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Sneha Sriram Email & Phone Number

Salesforce Consultant, 2x certified,TrailHead-Ranger at Grand Bank of Texas
Location: Sunnyvale, California, United States 5 work roles
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✓ Verified July 2026 2 data sources Profile completeness 71%

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Current company
Role
Salesforce Consultant, 2x certified,TrailHead-Ranger
Location
Sunnyvale, California, United States
Company size

Who is Sneha Sriram? Overview

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Quick answer

Sneha Sriram is listed as Salesforce Consultant, 2x certified,TrailHead-Ranger at Grand Bank of Texas, a with 30 employees, based in Sunnyvale, California, United States. AeroLeads shows a matched LinkedIn profile for Sneha Sriram.

Sneha Sriram previously worked as Salesforce Consultant at Grand Bank Of Texas and Salesforce Administrator/Developer at Progressive Insurance.

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Email format at Grand Bank of Texas

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Grand Bank of Texas

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Profile bio

About Sneha Sriram

Currently, I work as a Salesforce Consultant at Grand Bank of Texas where I leverage my skills in Apex, LWC, and Aura to create innovative and user-friendly solutions that enhance business processes and customer satisfaction. I have successfully delivered multiple projects involving Salesforce customization, configuration, automation, testing, and deployment. I am passionate about learning new technologies and best practices, and I am open to new opportunities and challenges that will allow me to grow and contribute to the Salesforce community.

Current workplace

Sneha Sriram's current company

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Grand Bank of Texas
Grand Bank Of Texas
Salesforce Consultant, 2x certified,TrailHead-Ranger
grand prairie, texas, united states
Employees
30
AeroLeads page
5 roles

Sneha Sriram work experience

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Salesforce Consultant

Current

Dallas, Tx

• Involved in requirement gathering from the client location, knowledge transfer and setting expectations on project progress at the client end. • Worked on various Salesforce.com Standard objects, Custom Objects, Triggers, Classes, Pages, Reports and Dashboards.• Used Salesforce Automation (SFA) for Sales Lead Management, Campaign Management, Opportunity Management, Account and Contact Management.• Measure and report performance of all digital marketing campaigns, and assess against goals.• Extensively worked on Process Builder in Creating New Records, Post to Chatter, Email Alerts, Submit for Approvals, and Update Related Records.• Maintained security such as user accounts, sharing rules, permission sets, user roles and profiles, field level security, public groups, list views etc.• Assisted Web to lead, Email to case, Web to case, customized case page layouts and case assignment rules. ssss• Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.• Used Data Loader for insert, update, and bulk import or export of data from Salesforce.com Objects. Used it to read, extract, and load data from comma separated values (CSV) files.• Developed and configured various Reports and Report Folders for different user profiles based on the organization initiatives.• Implemented Sales cloud and incorporated the enhanced features as required to streamline the business process.• Customization of Service Cloud Console by embedding Visualforce pages in custom console components, highlight panel and interaction log.• Customized User Roles, Role hierarchies, Profiles and Sharing settings to ensure that the protected data is available only to the authorized users.• Build out Marketing Confidential in Journey Builder and Email & SMS campaigns.

Apr 2023 - Present

Salesforce Administrator/Developer

Cleveland, Ohio, United States

• Interacted with various business team members to gather the requirements and documented the requirements. • Wrote an Apex Trigger on Contact for cross-object field update for reporting purposes. • Worked on the Eclipse IDE with Force.com plug-in environment for writing Business logic in Apex Programming Language, testing and deploying. • Worked extensively in customization of Sales and Service Cloud Console by embedding Visualforce pages in custom console components, highlight panel and interaction log. • Developed Salesforce Lightning applications using Lightning Components, Controllers and Events and used custom CSS in the components. • Created Lightning Component Tabs and Visualforce Tabs using Lightning Components. • Designed various Webpage's in Visualforce for capturing various customer enquiries and Implemented logic for migrating cases to different queues based on the type of customer enquiry. • Used Force.com IDE to migrate code to the deployment instance. • Created Custom Objects and defined lookup and master-detail relationships on the objects and created junction objects to establish many-to-many relationship among objects. • Created custom Dashboards for manager's homepage and gave access to dashboard for authorized people for individual divisions. • Implemented requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse. • Designed and deployed Custom tabs, Validation rules, Approval Processes and Auto-Response for automating business logic. • Designed and modified Approval processes and created Approval steps which used email alerts and field updates. • Implemented Sales cloud and incorporated enhanced features as required to streamline Business Process.• Worked on Service cloud, Sales Cloud, supported cases, developed workflows and triggers for automated case resolutions.

