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Reimagining Customer Support and SDR Workflows with Agentforce Automation

Process Expertise: We redesigned customer service and lead engagement workflows using intelligent automation—reducing manual dependency and creating a scalable, efficient hybrid operational model.
Product Expertise: We leveraged Agentforce, Salesforce Scheduler, Experience Cloud, Service Cloud, and Sales Cloud to build an integrated automation ecosystem connected to external communication channels.
Technical Expertise: We implemented NLP-based Agentforce automation with calendar sync, Apex triggers, LWC components, and multi-system integration for email, scheduling, notifications, and lead scoring.

Tools Used:

  • Agentforce
  • Salesforce Service Cloud
  • Salesforce Sales Cloud
  • Google Calendar / Outlook API
  • Twilio/WhatsApp Business API
  • Salesforce Flow + Apex Automation
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How a Nonprofit Modernized Guardianship Case Intake with AI

Process Expertise: Redesigned the legal guardianship intake process with an AI-driven automation framework—standardizing document parsing, task creation, and filing workflows.
Product Expertise: Leveraged Salesforce’s flexible data model, Lightning Web Components, and API capabilities to integrate AI processing directly into the client’s CRM ecosystem.
Technical Expertise: Built a GPT-powered document extraction engine with Apex-driven automation, secure data flow, and chatbot-based querying—all within Salesforce’s compliance environment.

Tools Used:

  • Salesforce Flow Automation
  • Salesforce CLI
  • Visual Studio Code
  • GPT API (Chatbot + Language Model)
  • Python Scripts for Parsing
  • Azure Storage Services
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Transforming Data into Actionable Insights with AI Automation

Process Expertise: Developed an AI-enabled reporting ecosystem aligning distributor workflows with Power BI operations. Standardized KPIs for faster, more reliable decision-making.
Product Expertise: Integrated Azure, Python, and Power BI with advanced AI models to enable conversational analytics and improve accessibility.
Technical Expertise:Built a Retrieval-Augmented NL2SQL chatbot with secure query translation, AI summarization, and automated validation pipelines for data accuracy and auditability.

Tools Used:

  • Azure Databases & Virtual Machines
  • Python & Pandas
  • Power BI Service & Power BI Gateway
  • Microsoft Graph API
  • Custom NL2SQL Chatbot with RAG Summarization
  • Read-Only SQL Access & Query Validation Framework
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Boosting Customer Engagement and Efficiency : AI Chatbot Rollout for a Leading Tile Distributor

Process Expertise: Redesigned customer support workflows by embedding RAG retrieval, escalation automation, and centralized content storage for consistency and efficiency.
Product Expertise: Integrated Supabase, Astra DB, and Microsoft Graph API to ensure structured storage, rapid retrieval, and reliable escalation handling.
Technical Expertise: Developed a robust solution using FastAPI, asynchronous DB writes, Groq API for LLM interactions, and secure session management for the Admin Dashboard.

Tools Used:

  • Python
  • JavaScript
  • Fast API
  • Jinja2
  • HTML/CSS
  • Custom Web Scraper
  • Supabase database
  • VS Code
  • GitHub
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Modernizing Communication Workflows with Salesforce Automation

Process Expertise: Streamlined the hospital admission communication workflow by replacing manual lookups with automated alerts. Established a structured process for timely family notifications that minimized staff intervention and improved coordination across departments.
Product Expertise: Utilized Salesforce’s Account–Contact data model and Lightning Web Components to deliver contextual notifications. Leveraged Lightning App Builder to embed the alert system into existing record pages without disrupting ongoing operations.
Technical Expertise: Implemented dynamic Apex queries, cacheable methods, and conditional rendering within LWC. Built logic to handle two-day expiry of alerts and introduced automatic refresh mechanisms to keep notifications updated when residency or contact data changed.

Tools Used:

  • Salesforce Developer Console
  • Visual Studio Code (with Salesforce Extensions)
  • Salesforce CLI (SFDX)
  • Salesforce Lightning App Builder
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Automating Client Interaction Tracking for Nonprofit Care Organizations

Process Expertise: Established a structured and reliable workflow within Salesforce to manage recurring client meetings. The process enabled seamless logging of services discussed, care preferences, and follow-ups, creating continuity across interactions and ensuring coordinated client support.
Product Expertise: Applied Salesforce’s native capabilities to design a purpose-built custom object with relevant relationships, email automation, and user-friendly interface components. Features such as lookup fields and dynamic templates supported real-time collaboration and efficient data entry.
Technical Expertise: Implemented automation via Flow and Process Builder for dynamic notifications and data updates. Custom fields and relationships ensured relational integrity, while layout configuration improved usability and record traceability across Contacts, Accounts, and meetings.

