Summary
Overview
Work History
Education
Skills
Certification
Tech Section
Languages
Timeline
Generic

Taksh Patel

Ontario

Summary

Results-oriented Salesforce Consultant with over 4 years of experience in the CRM industry. Proven expertise in problem-solving and leveraging the Salesforce platform to address business challenges. Actively engaged in Salesforce communities to stay updated on industry trends and expand professional connections. Committed to continuous learning and enhancing organizational effectiveness through process improvement, automation, and innovative solutions. Loves collaborating with customers and teammates to develop and implement creative technical solutions to challenging problems.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Salesforce CG Engineer

SBX Technologies
10.2022 - Current
  • Acquired proficiency in Salesforce Consumer Goods Cloud.
  • Utilized VS Code for extracting Salesforce configuration and subsequently uploaded it to BitBucket, expediting code deployment across all environments.
  • Collaborated with the Technical Team to architect solutions, incorporating intricate flows to meet sophisticated customer requirements.
  • Employed a combination of features such as dynamic Lightning pages, Validation Rules, and intricate flows to fulfill complex customer specifications.
  • Participated in the Core Business Committee Team, contributing to the design of an Implementation Methodology framework to be universally applied across all projects.
  • Conducted comprehensive training sessions for multiple new colleagues, covering aspects of the business process, including story analysis, adherence to development rules, creation of pull requests (PRs), PR deployment, and the resolution of issues and bugs.
  • Participated in system development life cycle from requirements analysis through system implementation.
  • Served as atrusted advisor to clients, addressing concerns and offering recommendations to improve their utilization of Salesforce technologies.
  • Achieved successful data migration from legacy systems into new Salesforce environments without loss or compromise of vital information assets.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Organized and detail-oriented with a strong work ethic.
  • Passionate about learning and committed to continual improvement.

Salesforce Consultant

Blendtek
01.2022 - 07.2022
  • Led development of Salesforce Ticketing System, helped with integration of Rootstock ERP with Salesforce, and managed Purchase Order Requisition and Case Management.
  • Designed, documented, and deployed Salesforce enhancements, maintaining security through profiles, sharing rules, and permission sets.
  • Enhanced Salesforce system efficiency by optimizing workflows, automating processes, and streamlining data management.
  • Created reports and dashboards for various teams, enhancing daily tracking and productivity. Regularly imported data into the standard and Custom Objects using various data loading tools.
  • Worked with integrations like Rootstock ERP, OWNBACKUP, DocuSign, Duplicate Check, et
  • Managed project deployments and rollouts using agile methodologies
  • Designed and implemented custom Visualforce pages, designed dashboards for different departments, built Custom Apps for the different departments
  • Delivered comprehensive training sessions to help end-users maximize the benefits of using Salesforce tools.
  • Technology Stack: Salesforce (Sales Cloud, Service Cloud), Salesforce Lightning Experience, Data Import Wizard, Flows, Process Builder, Workflow Rules, HTML, Approval Process, Email Alerts, Formula fields

Senior Salesforce Administrator

Concentrix
08.2020 - 12.2021
  • Managed a team of 6, overseeing the development of Custom Objects, Complex Models, Workflow Rules, and Approval Processes.
  • Proactively identified opportunities for process improvement within the Salesforce environment by staying current on industry trends and best practices.
  • Ensured data integrity and accuracy through regular audits, timely updates, and meticulous record maintenance.
  • Reduced manual workload for sales team members with the creation of time-saving automated email templates and document generation tools.
  • Managed all aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules, and delegated administration.
  • Conducted tests to identify issues and make necessary modifications.
  • Trained 200 end-users on new Salesforce features.
  • Built Dynamic Reports and Custom Dashboards for Managers and Executives which helped enhance productivity and user experience.
  • Technology Stack: Salesforce (Sales Cloud, Service Cloud), Salesforce Lightning Experience, Data Import Wizard, Flows, Process Builder, Workflow Rules, Data Loader, Import Wizard, Page Layouts, Dashboards, Reports

Salesforce Administrator

Acumen Solutions
01.2019 - 07.2020
  • Implemented designs created by the Salesforce technical leads.
  • Provided day-to-day end-user support, troubleshooting, and training.
  • Collaborated with cross-functional teams to gather requirements, design solutions, and deploy custom Salesforce features tailored to business objectives.
  • Created and maintain documentation for Salesforce processes, procedures, and best practices
  • Used root cause analysis and troubleshooting skills to resolve issues.
  • Built/Configured Salesforce sharing and security (roles, profiles, permissions, OWD, sharing rules).
  • Technology Stack: Salesforce (Sales Cloud, Service Cloud), Salesforce Lightning Experience, Data Import Wizard, Flows, Process Builder, Workflow Rules, Data Loader, Import Wizard, Page Layouts, Dashboards, Reports

Education

Postgraduate Diploma - Business

Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON
08.2020

BBA - Business

Navrachana University
Vadodara, Gujarat, India
12.2017

Skills

  • Salesforce Administration
  • Requirements Gathering
  • Technical Support and Assistance
  • Decision-Making
  • Problem-Solving
  • Solution Design
  • Service Cloud Expertise
  • Sales Cloud Expertise
  • Critical Thinking
  • Requirements Analysis
  • Architecture review
  • Salesforce Security
  • Agile Methodology
  • Process Automation

Certification

Salesforce Administrator

Salesforce Service Cloud Consultant

Platform App Builder

Tech Section

  • VS Code - SFDX
  • Flows
  • Process Builder
  • Workflow Rules
  • Validation Rules
  • Approvals Processes
  • Reports and Dashboards
  • HTML
  • Visual Force Email templates
  • OwnBackup
  • Outlook Salesforce Integration
  • Case Management
  • Web-to-Case, Email-to-Case
  • Skilled based Routing, Queues Management
  • Data Import Wizard and Dataloader


Languages

English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual

Timeline

Salesforce CG Engineer

SBX Technologies
10.2022 - Current

Salesforce Consultant

Blendtek
01.2022 - 07.2022

Senior Salesforce Administrator

Concentrix
08.2020 - 12.2021

Salesforce Administrator

Acumen Solutions
01.2019 - 07.2020

Postgraduate Diploma - Business

Conestoga College Institute of Technology And Advanced Learning

BBA - Business

Navrachana University

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Taksh Patel