Karan is available for hire

Karan Saxena

Verified Expert in Engineering

Salesforce Developer

Location

Lucknow, India

Toptal Member Since

July 21, 2022

Karan是Salesforce的开发人员和管理员，在Salesforce有9年的IT经验.com CRM platform. 他在Salesforce有扎实的背景.服务云、销售云和Force的配置和设计.com solutions, 重点是云服务解决方案, 包括服务控制台, Customer Portal, and Case Feed.

Integration Salesforce Reports Salesforce.com Administration Salesforce Reporting & Dashboards 认证Salesforce管理员 ApexPages Process Flows System Integration SOAP Gmail Data Migration Salesforce平台开发人员II认证 Salesforce.销售云认证 UI Development Software Engineering

Portfolio

AWC Software

Salesforce, Salesforce Apex, Salesforce CPQ, Salesforce Lightning, Eclipse IDE...

TechCompiler数据系统

Salesforce, Eclipse IDE, Apex类，Apex触发器，批处理Apex，数据加载器.io...

Experience

Salesforce API - 9年 Visualforce Pages - 9年 Salesforce Apex - 9年 Salesforce - 9 years Force.com - 7 years 闪电组件- 5年 Salesforce Lightning - 5年闪电网络组件(LWC) - 5年

Availability

Part-time

Preferred Environment

Salesforce, Salesforce Apex, Salesforce API, Salesforce Lightning, Lightning Components, 闪电网络组件(LWC), Visualforce Pages, Eclipse IDE, Force.com, Integration, RingCentral, Google Analytics, MuleSoft, API Platforms, API Design, Architecture, Email Templates, Jungo, Workato, APIs, CRM实施(Salesforce), Chargebee, Finance, Billing, Financial Services, Salesforce营销云, 认证Salesforce管理员, Salesforce Cloud Flow, Zapier, CPQ, Configure One Cloud, HubSpot, Salesforce系统管理, Workflow Builder, APEX Code, SOQL, JavaScript, Apex, SQL, Software Engineering, Salesforce.com管理，QuickBooks API, CRM API, REST API, Bamboo, Lighting

The most amazing...

...我处理的是Informatica Cloud的Salesforce连接，以集成SaaS应用程序, on-premise systems, 以及企业数据库.

Work Experience

Salesforce Developer

2019 - 2022

AWC Software

在service Cloud中实现了多渠道服务台, including email to case, web to case, user management, 使用InGenius OpenCTI进行CTI集成, the live agent set up, case escalation, and assignment rules.
Designed, set up, 并在构建用户角色时维护Salesforce标准对象和自定义对象, security profiles, and workflow rules. 还创建了复杂的公式、触发器和流.
使用Apex数据加载器、数据加载器帮助将数据从各种系统迁移到Salesforce CRM.像Informatica onDemand这样的ETL工具，以及在web服务之间同步数据的CI经验.
实施多个Apttus CPQ项目, 包括提高产品质量, price rules, quotes, orders and contracts, and pricing using lists, costs, and markup. 还建立了一个计算器插件系统和用户折扣.
将Salesforce Classic迁移到Lightning的客户细分，包括潜在客户和机会. 还在Lightning Aura组件和CSS中创建了一个用户界面，用于输入案例细节并在Salesforce中提交.
使用组件包开发Aura组件, application bundle, client-side controller, Aura handler, Lightning buttons, Lightning input fields, input attributes, Lightning accordion, 和其他有用的闪电标签.