Tools Used:

  • Salesforce Custom Object
  • Salesforce Flow / Process Builder
  • Email Templates
  • Lookup Fields
  • Salesforce Tabs and Page Layouts
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Enhancing Accessibility and Efficiency in Ride Scheduling with Salesforce

Process Expertise: Mapped driver assignment workflows and restructured booking processes with an accessibility-first design. Conducted user acceptance testing with real drivers and staff to ensure usability, while maintaining stakeholder alignment through feedback loops.
Product Expertise: Implemented Experience Cloud (Driver Portal) and Salesforce Lightning Experience with optimized page layouts and field-level security. Designed scalable Ride/Task visibility logic and prepared for future enhancements using Salesforce Flow.
Technical Expertise: Developed dynamic UI components with LWC, incorporating lifecycle methods, conditional rendering, and event handling. Built Apex Triggers and Classes with SOQL/DML for assignment logic. Created interactive popups using SLDS modals and native HTML date/time inputs.

Tools Used:

  • Salesforce Lightning Web Components (LWC) 
  • Developer Console 
  • Salesforce Inspector 
  • Lightning Studio 
  • Experience Cloud 
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Automating Credit Documentation to Enhance Accuracy and Speed

Process Expertise: Redesigned the credit review workflow, eliminating manual steps by embedding automation directly into Salesforce. Users now generate audit-ready documents in seconds. 
Product Expertise: Leveraged Salesforce core objects (Opportunity, Account, OLIs, Chatter) with Files to seamlessly capture all deal-critical data in a structured, compliant format. 
Technical Expertise: Built a robust document generation engine using Apex, LWC, and Salesforce Files integration that consolidates data, formats it into professional Word documents, and attaches them for audit-readiness automatically. 

Tools Used:

  • Apex
  • Lightning Web Components (LWC)
  • Salesforce Files API 
  • Salesforce Chatter API
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Future-Proofing Digital Content with Scalable Migration Solutions

Process Expertise: Designed an AI-powered, schema-adaptive migration process using Retrieval-Augmented Generation (RAG) to intelligently map unstructured HTML to structured content. This eliminated manual mapping, ensured metadata accuracy, and delivered a scalable, SEO-friendly workflow.
Product Expertise: Deep expertise in Contentstack modular schema design and JSON-based content ingestion. Created a framework that integrates seamlessly with Contentstack APIs.
Technical Expertise: Built a Python + FastAPI migration engine with RAG-powered schema matching, metadata preservation, and full Git-based version control for repeatability.

Tools Used:

  • Languages & Frameworks: Python, FastAPI
  • Version Control: Git
  • AI/ML: Retrieval-Augmented Generation (RAG) for schema matching
  • Parsing & Transformation: Custom HTML parsers, regex fallbacks
  • CMS Integration: Contentstack APIs
  • Validation & QA: Automated metadata checks, human-in-the-loop review
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Nationwide Service Discovery at Scale: AI-Powered Web Crawling Framework for a Leading Nonprofit

Process Expertise: Modular workflows were designed to enable geographic and service-type targeting, providing precise control over data collection operations. User-level controls were implemented to manage scope and prevent system overload. Agile development practices, including iterative cycles and rapid feedback loops, ensured continuous alignment with nonprofit requirements and evolving data needs.
Product Expertise: A UI-enabled scraping system was delivered with scoped search capabilities, allowing efficient targeting by region and service type. Intelligent integration of OpenAI and multiple discovery APIs enabled structured and high-quality data extraction. The solution included validation protocols and fallback mechanisms to handle non-standard or inconsistently structured websites.
Technical Expertise: A dynamic web crawler was developed using Selenium to manage JavaScript-heavy content and diverse web architectures. Advanced natural language processing with OpenAI was applied to parse unstructured content into structured datasets. The system was deployed using serverless architecture via Azure Functions, ensuring scalability, stability, and real-time performance monitoring under varying loads.

