Swapna Konuganti
12 X Certified Salesforce Architect | Trainer| Data Cloud | Service Max |Administration | Apex | Visual Force | Lightning Aura Components| Lightning Web Components | REST SOAP Integration | HTML CSS JavaScript|
Hyderabad, Telangana, India
PROFILE SUMMARY
- 16+ Years of Experience in Projects Handling driving successful engagements using agile methodology.
- Expertise Training Experience for individuals and teams on Sales Cloud, Service Cloud, Administration, Apex, SOQL, SOSL, Lightning Aura, Lightning Web Components, REST and SOAP Integration.
- Managed engagements from requirement gathering to solution delivery, ensuring successful project execution.
- Skilled at collaborating with internal teams and external stakeholders, including clients and third-party vendors.
- Experienced in interacting with clients and understanding business requirements, Analyzed and validated user requirements, translating them into actionable user stories.
- Expertise in training individuals and teams on Sales Cloud, Service Cloud, Administration, Apex, SOQL, SOSL, HTML, CSS, JavaScript, XML, JSON Lightning Web Components, REST and SOAP Integration.
- Technical expertise and experience in communication with stakeholders and technical teams, converting the business requirements to functional and technical Design Documents.
- Experience and strong knowledge on CRM Sales Cloud, Service Cloud, Community Cloud, well-versed in various Salesforce environments and sandboxes.
- Experienced in Data Modeling, which includes the creation of Objects, Applications, Tabs, Relationships, Formula Fields, UI Customization Expertise using Page Layouts, Record Types, List views. Expertise in Data Management using Data types and Data Loader.
- In depth knowledge and experience with data security, data access at various levels such as Org, Object, Field, and Record levels, along with User Management, Profiles, Licenses, Sharing Rules.
- Expertise on Queues, Process Automations, Workflows, Approval Processes, Process Builders, Lightning Flows, Reports and Dashboards.
- Expertise in writing business Logic using Apex Classes, Controllers, Extensions, Synchronous, Asynchronous, Batch, Queueable Apex and Test Classes.
- Strong experience in implementing front end applications using Visualforce, Lightning Aura and Lightning Web Components (LWC).
- Experience in REST, SOAP APIs, HTTPS and Integrating Third party applications.
- Experience setting up Field Service features, ability to configure Service Rules and Objectives in support of Field Service business process.
CERTIFICATIONS
KEY PROJECTS
Project#1
Client Industry: Manufacturing
Role: Technical Architect
Technology : SMAX, Salesforce
Description : One stop solution which gives the ability to onboard the leads, have a 360 degree view of the account, deal with the cases, work dedicatedly on different category of opportunity and Quotes. Creating Service Agreement and auto creation of service maintenance plan, service repair and service modernization are the key features which are provided by Service Max out of the box features. Job assignment/Work Order Creation and assignment to the technician is auto processed in the application and technicians can have the information handy at the comfort of accessing these details from their mobile. Revenue recognition, Billing, Invoicing and settlement happens in the SAP system. Both the systems-SF/SMAX & SAP are integrated by CPI(SAP).
Responsibilities:
- Designed object structure, the configuration of standard & custom objects, fields, page layouts, workflow rules, reports, and dashboards.
- Designed the technical architecture for the business solution.
- Set up security models, roles, profiles, users, email Services, alerts actions, reports and approval processes and oversaw data management as per the business requirements.
- Implemented security and sharing rules at object, field, and record level for different users at different levels of organization.
- Collaborated with cross-functional teams to develop and maintain Salesforce integrations with other systems.
- Owned the discussion on Salesforce security and access control (profiles, roles, sharing rules, permission sets) with Business
- Guide solution based on an informed decision making between business and implementation teams
- Design a continuous delivery model including way of building, testing, deploying and release management using SFDX
- Designed the Deployment strategy for Service Max
- Led all technical pre and post sales activities
- Delivered and Lead Proof of Concepts and Demos
- Handled Data Migration from S2k System to SAP system
- Communicated with Customers to identify their buying needs and goals, developed various sales teams and worked on pre-sales technical presentations/demo.
