Ritika Jain

Project- Treasury Management | Financial Service Cloud

Role: Design, Development, Deployment, Configuration, and Integration.

Details:

• Designed and implemented end-to-end product lifecycle management functionalities, including order creation, validation, deposit integration, and cancellation processes, within the FSC framework.
• Automated business processes using Flows, Apex, and Custom Metadata Types to support dynamic task rendering and checklist generation based on stage-specific logic.
• Built stage movement logic with embedded validations to control process transitions and enforce compliance at each level of the workflow.
• Customized onboarding flows, account-product relationships, and record-triggered automation tailored to treasury and financial use cases.
• Developed and optimized Apex classes, triggers, and batch jobs to handle large data volumes, and ensure scalable processing of financial records.
• Enhanced operational visibility through custom Lightning Components and page layouts, offering streamlined access to critical data points and actions.
• Performed bulk data operations, including the loading of collections, checklists, and business requirements, using standard Salesforce tools like Data Loader and Workbench.
• Collaborated with QA, BA, and stakeholders to clarify requirements, resolve UAT observations, and ensure timely delivery of sprint commitments.
• Executed deployments across multiple Salesforce environments using Copado and SFDX CLI, maintaining version control and environment parity.
• Focused on continuous improvement through code refactoring, reuse strategies, and performance tuning across the FSC implementation.
• Provided technical guidance to peers, and participated actively in knowledge sharing and cross-functional team discussions.
• Recognized for taking ownership, delivering high-quality work under tight timelines, and contributing to smooth delivery cycles.

Cloud Analogy – Salesforce Developer/Admin/CPQ Specialist

Duration: Aug 2020 – Nov 2023

Technologies: Salesforce (Enterprise and Professional Editions), Apex, Lightning Components, LWC, CPQ, Flows, Process Builder, REST API, Batch Apex, Reports and Dashboards, Custom Metadata, Visualforce, Email Services.

Project Experience:

Custom Development & UI Enhancements:

• Developed custom Lightning and Aura components for task creation, rate calculations, and product handling.
• Override standard buttons, build Visualforce pages for PDF outputs, and implement conditional rendering based on profiles and fields.
• Created reusable utility methods, and Apex classes, to support dynamic workflows and page behaviors.

Integration and API work:

• Integrated Stripe for handling subscriptions and installment payments using webhooks and payment intents.
• Developed a booking and accommodation sync system via AvaiBook’s API, supporting real-time data fetches and updates using batch classes.
• Designed logic to manage customer creation, card linking, invoice generation, and automated payment collection.

Salesforce CPQ Implementation:

• Configured complex product bundles, pricing logic using Product and Price Rules, Discount Schedules, and Advanced Approvals.
• Built automation in the Quote Line Editor using dynamic field rendering and validations.
• Created customized quote templates, and invoice generation logic with PDF generation and email delivery.

Automation & Declarative Development:

• Created robust Flows (Screen, Record-Triggered, Scheduled) for approvals, task management, and product lifecycle.
• Used Process Builder, Validation Rules, and Custom Metadata to ensure data quality and maintainability.
• Implemented custom settings and labels for dynamic behavior and environment-specific configs.
  

Security & Admin Configurations:

• Managed user access via Profiles, Permission Sets, Sharing Rules, and Role Hierarchies.
• Configured queues, multi-level approval processes, and record types tailored to business functions.
• Used field-level security, page layouts, and dynamic forms to control UI exposure.

Reporting & Dashboards:

• Created dynamic reports and dashboards with filters, charts, matrix views, and cross-object formulas for tracking sales, bookings, and performance metrics.
• Delivered commission tracking reports, business health KPIs, and operational performance dashboards.

Email Services & Templates:

• Built custom email templates for quote/invoice communication using AMPscript.
• Used flow-based logic and Apex email services to trigger personalized messages at specific workflow stages.

Performance and Best Practices:

• Used batch processing and queueable Apex for high-volume data handling.
• Applied naming conventions, modular architecture, and optimized SOQL queries to ensure scalability and maintainability.