$25

Hourly Consulting Rate

Neha Aggrawal

Independent Consultant

Industry Experience

Commercial Real Estate

Hospitality

Investment Banking/Venture

Non-Profit/Volunteering

Location Supported

India

Languages Supported

English

Hindi

Skills

  • Technical consultant
  • Programming
  • CRM

Product Specialization

  • Salesforce CRM

About

- 8+ years of Salesforce experience
- Customize, maintain and train users
- Expert with user adoption, documentation as well as mapping business processes to Salesforce
- Data security, permissions, user management, and troubleshooting
- Apex, Visual force, Lightning Development
- REST, SOAP API, Integrations
- JavaScript, HTML, CSS, PHP
- Git, Agile Development
- Pentaho Data Integration Developer
- Laravel developer

Top Project Highlights

Contract Generation Application - ClickSign Integration

The client had the requirement to be able to generate Contracts for their customers from Salesforce. The information picked from Salesforce was to be based on the template. 

The requirement was met by the use of custom settings to pick fields based on the template chosen by the client. The whole process was automated with Lightning flow, Custom settings and apex.

Employment

Salesforce Administrator and Developer

2012 - 2017
  • Administrative Tasks
    • Set up custom and standard objects, custom fields, validation rules, workflows, Org wide
    defaults, sharing rules, page layouts, picklist fields, master-detail fields, custom formula
    fields, and defined field dependencies for custom picklist fields.
    • Analyzed multiple tools for data import/export. Analyzed and implemented best practices
    for enriching the data quality.
    • Created 50-60 reports and dashboards to show key metrics and meet the complex
    reporting requirements.
    • Automated 60-70 percent of manual processes using declarative tools like workflows and
    process builders reducing significant manual effort and errors.
    • Troubleshoot user login, visibility, and access related issues regularly and trained 50 users
    for utilizing the system as per their process.


    Development Tasks: Wrote more than 50 apex classes, test classes and triggers and 10
    visual force pages to automate various tasks and improve data visibility.
    • Wrote batch classes and scheduled jobs to computing key metrics for the account object.
    • For customer support team, designed visual force page to select and send email templates
    as per requirement from customers.
    • For the logistics team, designed the public site using visual force to update courier details into
    the system.
    • For the accounts team, wrote triggers so they could create batches of records as per their
    daily requirement and export.
    • Using Pentaho tools, automated the task of updating transactional data from website to
    salesforce thus cutting the manual work of entering data from payment gateway reports.
    • Automated the update of MIS files received from the bank directly into salesforce thus
    removing the task of the manual update.

Salesforce Consultant | Freelancer

2017 - Present

Education

B.E.
2007-2011

B.E. in Computer Science from B.M.S. College of Engineering, Bangalore.

Certification

Salesforce Certified Administrator
2015-Present

Certified Administrators possess broad knowledge of customizing Salesforce, regularly configuring the platform, managing users, and looking for ways to get even more out of its features and capabilities.

Salesforce Certified Platform App Builder
2018-Present

The Salesforce Platform App Builder credential is designed for those who can demonstrate skills and knowledge in designing, building, and implementing custom applications using the declarative customization capabilities of the Salesforce Platform.

Salesforce Certified Platform Developer I
2020-Present

The Salesforce Platform Developer I credential is designed for those who have the skills and experience to build custom declarative and programmatic applications on the Salesforce Platform.

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