Umer Aziz

I joined Openlane as a Senior Salesforce Developer and I am currently supporting TradeRev application and integration projects which include REST APIs and Streaming APIs.

Job Responsibility Highlights

• Responsible for implementing and managing DevOps processes using Agile methodologies.
• Leveraged Azure DevOps and Bitbucket for continuous integration and deployment.
• Ensured code quality and security by performing regular checks with SonarCloud.
• Worked on operations for KAR Auction.
• Integrated Autoniq with Salesforce.
• Implemented Field Service Lightning.
• Configured Salesforce Maps for dynamic territory planning, resource allocation, and optimized routing in Field Service scenarios.
• Designed and developed LWC (Lightning Web Components).
• Implemented automation testing using Testim.io and Playwright.
• Implementation and configuration of Retool using JavaScript.

Part-Time / Project-Based Salesforce Consultant

Engaged with Vantage Cloud on a part-time, project-based role, averaging 10–15 hours per week. Contributed to various Salesforce initiatives, including Sales Cloud customization, automation, and integrations. Delivered tailored, scalable solutions to meet client-specific needs while aligning with best practices and business objectives.

• I am responsible for all the enhancements required on the Kar global sales Funnel automation single guidance form.
• Develop a single Lightning component that retrieves data from the user and updates multiple objects.
• Make it accessible for users to perform dairy entry from the LWC component.
• Touchpoint entry on every next option.
• Logical selection of the next attempt date in single guidance form.
• Leverage Funnel automation batch class to update/insert data from the Snowflake platform based on the Sales/Marketing of two different types of records.
• Create a Custom Account Hierarchy on the LWC component, highlight the current record, and leverage the user to click and switch to another component to view details.

Timbers-Kovar Company, headquartered in Mentor, Ohio, is a recognized leader in the sale and service of high-quality loading dock equipment, dock levelers, and industrial door products. They service Northeast Ohio and Western Pennsylvania. As part of their commitment to enhancing operational efficiency and customer experience, we implemented a comprehensive CPQ (Configure, Price, Quote) solution to replace their existing Vando CPQ system.

My Contributions:

• I implemented Guided Selling to streamline the sales process.
• Developed Product Bundles to enhance product offerings.
• Established Product Rules to ensure correct product configurations.
• Created Price Rules to automate pricing strategies.
• Integrated Multi-dimensional Quoting for complex pricing scenarios.
• Set up Contracted Pricing to manage long-term customer contracts.
• Managed and configured Quote to Cash (Q2C) for end users.
• Configured Advanced Approvals for efficient deal approvals.
• Designed Quote Templates for standardized, professional quotes.

Fox-Mar is the leader in South Florida for school pictures and senior portraits, serving over 100 high schools and K-8 schools. To improve scheduling and coordination, we integrated Salesforce with Google Calendar using Salesforce Einstein Activity Capture.

My Contributions:

• Integrated Salesforce with Google Calendar using Salesforce Einstein Activity Capture.
• Created a flow to automatically sync job-related activities between Salesforce and Google Calendar when any user creates a job.
• Configured Google Calendar sharing among all users to keep everyone informed about upcoming events.
• Customized automatic email notifications based on their business processes.
• Set up page layouts and record types to streamline data management.
• Created a dynamic path on the job Flexipage for better navigation and tracking.

(Salesforce Mulesoft Implementation)

Palladium Real Estate Group sought to enhance its system integration by connecting Salesforce with external systems using Mulesoft as a middleware. This integration was designed to make their operations run more smoothly and their operations for better data management and improved customer service, specifically focusing on their Golex properties and homebuyer processes.

My Contributions:

• Integrated Salesforce with external systems using Mulesoft as middleware.
• Created a flow for Golex properties to automate data exchange.
• Developed a flow for homebuyer processes to ensure seamless integration.
• Established connections between Salesforce and external systems.
• Implemented field mapping for accurate data synchronization.
• Configured responses to users for failed record insertions, ensuring error transparency.

Deployed the integration from the sandbox environment to production. In mulesoft as well as in Salesforce.

