Summary
Notes
Work History
Certification
Education
Timeline
SoftwareEngineer
UMAKANT PATIL

UMAKANT PATIL

Salesforce Technical Architect
Pune

Summary

  • Salesforce Architect with over 15 years of experience delivering scalable, enterprise-grade Salesforce solutions across Telecom, Healthcare, Media, Oil & Gas domains.
  • Proven expertise in Health Cloud, CPQ (CloudSense & Apttus), CLM (Conga & Apttus) Service Cloud, Sales Cloud and cross-system integrations.
  • Skilled in designing reusable components, driving architectural decisions, mentoring teams, and leading complex multi-vendor, multi-country implementations.
  • As a Startup Founder, built couple of software solutions in Social Entrepreneurship, Software Product domains.

Notes

Immediate Joiner | Open to Travel | H1B Holder

Work History

Founder | Salesforce Technical Architect

Mukta Innovation Private Limited
08.2024 - Current

Project 1 - CloudSense CPQ Implementation [Comcast, USA] : Project's objective was planning and designing new software solutions that extends across Salesforce and CloudSense CPQ applications. Our role includes directly working on CloudSense Solution Console, Data Orchestration, Contract Management and Product Modeling Configuration.


As a founding team, we continued to take below software products to their final step.

  • Product 1. Application MI (Dot Net, MS SQL, Mobile App) - Handover to Support Team
  • Product 2. Generic Automation Tool (Spring Boot, Angular, MySQL) - In negotiation for acquisition / partnership

Founder

Mukta Innovation (Pre-Incorporation Phase)
11.2021 - 07.2024

During this period, I was deeply involved in laying the groundwork for a technology-driven venture, Mukta Innovation, which operated in stealth mode and remained unregistered until both the products are 90% ready for launch. My role focused on identifying market gaps, validating product ideas, and prototyping solutions within the software innovation space.

1. Application MI - Digital Transformation of traditional, manual, paper based, disconnected and time consuming activities/processes for a particular community of ~3 lakh people / ~200 villages. (Tech stack - Dot Net, MS SQL, Mobile App)

2. Generic Automation Tool - It's Configurable, Generic, Low Code, Supports multiple coding languages for Customization, easy plugin (Tech stack - Spring Boot, Angular, MySQL)

Key responsibilities included:

  • Conducting intensive market research, user interviews, and competitive analysis
  • Designing MVP architecture and building early prototypes
  • Collaborating with freelance developers and designers to validate product-market fit
  • Developing business models, go-to-market strategies, Post Launch Operations, Support System, Exit strategy


This entrepreneurial phase significantly enhanced my strategic, technical, and product management skills. Although the venture wasn't formally incorporated, the experience was foundational and reflects my hands-on leadership, innovation mindset, and resilience.

Salesforce Consultant

Aetna, a CVS Health Company
03.2021 - 10.2021
  • Designed and Implemented the Integrations between Salesforce and Healthcare systems
  • Designed and Implemented the configurable, scalable “Side Panel Link” framework with LWC
  • Designed and Executed Migration plans, Rollback Plans, Switch for Features, User Groups
  • Identified the pain areas in application and fixed
  • Helped Solution Team to Analyze, Design, Build POC's
  • Played key role in Grooming sessions for User stories

Salesforce Technical Architect

Atos Syntel
04.2020 - 02.2021

Project - 360° view on Pharmacy , Claims Data in Salesforce Service Cloud Application [Humana]


  • Designed and implemented the Classic “Logging Framework” to LWC compatible
  • Designed and Executed the Classic to Lightning Transition
  • Assisted in Designing and planning the Health Cloud Implementation
  • Hands-on with Apex, Lightning, LWC for key features
  • Design and Implement the Integrations between Salesforce and Payment Systems, Claims Systems
  • Designed and Implemented the configurable, scalable “Side Panel Link” framework
  • Designed and Executed Migration plans, Rollback Plans, Switch for Features, User Groups
  • Helped Solutioning Team to Analyze, Design, Build POC's, Demo for ‘As is vs To be' features, processes
  • Played Key role in Grooming sessions for User stories

