Salesforce Cloud Implementations
Prateek Singh
Architect
Consultant
CallRail
Intercom
Salesforce
Salesforce Implementation Portfolio
Salesforce Experience through the years.
SmithRx (Healthcare Technology) - Enterprise Salesforce Administration
Duration: August 2022 - March 2024 Role: Lead Salesforce Administrator
Team Size: Led team of 3 administrators
Healthcare Data Security Implementation
Project Scope: Implementation of comprehensive HIPAA-compliant security infrastructure
Deployed Salesforce Shield Platform Encryption for PHI protection across 20+ custom objects
Configured Field Audit Trail to track changes on sensitive healthcare data fields
Implemented Event Monitoring to track user interactions with protected health information
Achieved 100% HIPAA compliance across all Salesforce operations
Integration and Systems Enhancement
Technologies: Salesforce Service Cloud, REST APIs, Docusign, SMS-Magic, Opero Fax, Cloudingo
Architected REST-based integration between internal customer portal and Salesforce, processing 5000+ daily case interactions
Reduced data duplicate rate by 85% through Cloudingo implementation
Automated document processing workflow with DocuSign, handling 1000+ monthly member agreements
Integrated SMS-Magic for automated appointment reminders, achieving 40% reduction in no-shows
Marketing Automation Initiative
Technologies: Salesforce Pardot, Marketing Cloud
Developed data strategy for 100,000+ business contacts
Created automated lead nurturing workflows resulting in 25% increase in qualified leads
Implemented scoring models that improved sales team efficiency by 30%
Cadalys (Technology Consulting) - ITSM Implementation
Duration: August 2021 - June 2022 Role: Delivery Consultant
Enterprise ITSM Solution Development
Technologies: Service Cloud, Experience Cloud, Flow Builder, Process Builder Industries: Technology, EdTech, Government Unions
Implemented ITIL framework for 5 enterprise clients with 1000+ end users each
Designed custom approval workflows reducing request processing time by 60%
Created self-service portal handling 70% of routine IT requests
Developed 25+ custom flows for complex business process automation
Change Management Database (CMDB) Implementation
Technologies: Salesforce Service Cloud, Custom Objects
Designed scalable CMDB architecture supporting 10,000+ configuration items
Implemented automated asset discovery reducing manual entry by 75%
Created real-time dependency mapping for critical infrastructure components
Achieved 99.9% accuracy in configuration item tracking
Mirketa Inc (Technology Consulting) - Multi-Industry Solutions
Duration: August 2020 - July 2021 Role: Salesforce Consultant
EdTech Platform Migration
Client: Leading Educational Technology Provider Technologies: Sales Cloud, Service Cloud, Omni-Channel
Led migration of legacy systems to Salesforce impacting 50,000+ students
Developed student success tracking system improving retention rates by 15%
Implemented Omni-Channel support reducing response times by 45%
Managed offshore team of 6 developers using Agile methodology
Healthcare Integration Project
Technologies: Health Cloud, Sunwave EMR, KIPU EHR Scope: Multi-facility treatment centers integration
Integrated 3 separate EMR/EHR systems with Health Cloud
Implemented real-time patient data synchronization for 10,000+ records
Developed custom consent management system meeting HIPAA requirements
Created role-based security model for 200+ healthcare professionals
Subscription Billing Integration
Technologies: Salesforce Sales Cloud, Chargebee Client: Executive Coaching Startup
Customized Chargebee-Salesforce integration handling $2M+ monthly recurring revenue
Automated subscription workflow reducing billing errors by 95%
Created executive dashboards tracking key subscription metrics
Managed complete project delivery with offshore team of 4 developers
Technical Expertise
Salesforce Products: Sales Cloud, Service Cloud, Health Cloud, Experience Cloud (Digital Experience), Pardot, Marketing Cloud
Integration Tools: REST APIs, SOAP APIs
Development: Apex, Lightning Web Components, Advanced Flow Builder (Record-Triggered, Scheduled, Screen, Platform Events)
Security: Salesforce Shield, Field-Level Security, Sharing Rules, Permission Sets
Third-Party Tools: DocuSign, SMS-Magic, Cloudingo, Chargebee
Certifications
Salesforce Certified Administrator
Salesforce Certified Service Cloud Consultant
