Summary
Overview
Work History
Education
Skills
Certification
Security Clearance
Timeline
Generic

Rupesh Polam

Toronto,ON

Summary

Experienced Salesforce professional with 8+ years in Administration and Development, specializing in designing and implementing complex solutions across Sales, Financial, Marketing, Government, and Service Clouds. Proficient in Salesforce CPQ (Steelbrick) and Vlocity, with extensive experience in configuring CPQ functionalities, customizing Experience Cloud interfaces, and optimizing Salesforce Public Sector Applications. Strong expertise in Salesforce Industries components like Data Raptors, Omni Scripts, and Flex Cards. Skilled in Agile methodologies, SDLC, and integration using Salesforce APIs. Proven ability to translate business requirements into scalable, maintainable solutions.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Salesforce Senior Administrator/Consultant

CSA Group
02.2024 - 08.2024
  • Customized Salesforce applications, managed day-to-day administration, and implemented robust security and sharing rules at Object, Field, and Record levels.
  • Designed and implemented scalable, user-friendly front-end features, using Vlocity Data Raptors, Cards, and OmniScripts to align with organizational needs.
  • Specialized in advanced Flows, APEX, and Visualforce development, handling high-volume data processing, managed packages, community portals, and SSO integration.
  • Enhanced customer relationships and online service using Experience Cloud, leveraging its capabilities for improved engagement.
  • Involved in various sales processes in configuring CPQ with various Products, Price books, line items, Approvals to align with business requirements.
  • Designed and mapped CPQ objects to Salesforce custom objects and involved in Advanced Workflow Approvals.
  • Implemented Salesforce integrations with REST/SOAP Web Service APIs, extracting data from external systems on demand..
  • Built complex, reusable components in OmniStudio/Vlocity and developed libraries to support common functionalities and features.
  • Integrated Lightning Components into various Salesforce environments, including Lightning pages, OmniScripts, Flex Cards, and Record pages, utilizing Apex classes and triggers to meet diverse functional needs.

Salesforce Senior Administrator/Consultant

IRCC
09.2023 - 02.2024
  • Built complex and reusable components in OmniScript, flex cards to enhance system functionality.
  • Optimized and improved the performance of Omniscripts, Data Raptors, and Vlocity Integration Procedures using best practices.
  • Implemented a solution on the Public Sector Government Cloud, integrating various applications to modernize services and enhance accessibility for clients, while adhering to the best practices of Government Data Architecture.
  • Designed and implemented user-friendly, scalable, and maintainable front-end features, collaborating closely with customers to customize UI flows using Vlocity dataraptor, cards, and omniscripts.
  • Leveraged Experience Cloud to strengthen customer relationships and enhance online service.
  • Create profiles, roles and configure permissions according to organizational hierarchy requirements.
  • Implemented Case Management for Experience Cloud helps Public Sector Organizations view all case data and related interactions in a searchable, secure platform with a 360 degree view of every case.
  • Implemented Solution for public sector Experience Cloud with custom File Upload Component to validate the file before adding to primary application.
  • Worked on Email - To-Case, Auto Assignment Rules, Support Process, Entitlement Process, Milestones, Reports & Dashboards, Knowledge and Chatter.
  • Implemented Salesforce integration using REST/SOAP Web Service APIs, utilizing API-based Web Services to extract data from external systems on demand.

Salesforce Senior Administrator/Consultant

Intact
03.2023 - 09.2023
  • Expert in Building Complex and Reusable Components in Financial service Cloud and Vlocity.
  • Optimize and improve the overall runtime of Omniscripts, Data Raptors and Vlocity Integration Procedures using best practices.
  • Designed and implemented front-end functional deliverables that are highly usable, scalable, extensible, and maintainable. Worked closely with the customer to optimize and customize their UI flows, web design and front-end development by using Vlocity dataraptor, cards, and omniscripts.
  • Utilized Vlocity to configure and implement insurance products, enhancing overall system functionality and improving the user experience.
  • Utilized Financial service Cloud and Vlocity OOTB services for creating Quotes and managing policies.
  • Implemented ongoing enhancements and updates to Financial service Cloudbased on feedback from stakeholders.
  • Used Experience Cloud to build deeper relationships with customers to provide better service and assist them through online.
  • Established community management(Experience Cloud) and moderation strategies, including setting up roles and permissions and implementing moderation workflows to maintain a positive and safe community environment.implementations through best practices and innovative solutions.
  • Provide technical support and troubleshooting for Salesforce issues.
  • Used Salesforce Lightning Components for building Customized Components by using JavaScript on the client side and Apex on the server side.
  • Work with integration teams to integrate Salesforce with other systems in the organization.
  • Hands on Experience in CONGA CLM. Worked on Conga Queries, Generating Solutions, creating templates using template builder.
  • Preparing Conga documents and generation process followed by DocuSign integration.
  • Participate in technical discussions and provide recommendations on Salesforce architecture and design.

