Summary
Overview
Work History
Skills
TECHNICAL TOOLS
Certification
Timeline
Generic
Bhakti Patil

Bhakti Patil

Salesforce Developer
Pune,MH

Summary

Passionate Salesforce Developer with 6 years of hands-on experience in Salesforce.com CRM development, administration, and CPQ implementations. Skilled in designing and delivering scalable solutions across Sales Cloud, Service Cloud, CPQ, and Integrations. Proficient in Apex, Lightning Web Components (LWC), and Salesforce administration, with expertise in building end-to-end quoting processes, guided selling, and discounting strategies. Strong background in functional testing, RFP/RFI preparation, and pre-sales support with proven success in delivering high-quality solutions tailored to client needs.

Overview

1
1
Certification

Work History

Salesforce CRM Implementation (Sales Cloud + SAP Integration)

Olympus CRM Project
  • Delivered end-to-end Salesforce CRM implementation including lead management, account/contact management, opportunity management, and reporting.
  • Designed and configured Sales Cloud to enhance client engagement, sales forecasting, and post-sales service.
  • Implemented integration with SAP to streamline data flow across sales and operations.
  • Developed reports and dashboards enabling data-driven decision-making for management.
  • Improved customer penetration and sales productivity by automating account and opportunity processes.
  • Ensured scalable, flexible CRM architecture to support future business needs and growth.

Salesforce Service Cloud Implementation

CuCa (Customer Care)
  • Designed and implemented a comprehensive solution to track first reaction times, activity types, and touchpoints for case management.
  • Leveraged Entitlement Management and Milestones for SLA compliance.
  • Implemented end-to-end solutions on Salesforce Service Cloud to manage case tracking, entitlement management, and SLA compliance, resulting in enhanced case resolution and customer care performance.
  • Developed custom solutions with Apex Classes, Apex Triggers, and Flows to automate business processes, improving response time and reducing manual work.
  • Utilized Reports and Dashboards to provide insights on performance metrics, enabling managers to make informed decisions on case management.
  • Designed and implemented complex custom objects, page layouts, and record types for varied user groups within the organization.

Salesforce CPQ and Custom App Development

XEROX CareAR
  • Created custom apps, objects, relationships, and record types tailored to the organization's needs.
  • Worked on Salesforce CPQ, implementing Price Rules, Product Rules, Summary Variables, and Discount Schedules to support pricing and quoting processes.
  • Designed and deployed the Partner Portal Community Page, enhancing collaboration between partners and internal teams.
  • Worked on Sales Cloud configurations, improving lead management, opportunity tracking, and sales performance.
  • Successfully deployed configuration changes using Salesforce Change Sets and handled metadata deployments.

Skills

    Salesforce Development: Apex Classes, Triggers, Batch Apex, Future Methods, Test Classes, Visualforce Pages, Lightning Web Components (LWC)

    Salesforce CPQ: Product Structures (Standalone, Bundle, Nested Bundle), Rules, Attributes, Pricing & Discounting, Quoting Lifecycle, Guided Selling, Quote Templates (multi-lingual), Advanced Approvals, Renewals & Amendments

    Configuration & Administration: Workflow Rules, Flows, Page Layouts, Validation Rules, Reports & Dashboards, User/Role Management, Security & Permissions

    Integrations: REST/SOAP APIs, External Data Migration, SAP Integrations

    Testing & Pre-Sales: Functional Testing of CPQ Implementations, RFP/RFI Documentation, Pre-sales Collateral Preparation

    Tools: Data Loader, Workbench, Salesforce CLI, Visual Studio Code, JIRA

    Deployment: Change Sets, Ant Migration Tool, CI/CD
    Methodologies: Agile/Scrum

TECHNICAL TOOLS

  • IDE: Visual Studio Code, Salesforce Developer Console, Eclipse
  • Version Control: Git, GitHub, Bitbucket
  • Data Tools: Salesforce Data Loader, Workbench, Dataloader.io
  • Deployment Tools: Salesforce Change Sets, Ant Migration Tool, Salesforce CLI
  • Project Management Tools: JIRA, Confluence, Agile/Scrum Methodology

Certification

  • Salesforce Certified Platform Developer I
  • Salesforce Certified Administrator
  • Salesforce Certified CPQ Specialist

Timeline

Salesforce CRM Implementation (Sales Cloud + SAP Integration)

Olympus CRM Project

Salesforce Service Cloud Implementation

CuCa (Customer Care)

Salesforce CPQ and Custom App Development

XEROX CareAR

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Bhakti PatilSalesforce Developer