Manoj Soni

Housing Loan Project (OmniStudio)

• Implemented the end-to-end Housing Loan process using Salesforce OmniStudio components like OmniScripts, DataRaptors, Integration Procedures, and FlexCards.
• Designed customer-facing OmniScripts to capture applicant, financial, and property details.
• Integrated with external systems through REST APIs to fetch CIBIL scores, validate PAN/Aadhaar, and verify bank details in real time.
• Built dynamic FlexCards for Relationship Managers (RMs) and Quality Check (QC) users to review and approve applications efficiently.
• Automated loan approval flow using Salesforce Flows and Apex logic for validations and audit tracking.
• Created dashboards and reports to monitor loan pipeline, QC performance, and approval turnaround time (TAT).
• Ensured secure data handling and proper access control through role hierarchies and sharing settings.

Agriculture Loan Project (LOS)

• Developed a complete Loan Origination System (LOS) for Agriculture Loans using Salesforce LWC, Apex, and REST APIs.
• Designed custom Lightning Web Components for capturing applicant, financial, and loan details with real-time validations.
• Integrated with external systems via REST APIs to fetch CIBIL scores, validate PAN/Aadhaar, and retrieve banking data.
• Implemented complex Apex logic for loan creation, business validations, and approval workflows.
• Built dashboards and reports to track loan pipeline, approval turnaround time (TAT), and RM/QC performance.
• Optimized queries, handled exceptions efficiently, and ensured secure data processing across all integrations.

Elekta Project (Pardot – Marketing Automation)

• Worked on implementing Salesforce Pardot for marketing automation and lead management.
• Configured and customized Pardot for automated email campaigns, landing pages, and engagement programs.
• Integrated Pardot with Salesforce CRM for seamless lead synchronization and campaign tracking.
• Created dynamic content, segmentation rules, and automation workflows for targeted marketing.
• Set up lead scoring and grading models to identify and prioritize high-quality leads.
• Monitored campaign performance and ROI using Pardot analytics and Salesforce dashboards.