技术:Salesforce、Salesforce Apex、Salesforce CPQ、Salesforce Lightning、Eclipse IDE、Force.com, Lightning Components, 闪电网络组件(LWC), Salesforce API, Integration, Visualforce Pages, Salesforce SOAP API, Salesforce REST API, Salesforce Reports, Salesforce Community, Salesforce SOQL/SOSL, Salesforce Bulk API, Salesforce Cloud Flow, Salesforce AppExchange, Salesforce Sales Cloud, Salesforce服务云, Apex Classes, Apex Triggers, Batch Apex, Salesforce Dataloader, Dataloader.io, QuickBooks Online, Zapier, Dell Boomi, Java, JavaScript, HTML, Force.com IDE, Slack, Heroku, Salesforce认证平台应用程序生成器，Salesforce.com Administration, API Integration, APIs, Data Integration, Intuit QuickBooks, NetSuite, NetSuite API, Pardot, QuickBooks API, Salesforce体验云, Salesforce运行状况云, Salesforce营销云, SAP, SAP ERP, Single Sign-on (SSO), Software Architecture, Salesforce Reporting & Dashboards, Apex, JSON API, Process Builder, APEX Code, ApexPages, Apex Scheduler, Process Flows, CSS, 现场服务闪电, 认证Salesforce管理员, Salesforce Einstein, ActiveCampaign, Agile, 敏捷软件开发, AngularJS, Ant Design, Apttus CPQ Certified, Asana, Bootstrap, C#, Calendly, ClickUp, Conga Composer, Dashboards, Data Management, 数据操作语言(DML), Data Migration, Data Modeling, Data Synchronization, DocuSign, Eclipse, Flow Builder, Force.com Migration Tool, Form Assembly, Formstack, Git, GitHub, GitHub API, GitLab, Gmail, Gmail API, Google Calendar, Google Calendar API, HubSpot, JavaScript MVC, Jira, Jira Administrator, Jira REST API, jQuery, UI Frameworks, Mailchimp, Managed Packages, MVC Design, MySQL, Ninja Forms, PandaDoc, QA Testing, REST, Salesforce.销售云认证, Salesforce开发社区(SFDC), Salesforce DX, Salesforce Einstein Bot, Salesforce Knowledge, Salesforce Maps, Salesforce对象查询语言(SOQL), Salesforce平台开发人员I认证, Salesforce平台开发人员II认证, UI Development, SAP商业智能(BI), Scrum, SOAP, 软件开发生命周期(SDLC), 软件开发工具包(SDK), SOQL, Salesforce对象搜索语言(SOSL), SQL, SteelBrick CPQ, System Integration, System Migration, Twilio, Twilio API, Visualforce, Web Services, Xero, Xero API, Zoom, CRM APIs, Journey Mapping, Salesforce系统管理, Authorize.net, Business Analysis, 业务流程分析, Field Service, Xero Accounting, Payment APIs, Stripe, Stripe API, Web Development, Flow, Aura, SLDS, 客户关系管理(CRM), 企业资源规划(ERP), System Administration, MuleSoft, Amazon S3 (AWS S3), Microsoft SQL Server, AMPScript, Email Studio, Marketing Cloud, Server-side JavaScript, Salesforce Consultant, REST APIs, Litify, RingCentral, Google Analytics, API Platforms, API Design, Architecture, Email Templates, Jungo, Workato, CRM实施(Salesforce), Chargebee, Finance, Billing, Financial Services, CPQ, Configure One Cloud, Workflow Builder, Software Engineering, Bamboo, Lighting

Salesforce Developer

2013 - 2019

TechCompiler数据系统

参与多个销售云项目, 包括建立预测, lead assignment rules, chatter, 活动和定制字段，如领先地位, opportunity stages, and opportunity types.
建立一个自定义社区，使用户能够与请求的供应商联系. 用户可以查看自定义报表, 请以PDF/CSV或Excel格式下载, 并搜索产品和供应商.
为Salesforce公司做计算机电话集成, 包括潜在客户管理和支持, 向潜在客户和联系人发送定制的短信, call recording, 实时呼叫分析仪表板.
参与了Salesforce应用程序的开发, 包括在AppExchange上提交应用程序并获得批准, 定制现有的应用程序, troubleshooting, packaging, checkmarks, 并且通过了安全审查.
为每个机会的所有数字字段创建了一个报告和仪表板，并创建了一个工作流规则，以便在机会日期之前一年更新关闭日期. 还向报表添加了桶、图表和组件.
建立了一个有知识库的爱因斯坦机器人, 其中包括使用流程创建一个案例来完成机器人对话，以及使用闪电知识库实现条件消息传递以向客户提供有针对性的响应.
通过为事件添加属性和处理程序，使Aura框架能够专注于闪电应用程序中的逻辑和交互. 为Salesforce1中的导航和自定义应用程序构建了一个Lightning组件选项卡.

