Kunal Nimbalkar

I am a Salesforce Consultant with over 2 years of experience, proficient in configuration and customization on Salesforce and Certinia (FinancialForce) PSA. I assist clients in identifying business requirements, providing tailored solutions, support, and delivering training

• Salesforce Admin
• Salesforce Platform Developer - I
• Certinia PSA Sysadmin
• Salesforce Associate

Project 1 : Inizio

Description :

• Focused on PSA-related tasks, including Opportunity, Project Management, Resource Management, Time Management, Expense Management, PSA Billing, Utilization, Actuals, Backlog, and Revenue Recognition.
• Implemented and supported the creation of custom apps, tabs, objects, fields, validation rules, approval processes, flows, reports, and dashboards.
• Maintained security and managed access using profiles, permission sets, permission set groups, roles, and sharing rules.

Role :

• Troubleshoot and resolved issues raised in ServiceNow and Jira.
• Managed user security and permissions
• Handled customization and configuration tasks, including creating flows, approval processes, validation rules, permission controls, configuration groups, custom settings, and writing SOQL queries.
• Create Apex class and Wrote triggers.

Technologies :

• Jira, Service now, Excel, Data Import wizard, Dataloader.io

Project 2 : ClearWater Data Migration 

Description : 

• This project involves migrating data from one PSA org to another.
• Imported specified data, including records related to Account, Contact, Opportunity, and Project objects.
• Managed the import of all related project objects such as Milestone, Budget, Assignment, Project Task, Project Task Assignment, Schedule, Issues, and Risk.
• Created necessary fields and debugged validation rules and flows to ensure successful data import

Role : 

• Daily interaction with the client to understand requirements and ensure smooth delivery.
• Collaborate with managers and the functional team.
• Maintain documentation of processes and operations.
• I also Involved Creating field, debugging error, fetching data, writing SOQL query, validating and importing data.

Technologies :

• Data Migration tool (Salesforce Inspector), Microsoft Azure DevOps, Excel.