SUMMARY:

• End - to-End Salesforce Strategy, Implementation, Architecture, Development, and Deployment
• 20+ years of experience in Information Technology for various companies ranging from start-ups to well established global corporations
• 14+ years of Salesforce.com and other CRM systems

AREAS OF FOCUS:

SExpertis

Salesforce Technical Architecture & Development

Salesforce Systems Analysis & Integration Architecture

Salesforce Application Development

Force.com Platform & Apex

Salesforce Lightning Communities

Salesforce Service Cloud

Salesforce Sales Cloud

Salesforce Marketing Cloud

Salesforce CPQ

PROFESSIONAL EXPERIENCE:

Confidential

Senior Salesforce Architect/Developer

Responsibilities:

• Set up and configured Confidential for Confidential Field Service Operations
• Helped to implement features of Confidential Appointment Scheduling in order to get the project over the finish line for production
• Created custom Lightning apps
• Custom Lightning Dashboards/Reports
• Mentored developers helping them to enhance code & optimize SOQL Queries
• Process Builder & Workflow development
• Utilized Flosum for deployment

Confidential, Cambridge, MA

Senior Salesforce Architect/Developer

Responsibilities:

• Architected, designed and developed a custom lightning community for customers to purchase products in their commerce store using a customized Napili template
• Looked into the feasibility of customizing Aloha over Napili, had to perform a cost/benefit analysis of each
• Set up and developed Commerce Cloud for purchasing products in their commerce store from the customer community
• Built a custom AppLauncher component like in the Aloha template to be used in Napili
• Designed a round - robin style allocation of Community Cloud Plus licenses to enable admins to log in and assign users on an as-needed basis
• Users were on a login-based license unless their logins reached a threshold, then converted to member-based logins
• Integrated with other systems such as WooCommerce

Utilized: Salesforce Sales Cloud, Lightning Communities, Lightning Components, Apex

Confidential, Tampa, FL

Senior SalesforceTechnicalArchitect/Developer

Responsibilities:

• Architected, designed and developed Salesforce for internal business operations with Field Service Lightning and LightningCommunities usinga customizedNapili template
• Designed and built a Lightning Community for customers with custom wizard-style logic to submit a Case and check Case status, submit comments, see updates, update account information, look up entitlements and SLA’s
• Integrated Field Service Timesheets with FinancialForce PSA to track time and payments
• Created Case queues, teams, and business processes to create Work Orders and Service appointments
• Attached multiple assets to Cases
• Set up Entitlements and SLA’s associated to Assets
• Designed Processes and APEX classes to integrate with OnForce, FieldNation and WorkMarket to assign Field Techs to Work Orders
• Reverse engineered existing VB code for system integrations to be built in Salesforce using Salesforce Web Services

Utilized: Salesforce Service Cloud, Lightning, Field Service Lightning, Lightning Communities, Force.com API, Visualforce, APEXProfessional Experience

Confidential, Waltham, MA

Senior Salesforce Architect/Developer

Responsibilities:

• Oversaw the transition from WinMed to Salesforce
• Designed and architected Salesforce for Patient Management
• Set up and configured Health Cloud for patient management
• Set up and configured Marketing Cloud for patient interaction and for patients to enter into different kinds of journeys
• Re - created WinMed reports in Salesforce

Utilized: Salesforce Sales Cloud, Lightning Communities, Lightning Components, Apex

Confidential, Washington, DC

Senior Salesforce Architect/Developer

Responsibilities:

• Rearchited an NPSP implementation for Donors, Students, Events, Campaigns
• Set up, designed and developed a Provider Portal using Lightning Communities
• Integrations with MailChimp, Stripe, PayPal, EventBrite
• Membership based logins for Communities

Utilized: Salesforce NPSP 3.0, Lightning Communities, Lightning Components, Apex

Confidential, Washington, DC

Senior Salesforce Architect/Developer

Responsibilities:

• Built custom lightning components for Communities
• Built a custom inline editing lightning grid to be used in a community

Utilized: Salesforce Service Cloud, Lightning Communities, Lightning Components, Apex