• Integrate Oracle Database with Salesforce using Node.js application as a middleware.
• Design and Develop External objects to get data from an external system and use it according to the need to insert or update any record.
• External objects run the SOQL query, and it gets changed to Oracle SQL in the Node.js Application.
• We can get data from Oracle based on Vehicle ID and VIN.
• The first part was to update or insert any Purchase record based on the vehicle ID.
• The second part was to search the Purchase record for the last 6 digits of the VIN of any car.
• Implemented automation testing for basic test cases using Testim.io.

• I was responsible for planning, designing, and developing Auto auto-reject functionality of service appointments in Field Service Lightning, Salesforce.com.
• Research on business needs and design BLC (Backlot Cars) reports, and develop functionality for the notifications to ROMs (Regional Operation Managers).
• Perform testing on pilot projects and the implementation of optimizing scheduling policies.
• Data Migration is used in the production of maintenance plans and work orders.
• Knowledge transfer and prepare a guide of Field service implementation on BLC for other team members.
• Leverage Salesforce maps to configure field service lightning.
• Create Salesforce maps and assign territories based on the polygons.
• Set up SA (Service Agreement) for sales representatives in field service lightning according to their record type if the resource couldn’t complete work on time, then reschedule it for the next available day.
• Customized Salesforce Mobile App layouts and navigation for Account, Contact, and Opportunity views to enhance the field user experience.
• Customise the Salesforce field service mobile app for sales rep to accept job and change status from scheduled to travel.
• Leverage the Salesforce mobile app to view contact details, such as phone number, address, and estimated travel time, before selecting any job.

• Analysis, design, configuration, customization, documentation, and maintenance of multiple modules and functionality of the project which includes custom objects and integration with the Autoniq system through Rest APIs.
• Analyze client needs and, according to business requirements, determine the feasibility of the design to integrate Salesforce.com contact records with OKTA to utilize SSO (Single Sign-on) functionality for login with KAR ID in the Autoniq portal.
• Data migration of Kar ID to update the existing data in Okta Email for all contacts in the system.
• He worked together with the Autoniq development team on AWS Reboot, moved to a new server, and required changes reflected in the Salesforce environment, for example, the Connection String, endpoint URLs also performed testing with new connections.
• He also whitelists the required IPs in Salesforce.
• Research, evaluate, and synthesize technical information to design and develop Salesforce.com Flows/Process builder to give a grace period on the expired subscription to the existing customers.
• Assess, test, troubleshoot, upgrade, and develop receipt functionality for each customer’s orders.
• Bug fixing on existing classes, code, and triggers to prevent creating duplicate orders in Salesforce.com.
• Modified existing functionality of auto cancellation / immediate cancellation of the subscription before its due date or Next bill date. Changes were designed and documented according to the business requirements.
• Groom all Sprint tickets before the sprint planning.
• Led and coordinated the team to provide continuous support to business users on the issues raised by the user for check payment or credit card validation.

TTMS Software Company as a Senior Salesforce Consultant for Roche Pharmaceuticals. I worked in the TTMS Software Company as a senior Salesforce consultant for Roche Pharmaceuticals on one of their projects, Patient Connect 360 (Health Cloud).

Later, I was promoted to a team lead for the main project of Roche, i.e., APAC CRM. I worked as a Senior Salesforce Consultant/Team Lead for the client, Roche Pharmaceuticals. I am serving as the Technical Lead for the Enhancement project, the Operational task, and working in the Agile Software Development model.

I am responsible for delivering all the work from business users from all countries. I am also responsible for performing maintenance tasks around the CRM environment for all countries affiliated with Roche.

I distribute the work to my team members according to their capabilities and provide them with technical assistance.