Project #2
Client Industry: Manufacturing
Role: Salesforce Consulting Manager
Technologies: Salesforce
Description: The implementation involved integrating Salesforce into the business operations of an automotive manufacturing firm. This facilitated the management of dealership activities and car sales applications, enabling the acquisition of leads from third-party sources and their subsequent management within the application, thereby enhancing the sales lifecycle.
Responsibilities:
- Designed object structure, the configuration of standard & custom objects, fields, page layouts, workflow rules, reports, and dashboards.
- Designed the technical architecture for the business solution.
- Set up security models, roles, profiles, users, email Services, alerts actions, reports and approval processes and oversaw data management as per the business requirements.
- Implemented security and sharing rules at object, field, and record level for different users at different levels of organization.
- Developed Salesforce applications with Lightning Components, design system using Aura & Lightning Web Components (LWC).
- Implemented Apex Classes, Triggers, Flows and Approval Processes.
- Conducted training sessions for internal teams and end users.
- Ensured the Salesforce best practices, maintaining code documentation and writing test classes for custom development.
- Performed independent code reviews.
- Dealt with release cycles to implement and deploy new updates to the existing applications and code.
Project #3
Client Industry: Manufacturing
Role: Salesforce Consulting Manager
Technologies: Salesforce
Description: The project involved developing a partner Community portal customized for dealers in one of the most prominent European car, SUV, and commercial vehicle importing companies. This initiative included creating a robust portal to facilitate dealer interactions and managing lead generation and distribution within the system.
Responsibilities:
- Worked closely with the client and performed a detailed analysis of the business and technical requirements.
- Involved in setting up Service Cloud, Sales Cloud Application and customized the apps to match the functional needs of the organization.
- Involved with various business user groups for gathering the requirements for Salesforce implementation and documented the Business and Software requirements.
- Designed a scalable integration architecture that allows parallel processing and handles the high volume of data.
- Performed necessary data transformations for the Salesforce data model. This involves data cleansing, data type conversions, and field mapping to ensure data consistency and integrity.
- Developed high-quality, reusable, and maintainable code using Apex, SOQL, Apex Triggers and integrating force.com systems with third-party systems for enterprises using RESTFUL Services.
- Developed and maintained Lightning components, flows, Apex classes, triggers, and Visualforce pages.
- Ensured that the data governance practices are in place to manage data quality, data validation, and data security.
- Implemented data validation rules and automated data quality checks to identify and handle data inconsistencies or errors during the integration process.
- Implemented error handling mechanisms to capture and handle data integration failures or exceptions.
- Automated processes using Salesforce automation tools, such as Process Builder, Flows, Assignment Rules etc.
- Managed end to end functionalities like web-to-lead and web-to-case, report generation and email templates.
Project #4
Client Industry: Non-Profit
Role: Senior Consultant
Technologies: Salesforce
Description: The project involved collaborating with the world’s largest scientific society, comprising over 150,000 members across 140+ countries, to promote investments in STEM education, research, and innovation. The implementation focused on automating the Registration and Approval process through the utilization of the Salesforce Community Portal.
Responsibilities:
- Provided guidance and oversight for project developments, ensuring quality throughout all phases.
- Developed and validated solutions aligned with client requirements, addressing complex system problems, and creating and managing Workflow Rules, Data Validations, and Object Customizations.
- Designed and implemented Custom Objects, Tabs, Records, and Views within Salesforce (SFDC) to support new workflow processes.
- Developed Customer and Partner Community Portals, incorporating Flows (Screen Flows) on Case objects and creating Community Pages with specified settings for sharing objects.
- Managed object access using Profiles and Permission Sets, maintaining code coverage by writing Test classes in Apex with a minimum of 80% coverage.