技术:Salesforce, Eclipse IDE, Apex类，Apex触发器，批处理Apex，数据加载器.io, Dell Boomi, Force.com, Force.com IDE, Heroku, HTML, Java, JavaScript, Lightning Components, 闪电网络组件(LWC), QuickBooks Online, Salesforce Apex, Salesforce API, Salesforce AppExchange, Salesforce Bulk API, Salesforce认证平台应用程序生成器, Salesforce Cloud Flow, Salesforce.com Administration, Salesforce Community, Salesforce CPQ, Salesforce Dataloader, Integration, Salesforce Lightning, Salesforce Reports, Salesforce REST API, Salesforce Sales Cloud, Salesforce服务云, Salesforce SOAP API, Salesforce SOQL/SOSL, Visualforce Pages, Slack, Zapier, API Integration, APIs, Data Integration, Intuit QuickBooks, NetSuite, NetSuite API, Pardot, QuickBooks API, Salesforce体验云, Salesforce运行状况云, Salesforce营销云, SAP, SAP ERP, Single Sign-on (SSO), Software Architecture, Salesforce Reporting & Dashboards, Apex, 认证Salesforce管理员, 现场服务闪电, HubSpot, JSON API, Process Builder, Salesforce对象查询语言(SOQL), SQL, Web Services, UI Frameworks, Visualforce, Data Management, Data Modeling, MVC Design, C#, jQuery, AngularJS, Bootstrap, Salesforce平台开发人员I认证, Apttus CPQ Certified, SteelBrick CPQ, Force.com Migration Tool, Salesforce对象搜索语言(SOSL), JavaScript MVC, System Integration, Jira, Jira REST API, Jira Administrator, SOAP, REST, Twilio API, Twilio, Flow Builder, Salesforce DX, Dashboards, 数据操作语言(DML), Asana, ClickUp, Gmail API, Gmail, Mailchimp, Google Calendar, Calendly, ActiveCampaign, PandaDoc, Formstack, Ninja Forms, Form Assembly, Conga Composer, Zoom, Xero API, Xero, DocuSign, SOQL, Agile, Scrum, MySQL, System Migration, Data Migration, Ant Design, Git, GitLab, GitHub, GitHub API, Eclipse, SAP商业智能(BI), Managed Packages, UI Development, 敏捷软件开发, Data Synchronization, QA Testing, 软件开发生命周期(SDLC), 软件开发工具包(SDK), Google Calendar API, Salesforce Maps, Salesforce Einstein, Salesforce Einstein Bot, Salesforce Knowledge, Salesforce平台开发人员II认证, Salesforce.销售云认证, Salesforce开发社区(SFDC), APEX Code, ApexPages, Apex Scheduler, CSS, Process Flows, CRM APIs, Journey Mapping, Salesforce系统管理, Business Analysis, Field Service, Xero Accounting, 业务流程分析, Authorize.net, Payment APIs, Stripe, Stripe API, Web Development, Flow, Aura, SLDS, 客户关系管理(CRM), 企业资源规划(ERP), System Administration, MuleSoft, Amazon S3 (AWS S3), Microsoft SQL Server, AMPScript, Email Studio, Marketing Cloud, Server-side JavaScript, Salesforce Consultant, REST APIs, RingCentral, Litify, Google Analytics, API Platforms, API Design, Architecture, Email Templates, Jungo, Workato, CRM实施(Salesforce), Chargebee, Finance, Billing, Financial Services, CPQ, Configure One Cloud, Workflow Builder, Software Engineering, Bamboo, Lighting

Experience

使用REST API的Salesforce库存管理和SAP集成

客户使用传统的方式来管理他们的销售和标记，并在确认销售后使用SAP Business One服务器来管理订单和订单处理信息.

他们购买了Salesforce云许可证来管理他们的销售和营销活动. 目标是在交易完成之前，只与Salesforce中的客户进行沟通. 一旦交易敲定, 他们想把交易信息转移给SAP, 负责订单管理和发货.

PROJECT BRIEF
•使用Salesforce信息, 使用SAP B1的数据库结构在SAP B1上创建各种记录. 这包括客户、联系人、地址、订单和订单项.
•当一个机会被标记为closed won时，这些web服务调用被放置, 表示成交了.
集成是通过调用SAP B1服务器提供的REST/XML web服务来完成的. 此集成不需要自定义web服务.
•当机会以订单的形式进入SAP时, 它还生成一个订单号, Salesforce收到哪些响应并将其存储为SAP订单号. 这允许用户在SAP中查找Salesforce记录，反之亦然.

Salesforce销售云实施和用户培训

该客户是一家领先的设备制造专家，从事卡车商业资产贷款业务, forklifts, cranes, construction machinery, mining, 及物料搬运设备.

客户的愿景是拥有合适的工具, besides access to data, 履行销售代表的日常职责. 这将确保客户继续成长并服务于他们的行业.

客户联系我是为了审查他们目前的业务流程和实践，并就实施Salesforce Sales Cloud以及培训他们的销售代表和员工寻求建议.

制定和实施了以下范围:
•用户配置, roles, profiles, and permission sets; configuration of record types, page layouts, and list views.
•引线管理配置, 包括引线分配配置, account, 联系副本管理.
•报告和仪表板，包括审计现有报告和创建新报告.
•数据从现有企业迁移到新的专业Salesforce ORG和副本管理.
•产品(机会项目)和定价管理配置
文档归档解决方案的开发.