Job Responsibilities Highlights

• Responsible for the analysis, design, configuration, customization, documentation, and maintenance of multiple projects on Salesforce.com and Force.com.
• Analyzing client needs and business requirements and determining the feasibility of design within the timeline and within budget.
• Led the Salesforce.com Lightning component development, with a significant emphasis on enhancing Health Cloud functionalities in ongoing projects.
• Use Marketing Cloud Connector to connect Sales Cloud with Marketing Cloud.
• Developed technical blogs/knowledge articles to enhance organizational knowledge, with specific contributions to Salesforce Health Cloud best practices.
• Responsible for Salesforce.com & Force.com platform development as an Apex & Visualforce Developer in current projects.
• Manage daily team meetings, and analyze the progress of tickets assigned to the team members.
• Responsible for Data Migration and Integration S2S within Salesforce Orgs.
• Responsible for research on new platforms and features provided by Salesforce.com for building and integrating large enterprise apps required by Roche.
• Groomed Sprint tickets, ensuring that Health Cloud requirements were adequately addressed before sprint planning.
• Help the Testing team to implement automated test cases using playwright.
• Team Management and assigning tickets according to the developer’s expertise.
• I am responsible for implementing and managing DevOps processes using Agile methodologies, leveraging Bitbucket and Bamboo plans for continuous integration and deployment.
• TTMS Software company as a senior Salesforce consultant for Roche Pharmaceuticals.

• The following were the duties and responsibilities of my role as APAC CRM Team Lead:
• Analysis, design, configuration, customization, documentation, and maintenance of multiple projects on Salesforce.com and Force.com.
• Integrate Salesforce Sales Cloud with Marketing Cloud to bring patient (Account) data into Marketing Cloud.
• Build a journey with a Dataset to remind patient to pick up their medicine from the pharmacy assigned to them.
• Analyzing client needs and business requirements, and determining the feasibility of the design within the timeline and within budget.
• Developed Technical blogs/knowledge articles to increase the knowledge base of an organization.
• Responsible for Salesforce.com & Force.com platform development as an Apex & Visualforce Developer in current projects.
• Manage daily team meetings and analyze the progress of tickets assigned to the team members.
• Responsible for Data Migration and Integration S2S within Salesforce Orgs.
• Responsible for research on new platforms and features provided by Salesforce.com for building and integrating large enterprise apps required by Roche.
• Groom all Sprint tickets before the sprint planning.
• Responsible for managing the team members on leaves, availability, and overtime work.

• Role and responsibility as a Senior Salesforce Developer:
• Senior Salesforce Consultant at TTMS Software for Roche Pharmaceuticals on the Patient Connect 360 project, primarily focused on Salesforce Health Cloud solutions, including the installation of the Health Cloud package and required packages like the Care Request Extension.
• As a Salesforce consultant, driving key initiatives in Salesforce Health Cloud implementation, including managing patient data as Person Accounts in Salesforce.
• Enhancement projects and operational tasks within an Agile Software Development model, focusing on Health Cloud integration for Roche’s global CRM environment, including prescription generation and physician appointment management.
• Responsible for Salesforce Health Cloud configuration, customization, and maintenance tasks across multiple projects within Salesforce.com and Force.com platforms, such as creating a Community for patients to log in and see their appointments.
• Analyzed client needs and business requirements, ensuring that Health Cloud solutions were designed feasibly within timelines and budgets, with a particular focus on enhancing patient care workflows.
• Led the Salesforce.com Lightning component development, with a significant emphasis on enhancing Health Cloud functionalities in ongoing projects, including the management of appointment scheduling.
• Developed technical blogs/knowledge articles to enhance organizational knowledge, with specific contributions to Salesforce Health Cloud best practices, including data handling and prescription management.
• Responsible for Apex & Visualforce development on Salesforce.com & Force.com platforms, including substantial work on Health Cloud modules like Care Plan and Patient Management.
• Managed daily team meetings to track progress on tickets, particularly those related to Health Cloud implementations, and ensured alignment with project goals, including community setup for patient engagement.
• Oversaw Data Migration and Integration within Salesforce Orgs, focusing on Health Cloud data handling and S2S (Salesforce to Salesforce) integrations, ensuring patient data accuracy.
• Groomed Sprint tickets, ensuring that Health Cloud requirements were adequately addressed before sprint planning, particularly around appointment scheduling and prescription workflows.
• Assisted the testing team in implementing automated test cases using Playwright, with specific attention to Health Cloud functionalities, such as prescription generation and appointment reminders.
• Implemented and managed DevOps processes using Agile methodologies, leveraging Bitbucket and Bamboo for continuous integration and deployment, including Health Cloud components like Care Plan automation.
• Worked on responsive web design and front-end web solutions, creating a seamless user interface and ensuring compatibility across devices to enhance the user experience.

