience. Let’s connect to explore how my skills can support your goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Salesforce Data Cloud Admin/Developer
Cetera Financial Group
07.2023 - Current
- Designed and configured data ingestion processes to integrate data from CRM, ERP, and external systems using ETL tools like Informatica PowerCenter.
- Established identity resolution rules to reconcile customer profiles across disparate datasets.
- Defined calculated insights and created dynamic customer segments for activation in Salesforce Marketing Cloud.
- Ensured compliance with GDPR/CCPA by implementing robust data governance and privacy controls.
Salesforce Data Cloud Consultant
Genesys
10.2022 - 06.2023
- Built customer segments based on behavioral and demographic data for targeted cross-channel campaigns.
- Integrated Marketing Cloud Personalization (formerly Interaction Studio) to create tailored customer journeys.
- Activated data segments for email, social media, and web campaigns, tracking engagement metrics.
- Collaborated with marketing teams to identify key KPIs and optimize campaigns based on real-time insights.
- Developed processes to monitor and cleanse incoming data streams for consistency and accuracy.
- Implemented data privacy and consent mechanisms in line with GDPR/CCPA requirements.
- Worked with cross-functional teams to define and enforce data governance policies.
- Automated validation rules to ensure data integrity within the Data Cloud environment.
Salesforce/CDP Consultant
Stellantis FCA (TCS)
09.2021 - 08.2022
- Designed and executed integration workflows using Salesforce APIs and Informatica PowerCenter to synchronize data between Salesforce CDP and other systems.
- Configured custom data model objects in Salesforce CDP to map and unify customer data from multiple sources.
- Enabled real-time updates for customer profiles in CDP, ensuring accurate and actionable insights for sales and support teams.
- Built dashboards in Tableau CRM (formerly Einstein Analytics) for leadership to analyze customer data across the organization.
- Utilize Salesforce Process Builder and Flow to automate complex business processes related to quoting and contract management
- Work closely with stakeholders to understand business requirements and objectives
- Design end-to-end Salesforce solutions, considering scalability, performance, and security
- Develop and document technical architecture, data models, and integration approaches
- Lead a team of developers and administrators, providing guidance and technical expertise
- Mentor team members, fostering skill development and knowledge sharing
- Collaborate with other technical leads and architects to ensure consistency across Salesforce implementations
- Oversee the customization and development of Salesforce solutions using Apex, Visualforce, Lightning components, and other technologies
- Ensure adherence to coding best practices and Salesforce development standards
- Design and implement integrations between Salesforce and other systems, both internal and external
- Develop and implement data models, ensuring data quality and integrity within Salesforce
- Oversee the implementation of data migration strategies and activities
- Conduct code reviews to ensure high-quality and maintainable code
- Optimize code and configurations for improved system performance
- Stay informed about security updates and best practices, implementing necessary changes to maintain a secure environment
- Configure and maintain Copado settings based on project requirements
- Manage user access, permissions, and security settings within Copado
- Set up and manage Salesforce environments within Copado
- Configure environment variables and parameters for different development stages
- Configure integrations with version control systems (e.g., Git), issue tracking tools, and other third-party applications
- Ensure smooth data flow between Copado and connected systems
- Define and configure deployment pipelines for different release processes
- Oversee the end-to-end release management process using Copado
- Plan and execute deployments, ensuring that releases are delivered on schedule
- Created calculated insights and custom metrics in CDP to segment customers based on behavioral data, purchase history, and engagement trends.
- Utilized CDP’s identity resolution capabilities to refine audience segments, increasing accuracy for personalization campaigns.
- Partnered with stakeholders to define and execute key segmentation use cases for customer acquisition, retention, and loyalty programs.
- Delivered actionable reports and dashboards for leadership, showcasing segment performance and campaign ROI.
