I am a Salesforce Functional and Technical Consultant with 2 years of hands-on experience in configuring, customizing, and optimizing Salesforce CRM to align with business objectives. I have successfully delivered 15+ Salesforce projects across Sales Cloud, Experience Cloud, Marketing Cloud Account Engagement (Pardot), CPQ, and Data Cloud. My expertise lies in bridging business requirements with technical solutions, ensuring Salesforce becomes a powerful enabler for efficiency, visibility, and growth.
Key contributions include:
- Conducted requirement gathering/discovery meetings with clients to analyze processes and translate them into Salesforce solutions.
- Translated business needs into scalable Salesforce configurations and technical solutions.
- Onboarded new users onto Salesforce, managing access, permissions, and data integrity.
- Delivered user training and adoption programs, ensuring teams fully utilized Salesforce features.
- Provided post-implementation support, addressing user issues and optimizing processes.
- Troubleshot issues during implementation and post-go-live, ensuring smooth operations and minimal disruption.
- Implemented Marketing Cloud Account Engagement (Pardot) integrations and UTM tracking to improve marketing attribution.
- Enabled Data Cloud segmentation and enrichment to unify and activate customer data across systems.
- Set up Case Management with Action Plans, Milestones, and SLAs for better service tracking and response adherence.
- Configured Salesforce CPQ, enabling accurate, faster quoting with mobile compatibility.
- Built a custom Visit Management App using Screen Flows and LWCs to streamline scheduling, meeting notes, and visit tracking.
- Integrated Salesforce with QuickBooks, NAV, Jira, Outlook, and Pardot, improving automation and productivity.
- Implemented Experience Cloud portals (partner and customer) with OmniStudio forms to enhance user engagement.
- Configured Salesforce Maps for territory visualization and optimized rep travel.
- Connected Einstein Conversation Insights to surface actionable sales insights.
- Managed user access, security settings, and data integrity to ensure compliance and reliability.
- Managed data migration using Data Loader, ensuring clean and accurate imports for Accounts, Contacts, Opportunities, and custom objects.
With my combined technical and consulting background, I help organizations not only implement Salesforce but also adopt and scale it effectively. I ensure Salesforce is transformed into a platform that drives efficiency, accuracy, and growth across the business.
Also, I am a Certified Salesforce Administrator and Data Cloud Consultant with a strong academic foundation (B.E. Computer & Information Systems, CGPA 3.93).