Vinayaka Ayyappa Santosh Patnala
North Bergen
Summary
Versatile Salesforce Developer with 9 years of experience in designing, coding, and implementing CRM systems. Strengths include a deep understanding of Salesforce.com methodologies, exceptional problem-solving abilities, and proficiency in Apex Classes, Visualforce Pages,Lightning Web Components , Salesforce Agentforce and Triggers. In previous roles, have contributed to system enhancements that improved overall operational efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Lead Agentforce Developer
New York Life Insurance Co
03.2026 - Current
- Boosted human agent productivity by 40% through contributions to New York Life Insurance AI initiative.
- Developed AgentForce service agents for client applications handling policy maturity and benefits inquiries hosted on client applications.
- Engineered AgentForce employee agents to support human agents with client banking details,payments,disbursements, loans and case management.
- Created messaging interface between AgentForce and human agents utilizing standard MIAW features.
- Implemented MIAW handoff capabilities by leveraging the Messaging Channels,Auto Response Capabilities, Omni Flows, Queues, Presence Configurations and Omni Channel Supervisor.
Lead Salesforce Developer
Charter Communications (Spectrum)
06.2023 - 03.2025
- Part of a team that deploys CRM solutions to over 300 sales reps across various retail stores in the United States.
- Designed a framework to handle multiple integrations across systems, both inbound and outbound, to Salesforce.
- Hands-on experience in working with middleware like MuleSoft and Kafka for Salesforce Boundary Integration Services.
- Designed an Offer Wizard to capture the offer data using multiple screens, and create products and service area mappings based on the associated service area where the offers are deployed.
- Built components using Lightning Web Components, leveraging the custom events and public properties for communication between components.
- Architected solutions by following Salesforce best practices and coding standards.
- Participated in requirements analysis, participate in design analysis with the product owner, system analyst, and scrum master to understand the needs of the business, and proactively helped create the user stories for upcoming sprints.
- Guided Agile principles and facilitation skills to ensure multiple teams were working in the Agile mindsets and utilizing Scrum principles.
- Worked on an integration that delivers data to the PRISM team (the application owned by the agents who are working in the field for site survey and construction of new circuits) who don’t have access to Salesforce.
- Worked on various product configurations and cart functionality on the sales application deployed to the agents.
- Developed integration solutions with Apex classes, REST APIs.
- Developed reusable components using Lightning Web Components and the Lightning Aura Framework, and published them to the admin group to aid the development and deployment of business use cases quickly by leveraging Salesforce's out-of-the-box functionalities.
- Developed the error handling routines for all services being invoked from Salesforce, and streamlined the messages to display and capture the error messages from service failures from response JSON, formulating and displaying the messages on the UI using APEX and JavaScript controllers.
- Logged all the service exceptions to application logs with unique identifiers using APEX and Salesforce DML statements.
- Assisted teams with a plan to successfully migrate all the existing profiles to permission sets, due to the future retirement of profiles.
- Developed a logic to bulk upload address files in CSV format to validate them using a third-party address validation API, before inserting or updating them into the Salesforce database.
Senior Salesforce Developer
Dish Network Corporation
01.2021 - 04.2023
- Currently, the project is being deployed to over 1,000 distributors and sales reps across the United States.
- Designed and developed a complex Data Syncing Service, which integrates with various external systems, like Amdocs, to get the feed into Salesforce and inserts, updates, or deletes records in the database.
- Developed components using the Lightning Web Component Framework and rendered them on the customer, operator, and partner portals using digital experiences.
- Data modeled and created new custom objects to support configuration-based rules and disclosures.
- Designed and developed batch retry logic to support any failures that occur while deleting a big object and processing them successfully.
- Worked on resolving critical production issues, performing peer code reviews of other teams, and code comparisons for each release with production code, making sure no discrepancies were found.
- Experience in working with issue/bug tracking tools, like JIRA.
- Hands-on Experience in Conga CLM.
- Worked on creating Conga clause types, clauses, queries, and generating solutions.
- Created different templates in Word and PDF formats using Conga Template Builder.
- Create Conga email templates and email templates used in Conga custom and standard buttons added on list view and detail view pages to automate the process based on business logic.
- Created Conga documents and generation process, followed by DocuSign integration.
- Implemented DocuSign integration for Conga documents for e-signature.
- Worked on Conga triggers to trigger documents when a contract gets activated and signed.
- Used Writeback fields in Conga to capture crucial information on the document and saved it in Salesforce fields.
- Worked on DocuSign for Salesforce, created users, assigned permission sets, and shared envelopes among users.
- Assign contract numbers in different formats based on the selected service/product, using custom settings and Apex code, and push it to Conga Composer for contract generation.
- Designed a mechanism to call multiple web services on page load to match the data available in Salesforce with the third-party billing system.
- Integrated the data into business processes from the Salesforce platform, which pushes the data through nightly batch job runs.
- Supported product owners with user stories and acceptance criteria documents.