Tools Used:

  • Web Scraping: Selenium, BeautifulSoup
  • Search & Discovery: Brave API, Bing API, Google Places API
  • Data Structuring: OpenAI API (GPT-based NLP parsing)
  • Cloud Infrastructure: Azure Functions, Azure Blob Storage
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Driving Operational Efficiency for a Healthcare Nonprofit with Advanced Zapier–Salesforce Automation

Process Expertise: Designed and deployed an advanced Zapier automation workflow across lead capture, Salesforce sync, multi-channel notifications, and task/case management. System includes fallback retries, prioritization tiers, calendar sync, and real-time Slack collaboration—ensuring no lead is ever missed or mishandled.
Product Expertise: Custom configuration of Salesforce Lead & Task objects, calendar-based workflows, and Slack message formatting. Used Zapier’s advanced features like multi-step Zaps, path branching, filters, lookup tables, and built-in error handling to deliver an enterprise-grade automation flow.
Technical Expertise: Developed a robust middleware automation using Zapier’s Webhooks, Gmail, Salesforce, Slack, and Google Calendar integrations. Implemented modular logic blocks for easy scaling and maintenance. Automation was benchmarked for API efficiency, concurrency handling, and system fallback design.
Tools Used:

  • Webflow
  • Zapier
  • Salesforce Sales Cloud
  • Gmail API
  • Slack
  • Google Calendar
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Empowering Employee Engagement with a Real-Time Recognition Platform

Process Expertise: Designing and implementing employee recognition programs, Streamlining feedback collection and performance tracking, Enhancing employee engagement through real-time rating systems, Driving retention strategies with data-driven insights,
Product Expertise: Salesforce Experience Cloud for employee engagement and recognition, Sales Cloud & Service Cloud for integrated performance tracking, Analytics & Reporting Tools for HR insights and decision-making,
Technical Expertise: Custom Salesforce Experience Cloud development, Real-time rating and feedback system implementation, Data analytics and reporting for employee performance trends, Automation of recognition workflows and leaderboard tracking,
Tools Used: CRM & Engagement Platform: Salesforce Experience Cloud, Data Analytics & Reporting: Salesforce Reports & Dashboards, Tableau, Automation & Notifications: Salesforce Flow, Process Builder, Gamification & Recognition: Custom-built rating engine with leaderboards, Integration Tools: APIs for HRMS and payroll system integration
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Seamless External Engagement & Automation with Salesforce Experience Cloud

Process Expertise: Designing a seamless digital experience for external users, Automating data collection and entry into Salesforce, Streamlining stakeholder communication and collaboration, Implementing multi-language support for global accessibility
Product Expertise: Salesforce Experience Cloud for external user engagement, Salesforce Sales Cloud for CRM integration, Dynamic form creation for personalized user interactions, Workflow automation for streamlined approvals
Technical Expertise: Development of a Salesforce Experience Site tailored for external users, Integration of Experience Cloud with Salesforce CRM for real-time data management, Implementation of dynamic forms to adapt to user-specific requirements, Multi-language support configuration for English and Japanese users
Tools Used: Salesforce Experience Cloud, Salesforce Sales Cloud, Lightning Web Components (LWC), Salesforce Flow & Automation, Translation Workbench for multilingual support
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Automated Grant Tracking & Stakeholder Engagement in Salesforce

Process Expertise: Streamlining grant application and disbursement workflows, Automating stakeholder communication for transparency, Enhancing resource allocation through real-time data insights, Ensuring compliance with donor-specific funding restrictions
Product Expertise: Salesforce Outbound Funds Module (OFM) for grant management, Nonprofit Success Pack (NPSP) for donor and fund tracking, Salesforce Sales Cloud for structured workflows and automation, Real-time reporting and dashboard creation in Salesforce
Technical Expertise: Custom configuration of Salesforce OFM for grant lifecycle management, Integration of funding-related data into a centralized Salesforce environment, Implementation of automated notifications and structured communication flows, Creation of real-time dashboards for financial tracking and decision-making
Tools Used: Salesforce Outbound Funds Module (OFM), Salesforce Nonprofit Success Pack (NPSP), Salesforce Sales Cloud, Process Builder & Flow for automation, Reports & Dashboards for real-time insights
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Recurring Donation Management with Salesforce NPSP

