Shailendra Lodhi
Austin,United States
Summary
Salesforce Architect with over 13 years of extensive expertise in delivering innovative CRM solutions across various industries. Proficient in architecting and implementing Salesforce platforms, specializing in Sales Cloud, Service Cloud, Data Cloud and Lightning Web Components, while driving AI-driven transformation for smarter decision-making. Holds multiple Salesforce certifications and is passionate about leveraging advanced technologies to optimize business processes and foster data-driven innovation.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Application Architect
State Government Agency
, Texas
01.2025 - Current
- Led the migration of legacy Salesforce Classic to Lightning Experience, improving usability and system performance for over 1,000 users.
- Architected a scalable Experience Cloud community portal for citizen self-service, integrating with external eligibility systems using RESTful APIs.
- Designed and implemented Lightning Web Components (LWC) for interactive UI components, along with customized flows for guided case submission and approvals.
- Oversaw technical architecture, solution design, and security model (role hierarchy, sharing sets, and delegated authentication).
- Led the design and implementation of scalable application architectures, achieving substantial improvements in system performance and user experience.
- Designed and implemented OmniScripts to guide members through health plan enrollment and coverage selection.
- Built complex DataRaptors for real-time data extraction, transformation, and load from Salesforce and external systems.
- Developed Integration Procedures to connect Salesforce with third-party eligibility verification and claims systems.
Application Architect
Trinet
02.2024 - 01.2025
- Architected and implemented a custom, reusable Trigger Framework tailored to TriNet's business and technical requirements.
- The framework centralized logic execution, minimized code duplication, and enforced best practices for trigger design.
- Achieved significant reduction in SOQL queries and DML statements through optimized bulk-processing techniques, helping the org stay well within Salesforce governor limits.
- Extended the framework to support asynchronous operations via Queueable Apex and Future methods, enabling better scalability and system performance.
- Mentored developers and conducted technical design reviews to ensure alignment with architectural standards.
- Created modular OmniScripts to guide customer service agents through troubleshooting and service order processes.
- Configured DataRaptors to pull and update customer and product data from Salesforce and external billing systems.
- Designed Integration Procedures to orchestrate multi-step API calls and data updates between Salesforce and external inventory systems.
- Designed the Data Cloud data model, including Data Streams, Data Lake Objects (DLOs), and Data Model Objects (DMOs) aligned with the client's customer hierarchy and B2B/B2C hybrid model.
- Configured and ingested data from:
Salesforce Sales & Service Cloud (contacts, leads, opportunities),
SAP S/4HANA (orders, invoices),
Adobe Analytics (web behavior),
Loyalty platform via SFTP and REST APIs. - Built identity resolution rules (deterministic and fuzzy matching) to unify customer profiles using identifiers like email, phone, and customer ID.
- Implemented Calculated Insights for customer lifetime value (CLV), recent purchase scoring, and churn risk, using SQL-based transformations within Data Cloud.
- Integrated unified customer profiles with Salesforce Marketing Cloud for real-time personalization and campaign activation.
- Created segmentation strategies using Data Cloud's Segmentation UI for targeted campaigns (e.g., high-value lapsed customers, frequent buyers).
- Enabled Data Cloud activation into Salesforce and external destinations (e.g., Amazon S3, Snowflake).
- Partnered with data governance and security teams to define data access policies and enforce consent and opt-out preferences using Data Cloud’s policy framework.
- Provided training to internal Salesforce admins and marketing teams on using Data Cloud dashboards and segments.
Salesforce Technical Lead
Cetera Financial Group
07.2023 - 12.2024
- Manage and administer Salesforce Data Cloud, ensuring the accuracy and integrity of data.
- Configure and customize data models to meet the organization's specific needs and requirements.
- Collaborate with cross-functional teams to implement and optimize data integration processes.
- Monitor and maintain data quality, troubleshoot issues, and implement solutions to improve overall data.
- reliability.
- Create and manage user profiles, roles, and permissions to ensure secure access to data.
- Manage product catalogs, including the setup of products, price books, and product bundles within.
- Salesforce CPQ.
- Ensure that product data is accurately represented and maintained in the CPQ system.
- Configure quote templates and generate professional-looking quotes using Salesforce CPQ.
- Implement contract management processes within Salesforce CPQ, including the automation of contract creation and renewal processes.
- Implement workflow rules, validation rules, and approval processes to automate and streamline CPQ processes.
- Utilize Salesforce Process Builder and Flow to automate complex business processes related to quoting and contract management.
- Mapped data into Data Lake Objects (DLOs) and designed Data Model Objects (DMOs) to model customer, interaction, and product entities.
- Configured Identity Resolution Rules to stitch together anonymous and known user behavior using device ID, hashed email, and user ID.
- Built Calculated Insights such as:
Product affinity score,
Time since last interaction,
Cart abandonment frequency,
Preferred shopping channel. - Set up Segmentation rules for:
High-value cart abandoners,
Multi-category shoppers,
Inactive customers over 90 days. - Enabled Data Cloud → Marketing Cloud integration for real-time personalization in emails and SMS campaigns using updated customer segments.
- Integrated Data Cloud with Personalization (Interaction Studio/Marketing GPT) to power dynamic product recommendations on the website.
- Created activation connectors to push unified profile data to Google Ads and Meta for lookalike audience targeting.
- Conducted workshops with marketing and data science teams on using Data Cloud Segmentation Designer and Calculated Insights.
Salesforce CPQ Developer
Genesys
10.2022 - 06.2023
- Led the customization and configuration of Salesforce Service Cloud, integrating CPQ functionality to automate patient service pricing and generate accurate service quotes.
