Surekha Y

Salesforce Developer with 6+ years of experience in designing, developing, and optimizing enterprise Salesforce solutions across Sales Cloud, Service Cloud, Salesforce CPQ / Conga CPQ, Conga CLM, and Quote-to-Cash (Q2C) processes. Strong expertise in building scalable backend logic using Apex Classes, Triggers, SOQL/SOSL, Batch Apex, Queueable Apex, Scheduled Apex, and implementing secure integrations using REST APIs, Apex Callouts, JSON, and enterprise authentication best practices. Highly skilled in developing modern Salesforce UI using Lightning Web Components (LWC), Aura Components, SLDS, Lightning App Builder, Dynamic Forms, and Lightning Pages, improving user adoption and productivity.

Proven ability to streamline business workflows using Record-Triggered Flows, Screen Flows, Scheduled Flows, Validation Rules, and Approval Processes, ensuring governance and automation at scale. Strong hands-on experience with Salesforce security model including OWD, Role Hierarchy, Profiles, Permission Sets, Sharing Rules, Manual Sharing, and Field-Level Security (FLS). Expert in delivering analytics using Reports, Dashboards, Custom Report Types, and executive KPIs.

Follows

Salesforce best practices for SDLC, testing, and deployments with Apex Test Classes, code reviews, Debug Logs, Git version control, CI/CD pipelines, and Agile delivery using Jira / Scrum.

Salesforce Developer at Forsys Inc (2024-07 – Present)

• Designed and developed enterprise-scale Salesforce CPQ / Conga CPQ and Conga CLM solutions including product models, pricing hierarchies, discount schedules/matrices, quote templates, proposal generation, contract templates, clause libraries, and automated contract lifecycle workflows.
• Led cross-functional stakeholder workshops with Sales, Finance, Legal, and Operations teams to gather business requirements, define pricing rules, and drive consensus for Salesforce Revenue Cloud Advanced (RCA) implementations.
• Performed detailed business process mapping for Quote-to-Cash (Q2C) workflows including pricing configuration, quote approvals, contract generation, renewals, and downstream billing integrations.
• Collaborated with business users and leadership teams to translate functional requirements into scalable Salesforce CPQ and RCA solutions while communicating technical concepts to non-technical stakeholders.
• Supported enterprise digital transformation initiatives involving Salesforce CPQ modernization and migration planning toward Salesforce Revenue Cloud Advanced (RCA).
• Created user stories, process documentation, gap analysis, and acceptance criteria in Agile/Scrum environments to support iterative solution delivery.
• Worked closely with product owners and business stakeholders during UAT cycles, defect triaging, and release validation activities.
• Implemented advanced CPQ automation and pricing governance using Product Rules, Price Rules, Constraint Rules, Guided Selling, and multi-level Approval Processes for discounting, exception pricing, and compliance enforcement.
• Engineered scalable backend logic using Apex Classes, Apex Triggers, Batch Apex, Queueable Apex, Scheduled Apex, and optimized SOQL/SOSL queries following bulkification and governor limit best practices for high-volume Quote-to-Cash processes.
• Developed modern role-based user interfaces using Lightning Web Components (LWC), Aura Components, SLDS, Lightning App Builder, Dynamic Forms, and Lightning Record Pages, improving seller productivity and user adoption.
• Automated complex business operations using Salesforce Flows (Record-Triggered Flows, Screen Flows, Scheduled Flows), Validation Rules, workflow-driven controls, and end-to-end approval routing, significantly reducing manual effort and improving data integrity.
• Built secure and scalable integrations using REST APIs, Apex Callouts, JSON request/response mapping, authentication, and centralized error handling to support upstream/downstream enterprise systems.
• Supported and optimized end-to-end Quote-to-Cash (Q2C) processes leveraging Salesforce Revenue Cloud (RCA) with integrations across sales, pricing, contracting, fulfillment, and billing workflows.
• Implemented enterprise security architecture using OWD, Role Hierarchy, Profiles, Permission Sets, Sharing Rules, Manual Sharing, and Field-Level Security (FLS) to ensure compliance and controlled data access.
• Designed advanced reporting and analytics using Custom Reports, Custom Report Types, Dashboards, and executive KPIs for sales performance, pipeline health, pricing compliance, renewal forecasting, and revenue insights.
• Ensured deployment readiness and code quality through Apex Test Classes, unit testing, code reviews, debug logs, and governed release management using Git-based version control, CI/CD pipelines, and multi-environment promotion processes.
• Worked in an Agile/Scrum model using Jira for sprint planning, backlog grooming, story delivery, defect tracking, and cross-functional collaboration with Sales, Finance, Legal, and Operations stakeholders.

Salesforce Developer at MetroTrade (2022-11 – 2024-06)

• Designed and developed scalable Salesforce Sales Cloud solutions for a wholesale/distribution business, supporting end-to-end sales operations including dealer onboarding, lead-to-opportunity conversion, quotations, order capture, and revenue tracking using Apex Classes, Triggers, Batch Apex, Queueable Apex, and Scheduled Apex.
• Built reusable, responsive, and performance-optimized Lightning Web Components (LWC) using SLDS to deliver role-based UI for sales reps, account managers, and operations teams, improving productivity and adoption.
• Architected and automated core sales workflows using Record-Triggered Flows, Screen Flows, Scheduled Flows, along with Validation Rules and Approval Processes for discount approvals, special pricing requests, and high-value deal governance.
• Optimized performance for high-volume transaction processing using efficient SOQL/SOSL, selective filters and Salesforce governor limit best practices.
• Developed and maintained secure integrations using REST APIs and Apex Callouts to sync customer/account data, product/pricing updates, and order status with external systems (ERP/inventory platforms), handling JSON parsing, authentication, and error handling.
• Conducted requirement gathering sessions and collaborated with business stakeholders to streamline pricing approvals, quote generation, and order management workflows within Salesforce Sales Cloud and CPQ ecosystems.
• Participated in Agile ceremonies including sprint planning, backlog grooming, business requirement discussions, and stakeholder demos.
• Designed reporting and analytics using Custom Reports, Custom Report Types, Dashboards, and executive KPIs to monitor sales pipeline, order volume, product performance, and monthly revenue forecasting.
• Configured Salesforce security and access model using Profiles, Permission Sets, Role Hierarchy, OWD, Sharing Rules, and Field-Level Security (FLS) ensuring compliant data access across sales regions and user roles.
• Implemented testing and quality standards by developing Apex Test Classes, maintaining required coverage, supporting regression testing, and improving deployment readiness.
• Worked in Agile/Scrum methodology using Jira for sprint planning, stories, and defect tracking; managed code using Git and supported controlled releases through CI/CD pipelines and structured deployments.

Salesforce Developer at Cognizant Technology Solutions (2019-11 – 2022-07)

• Worked on Salesforce application support and enhancements by resolving user-reported incidents and service requests, performing root-cause analysis, and ensuring uninterrupted business operations.
• Developed and enhanced Salesforce functionalities using Apex classes, triggers, SOQL queries, and declarative configurations to support business process requirements.
• Designed and implemented automation using Salesforce Flows, validation rules, workflow rules, and approval processes to reduce manual effort and improve data integrity.
• Performed data processing, validation, and cleanup activities using Data Loader / Import Wizard, ensuring high accuracy, completeness, and consistency of large datasets.
• Conducted thorough end-to-end testing (unit testing + integration testing) and executed QA validations before deployments, reducing defects and improving release quality.
• Monitored Salesforce scheduled jobs, asynchronous processes, and batch executions, identifying failures/anomalies and ensuring system reliability.
• Prepared technical analysis report