Process Expertise: Automating recurring donation management for improved efficiency, Enhancing donor engagement through structured data management, Reducing administrative overhead by centralizing donation tracking, Implementing flexible donation schedules to accommodate donor preferences
Product Expertise: Salesforce Nonprofit Success Pack (NPSP) for donation management, Salesforce Sales Cloud for donor relationship management, Recurring Donations feature for automated contribution tracking, Custom fields and objects for improved data accuracy
Technical Expertise: Customizing Salesforce NPSP for structured donation tracking, Implementing fixed-length and open-ended recurring donation types, Automating data entry and updates using Salesforce automation tools, Creating a centralized donor engagement framework with real-time tracking
Tools Used: Salesforce NPSP (Nonprofit Success Pack), Salesforce Sales Cloud, Process Builder & Flow for automation, Custom objects and fields for donation tracking, Reports & Dashboards for real-time donor insights
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Automated Donor & Volunteer Engagement with Salesforce NPSP

Process Expertise: Automating repetitive engagement tasks to improve efficiency, Streamlining donor and volunteer communication workflows, Enhancing task tracking and management for better accountability, Standardizing engagement processes to ensure consistency
Product Expertise: Salesforce Nonprofit Success Pack (NPSP) for donor and volunteer management, Salesforce Sales Cloud for structured task automation, Engagement Plans for automating outreach and follow-ups, Email automation within Salesforce for consistent communication
Technical Expertise: Implementing Salesforce Flows to automate task creation and email sending, Configuring Engagement Plans to track and execute engagement activities, Centralizing donor and volunteer data for seamless management, Customizing Salesforce task management to improve visibility and efficiency
Tools Used: Salesforce NPSP (Nonprofit Success Pack), Salesforce Sales Cloud, Process Builder & Flows for automation, Engagement Plans for structured communication, Reports & Dashboards for performance tracking
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Program Management & Student Engagement with Salesforce

Process Expertise: Streamlining program management workflows for non-profits, Automating student activity tracking for better engagement and insights, Centralizing program data to improve accuracy and decision-making, Standardizing program delivery processes to enhance efficiency
Product Expertise: Program Management Module for structured program and service tracking, Salesforce Nonprofit Success Pack (NPSP) for student and donor management, Salesforce Sales Cloud for data centralization and reporting
Technical Expertise: Configuring the Program Management Module to align with client-specific needs, Integrating student records with Salesforce for real-time tracking, Automating attendance and activity monitoring for streamlined reporting, Developing customized dashboards for better outcome measurement
Tools Used: Salesforce NPSP (Nonprofit Success Pack), Program Management Module, Salesforce Sales Cloud, Reports & Dashboards for analytics and insights
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Email & Calendar Management with Salesforce Einstein

Process Expertise: Automating email communication to enhance productivity, Streamlining calendar management for better scheduling and tracking, Centralizing client interactions within Salesforce for improved response times, Reducing manual administrative tasks to optimize operational efficiency
Product Expertise: Einstein Activity Capture for email and calendar integration, Salesforce Nonprofit Success Pack (NPSP) for donor and volunteer engagement, Salesforce Sales Cloud for activity tracking and workflow automation
Technical Expertise: Configuring and customizing Einstein Activity Capture for seamless integration, Automating email workflows using Salesforce Flow and pre-set templates, Centralizing meetings and events within Salesforce for better visibility, Enhancing response management through automated tracking and notifications
Tools Used: Salesforce NPSP (Nonprofit Success Pack), Einstein Activity Capture, Salesforce Sales Cloud, Salesforce Flow for automation, Pre-built email templates for consistent communication
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Lead & Contract Management with Salesforce & DocuSign

Process Expertise: Automating lead capture to streamline data management, Enhancing contract processing through electronic signature integration, Structuring lead categorization for efficient tracking and prioritization, Reducing manual administrative workload to improve productivity
Product Expertise: Salesforce Nonprofit Success Pack (NPSP) for lead and donor management, Salesforce Sales Cloud for lead tracking and workflow automation,
DocuSign for seamless contract management and e-signature processing
Technical Expertise: Integration of DocuSign with Salesforce for automated contract workflows, Implementation of Web-to-Lead for automatic lead capture from external sources, Customizing lead categorization using Salesforce Record Types, Developing automated flows to trigger contract sending based on business scenarios
Tools Used: Salesforce NPSP (Nonprofit Success Pack), Salesforce Sales Cloud, DocuSign, Salesforce Flow for automation, Web-to-Lead feature for direct lead capture
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Automated Order & Inventory Management with Salesforce