- Executed Salesforce integrations for CPQ and Service Cloud with third-party healthcare platforms, automating workflows and enhancing service efficiency.
- Managed REST and SOAP-based integrations to connect Salesforce with legacy billing and claims processing systems.
- Streamlined end-to-end quote-to-cash processes by implementing integration pipelines that minimized data silos.
- Developed custom Apex triggers and classes to extend CPQ capabilities, allowing healthcare staff to create complex service packages and automatically apply discounts based on patient eligibility.
- Designed and led implementation of Salesforce CPQ to streamline complex product configuration, pricing, and quoting processes across multiple regions.
- Integrated CPQ with SAP for real-time pricing and inventory sync using middleware (MuleSoft).
- Created robust approval processes, dynamic document generation, and custom objects to manage tiered discounts and partner pricing.
- Directed a cross-functional team of developers and business analysts, ensuring scalable design aligned with enterprise architecture.
Service Cloud/Integration Developer
Stellantis FCA
08.2021 - 08.2022
- Designed and implemented cutting-edge Service Cloud solutions, enhancing customer experience and streamlining support processes at Stellantis FCA.
- Integrated Salesforce Service Cloud with ERP systems, providing real-time updates for inventory management and case resolution.
- Implemented custom integration solutions using Platform Events for real-time notification systems.
- Built robust data synchronization frameworks to unify customer support data across Salesforce and external databases.
Technical Lead
Vinfast
01.2021 - 08.2021
- Led a cross-functional team to design and build the custom financial services application on the Salesforce Service Cloud platform, ensuring alignment with business needs.
- Developed complex Apex classes and Batch Apex jobs to handle large-volume data processing and automated financial calculations.
- Built responsive Lightning Web Components for real-time account tracking and financial reporting, providing users with an intuitive interface.
Sr. Salesforce/CPQ Developer
Axalta
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.
- Build branded online communities to connect with customers, partners, and employees.
- Facilitate collaboration and communication within communities.
- Design and automate complex business processes with a visual interface.
- Create custom flows for data manipulation and automation.
- Define and automate approval processes for records.
Module Lead
Dexcom
05.2019 - 05.2020
- Define the architecture and messaging patterns to meet real-time communication needs.
- Define the schema and structure of Platform Events based on the data to be exchanged.
- Ensure that Platform Events align with the data model and business processes.
- Develop code to publish events (event publisher) and subscribe to events (event subscriber).
Module Lead
Alliance Bernstein
02.2018 - 04.2019
- Design and develop complex Apex code to implement business logic.
- Optimize and troubleshoot existing Apex code for performance and efficiency.
- Develop Visualforce pages and Lightning components to create customized user interfaces.
Sr Salesforce Developer
Nextiva
11.2015 - 02.2018
- Acted as the main Salesforce developer responsible for architecting and implementing the CTI adaptor for both Salesforce Classic and Lightning Experience.
- Collaborated with the Netiva team to design the CTI integration, ensuring compatibility with Salesforce’s CTI API.
- Developed a solution that enabled agents to make, receive, and log calls directly within Salesforce.
Salesforce Developer
Silverline CRM
02.2012 - 11.2015
- Designed and implemented custom Sales Cloud features to manage the end-to-end sales process for financial products.
- Created custom Apex triggers to automate complex sales approval processes and ensure data integrity across opportunities, quotes, and financial product records.
Education
Master Of Computer Application -
Acropolis Institute of Technology & Research
Indore06.2011
Bachelor of Computer Application -
IPS Academy Indore
Indore06.2008
Skills
- Salesforce CRM
- Apex
- Lightning
- LWC
- Sales Cloud
- Service Cloud
- CPQ
- SOQL
- SOSL
- Java
- XML
- Web Services
- SOAP API
- REST API
- Metadata API
- JavaScript
- HTML
- CSS
- JSON
- Git
- Copado
- Agile
- Flosum
- Salesforce architecture
- API integration
- Lightning web components
- Data modeling
- Trigger framework
Certification
- Salesforce Certified Application Architect
- Salesforce Certified Data Architecture
- Salesforce Certified Sharing and Visibility Architect
- Salesforce Certified Data Cloud Consultant
- AI Specialist
- AI Associate
- Salesforce Certified Administrator
- Salesforce Sales Cloud Consultant
- Salesforce Certified Platform Developer I
- Salesforce Certified Platform Developer II
- Salesforce Certified Platform App Builder
- Copado Certified Fundamentals I
- Sun Certified Java Programmer (SCJP)
Languages
English, Native
Timeline
Application Architect
State Government Agency
01.2025 - Current
Application Architect
Trinet
02.2024 - 01.2025
Salesforce Technical Lead
Cetera Financial Group
07.2023 - 12.2024
Salesforce CPQ Developer
Genesys
10.2022 - 06.2023
Service Cloud/Integration Developer
Stellantis FCA
08.2021 - 08.2022
Technical Lead
Vinfast
01.2021 - 08.2021
Sr. Salesforce/CPQ Developer
Axalta
05.2020 - 01.2021
Module Lead
Dexcom
05.2019 - 05.2020
Module Lead
Alliance Bernstein
02.2018 - 04.2019
Sr Salesforce Developer
Nextiva
11.2015 - 02.2018
Salesforce Developer
Silverline CRM
02.2012 - 11.2015
Master Of Computer Application -
Acropolis Institute of Technology & Research
Bachelor of Computer Application -
IPS Academy Indore
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