Salesforce Technical Architect

Birlasoft Inc.
09.2016 - 04.2020

Project - Deal Management, Contract Wizards and Invoicing [Disney]


  • Part of the core design team to build a path-breaking media solution on Salesforce. We own "Partner Innovation Award 2017" from Salesforce.
  • Led Configurable, Scalable Question Wizard Implementation with Salesforce, Apttus/Conga CLM
  • Integrated Salesforce org with a Legacy system with SOAP for real-time data transfer
  • Led L1, L2 and L3 Support Teams
  • Hands-on Development with Lightning and Apex, VF, Triggers
  • Worked with business teams to identify the requirements.
  • Led development team on Enhancements and release items.
  • Worked with Salesforce, Conga and Apttus teams to triage on any platform related issue.
  • Documentation - Design Doc, Impact Analysis Documents, User Manual, Scripts for Support Team

Associate Technical Architect

Tech Mahindra Americas Inc.
10.2014 - 09.2016

Assisting on Architecting the solutions for SFDC, CloudSense CPQ , Apttus CPQ

Project 1. Lubricant Plant Efficiency Tool [Chevron, USA]
Project 2. SFDC, CloudSense Project Health-Check [Telefonica, UK]
Project 3. Apttus Dreamforce 2015 POC for Apttus [Tech Mahindra Partnership Program, India]
Project 4. Virgin Media SPT: CloudSense Configuration [Virgin Media, UK]


  • POC for the Bidding, Proposals
  • Requirement Gathering, Design the Solution, Data Model
  • Worked with Enterprise Architects to sync Project module with existing or in progress modules
  • Complex Customized screen for What-If analysis
  • Professional PDF generation using apex, VF
  • Monitor the offshore development activities
  • Code review, Deployment, Client interaction, User Training, and Application Demo
  • Implemented Automated data load process using Data Loader, Bat files
  • Analysis of violations in Checkmarx, PMD tool reports
  • Manual Review - Code, Configuration and processes
  • Providing recommendations on what-where-how to fix
  • Understanding Voice, Data telecom products catalogs and mapping them with Apttus configuration
  • Configuring Product Categories, Products, Price Lists, Pricing Dimensions, and UI with Apttus and CloudSense
  • Configuring Quote generation document using Apttus X-Author

Senior Salesforce Developer

Accenture Services Pvt. Ltd.
05.2013 - 09.2014

Project - Vodafone OneSF [Vodafone, Global] : Took my salesforce expertise to in-depth level. Started designing the solutions.

Salesforce Developer

Capgemini India fka iGATE Patni
04.2011 - 04.2013

Project - Salesforce L2, L3 Support [GE Power & Water, USA] : Built strong customization skills.

Salesforce Developer

V2 Solutions
05.2010 - 04.2011

Project - Quoting System [Covan, USA] : Configuration and Custom Development on Salesforce

Certification

Salesforce Certified System Architect

Education

Master of Computer Application -

Mumbai University
Mumbai, India
05.2001 -

Bachelor of Science - Computer Science

North Maharashtra University
Jalgaon, Maharashtra
05.2001 -

Timeline

Founder | Salesforce Technical Architect

Mukta Innovation Private Limited
08.2024 - Current

Founder

Mukta Innovation (Pre-Incorporation Phase)
11.2021 - 07.2024

Salesforce Consultant

Aetna, a CVS Health Company
03.2021 - 10.2021

Salesforce Technical Architect

Atos Syntel
04.2020 - 02.2021

Salesforce Technical Architect

Birlasoft Inc.
09.2016 - 04.2020

Associate Technical Architect

Tech Mahindra Americas Inc.
10.2014 - 09.2016

Senior Salesforce Developer

Accenture Services Pvt. Ltd.
05.2013 - 09.2014

Salesforce Developer

Capgemini India fka iGATE Patni
04.2011 - 04.2013

Salesforce Developer

V2 Solutions
05.2010 - 04.2011

Master of Computer Application -

Mumbai University
05.2001 -

Bachelor of Science - Computer Science

North Maharashtra University
05.2001 -
UMAKANT PATILSalesforce Technical Architect