- Provided coaching and support, and drove Agile/Lean practices to deliver value across the organization.
- Proficient in migrating data from traditional applications to Salesforce using the Import Wizard and Data Loader Utility.
- Experience in writing unit test cases, test plans, test scenarios, and analyzing test results.
- Performed back-end testing by executing SOQL queries.
- Conducted and participated in defect triage meetings.
Senior Salesforce Developer
Micro Focus International PLC
05.2019 - 01.2021
- Enabled 750+ authorized distributors and partners to promote sales across multiple product offerings.
- Prepared technical approach and design documentation supporting business needs to integrate the Salesforce platform with business process applications.
- Worked on the Salesforce initiative to load the customer policies data, where the customer data finally gets stored in the database to feed business processes.
- Develop, maintain, create, and improve validation rules, custom workflows, custom objects, fields, and formulas.
- Leveraged the client’s existing IT framework and CRM system for better data visibility and system integration.
- Assisted in developing the project scope, business requirements, and functional requirements with the internal team and clients.
- Working knowledge of product and service configuration, complex pricing rules, defining product bundle structures, constraint rules, and options.
- Implemented outgoing emails with rich content using HTML and CSS.
- Worked on developing Lightning components and quick actions using Lightning Data Service (LDS) and the Apex server-side controller.
- Extensively used both server-side JavaScript and client-side JavaScript, and developed the activities/services using JavaScript.
- Proficient in using the Lightning App Builder, Lightning Events, Interfaces, and Salesforce Experiences.
- Customized the content management out-of-the-box controls to meet the business needs using the Drupal framework.
- Experience in working with issue/bug tracking tools, like HP Application Lifecycle Management (ALM).
- Worked with managed packages like Apttus to leverage CPQ functionalities in Salesforce CRM.
- Involved in migrating applications from Salesforce Classic to the Lightning environment and rolled out to 3,500+ users.
- Designed and developed customer solutions in Visualforce, Apex, JavaScript, and CSS.
Salesforce Developer
Cushman & Wakefield plc
05.2017 - 05.2019
- Interact with the business on the requirements, and gain an understanding of business processes to fix the defects in line with the requirements.
- Worked on developing Lightning components, pages using the Lightning Aura Framework, and SLDS.
- Designed and developed batch classes to process bulk data.
- Developed responsive Visualforce pages by using native components and HTML5 tags in the Visualforce pages.
- Worked on migrating Visualforce pages to Lightning components during the Salesforce Classic to Lightning environment transition.
- Involved in various testing procedures, such as unit testing, system testing, integration testing, and regression testing.
- Worked on the customization of the approval process to accommodate business use cases.
- Coordinated with legal, business operations, orders, and finance teams to execute customer agreements, process purchase orders, and renewal opportunities.
- Responsibilities include fixing the defects within the stipulated timeframes, and providing production support to solve the production exceptions.
Salesforce Developer
First Group Plc
01.2017 - 05.2017
- Designed the approval process to efficiently manage approvals for various requests.
- Developed case assignment rules to efficiently route cases to various queues for resolution.
- Worked on escalation rules and email templates for better communication and productivity.
- Thoroughly involved in the estimation of various projects, preparation of project plans, resource identification, converting functional requirements into technical requirements, creation of test cases, test plans, and collection of test data.
- Developed the front-end screens in Visualforce pages and custom HTML.
- Involved in data model design and worked extensively on custom objects and reports.
Education
Bachelor’s Degree - Electronics and Communications engineering
Raghu Engineering College
IndiaSkills
- Salesforce APEX and Visualforce
- Salesforce administration
- Salesforce integration
- Salesforce component development
- Lightning components
- Process automation
- CRM workflow development
- Data migration
- Security implementation
- Object-oriented programming
- HTML and CSS
- Agile methodology
Certification
- Salesforce Certified Administrator Certification
- Salesforce Certified Platform App Builder Certification
- Salesforce Certified Platform Developer I Certification
- Salesforce Certified Platform Developer II Certification
- Salesforce Certified JavaScript Developer I Certification
- Salesforce Certified AI Specialist
- AWS Cloud Practitioner Essentials
Accomplishments
- Awarded twice as sprint's Most Valuable Player by the Spectrum Enterprise Data Team for my contributions and proactive approach to address potential roadblocks.
- Consultant of the Quarter Award (Q2 -2025) By KForce for delivering impactful initiatives with Charter Communications(Spectrum)
Timeline
Lead Agentforce Developer
New York Life Insurance Co
03.2026 - Current
Lead Salesforce Developer
Charter Communications (Spectrum)
06.2023 - 03.2025
Senior Salesforce Developer
Dish Network Corporation
01.2021 - 04.2023
Senior Salesforce Developer
Micro Focus International PLC
05.2019 - 01.2021
Salesforce Developer
Cushman & Wakefield plc
05.2017 - 05.2019
Salesforce Developer
First Group Plc
01.2017 - 05.2017
Bachelor’s Degree - Electronics and Communications engineering
Raghu Engineering College