Company Overview: GetTectonic is a Salesforce.com (CRM) service provider. Worked as a Senior Salesforce Technical Consultant for Salesforce.com (CRM) at Tectonic.

Successfully implemented multiple Salesforce.com solutions, including SalesCloud, Service Cloud, and Marketing Cloud. I also have experience with Einstein Analytics. I served as a tech lead in the last two years of my work experience. Also, I was the Salesforce Technical Trainer. I used to lead the team, which included the Salesforce Developer(s) and Business Analyst(s).

GetTectonic is a Salesforce.com (CRM) service provider.

Merged five Salesforce orgs into a unified platform, implementing CPQ app exchange for streamlined operations.

• Configured subscription and non-subscription products, including pricing models and discount structures.
• Automated invoicing processes, generating emails for efficiency in billing communications.
• Developed batch jobs for post-dated invoicing to enhance operational workflows.
• Overrode CPQ functionalities using JavaScript Quote Calculator Plugin JSQCP to extend capabilities.
• Integrated Mavenlink for synchronization of tasks and events across platforms.
• Executed data migration from the retiring org, ensuring seamless transition of records.
• Facilitated daily client communication to maintain alignment and address inquiries.

Peak Resort was the marketing cloud project I was responsible for developing the email automation structure and syncing the Salesforce contact data with the marketing cloud data extension. I was also responsible for creating HTML email templates according to the client's requirements. Configuration and design of the journey builder were also developed. I serve as a tech lead in a project. I also trained 2 developers during the project development.

• A Huge Implementation of Marketing Cloud for 18 Business Accounts, including the configuration of Email Studio, Social Studio, Automation Studio, Web Studio, Content Builder, and Contact Builder.
• Configure Marketing Cloud Connector to sync Data from Sales Cloud, Sender Authentication Packages, Reply Mail Management, Users & Roles, Lists, Publication & Supersession Lists, Data Filters etc.
• Develop complex automation and journeys, Custom Subscription Centers, and Email Subscription Forms

Developed Player Management solution offering comprehensive 360 views of players to enhance customer engagement.

• Integrated Salesforce.com through SDL, implementing Wave Analytics dashboards tailored to client specifications.
• Created custom dashboards on Wave Analytics, including Top Players and Year over Year segmentation views.
• Implemented role-based security for Wave dashboards to ensure data integrity and access control.
• Designed complex filters binding 136 lenses in a single dashboard for detailed Year over Year analysis.
• Configured scripted data loading from Salesforce.com to streamline data management processes.
• Customized Apex triggers to enhance functionality and improve system performance.
• Facilitated Year over Year total comparisons to analyze trip metrics across two years.

The requirement of Phase 1 for the project was to integrate Salesforce.com with the Trust Company of America (TCA) system through REST API. The objective was to enhance the experience of TCA customers using Salesforce.com for prospecting and other CRM functions. One of the key improvements was enabling users to easily access statements and tax documents within Salesforce Financial Account records.

As part of this process, the TCA Account ID needed to be stored in the appropriate Salesforce Financial Account record. Once the Account or Contact contained the matching TCA system account ID, the customer could retrieve current or past tax documents or statements directly within Salesforce

• Developed Visualforce Pages as a pop-up for the selection of Tax and Statement forms.
• Worked on JSON to Apex class to convert JSON responses intoa string format.
• Accurate PDFs were retrieved from the TCA system based on the selected tax or statement form.
• Configured and integrated DocuSign with Salesforce to streamline the document signing process:
• Set up DocuSign templates and embedded signing for customer agreements.
• Implemented Apex triggers and LWC components for automated document generation and signature requests.
• Utilized DocuSign eSignature API to send, track, and retrieve signed documents within Salesforce.
• Ensured compliance with e-signature regulations by properly mapping recipient roles and authentication methods.