Marketing Cloud Consultant
Vinfast (TCS)
01.2021 - 08.2021
- Develop a deep understanding of the client's customer journey and design marketing automation workflows accordingly
- Configure and set up Salesforce Marketing Cloud, including creating and managing data extensions, email templates, and customer journeys
- Implement automation processes for email marketing, lead nurturing, and customer engagement
- Ensure the integrity and accuracy of data within Salesforce Marketing Cloud
- Integrate Salesforce Marketing Cloud with other systems to facilitate seamless data flow and synchronization
- Design and execute targeted email marketing campaigns using Salesforce Marketing Cloud Email Studio
- Optimize email campaigns for deliverability, open rates, and click-through rates
- Develop customer journeys using Salesforce Marketing Cloud Journey Builder to automate and personalize the customer experience
- Implement decision splits, engagement splits, and other journey components to tailor communication based on customer behavior
- Utilize Salesforce Marketing Cloud Automation Studio to create and automate multi-step, cross-channel marketing campaigns
- Schedule and manage recurring marketing activities to ensure timely execution
- Created calculated insights and custom metrics in CDP to segment customers based on behavioral data, purchase history, and engagement trends.
- Utilized CDP’s identity resolution capabilities to refine audience segments, increasing accuracy for personalization campaigns.
- Partnered with stakeholders to define and execute key segmentation use cases for customer acquisition, retention, and loyalty programs.
- Delivered actionable reports and dashboards for leadership, showcasing segment performance and campaign ROI.
Sr. Salesforce/CPQ Developer
Axalta (TCS)
05.2020 - 01.2021
- Collaborate with business analysts and stakeholders to understand CPQ requirements
- Design and architect end-to-end CPQ solutions, considering scalability and performance
- Develop and customize Salesforce CPQ solutions using Apex, Visualforce, Lightning Components, and other relevant technologies
- Implement complex business logic and rules within the CPQ framework
- Configure and optimize product rules, pricing rules, and discounting structures within Salesforce CPQ
- Implement and maintain product catalogs, bundles, and configurations
- Integrate Salesforce CPQ with other Salesforce modules (Sales Cloud, Service Cloud) and external systems
- Ensure seamless data flow between CPQ and other connected applications
- Adhere to coding best practices and Salesforce development standards
- Conduct code reviews for peers to ensure code quality and maintainability
Technical Lead
Dexcom (L&T Infotech)
05.2019 - 05.2020
- Led a team of 10 developers and administrators in a hybrid Agile-Scrum environment to deliver the project within tight deadlines.
- Conducted code reviews, sprint planning, and mentoring sessions to ensure team alignment and skill enhancement.
- Coordinated with cross-functional teams, including business analysts, QA, and product owners, to gather requirements and manage deliverables.
- Customized Sales Cloud to streamline the lead-to-opportunity lifecycle with automated workflows, validation rules, and approval processes.
- Enhanced Service Cloud with custom case management functionality, integrating Knowledge articles, Omni-Channel routing, and Live Agent.
- Built dynamic dashboards and reports to provide actionable insights for sales and service teams.
- Designed and implemented Platform Events to enable real-time communication between Salesforce and external systems.
- Developed custom triggers and Apex classes to publish and subscribe to platform events, ensuring synchronized updates across multiple applications.
- ntegrated Salesforce with legacy systems and third-party applications (e.g., ERP, marketing automation tools) using REST and SOAP APIs.
- Implemented middleware solutions (e.g., Mulesoft) to handle data transformations, ensuring seamless and secure data flow between Salesforce and external systems.
- Established bi-directional sync between Salesforce and a customer portal, allowing real-time updates for orders, cases, and account information.
- Developed Lightning Web Components (LWC) and Aura Components to create a user-friendly interface for complex sales and service processes.
- Automated repetitive tasks using flows, process builders, and scheduled jobs to improve efficiency and reduce manual errors.
- Enforced data security policies through robust sharing rules, field-level security, and role hierarchies.
- Implemented tools for data integrity and duplication management to ensure accurate and reliable reporting.
- Worked closely with stakeholders to define KPIs, success metrics, and project milestones.
Delivered training sessions and documentation for end-users and administrators to ensure smooth adoption of the solution.
Senior Salesforce Developer
Alliance Bernstein (Mphasis)
02.2018 - 04.2019
- Led a team of six Salesforce developers and administrators to enhance the lead-to-opportunity process.
- Designed and implemented custom solutions, including Opportunity Stages, Forecasting, and Territory Management, to align with the global sales strategy.