Jan 2022 - Mar 2023

Salesforce Developer

Dania, Florida, United States

• Involved in various stages of Software Development Life Cycle (SDLC) including experience in Integration of Salesforce with other systems using Apex Web services WSDL and outbound messaging. • Implemented SFDC web-to-lead functionality into the corporate site to make lead management simple and efficient. • Worked with Sales cloud, service cloud and marketing cloud.• Developed product capabilities using Force.com, APEX and Visualforce. • Created Apex triggers to obtain complex functionality based on the given criteria. • Developed Apex Classes and controllers to achieve the Salesforce out of box functionality. • Developed various Visualforce Pages, Apex Triggers to include extra functionality and wrote Apex for implementing Business logic and functionality to the Visualpages. • Designed various Webpages in Visualforce for customers to select a variety of services offered by the org and integrate them with the sales team. • Debug Apex scripts using Debug Logs and System Log Console to catch Exceptions and execute Governors and Limits. • Developed Lightning components and Lightning apps to provide better and more interactive interfaces to end users, which help in sales enhancements. • Deployed Apex using Force.com IDE, Force.com Migration Tool, and Web Services API (XML, WSDL, SOAP and REST).

Sep 2020 - Dec 2021

Salesforce Developer

Sunlife Financial

• Implemented Apex Controller, triggers and test classes with test code coverage using Force.com IDE.• Designing and development of Visualforce pages as per user requirements.• Created Task routing using Apex controller in such a way that ensure the sales team follows up on every task within due hours.• Assigned profile and roles according to the company requirement and also involved in end user training.• Designed junction objects and implemented various advanced fields like Pick list, Custom Formula Fields, Field Dependencies, Validation Rules, Work Flows, and Approval Processes for automated alerts, field updates, and Email generation leading to effective Web-to-Lead communication with customers and partner portals.• Used asynchronous Metadata API to manage setup and customization information.• Implemented Contract management using Apptus AppExchange tool.• Used SOQL & SOSL with in Governor Limits for data manipulation needs of the application using Force.com Explorer.• Developed Apex Triggers, Apex Classes and Test Methods using proper controls & syntax and also experience in writing unit test cases.• Created page layouts, search layouts to organize fields, custom links, related lists, and other components on record pages.• Developed and configured various Reports and Report Folders for different user profiles based on the need in the organization.• Integrated the Web Services for extracting the data from external systems to display in the pages of Salesforce.com based on SOAP API.

Mar 2019 - Aug 2020

Salesforce Administrator

Ebix Software India Pvt. Ltd

• Interacted with various business user groups for gathering the requirements for Salesforce implementation and documented the Business and Software Requirements.• Performed the roles of Salesforce.com Administrator in the organization.• Configuring Profiles and Permission Sets. Configuring Field Level Security, Record Type Assignment, Tab Visibility etc.…• Configuring Page Layouts, Page Layout Assignment, Home Page Layout, List Views Configuration etc.…• Worked on various Salesforce.com standard objects like Accounts, Contacts, Leads, Opportunities, Campaign, and Cases etc.…• Designed, Implemented, and deployed the Custom objects, Page layouts, Custom tabs, Components to suit to the needs of the application.• Created Users, Roles, Public Groups, Sharing Rules and implemented role hierarchies, sharing rules and record level permissions to manage sharing access among different users.• Developed Assignment rules, Escalation rules to enable proper routing of cases to the case team members.• Developed Workflow Rules, Validation Rules, Activities, Emails and alerts to track customer related tasks and activities.• Designed various types of Email templates for auto response to customers.• Developed several custom Reports & Dashboards to better assist managers and Report Folders to provide report accessibility to appropriate personnel.• Performed Data Migration using Apex Data Loader from home grown legacy system to Salesforce.com.

Jan 2017 - Feb 2019
Team & coworkers

Colleagues at Grand Bank of Texas

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FAQ

Frequently asked questions about Sneha Sriram

Quick answers generated from the profile data available on this page.

What company does Sneha Sriram work for?

Sneha Sriram works for Grand Bank of Texas.

What is Sneha Sriram's role at Grand Bank of Texas?

Sneha Sriram is listed as Salesforce Consultant, 2x certified,TrailHead-Ranger at Grand Bank of Texas.

Where is Sneha Sriram based?

Sneha Sriram is based in Sunnyvale, California, United States while working with Grand Bank of Texas.

What companies has Sneha Sriram worked for?

Sneha Sriram has worked for Grand Bank Of Texas, Progressive Insurance, Chewy, Sunlife Financial, and Ebix Software India Pvt. Ltd.

Who are Sneha Sriram's colleagues at Grand Bank of Texas?

Sneha Sriram's colleagues at Grand Bank of Texas include Prahsant P, Mickey Powell, Blanca Fonseca, Alero A., and Rutul Desai.

How can I contact Sneha Sriram?

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