Confidential, Bannockburn, IL

Senior Salesforce Architect/Developer

Responsibilities:

• Architected, designed and developed Salesforce for internal business operations for fleet leasing and fleet management solutions
• Integrated Fleetweb SQL backend database with Salesforce
• Developed reports, dashboards
• Automated business processes in Salesforce
• Analyzed business needs and translated them into technical requirements and high-level project plan/scope of work

Utilized: Salesforce Service Cloud, Salesforce Sales Cloud, Force.com API, Visualforce, Apex

Confidential, Souderton, PA

Senior Salesforce Architect

Responsibilities:

• Re-architected a Salesforce instance including Portfolio Management and Account Management
• Merged an nCino Salesforce instance to the re-architected instance
• Re-architected nCino integration feeds
• Developed reports, dashboards
• Analyzed business needs and translated them into technical requirements and high-level project plan/scope of work

Utilized: Salesforce Sales Cloud, Force.com API, Visualforce, Apex, nCino

Confidential, Atlanta, GA

Senior Salesforce Architect

Responsibilities:

• Architected & designed Salesforce for internal business operations
• Streamlined and automated business processes in Salesforce
• Customized Salesforce and collaborated with offshore development
• Collaborated with offshore development to achieve goals
• Set up and customized AccountingSeed
• Set up a community portal for partners
• Analyzed business needs and translated them into technical requirements and high-level project plan/scope of work

Utilized: Salesforce Service Cloud, Salesforce Sales Cloud, Force.com API, Visualforce, Apex, AccountingSeed, Salesforce Communities

Confidential, Newton, MA

Senior Salesforce Architect

Responsibilities:

• Designed and created Wave Analytics reports and Dashboards
• Designed and set up a lightning community portal to access Wave reports and dashboards
• Worked on Security for community portal so users could only see reports and dashboards assigned to them as well as data security access
• Analyzed business needs and translated them into technical requirements and high-level project plan/scope of work

Utilized: Wave Analytics, Visualforce,Apex, Force.com API, Salesforce Communities

Confidential, Frisco, TX

Senior Salesforce Architect

Responsibilities:

• Customized and configured LiveAgent for the Confidential website
• Wrote user stories and tasks for Agile development
• Collaborated with offshore development to achieve goals

Utilized: Salesforce Service Cloud, Salesforce Sales Cloud, Force.com API, Visualforce, Apex, Salesforce LiveAgent

Confidential, Chelmsford, MA

Senior Salesforce Architect/Developer

Responsibilities:

• Customized and configured Lightning Community Portal for Partners using the Napili template
• Wrote custom Lightning components to be used in the Community Portal
• Configured SSO with Salesforce as IdP

Utilized: Salesforce Service Cloud, Salesforce Sales Cloud, Force.com API, Visualforce, Apex, Salesforce Communities, Salesforce Lightning, MavensMate, Salesforce Communities

Confidential, Woodinville, WA

Senior Salesforce Architect/Developer

Responsibilities:

• Customized and configured new Apttus CPQ implementation in Sales Cloud
• Developed a custom NCM Calculation Visualforce Page for the Apttus CPQ shopping cart
• Wrote custom NCM Calculation Trigger
• Developed custom Email Templates to display all Product Configuration Line Items for Proposals
• Wrote test classes for NCM Calculation Page, Trigger and Email Templates

Utilized: Sales Cloud, Force.com API, Visualforce, Apex, Salesforce Metadata API, ANT, MavensMate

Confidential, Hayward, CA

Senior Salesforce Architect/Developer

Responsibilities:

• Architected and developed a Lead Management System for Student Inquiry requests in Sales Cloud and Marketing Cloud
• Implemented Comm Plans with ExactTarget and Salesforce
• Integrated PeopleSoft with Salesforce
• Integrated FormAssembly data forms with Salesforce configuring connectors
• Re - designed existing implementation into a new implementation due to the prior not meeting client s needs
• Re-configured email alerts, workflows, triggers, reports
• Migrated data from old structure to new structure

Utilized: Sales Cloud, Marketing Cloud, Force.com API, Visualforce, Apex, Salesforce Metadata API, ANT, MavensMate, Salesforce Workbench, DataLoader, ExactTarget, FormAssembly