Senior Solution Administrator

CSA Group
02.2022 - 03.2023
  • Work with business stakeholders to understand their requirements and provide recommendations on Salesforce capabilities and limitations.
  • Collaborate with business stakeholders and provide technical guidance on Salesforce solutions and best practices.
  • Identify and mitigate technical risks in Salesforce implementations.
  • Monitored automations in Automation Studio and was responsible to enhance the system by implementing data retention methods.
  • Led the implementation of a cutting-edge solution on a Public Sector Government Cloud, incorporating diverse applications aimed at modernizing infrastructure and enhancing accessibility for clients.
  • Develop and maintain technical documentation such as design documents, technical specifications, and test plans.
  • Provide technical support and troubleshooting for Salesforce issues.
  • Identify opportunities for process improvements and automation within Salesforce.
  • Stay up to date with Salesforce releases and provide recommendations on upgrades and new features.
  • Coordinate with project managers and other teams to ensure successful delivery of Salesforce projects.
  • Work with integration teams to integrate Salesforce with other systems in the organization.
  • Participate in technical discussions and provide recommendations on Salesforce architecture and design.

Salesforce Administrator/Analyst

CSA Group
07.2018 - 02.2022
  • Good at multi-tasking the projects and impulse to have good service to the customer.
  • Successfully implemented Salesforce, streamlining and enhancing overall operational efficiency.
  • Designed and configured Salesforce modules, ensuring alignment with industry best practices and the organization's strategic objectives.
  • Deep knowledge in Einstein Analytics was played around and created a prototype dashboard which includes both external data sets and Salesforce data.
  • Successfully implemented case management within Experience Cloud, facilitating faster and more efficient communication between clients and the business.
  • Worked with Einstein Analytics BI Tool of salesforce to visualize the business flow through Datasets, lens and Dashboards.
  • Expertise with Vlocity Omni Script and its input action components, designing and deployment. Setup and configure Omni Script Components.
  • Involved in various sales processes in configuring CPQ with various Products, Price books, line items, Approvals to align with business requirements.
  • Used Journey builder in running different campaigns along with Automation Studio and Contact Builder.
  • Designed and mapped CPQ objects to Salesforce custom objects and involved in Advanced Workflow Approvals.
  • Created email templates in text, HTML and Visualforce formats necessary for the application.
  • Created Email Templates in Content Builder and was responsible for email tracking.
  • Developed and executed marketing campaigns using Marketing Cloud's Email Studio.
  • Optimized the code in JavaScript Controllers by adding reusable functions in Helper Component.
  • Developed custom approval process through apex involving multiple approvers for complex business requirements.
  • Developed VisualForce components for code reusability across the project.
  • Created Processes to automate different tasks using salesforce lightning process builder/Flows.