- Integrated Salesforce Sales Cloud with external ERP systems to ensure seamless data synchronization for product availability and pricing.
- Built custom dashboards and reports for sales leadership to provide real-time insights into pipeline health and sales performance.
- Automated repetitive tasks such as lead assignments, opportunity follow-ups, and contract renewals using Flows and Apex triggers.
Senior Salesforce Developer
Nextiva (Intelliswift Software Pvt. Ltd)
11.2015 - 02.2018
- Customized Service Cloud to support complex case workflows, including automated case assignment, escalation, and resolution processes.
- Built Omni-Channel routing to prioritize and route customer cases based on SLAs and agent skills.
- Integrated Salesforce with a third-party telephony system using CTI (Computer Telephony Integration) to enable seamless call logging and case creation.
- Developed Lightning Web Components (LWCs) for agents to access related cases, Knowledge Articles, and account details in a unified interface.
- Configured Service Analytics to provide real-time case trends, resolution rates, and customer satisfaction metrics.
Salesforce Developer
Silverline CRM (Trekbin Technologies Pvt. Ltd.)
02.2012 - 11.2015
- Designed and deployed a custom-branded Experience Cloud portal for a financial services company, allowing clients secure access to account details, transactions, and support cases.
- Used Visualforce pages to customize the portal’s functionality, including dynamic rendering of account-specific data and case details.
- Configured role-based access controls to ensure clients could only view their data, while account managers accessed their portfolio of clients.
- Developed flows to support self-service actions, such as password resets, profile updates, and case creation, embedded within Visualforce pages for seamless user interaction.
- Integrated the portal with external systems (e.g., payment gateways, document management systems) using REST and SOAP APIs to provide real-time updates.
- Implemented Visualforce email templates for notification triggers, ensuring timely updates for customers about submitted cases and transactions.
Education
MCA - Computer Applications
Acropolis Institute of Technology & Research
06.2011
BCA - Computer Applications
IPS Academy
06.2008
Skills
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesforce Experience Cloud
- Salesforce Data Cloud
- Salesforce Marketing Cloud
- Salesforce CDP (Customer Data Platform)
- Visualforce Pages
- Lightning Web Components (LWC)
- Apex Programming
- Platform Events
- REST/SOAP APIs
- Informatica (ETL)
- Salesforce Flows
- Data Integration
- Agile/Scrum
- Team Management
Certification
- Salesforce Certified Administrator (ADM 201)
- Salesforce Certified Platform Developer I
- Salesforce Certified Platform Developer II
- Salesforce Certified Sales Cloud
- Salesforce Certified Platform App Builder
- Copado Certified Fundamentals I
- Sun Certified Java Programmer (SCJP)
Languages
English
Professional Working
Hindi
Full Professional
Timeline
Salesforce Data Cloud Admin/Developer
Cetera Financial Group
07.2023 - Current
Salesforce Data Cloud Consultant
Genesys
10.2022 - 06.2023
Salesforce/CDP Consultant
Stellantis FCA (TCS)
09.2021 - 08.2022
Marketing Cloud Consultant
Vinfast (TCS)
01.2021 - 08.2021
Sr. Salesforce/CPQ Developer
Axalta (TCS)
05.2020 - 01.2021
Technical Lead
Dexcom (L&T Infotech)
05.2019 - 05.2020
Senior Salesforce Developer
Alliance Bernstein (Mphasis)
02.2018 - 04.2019
Senior Salesforce Developer
Nextiva (Intelliswift Software Pvt. Ltd)
11.2015 - 02.2018
Salesforce Developer
Silverline CRM (Trekbin Technologies Pvt. Ltd.)
02.2012 - 11.2015
BCA - Computer Applications
IPS Academy
- Salesforce Certified Administrator (ADM 201)
- Salesforce Certified Platform Developer I
- Salesforce Certified Platform Developer II
- Salesforce Certified Sales Cloud
- Salesforce Certified Platform App Builder
- Copado Certified Fundamentals I
- Sun Certified Java Programmer (SCJP)
MCA - Computer Applications
Acropolis Institute of Technology & Research
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