Salesforce到NetSuite与Dell Boomi的集成

该客户正在将其IT环境从传统的内部部署CRM和财务系统转变为Salesforce和NetSuite. 随着这种转变，他们希望在很大程度上自动化报价到现金的过程. 这就要求Salesforce和NetSuite彼此共享数据，以便近乎实时地管理从报价到兑现的流程.

使用戴尔Boomi平台, 我交付了SaaS系统之间的无缝集成，实现了自动报价到现金流程. 在几周内交付了一个灵活的集成框架，该框架易于扩展，以满足业务流程中未来的任何更改.

PROJECT BRIEF
•在SaaS应用程序中定义的标准和定制对象之间的集成.
•支持高级转换逻辑，如交叉引用查找和脚本.
•一种错误处理方法，确保没有事务在中间件中丢失，并传递到事务的源记录，以便于识别和解决.

Skills

Languages

Java, JavaScript, HTML, Apex, APEX Code, CSS, SQL, C#, 数据操作语言(DML), SOQL, Salesforce对象搜索语言(SOSL), AMPScript

Frameworks

Lightning Components, Visualforce, AngularJS, Bootstrap, JavaScript MVC, Ant Design

Libraries/APIs

Salesforce API, Salesforce SOAP API, Salesforce REST API, Salesforce Bulk API, NetSuite API, QuickBooks API, JSON API, jQuery, Jira REST API, Twilio API, Gmail API, Xero API, GitHub API, Google Calendar API, Authorize.net、Stripe、Stripe API、REST API

Tools

Visualforce Pages, Eclipse IDE, Salesforce CPQ, Salesforce Sales Cloud, Batch Apex, Salesforce Dataloader, Zapier, Slack, Pardot, Salesforce营销云, 现场服务闪电, Process Builder, Salesforce Einstein, Force.com Migration Tool, Jira, Salesforce DX, Asana, Mailchimp, Formstack, Ninja Forms, Form Assembly, Conga Composer, Zoom, Xero, Git, GitHub, Google Analytics, Workflow Builder, Bamboo, GitLab, Flow, RingCentral

Paradigms

MVC设计，REST，敏捷，Scrum，敏捷软件开发

Platforms

Salesforce, Salesforce SOQL/SOSL, Force.IDE, Heroku, Twilio, MuleSoft, Workato, Eclipse

Storage

Dataloader.io, Dell Boomi, Data Integration, Data Synchronization, MySQL, Amazon S3 (AWS S3), Microsoft SQL Server

Other

Salesforce Apex, Salesforce Lightning, 闪电网络组件(LWC)， Force.com, Integration, Salesforce Reports, Salesforce Community, Salesforce Cloud Flow, Salesforce AppExchange, Salesforce服务云, Apex Classes, Apex Triggers, QuickBooks Online, Salesforce认证平台应用程序生成器, Salesforce.com Administration, Salesforce体验云, APIs, API Integration, NetSuite, SAP ERP, Intuit QuickBooks, Single Sign-on (SSO), Software Architecture, Salesforce Reporting & Dashboards, 认证Salesforce管理员, HubSpot, ApexPages, Apex Scheduler, Process Flows, Salesforce对象查询语言(SOQL), Web Services, UI Frameworks, Data Management, Data Modeling, Salesforce平台开发人员I认证, Apttus CPQ Certified, SteelBrick CPQ, System Integration, Jira Administrator, SOAP, Flow Builder, Dashboards, ClickUp, Gmail, Google Calendar, Calendly, ActiveCampaign, PandaDoc, DocuSign, System Migration, Data Migration, Managed Packages, QA Testing, 软件开发生命周期(SDLC), 软件开发工具包(SDK), Salesforce Maps, Salesforce Einstein Bot, Salesforce Knowledge, Salesforce平台开发人员II认证, Salesforce.销售云认证, Salesforce开发社区(SFDC), CRM APIs, Salesforce系统管理, Journey Mapping, Field Service, Business Analysis, Payment APIs, Web Development, Litify, API Platforms, API Design, Architecture, Email Templates, Jungo, UI Development, CRM实施(Salesforce), Chargebee, Finance, Billing, Financial Services, CPQ, Configure One Cloud, Software Engineering, Lighting, SAP, Salesforce运行状况云, SAP商业智能(BI), Xero Accounting, 业务流程分析, Aura, SLDS, 客户关系管理(CRM), 企业资源规划(ERP), System Administration, Email Studio, Marketing Cloud, Server-side JavaScript, Salesforce Consultant

Education

2009 - 2013

计算机科学学士学位

Maharshi Dayanand大学-印度哈里亚纳邦罗塔克

Certifications

MARCH 2022 - PRESENT

Salesforce认证平台开发人员

Salesforce

JANUARY 2022 - PRESENT

Salesforce认证管理员

Salesforce

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