- Implemented Lightning Components and utilized SOQL and SOSL for data retrieval and comparison between local and branch code using Diffmerge.
- Managed data import/export using Data Loader, including staging, and migration of data using Prodly in Production.
- Configured different Public groups, Sharing settings, and Single Sign-On to ensure automatic sign-in.
- Implemented CSS for Lightning styling and Process Builder on case objects, setting up field service features and supporting business processes.
- Installed the Field Service Lightning Managed Package and Field Service Lightning Mobile App, setting up FSL data models (Work Order, Service Appointment, Service Resources, etc.).
Project #5
Client Industry: Banking & Finance
Role: Senior Associate
Technologies: Salesforce
Description: This platform, which was built for the client facilitates collaboration, sales, and delivery among Practitioners and Partner Principal Managing Directors (PPMDs). It aims to integrate various aspects of the firm, enhancing the sales culture by providing purchasing insights and enabling the presentation of innovative ideas that support clients in achieving their aspirations.
Responsibilities:
- Implemented Opportunity Life Cycle Management using Lightning components and Apex, defining various phases/stages.
- Developed opportunity validation rules based on phase/stage using Lightning for the display of mandatory fields.
- Configured multiple Picklists on the service object and added validation rules based on service function using Lightning.
- Created a warning message page for pursuit team members using Visualforce to prevent the deletion of a member with a leader role.
- Enhanced the nightly Sync Job to transmit updated/created Opportunities to the R-track system from Mercury via Apex and REST integration.
- Configured Validation rules on the Opportunity object for display on the Opportunity page.
- Developed Permission sets to grant additional access to users.
- Wrote Test classes to maintain 80% code coverage using Apex.
- Retrieved Data using SOQL and SOSL.
- Ensured Apex code quality using Sonar Cube and Lightning code using Locker Service Utility.
- Compared local code with branch code using Diffmerge.
- Committed the latest code in the Branch using SourceTree and Bitbucket.
- Imported and Exported data using Data Loader in Production and staging.
- Created Lookup Fields on the Opportunity Object.
- Implemented styling in Lightning using CSS.
Project #6
Client Industry: Healthcare
Role: Expert Software Engineer
Technologies: .Net
Description: This implementation involved the creation of a comprehensive Patient Management Life Cycle application tailored for hospitals, facilitating the management of various hospital processes from patient registration to discharge.
Responsibilities:
- Developed Email Templates in both Text and HTML formats.
- Created various customized List Views for displaying records
- Establish time logs for case status changes.
- Engineered a batch class to generate Chatter posts for each new case created by users.
- Developed Reports and Dashboards to analyze open and closed case counts.
- Implemented Service Level Agreement protocols for manager alerts.
- Addressed critical issues post-deployment on the production environment.
- Established Assignment Rules on the Case Object.
- Designed distinct Page Layouts for various Profiles
Project #7
Client Industry: Healthcare
Role: Senior Developer
Technologies: MUMPS Programming Language
Description: The project developed for the client is a patient-billing and receivables management solution, providing healthcare organisations with streamlined billing processes to optimize reimbursements. Integrated with the client’s Access Management System, the solution facilitates a smooth revenue-cycle workflow improving the administrative and financial business processes spanning across single or multiple entity Hospitals. This web-based solution extends the revenue cycle workflow beyond the enterprise, offering seamless integration with payers and patients in an automated environment.
Responsibilities:
- Addressed and resolved production issues within the system.
- Focused on rectifying defects related to Room charges, Posting, Billing, Visit processing, and patient registration.
- Implemented patches in both production and test environments.
- Ensured the verification of data flow consistency between the front end and the database.
- Analyzed and coded for application maintenance and enhancement using MUMPS Programming.
- Compiled programs on AIX and HP-UX operating systems.
- Engaged in debugging, building, packaging, and transferring code modules to the production system.
- Developed frontend buttons employing JavaScript and HTML.
- Conducted code reviews and unit tests for the developed code.
- Provided user support for various test scenarios.