Process Expertise: Automating order processing to reduce manual workload and errors, Enhancing inventory management with real-time updates, Improving customer service response time through streamlined workflows, Implementing advanced reporting for sales and inventory tracking
Product Expertise: Salesforce Sales Cloud for retail workflow management, Apex for automation and custom functionality, Salesforce Flows and Triggers for process automation
Technical Expertise: Developing Apex code to automate order processing and inventory updates, Implementing custom triggers and flows to ensure real-time data accuracy, Creating custom fields and objects for enhanced reporting and tracking, Integrating new Salesforce features for an improved customer experience
Tools Used: Salesforce Sales Cloud, Apex (custom development), Salesforce Flows and Process Builder, Custom Objects & Fields
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Customer Inquiry & Case Management with Salesforce

Process Expertise: Streamlining customer inquiry management with automation, Enhancing customer communication with real-time updates, Improving case tracking and resolution efficiency, Reducing manual efforts in customer support
Product Expertise: Salesforce Service Cloud for case management, Web-to-Case for automated inquiry handling, Email automation for customer notifications
Technical Expertise: Designing and integrating a web-to-case form with Salesforce, Implementing automated workflows for case creation and tracking, Setting up dynamic fields for improved form usability, Configuring email alerts and notifications for better customer engagement
Tools Used: Salesforce Service Cloud, Web-to-Case functionality, Email Automation & Workflow Rules, Custom Form Design & Integration
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Data Entry & Validation with Salesforce Flows

Process Expertise: Automating data entry workflows to reduce manual effort and errors, Enhancing operational efficiency with streamlined record creation, Standardizing data input for better consistency and reporting accuracy, Implementing validation mechanisms to ensure data integrity
Product Expertise: Salesforce Sales Cloud for data management, Salesforce Flows for automating record creation, Validation rules to maintain data accuracy, Error-handling mechanisms for enhanced data consistency
Technical Expertise: Designing and deploying Salesforce Flows for automated record creation, Implementing logic-based workflows to trigger record generation, Configuring validation rules and error-handling processes, Ensuring seamless data integration within Salesforce
Tools Used: Salesforce Sales Cloud, Salesforce Flows, Validation Rules, Process Builder, Data Validation & Error Handling Mechanisms
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Account Management with Dynamic Forms in Salesforce

Process Expertise: Optimizing account record organization for improved user navigation, Enhancing user experience with dynamic role-based form layouts,
Reducing inefficiencies in data retrieval and management, Streamlining CRM adoption with tailored user experiences
Product Expertise: Salesforce Sales Cloud for account management, Dynamic Forms for customized role-based data presentation, Custom automation for sorting ACR records
Technical Expertise: Implementing role-based dynamic form layouts, Developing automation rules to sort and display ACR records efficiently, Configuring conditions to filter and present relevant data based on user roles, Training users to maximize CRM efficiency
Tools Used: Salesforce Sales Cloud, Dynamic Forms & Page Layouts, Workflow Rules & Process Builder, Custom Field Configuration & Validation Rules
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Ticket Management & Vendor Coordination with Salesforce & Freshdesk

Process Expertise: Centralized issue tracking and resolution framework, Automated ticket assignment based on priority, Improved communication and transparency in task management, Vendor coordination and streamlined workflow execution
Product Expertise: Salesforce Sales Cloud, Freshdesk Helpdesk System
Technical Expertise: Helpdesk system setup and configuration, Integration of automated notifications for real-time updates, Custom workflows for ticket routing and prioritization, Implementation of instant messaging for faster resolution
Tools Used: Freshdesk for ticket management, Salesforce for issue tracking and resolution, Slack/Microsoft Teams for instant communication, Email and notification automation tools
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Salesforce Code Optimization & Flow Migration Mastery

Process Expertise: Code optimization and adherence to best practices, Migration from Process Builder to Salesforce Flows, Documentation and structuring of Salesforce codebase, Performance enhancement through refactored logic
Product Expertise: Salesforce Sales Cloud, Salesforce Marketing Cloud, Salesforce Site Pages
Technical Expertise: Apex code refactoring and optimization, Transitioning Process Builders to Flows, Workflow automation and performance tuning, Query performance improvement and redundancy reduction
Tools Used: Salesforce Developer Console, Apex Classes and Triggers, Flow Builder for process automation, Code versioning and documentation tools
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Bulk Data Management with Salesforce Lightning

Process Expertise: Bulk data processing and management optimization, Automation of data uploads and processing workflows, Implementation of reusable and scalable data frameworks, Reduction of manual intervention and operational inefficiencies
Product Expertise: Salesforce Sales Cloud, Salesforce Lightning Framework
Technical Expertise: Batch processing implementation in Salesforce, Development of reusable data mapping frameworks, Optimization using Publisher-Subscriber and Event Notification patterns, Integration of commit services for efficient data processing
Tools Used: Salesforce Lightning Framework, Salesforce Data Loader, Apex Batch Processing, Event-Driven Architecture (EDA) in Salesforce
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Salesforce Classic to Lightning Migration & Optimization

