Ilakkiya Srinivasan

Gathered and analyzed business requirements through stakeholder interviews and workshops, translating them into scalable Salesforce solutions using LWC, Flows, Apex, and Triggers.

Implemented Agentforce and Einstein tools to streamline processes and improve team productivity.

· Acted as the main liaison between business users and technical teams to ensure alignment, clarity, and successful delivery of Salesforce implementations.

· Led the design and development of the Alumni Website on Salesforce Experience Cloud, modernizing a legacy platform with intuitive, scalable architecture.

· Spearheaded major platform initiatives, including the migration of SIS and legacy Advancement systems into Salesforce Education Cloud.

· Migrated legacy automation from workflows and process builders to Flow architecture, improving system efficiency and maintainability.

· Conducted UAT, created user stories, and supported Agile delivery through sprint planning and collaboration with cross-functional teams.

· Built actionable reports and dashboards, enabling data-driven decision-making across departments and supporting continuous process improvement.

• Customized Financial Services Cloud features to cater to financial advisors' specific needs, enhancing client relationship management and wealth management capabilities.
• Implemented data model structures for financial accounts, assets, liabilities, and relationships, ensuring comprehensive financial data tracking.
• Configured Action Plans and Financial Goal Management, enabling advisors to deliver personalized advice and track client progress.
• Automated processes related to client onboarding, financial reviews, and compliance checks using Process Builder, Flow, and custom Apex triggers.
• Leveraged Financial Services Cloud components such as Financial Account Roles and Client Relationship Groups to improve data visibility and relationship management.
• Developed and managed complex data integrations with external financial systems, ensuring seamless data flow and accurate reporting.
• Conducted regular data audits and quality checks to maintain data integrity and compliance with financial regulations.
• Provided user training and support for Financial Services Cloud features, ensuring effective adoption and utilization by financial advisors and support staff.
• Created customized dashboards and reports specific to financial metrics, enabling advisors and managers to make informed decisions based on real-time data.
• Maintained comprehensive test code coverage and performed unit testing for all system codes, adhering to Salesforce limits and best practices

• Maintained and stabilized 20+ test and production environments for PeopleSoft applications.
• Developed and deployed code changes across multiple release cycles.
• Facilitated project stakeholder meetings and release planning.
• Handled strenuous production releases and production refresh activities biweekly.
• Training of new resources under the PeopleSoft Backend ERP Portfolio Applications.