Confidential, Carmel, IN

Senior Salesforce Architect/Developer

Responsibilities:

• Architected and developed a custom CPQ in Sales Cloud
• Wrote custom VisualForce, Apex and JQuery for a product search with hierarchy tree
• Built a custom hierarchy for product data
• Built a product hierarchy creation/maintenance app using batch Apex
• Used JSTree to create a product hierarchy search page
• Wrote custom VisualForce, Apex and JQuery for a quote line item edit page
• Synced Quote Line Items with Opportunities
• Created a QuickBooks extract with FinancialForce data

Utilized: Sales Cloud, Service Cloud, Force.com API, Visualforce, Apex, Salesforce Metadata API, ANT, MavensMate, Salesforce Workbench

Confidential, St. Leo, FL

Senior Salesforce Architect/Developer

Responsibilities:

• Architected and developed a Student Success application on a brand new instance of Salesforce.com in order to aid Student Advocates in retaining problematic students in Sales Cloud, Service Cloud
• Supported integration of Colleague ERP with Salesforce via Mule ESB
• Set up proof of concept for using Community Cloud Portal for Student self - service
• Set up Proof of Concept for Community Cloud Portal for Student self-service in order to view what they needed to provide to Advocates and submit the information
• Recommended and implemented Mulesoft ESB
• Set up single sign-on using SAML
• Created workflow rules that sent email alerts and set up auto-tasks
• Auto-created cases upon receiving an alert from the ESB
• Created workflow rules that sent email alerts and set up auto-tasks
• Set up security, sharing rules, roles, hierarchy, permission sets, profiles
• Set up SMS messaging to Students for cases via SMS Magic
• Apex triggers and trigger handlers
• Apex classes, controllers
• VisualForce pages and inline VisualForce for standard page custom related lists
• Email templates - VisualForce and Text

Utilized: Sales Cloud, Service Cloud, Salesforce Communities, Force.com IDE, Force.com API, Salesforce Metadata API, Force.com explorer, SMS Magic, MuleSoft ESB

Confidential, Cambridge, MA

Senior Salesforce Architect/Developer

Responsibilities:

• Developed and architected HeyWire s next gen LiveText Agent two - way SMS texting application for sales and service cloud similar to Salesforce s LiveAgent in Sales Cloud and Service Cloud
• Architected and developed a contact center console app with inbound and outbound SMS texting that included screen pop for related objects (Contacts, Cases, Leads, Accounts, Opportunities) matching on phone number
• Automatically created events for objects for text sessions and when objects were linked to text sessions
• Automatically linked objects to text sessions for outbound messaging
• Included a pop-up notification queue for agents to accept inbound text conversations
• Implemented outbound messaging by opening the custom console app from a custom button on the standard Salesforce object detail page with that object s information in a console tab and a text session started to the object s mobile phone number first, phone number secondary
• Used cometD and streaming API for events and notifications
• Custom controllers, pages, components, triggers, trigger handlers, applications, labels, tabs, unit tests, static resources, permission sets, layouts, buttons, objects, custom settings
• Deployment and packaging of managed and unmanaged packages
• OAuth for communication with HeyWire’s API via connected apps

Utilized: Sales Cloud, Service Cloud, Force.com IDE, Force.com API, VisualForce, JQuery, bootstrap, APEX, JavaScript, CSS, Salesforce Metadata API, GitHub

Confidential, Lexington, MA

Senior Salesforce Architect

Responsibilities:

• Analyzed licensing and permission assignment in order to move bulk of Users to Platform License in order to save approximately million dollars in Sales Cloud and Service Cloud
• Developed a semi - automated process in order to do licensing analysis and get exact information on the User permissions that would need to be changed for specific licensing changes
• Developed a semi-automated process for the migration of licensing changes and to easily move Users from antiquated profiles to permission sets
• Made changes for impending server split
• Analyzed and reversed engineered Workflow Rules for case management

Utilized: Sales Cloud, Service Cloud, Force.com API, Eclipse, Force.com IDE, Salesforce Metadata API