Salesforce Administrator

CISCO
09.2016 - 04.2018
  • Analyzed and gathered detailed business requirements and Deliverables working with the Product Owners and Users.
  • Documented and delivered functional specification documents to product owners and assisted in architecture analysis and design.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization and performing day-to-day administrative tasks on SFDC.
  • Responsible for importing data from above platforms and creating reports and dashboards based on Product owner requirements.
  • Assisted the business users in salesforce to help monitor Activities and Billing via reports and dashboards.
  • Implemented Security and Sharing rules at Object, Field and Record level for different users at different levels of Org. Also, have created various roles and profiles and configured permissions based on the organizational hierarchy.
  • Provided existing and new users/groups with training and one to one training on an on-going basis.
  • Communicated with business users regarding new features, enhancements and changes to the system on a regular basis.
  • Worked with Business analysts in documenting company processes and workflows.
  • Created and maintained dashboards and business driven reports to summarize business information for Senior management.
  • Used SOQL and SOSL in Apex with consideration to Governor Limits for data manipulation needs of the application using platform database objects.
  • Created custom settings to create custom sets of data for the organization and have accessed Formula fields and APEX.
  • Expertise in Setting up and managing the salesforce Experience Cloud and populating the reports onto the Experience Cloud.
  • Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into salesforce.com, and checking for data integrity.
  • Responsible for setting up Development and QA environments and preparing pre-production for deployments for every release/sprint.
  • Created unit test cases and coordinated change requests to drive the business requirements during Integration and Testing stages.

Salesforce Administrator

Brady Corporation
07.2015 - 08.2016
  • Interacted with business users and performed Gap Analysis of Client requirements.
  • Involved in Administration setup like managing Users, Security Controls and Data Management.
  • Worked in an Agile environment (SCRUM).
  • Created detailed technical specifications and data models for development of new enhancements to Salesforce.
  • Designed, Implemented and deployed the Custom objects, Page layouts, Custom tabs, and Components, to suit the needs of the application.
  • Expert at building and maintaining effective client-focused relationships with internal and external stakeholders and vendors.
  • Business Requirements Analysis including user interface diagrams, entity relationship diagrams, workflow diagrams and data flow diagrams.
  • Defined Workflows and set up Workflow Rules, Tasks and Alerts, and created Workflow Approvals.
  • Work closely with business owners to determine requirements, evaluate designs, and determine functionality of systems and applications.
  • Experience in designing Custom Formula Fields, Field Dependencies, Validation Rules, Workflows and Approval Processes for automated alerts, field updates, and Email generation according to application requirements.
  • Experienced in managing the data, Forecasting, Campaign Management, Contacts, Leads, Opportunities, Quotes and Dashboard.
  • Good communication concepts in both technical and user-friendly language to management, users, staff and other employees of the organization so that issues and solutions are understood.
  • Created Custom fields, pick lists, dependent picklists, and validation formulas to the custom objects.
  • Used Data Loader to migrate data such as accounts, campaigns from legacy systems.
  • Excellent analysis skills and the ability to work independently and with the team to develop processes.
  • Developed VisualForce pages using standard and custom controllers and controller extensions.

Education

Bachelor of Technology -

Jawaharlal Nehru Technological University

Certified Diploma -

George Brown College

Skills

    Salesforce CRM,Salesforce CPQ (Steel brick), Vlocity, Omni Scripts, Data Raptors, Integration Procedures, Calculation Matrix, Apex Language, SOQL, SOSL, VisualForce Pages / Components, Apex, Java, Web Services, Jenkins, Bitbucket, Copado, Dashboards, Analytic Snapshots, Case Management Automation, Apex Data Loader, REST and SOAP based API, Journey Builder, Automation Studio, Email Studio,Git,VS Studio,Apex Data Loader,Flosum,Forcecom Platform,Informatica,Jitterbit

Certification

  • Salesforce Certified - Platform Developer – I
  • Salesforce Certified - Platform Developer – II
  • Salesforce Certified Platform App Builder
  • Salesforce Certified - Administrator

Security Clearance

  • Secret-level Clearance, Active
  • Reliability Clearance, Active

Timeline

Salesforce Senior Administrator/Consultant

CSA Group
02.2024 - 08.2024

Salesforce Senior Administrator/Consultant

IRCC
09.2023 - 02.2024

Salesforce Senior Administrator/Consultant

Intact
03.2023 - 09.2023

Senior Solution Administrator

CSA Group
02.2022 - 03.2023

Salesforce Administrator/Analyst

CSA Group
07.2018 - 02.2022

Salesforce Administrator

CISCO
09.2016 - 04.2018

Salesforce Administrator

Brady Corporation
07.2015 - 08.2016

Certified Diploma -

George Brown College

Bachelor of Technology -

Jawaharlal Nehru Technological University

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Rupesh Polam