Satya Aparna Santhoshi Karam

Caspian Impact Investments is among the Indian investing firms to be granted a B-Corp certification. It is a part of 3,200 certified B corps across 70 countries and 150 industries that are building a future where business is a force for good. It invests in enterprises that address access and efficiency problems in business ecosystems with a positive social or environmental impact

RESPONSIBILITIES:

• Participated in architectural and design level discussions for object re-modeling activity
• Created new objects, fields, lookup filters, validation rules, process flows, record types, global picklists, paths, apex classes, email templates, triggers, approval processes, and invocable methods as part of pipeline user story and object re-modeling
• Developed several aura and LWC re-usable components as part of object remodeling
• Developed & updated aura components to read excel and parse the data into salesforce objects using static resources and apex coding as part of the BOCKs module
• Maintained code health by writing test classes
• Performed data management activities to migrate historical data onto the salesforce platform as per new architecture using the workbench, salesforce inspector, and data loader
• Prepared technical documents like wikis, ERDs, technical design documents, etc.,
• Worked on outlook & MS teams' integration with salesforce
• Made changes to enable feasibility for internal users to create partial leads
• Deployed components across orgs
• Handled customer support activities like user management, data updates, etc.

Kotak Mahindra is one of India's leading banking and financial services groups, offering a wide range of financial services that encompass every sphere of life

RESPONSIBILITIES:

• Participated in requirement gathering, planning & building sessions of IP, GST & banking, and financial modules
• Developed backend code as part of the above-mentioned modules using apex programming
• Designed VF pages as part of the IP module to enable downloadable PDF functionality
• Maintained code health by writing test classes
• Configured approval processes, email templates, and flows as part of the IP module
• Designed & developed re-usable LWC components for the above-mentioned modules and effectively used custom settings for formula calculations
• Implemented Sheet JS use-case as part of GST & banking module to take the excel or CSV file as input and parse the data as salesforce objects and manage the data in the org
• Worked on conga composer implementation for banking screens, which avails us to fetch data from salesforce and download it in excel format
• Deployed components across orgs

Caspian Impact Investments is among the Indian investing firms to be granted a B-Corp certification. It is a part of 3,200 certified B corps across 70 countries and 150 industries that are building a future where business is a force for good. It invests in enterprises that address access and efficiency problems in business ecosystems with a positive social or environmental impact

RESPONSIBILITIES:

• Performed salesforce admin activities related to security and user management
• Created & modified existing aura components, apex classes, triggers, approval processes, email templates, validation rules, process flows, and workflow rules, etc., as part of enhancements & defects, logged at the project management tool
• Created multiple generic lightning aura components such as data tables for entity master module & custom credit note approval tile at the home page
• Re-designed the object relationships for the smooth data flow across the org as part of authorized signatories' restructuring, DD Scoring module upgrade, and BOCKS setup
• Generated reports and dashboards based on user requirements
• Participated in data migration activities between orgs as well as from historical data of excel sheets to orgs
• Maintained the data and code backups for security purposes as versioning is not in place
• Deployed the UAT-approved components using the workbench, change sets, and ANT migration tools
• Actively participated in business requirement gathering sessions and user stories pipelining, internal training sessions with business, and also trained interns on salesforce configurations and customizations
• Wrote technical documents such as ERDs, user manuals, etc.

Invisalign is one of the leading healthcare companies, a well-known partner of salesforce that offers a broad array of orthodontic products and services to both customers and consumers

The project deals with healthcare services' revenue, product, and service management aspects

RESPONSIBILITIES:

• Performed the data management activities like migrating the historical data onto the salesforce platform using a workbench and data loader
• Created new territories based on geographies and set up territory assignment rules to assign accounts and leads to sales team members
• Configured approval processes to setup multi-level approvals, as part of quarterly credit reviews
• Designed and developed the object model for ticketing and asset management modules which involves in creation of new fields, objects, record types, paths, sales, and support processes, layouts, workflow rules, process flows, validation rules, email templates, etc., and also worked on new triggers, asynchronous apex to suffice the related requests
• Developed the live-agent set up as part of clinical and customer support activities and host it in the respective portals
• Configured a setup to generate an automated survey using integration to fetch feedback from customers after support
• Built sales and support reports understanding the efficiency of different teams
• Maintained the code health of the system by performing code fixes and writing test classes based on the best practices
• Configured entitlement process management setup for various products to calculate the efficiency of the support team in the ticketing life cycle by setting SLAs and triggering escalations
• Configured a setup to generate an automated survey using Qualitrics integration to fetch the review from doctors after asset shipment
• Optimized the lengthy code resided in the case trigger by re-defining the trigger framework
• Wrote technical documents such as ERDs, user manuals, etc.

Initial learning program for the recruits - for 3 months

RESPONSIBILITIES:

Trained in JAVA, Ruby on rails, and Web technologies (HTML, CSS,

Bootstrap) and used them to develop a library management portal and host it locally

Domain-specific learning program (Salesforce) – for 2 months

RESPONSIBILITIES:

Trained in salesforce configuration and customization by completing trailheads and trail mixes like "Recruiting App"

Worked on the live use cases as a shadow resource in order to gain hands-on exposure to the concepts learned

Salesforce Lightning Workshop - 1-Day Workshop

RESPONSIBILITIES:

Trained in Salesforce lightning aura components

Implemented the calculator application

Agile Methodologies Workshop - 2-Day Workshop

RESPONSIBILITIES:

Learned about the values, principles, pillars, and events of Agile