Usha Pati
Salesforce Developer/ Administrator
Summary
Salesforce Developer and Administrator with 5+ years evaluating company processes, developing CRM workflows and adapting applications for business needs. Skill at preparing technical documentation, supporting fellow developers, and testing applications. Creative team player with strong technical and time management skills.
Overview
6
6
years of professional experience
2024
2024
years of post-secondary education
3
3
Certifications
Work History
Salesforce Developer
Solar Energy and Loan Fund
08.2024 - Current
- Designed and implemented FormAssembly forms integrated with Salesforce, streamlining data collection and automating workflows for business processes
- Developed and maintained Salesforce integrations with third-party systems using REST APIs, ensuring seamless data flow between platforms
- Developed logic for Loan Funnel assignment and Auto Pre-Approval processes to optimize and automate loan qualification
- Built Apex logic and Lightning Web Components to calculate and display Amortization Schedules dynamically for loan products
- Integrated Salesforce with Laser Credit to fetch real-time credit scores for loan evaluations
- Generated Loan Evaluation Scorecard PDFs using Visualforce pages and Apex, enabling dynamic content rendering and automated generation of loan assessment documents
- Implemented Plaid Integration for automated income verification, improving underwriting accuracy
- Developed and launched a Contractor Portal using Experience Cloud, allowing external contractors to track project progress, manage and upload project quotes, and monitor payment statuses and project milestones
- Created and customized email templates (HTML, Classic, and Lightning) to support marketing campaigns, automated workflows, and user notifications
- Built and maintained custom reports and dashboards provide actionable insights into key business metrics and improve decision-making
- Provided daily support by resolving tickets related to Salesforce issues, including troubleshooting workflows, automation errors, and user access challenges
- Customized page layouts, record types, and compact layouts to optimize user experience and ensure data visibility for different profiles and roles
- Configured and optimized Salesforce automation tools such as Process Builder, Flows, and Validation Rules to improve efficiency
- Conducted regular audits and validation checks to maintain data integrity and ensure compliance with organizational standards
Salesforce Administrator/Developer
Visa
08.2022 - 07.2023
- Involved in gathering the requirements from business stakeholders, product managers, and end users
- Communicated and presented recommended improvements and solutions to business processes and decision-making rationale
- Delivers engaging experiences that balance customer needs, business goals, and technical realities by working collaboratively across the organization
- Developed and maintained Salesforce applications, including customizations, integrations, and third-party applications, using Apex, Visualforce, Lightning, and Salesforce APIs
- Implemented security and sharing rules at object, field, and record levels for different users at different levels of the organization also created various profiles and configured the permissions based on the organizational hierarchy
- Responsible for creating Queues, Workflow rules, and tasks to share and automate work for the users in the Queue
- Hands-on Experience integrating through Apttus (Conga) CPQ APIs
- Worked closely with cross-functional teams to ensure successful implementation and adoption of Dynamics CRM
- Developed various Batch Apex classes and scheduled those using Apex Schedulable classes on daily basis
- Experience in implementing CPQ in Salesforce to manage Quotes, Products, and Pricing and Order Management
- Integrated Salesforce with DocuSign to enable the e-signature functionality
- Performed data updates/migration using Data Loader and other similar tools
- Hands-on experience with integrating Salesforce with cloud-based applications and on-premises applications using standard and custom REST APIs
- Defined lookup and master-detail relationships on the objects and created junction objects to establish many to many relationships among objects
- Ability to effectively debug and resolve issues and/or defects which may be reported because of faults in the production system
- Experience in implementing Einstein Activity Capture, Opportunity Pipelines, Lead Scoring, and Opportunity Scoring in Sales Cloud
- Participated in code reviews and testing to ensure high-quality code and functionality
- Documented technical designs and implementation details
- Experience of release management is a plus
- Strong problem-solving skills and attention to detail
Salesforce Administrator/Developer
DXC
06.2020 - 12.2021
- Worked with clients to map out their existing Business Processes and provide system-based solutions that increase efficiency and reduce operating costs
- I interacted with various Business team members to gather the requirements and documented the requirements
- Migrated data and customized entities, workflows, and security settings from legacy CRM system to Dynamics 365
- Actively interacted with Team Members, Business Analysts, and the Project Management team to analyze the business process and requirements
- Built custom lightning components using Aura Framework on record pages to show the required data to users
- Built Salesforce solutions on Sales Cloud, Service Cloud and Marketing Cloud
- Developed end-to-end Salesforce solutions using Configuration and Customization - APEX Class, Triggers, Visualforce pages, Lightning components, etc
- Automated business processes using Salesforce automation tools, such as Process Builder, Workflows, Formulas, Flow, Assignment Rules, and email Alerts
- Migrated changes from development to test to production environment(s) using CI technologies like Salesforce DX and GitLab
- Performed data updates/migration using Data Loader and other similar tools
- Participated in daily scrum meetings, analyzed assign user stories, identify/resolve gaps in functional user stories/business requirements
- Performed independent code reviews and wrote unit/integration test cases to achieve 85% test coverage
Salesforce Administrator Intern
Kastech Technologies
07.2019 - 04.2020
- Responsible for day-to-day Salesforce Administration and Support, including but not limited to, User setup, Profiles and Roles, Custom Object and Fields creation, Page Layouts, Record Types, Workflow, and Validations
- Created Custom Objects, Users, Custom Profiles, Page Layouts, and Record Types to meet Business guidelines
- Implemented pick lists, dependent pick lists, lookups, master-detail relationships, validation, and formula fields to the custom objects
- Configured custom fields, objects, and page layouts to support business processes
- Created several workflows by defining rules, approval processes, and related actions
- Wrote several SOQL & SOSL queries in the apex coding with consideration to Governor Limits for data manipulation needs of the application using platform database objects
- Developed Apex coding which includes Triggers, classes for custom controllers and controller extensions, schedulable apex classes, batch apex, etc., according to the functional needs of the application
- Created Reports and Dashboards as per the business requirements
Education
MASTER'S DEGREE - Applied Computer Science
NORTHWEST MISSOURI STATE UNIVERSITY
BACHELOR'S DEGREE - Information Technology
MALLA REDDY ENGINEERING COLLEGE, JNTUH
Skills
Salesforcecom Development
Salesforce Administration
Salesforce Implementation
Salesforce Integration
Apex
Visualforce
Triggers
Lightning Web Components
Aura Components
Admin Configurations
Service Cloud
Sales Cloud
Experience Cloud
Marketing Cloud
Chatter
App-exchange applications
Lead Management
Opportunity Management
Case Management
Custom Objects
Custom Fields
Relationships
Validation Rules
Page Layouts
Lightning Record Pages
Salesforce Flows
Organization Security
Profiles
Roles
Certification
Salesforce Certified Platform Developer I
Timeline
Salesforce Developer
Solar Energy and Loan Fund
08.2024 - Current
Salesforce Administrator/Developer
Visa
08.2022 - 07.2023
Salesforce Administrator/Developer
DXC
06.2020 - 12.2021
Salesforce Administrator Intern
Kastech Technologies
07.2019 - 04.2020
BACHELOR'S DEGREE - Information Technology
MALLA REDDY ENGINEERING COLLEGE, JNTUH
MASTER'S DEGREE - Applied Computer Science
NORTHWEST MISSOURI STATE UNIVERSITY