This integration provided a seamless experience for users, enabling them to access tax documents, retrieve financial statements, and digitally sign agreements without leaving Salesforce.

ON-SITE PROJECT IN DISH NETWORK OFFICE (DENVER, COLORADO) PKB Customization Product, Service Cloud.

Implementing the entire customized public knowledge base app in Salesforce, and support of their case management using the live agent module of Salesforce http://help.sling.com/ I also worked on the Salesforce Community to display Knowledge articles to the end user. ser

Highlights:

• Customize the public knowledge base and implement it on Salesforce.
• Support their case management using a live agent module and service cloud.
• Develop different kinds of reports for client support.
• I Developed and implemented custom web design solutions, creating a responsive user interface and optimizing the front-end experience across multiple devices.

Custom Integration Product.

Equity LifeStyle Properties, Inc. owns and operates the highest quality portfolio of resort communities in the United States. We have a controlling interest in more than 370 communities and resorts in 32 states and British Columbia with nearly 140,000 sites. Our goal is to create value for residents and investors by providing consistently high levels of services and amenities in attractive surroundings. Our high standards have been recognized with several "Community of the Year" awards for the outstanding quality of our communities and the professionalism of our management.

• Implemented the entire Integration module to help lead to load in Salesforce.
• Created a Silver pop Integration with Salesforce
• Implemented the entire lead to process, remove duplicate records, and merge them with the contact object of the sales force
• Developed and scheduled batches so that automation could be enabled in the system.
• I worked as a technical lead on this project. I worked with 4 developers on this project.
• Implement Automation testing using Copado to test everyday batch classes.
• Worked with Team in DOM experience to enhance front-end interactions and improve performance in the system.

Merged configuration and customization from three different Org to one Salesforce Org

• Data Migration of different objects to Salesforce
• Deployment of profile, customization, and configuration in production

Worked on web services to get a JSON response from Info Connect and then converted the filtered data into a CSV file so that it could be uploaded in Salesforce through SDL.

• Created web services in Java to get JSON
• Created a library so that the methodology can be implemented.
• Set up SDL (Scripted Data Loading) through a batch file on the client's local machine.

(AppExchange Product)

Create a demo of CPQ Deal Desk features for Dreamforce 2014. Features include a dashboard home page with a graph showing the Pipeline Opportunities, Already Quoted Opportunities, and Current Quarter Renewals. The graph is drill-down-capable to launch into other SDFC pages, SDFC canvas App, CPQ, or Glider.

The dashboard will also provide a way to query upsell opportunities based on products or customers that the user provides.

• (Implementation of Sales Cloud and Service Cloud)

My main responsibility on this project is Conga composer implementation. They use this tool to create quotations and send invoices to their existing customers. I also worked on the configuration of the sales and service cloud.

Highlights:

• Configuration of Sales and Service Processes
• Develop and test Classes for Coverage
• Create Conga (AppExchange Product) templates
• Create Quote templates based on the geographical location of the user
• Create Email Templates
• Complete Data Migration of all objects.
• Develop Triggers

(Salesforce.com configuration Project)

Design and development, configuration-related work of the water furnace worked as a standalone resource in this project.

• Solution design: Proposed the Solution that how their business process can be implemented into Salesforce CRM.
• Implementation: Implement Salesforce to Outlook, Scripted Data Loading on Account Object.
• Testing: Performed QA testing of the configuration-related stuff.
• Training: I have created a training manual for the Water Furnace team. Videos, as well as PowerPoint presentations, were given to them. 6 hours of call training.
• Data Migration: Performed Data migration of 5 Objects that Includes Lead, Account, Contact, and Cases.
• Deployment: I was also responsible for the completion of deployment from Sandbox to Production.

Quick Start Implementation Project

It was a quick-start project that involved basic configuration of the Salesforce.com instance of the client, in coordination with the US Project Manager.