Process Expertise: End-to-end Salesforce Classic to Lightning migration, UI/UX enhancement for improved user experience and adoption, Data migration and structured transition planning, Training and enablement for seamless user adoption, Storage optimization and management
Product Expertise: Salesforce Sales Cloud, Salesforce Lightning Experience
Technical Expertise: Migration of Visualforce pages and workflows to Lightning, Conversion of JavaScript buttons to Lightning components, Implementation of Lightning Flows for process automation, Automated storage management and archiving solutions, Multi-layered security enhancements in Salesforce Lightning
Tools Used: Salesforce Lightning Experience Migration Assistant, Salesforce Apex and Lightning Web Components, Salesforce Flow Builder, Salesforce Data Loader, Salesforce Security & Privacy Settings
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Automated Audit Tracking & PDF Reporting with Salesforce

Process Expertise: Audit record management and documentation optimization, Custom work order layout design for structured data presentation, Automated PDF generation and attachment for seamless reporting, Improved client accessibility to audit details
Product Expertise: Salesforce Sales Cloud, Salesforce Lightning Web Components (LWC), Visualforce Pages
Technical Expertise: Development of custom Lightning Web Components for audit tracking, Automated PDF generation and attachment functionality, Integration of structured audit data fields in Salesforce, Workflow automation for efficient document retrieval
Tools Used: Salesforce LWC (Lightning Web Components), Salesforce Visualforce Pages, Salesforce Apex, Salesforce Flow Builder, PDF Generation APIs
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Webinar Management & Engagement Tracking in Salesforce

Process Expertise: Webinar scheduling and management automation, Attendee registration and reminder automation, Engagement tracking and analytics for webinar effectiveness, Workflow optimization for event coordination
Product Expertise: Salesforce Experience Cloud, Salesforce Flow Automation, Salesforce Reports and Dashboards
Technical Expertise: Custom calendar development in Salesforce Experience Cloud, Automated workflows for event registration and reminders, Integration of real-time analytics for engagement tracking, Notification system for improved participant communication
Tools Used: Salesforce Experience Cloud, Salesforce Flow Builder, Apex & Lightning Web Components (LWC), Salesforce Reports & Dashboards, Email & Notification Automation
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Automated Customer Feedback & Sentiment Analysis in Salesforce

Process Expertise: Automated customer feedback collection and analysis, Centralized feedback management within Salesforce, Real-time sentiment tracking and reporting, Personalized customer engagement based on feedback insights
Product Expertise: Salesforce Sales Cloud, GetFeedback Application, Salesforce Reports and Dashboards
Technical Expertise: Seamless integration of GetFeedback with Salesforce, Automation of feedback capture and data structuring, Development of custom reporting dashboards for sentiment analysis, Consolidation of feedback data into a unified repository
Tools Used: Salesforce Sales Cloud, GetFeedback API & Integration, Salesforce Flow & Automation, Custom Dashboards & Reports
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End-to-End Webinar Management & Analytics in Salesforce

Process Expertise: Centralized webinar scheduling and management, Automated attendee registration and notifications, Streamlined engagement tracking and performance analysis, Data-driven decision-making with integrated analytics
Product Expertise: Salesforce Experience Cloud, Salesforce Reports & Dashboards, Event and Calendar Management in Salesforce
Technical Expertise: Custom webinar calendar development in Salesforce, Automation of registration, confirmations, and reminders, Real-time engagement tracking and reporting integration, Data synchronization across Salesforce Experience Cloud
Tools Used: Salesforce Experience Cloud, Salesforce Flow & Automation, Salesforce Reports & Dashboards, Custom Lightning Components
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Intelligent Voice Support & Analytics with Salesforce Service Cloud

Process Expertise: Intelligent call routing based on caller ID and customer history, Seamless telephony integration with Salesforce Service Cloud, Automated call-back and voicemail management, Real-time transcription for improved call handling
Product Expertise: Salesforce Service Cloud Voice, Omnichannel Customer Support, Call Routing & IVR (Interactive Voice Response), AI-driven Call Analytics
Technical Expertise: Integration of telephony system with Salesforce Service Cloud Voice, Configuration of intelligent call routing rules, Implementation of call-back and voicemail functionalities, Real-time call transcription and analytics setup
Tools Used: Salesforce Service Cloud Voice, Amazon Connect (for telephony integration), Salesforce Flow & Automation, AI-Powered Call Analytics
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Salesforce & QuickBooks Optimization

