- Led the triage process for product bugs and feature requests, expertly assessing and prioritizing issues reported by users and stakeholders.
- Monitored the health of the Salesforce portal, ensuring meticulous governance for environment management, including security and compliance with established standards.
- Developed and maintained Apex classes, triggers, and Lightning components to automate business processes and improve overall system functionality.
- Successfully implemented Einstein Activity Capture (EAC), facilitating seamless integration for enhanced data synchronization and productivity leading 20% increase in financial advisor's team efficiency.
- Leveraged expertise in Salesforce Lightning Web Components (LWC) and Lightning Flows using Flow builder to craft modern and user-friendly interfaces for business applications.
- Created custom objects, assigned fields, designed page layouts, custom tabs, components, and custom reports, harnessing Salesforce's customization capabilities to tailor the system to precise business needs.
- Conducted in-depth analysis of impacted components during Salesforce migrations or upgrades of dependent applications, ensuring smooth transitions and minimal disruptions.
- Gained expertise in the Household Data Model, Financial Goals, and Financial Account Roles, enabling efficient setup of roles related to client accounts and effective financial data management.
- Maintained complex user roles, security settings, profiles, workflows rules, validation rules, licenses, and storage management to ensure proper access control and data integrity.
- Utilized Salesforce Bulk API for data extraction from external systems and harnessed Sandboxes to create test data and address daily load job errors.
- Created Knowledge base documents and provided ongoing user support and training, resulting in a 95% user adoption rate and minimal disruptions during system changes.
- Managed user identities and access control through Azure AD, ensuring compliance with security policies.
- Achieved a 25% increase in data processing efficiency by developing Batch Apex classes to process data in batches and implemented comprehensive security measures by configuring Object-Work-Default (OWD) settings, roles, profiles, permission sets, and sharing rules.
- Collaborated closely with Salesforce Premier Support team to address synchronization issues between Salesforce and Microsoft Outlook, ensuring uninterrupted data flow and system integration.
- Managed users, apps, permissions, profiles, and hierarchical roles, optimizing the Salesforce system for efficient access control.
- Managed and executed sandbox refresh processes in Salesforce based on developer requests, ensuring a streamlined and efficient development environment.
- Worked closely with the Salesforce development team to troubleshoot and resolve any post-refresh issues or discrepancies. Oversaw data management and quality control efforts within the CRM, including data cleansing, deduplication, and integration with external data sources, to maintain accurate and up-to-date customer information.
- Successfully implemented asynchronous operations, such as Future and Batch Apex, to handle data processing tasks efficiently and asynchronously, resulting in improved system scalability.
- Led initiatives for data quality assurance, utilizing Salesforce's duplicate record sets to identify and rectify duplicate data entries.
- Used a metadata backup strategy using Salesforce DX (SFDX) and version control using GitHub to ensure data integrity and maintain historical snapshots of system configurations.
- Proficiently worked with ETL tools to synchronize and organize data between applications and departments, ensuring seamless data consistency across systems.
- Improved issue resolution efficiency by 80% through diligent adherence to IT Service Management (ITSM) process for change, incident, and problem management. Mentored junior developers, providing guidance and support in completing development tasks and helping them understand the broader context of project flow.
Technologies: Salesforce Service Cloud, Experience Sites (Community Cloud), SOQL, Einstein Activity Capture (EAC), Apex Classes/Triggers, LWC, Flows, GitHub, Jenkins, Talend Studio, SFDX, Visual Studio Code, JavaScript, API Integrations, Flow Builder, Lightning App Builder, LWC, Bulk data jobs, Microservices, ETL, JIRA, Data loader, Workbench, ServiceNow, Microsoft Outlook Integration.