Gaganbir Singh Email & Phone Number

Toronto, Ontario, Canada

•Interacted with various business user groups for gathering the requirements for Salesforce implementation and documented the Business and Software Requirements.•Added Lightning Component to Lighting Pages and Record Pages.•Implemented Email to lead, Web to lead functionalities and Data Loader to bulk load leads data into Salesforce.com from other databases and CSV files.•Implemented pick lists, dependent pick lists, lookups, master-detail relationships, validation and formula… Show more •Interacted with various business user groups for gathering the requirements for Salesforce implementation and documented the Business and Software Requirements.•Added Lightning Component to Lighting Pages and Record Pages.•Implemented Email to lead, Web to lead functionalities and Data Loader to bulk load leads data into Salesforce.com from other databases and CSV files.•Implemented pick lists, dependent pick lists, lookups, master-detail relationships, validation and formula fields to the custom objects. •Created various Reports (summary reports, matrix reports, pie charts, dashboards and graphics) and Report Folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports and for different user profiles based on the need in the organization. •Designed and deployed Custom objects, Entity-Relationship data model, Cross Object Formulas, roll up Summary, validation rules, Page layouts, Custom tabs, Components, to suit application needs. •Migrated data from external sources and performed insert, deleted, upset, export on multiple records. •Used the Sandbox for testing and migrated the code to the deployment instance after testing. •Implemented pick lists, dependent pick lists, lookups, master-detail relationships, validation, and formula fields to the custom objects for data accuracy and integrity.•Manage and improve current KPIs, scorecard, and internal reporting processes.•Document Salesforce processes and automation rules, including workflows, process builders, flows, and triggers.•Perform Salesforce reporting (SOQL) and SQL queries to identify areas of improvement and develop optimization strategies and solutions in the sales process.•Build and document Salesforce declarative applications related to Sales Cloud business processes and data cleanliness.•Responsible for all the activities related to configuring Data loader, uploading data in csv files into Salesforce.com, checking for the correctness of the data. Show less

Vancouver, British Columbia, Canada

•Used sales cloud to maintain Leads, contacts, and opportunities and worked on Lead conversion.•Developed many applications on the sales cloud and service cloud which includes marketing applications.•Work on customization of standard objects like Lead, Account, Contact, and Opportunity.•Worked on the Service Console Lightning application which contains multiple Lightning web components (LWC).•Perform day-to-day User Management on SFDC Org by configuring Sharing Rules, Permission… Show more •Used sales cloud to maintain Leads, contacts, and opportunities and worked on Lead conversion.•Developed many applications on the sales cloud and service cloud which includes marketing applications.•Work on customization of standard objects like Lead, Account, Contact, and Opportunity.•Worked on the Service Console Lightning application which contains multiple Lightning web components (LWC).•Perform day-to-day User Management on SFDC Org by configuring Sharing Rules, Permission Sets, Roles, and Profiles.•Create custom report types, custom reports, and dashboards to meet the reporting requirements of the decision-makers in the organization.•Ensure data integrity by merging duplicate Leads, Contacts, and Accounts, performing data uploads and updates, and maintaining accurate screens, fields, and workflows.•Perform day-to-day User Management on SFDC Org by configuring Sharing Rules, Permission Sets, Roles, and Profiles to ensure proper access and security for users.•Create custom report types, custom reports, and dashboards to meet the reporting requirements of the decision-makers in the organization, enabling data-driven insights. •Manage the Salesforce and marketing database (Pardot) to support marketing and sales functions effectively.•Created and maintained the email templates to be used in the Workflows, Auto Assignment Rules, and Auto Response Rules related to the Lead Management module in Sales Cloud.•Work on complex data migration projects using Data Loader.•Conduct knowledge transfer sessions for associate resources working in SFDC technology. Show less

Toronto, Ontario, Canada

• Involved in data migration from Excel to Salesforce using Data Loader.• Analyzed the business requirements and mapped them to Salesforce.• Created user Roles and Profiles, security controls, and sharing settings.• Created workflow & approval processes, validation rules, Auto-Response Rules, Approval process, email alerts and templates, and field updates.• Worked on various Salesforce.com standard objects like Campaigns, Leads, Accounts, Contacts, Opportunities, Products,Cases,… Show more • Involved in data migration from Excel to Salesforce using Data Loader.• Analyzed the business requirements and mapped them to Salesforce.• Created user Roles and Profiles, security controls, and sharing settings.• Created workflow & approval processes, validation rules, Auto-Response Rules, Approval process, email alerts and templates, and field updates.• Worked on various Salesforce.com standard objects like Campaigns, Leads, Accounts, Contacts, Opportunities, Products,Cases, Solutions, Reports, and Dashboards.• Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into Salesforce.com, and• checking for the correctness of the data.• Integrated Salesforce with Microsoft Outlook to synchronize contacts, events, and tasks.• Implemented Case Management by creating record types specific to the user groups, assignment rules, escalation rules, casetemplates, workflow rules, actions, etc.• Created page layouts, and search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.• Followed Agile methodology for the execution of day-to-day work-related activities.• Designed various HTML Email templates for Auto-Response to customers. Show less