Process Expertise: Salesforce optimization, automation migration, and email control, QuickBooks integration error resolution
Product Expertise: Salesforce Sales Cloud, Flows, QuickBooks.
Technical Expertise: Performance tuning, data integration, automation migration.
Tools Used: Salesforce Flow Builder, QuickBooks, Apex Triggers.
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End-to-End CPQ & Billing Optimization with Conga & Salesforce

Process Expertise: Optimizing CPQ workflows for accurate pricing and renewals, Automating invoicing and standardizing invoice templates, Enhancing subscription and asset management for better renewal tracking, Upgrading outdated Salesforce integrations to ensure system stability
Product Expertise: Conga CPQ, Conga Order Management, Conga Billing, Salesforce Sales Cloud
Technical Expertise: CPQ customization and optimization, Automation of pricing, quoting, and invoicing processes, Integration upgrades for seamless system performance, Custom functionalities for renewal tracking
Tools Used: Conga CPQ, Conga Billing, Conga Order Management, Salesforce Sales Cloud, Apex and Flow Builder for automation
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Salesforce Performance & Code Optimization Mastery

Process Expertise: Optimization of batch jobs to enhance system performance, Refactoring inefficient Salesforce code for scalability, Reducing technical debt by implementing best practices, Streamlining business operations by improving execution efficiency
Product Expertise: Salesforce Sales Console, Salesforce Batch Processing
Technical Expertise: Code optimization and refactoring, Batch job management and resource allocation, Custom development for improved processing efficiency, Unit and integration testing for performance validation
Tools Used: Salesforce Apex (Batch Apex, Queueable Apex), Developer Console & Debug Logs, Performance Monitoring & Optimization Tools
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Accelerating DevOps with Automated CI/CD & Scalable Cloud Deployments

Process Expertise: Streamlining software deployment through DevOps best practices, Enhancing collaboration between development and operations teams, Reducing system downtimes by optimizing infrastructure and monitoring, Automating software delivery for improved efficiency and reliability
Product Expertise: Salesforce Sales Cloud for managing customer interactions and business processes, Cloud-based infrastructure for scalable and reliable deployments, DevOps methodologies, including CI/CD pipelines and automated testing
Technical Expertise: Implementing CI/CD pipelines for continuous integration and deployment, Automating infrastructure management using Infrastructure as Code (IaC), Enhancing system scalability with containerization and orchestration tools, Deploying real-time monitoring solutions for proactive issue resolution
Tools Used: CI/CD Automation: Jenkins, GitHub Actions, GitLab CI/CD, Containerization & Orchestration: Docker, Kubernetes, Cloud Platforms: AWS, Azure, Google Cloud, Infrastructure as Code (IaC): Terraform, CloudFormation, Monitoring & Logging: Prometheus, Grafana, ELK Stack, Collaboration & Automation: Slack, Jira, Ansible
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Salesforce-Slack Integration

Process Expertise: Enhancing cross-team collaboration by integrating communication and CRM tools, Streamlining sales and customer support workflows through automation, Reducing sales cycle time by providing real-time access to customer data, Improving decision-making with centralized and synchronized data
Product Expertise: Salesforce Sales Cloud for managing customer relationships, Salesforce Service Cloud for handling support and customer service interactions, Slack for team collaboration and communication, Salesforce-Slack Integration for real-time syncing and automated workflows
Technical Expertise: Configuring Slack-Salesforce integration to enable seamless data sharing, Automating workflows with Slack notifications and Salesforce triggers, Implementing security and access controls to protect sensitive customer data, Customizing the integration to align with the client’s business processes
Tools Used: Salesforce Sales Cloud, Salesforce Service Cloud, Slack, Slack API for custom workflow automation, Salesforce Flow & Apex for process automation,
Webhooks for real-time data synchronization
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Dynamic UI & Data Visualization Enhancements in Salesforce

Process Expertise: Enhancing data visualization and accessibility within Salesforce, Improving user workflows through dynamic and interactive UI elements, Streamlining data navigation with filtering and sorting options, Optimizing Salesforce adoption through improved user engagement
Product Expertise: Salesforce Sales Cloud for CRM and data management, Visualforce pages for customized UI enhancements, Apex controllers for dynamic interactions, JavaScript for front-end interactivity
Technical Expertise: Developing dynamic Visualforce pages to replace static data displays, Implementing Apex controllers to enable real-time UI updates,
Integrating JavaScript for interactive elements like filtering and sorting, Customizing Salesforce UI to align with business-specific workflows
Tools Used: Salesforce Sales Cloud, Visualforce, Apex Controllers, JavaScript (including libraries for dynamic UI), SOQL for optimized data retrieval
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Service Booking & Automation for E-Commerce Platforms

Process Expertise: Optimizing service-based operations within an e-commerce platform, Enhancing customer booking experiences with personalized workflows,
Automating appointment management and notifications, Streamlining backend operations for staff efficiency and data management
Product Expertise: Shopify for managing online booking and service listings, Laravel for custom backend development and automation, CRM Integration to manage customer data and interactions, Payment Gateways for seamless transactions and invoicing
Technical Expertise: Custom Shopify development to extend platform functionality, Integration of third-party CRM for unified customer management, Automation of appointment reminders and service updates, Backend development using Laravel for scalable service operations
Tools Used: Shopify, Web Framework: Laravel, CRM & Customer Data Management: HubSpot, Zoho CRM, Payment Processing: Stripe, PayPal, Automation & Notifications: Twilio, SendGrid, Zapier, Staff Management Tools: Custom-built dashboards for appointment tracking and performance monitoring
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Salesforce-Quip Automation for Streamlined Healthcare Collaboration

Process Expertise: Automating user onboarding and site provisioning, Enhancing document collaboration across teams, Streamlining workflow efficiency in healthcare operations, Reducing manual intervention with intelligent automation
Product Expertise: Salesforce Sales Cloud for managing user roles and access, Salesforce Quip for document collaboration and real-time sharing, Quip API for seamless integration with Salesforce
Technical Expertise: API integration between Salesforce and Quip, Automated user creation and partner site provisioning, Custom workflow automation for document management, Scalable architecture for enhanced collaboration
Tools Used: Salesforce Sales Cloud, Quip, Salesforce Flow, Apex Triggers, Salesforce Reports & Dashboards
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Improving Data Quality and User Efficiency Through Intelligent Deal Entry Design

Process Expertise: We reimagined our client’s Salesforce Deal Entry workflow by simplifying interfaces, embedding intelligent validations, and aligning form logic with real business rules. By replacing manual, error-prone steps with automated checks and guided flows, we significantly boosted both user efficiency and data quality.
Product Expertise: Our team leveraged deep knowledge of Salesforce’s Lightning platform to deliver a responsive, user-centric design powered by custom Lightning Web Components. From dynamic product lookups to real-time field updates, we ensured that each interaction within the Deal Entry form was optimized for accuracy and speed.
Technical Expertise: We combined multiple technologies—including LWC, Google Maps API, custom Apex logic, and real-time duplicate detection—to build a robust, intelligent data capture experience. The solution also featured dynamic UI rendering, address autocomplete, and auto-generated naming conventions, all designed to reduce human error and streamline submission flows.
Tools Used: The solution integrated Salesforce Lightning Web Components for dynamic UI rendering, Google Maps API for address validation and autocomplete, and custom Apex with validation rules for duplicate detection and naming standardization. We also implemented custom lookup components for enhanced vendor and referral searches, along with Salesforce Opportunity, Account, and Product objects to enable seamless data flow across records.
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Reinventing Finance Efficiency: How AI Automation Transformed Invoice Operations

Process Expertise: OWe streamlined client’s end-to-end invoice processing by automating the retrieval, extraction, validation, and Salesforce entry of invoices. Our deep understanding of finance workflows enabled the creation of a robust, repeatable process that handles high volumes with minimal human oversight.
Product Expertise: We demonstrated strong command over Salesforce by integrating seamlessly with its interface, automating complex data entry operations, and ensuring that invoice data updates reflected in real-time without disrupting existing workflows.
Technical Expertise: We applied advanced Large Language Models (LLMs) to accurately extract structured data from highly varied and unstructured invoice formats. The solution also featured error handling, pattern-based learning, and resilient automation with Selenium to ensure consistent and reliable performance.
Tools Used: Our solution utilized the Microsoft Outlook API for automated email monitoring, fine-tuned LLMs for data extraction, Selenium for Salesforce automation, and custom reporting and scheduling modules to enable a fully autonomous and transparent invoice processing system.
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