Piyush Lakhani
Salesforce Implementation Specialist
Senior Developer & Consultant
  • Work Place:
    Montreal, QC
  • Title:
    Senior Developer + Consultant
Apex, Async Apex & Trigger
LWC, Aura & Visualforce
Flow, Process Builder & Workflow rules
Sharing Setting & Rules
SOQL & SOSL
OWD, FLS, PS, Profiles/Roles
  • Design & Develop Solutions
  • REST/SOAP API Integration
  • Decision to Code or Configure
  • Bulk Data Processing
  • Health Check/Audit & Analysis
  • Project Management

Salesforce Senior Dev & Consultant

<code>I </code>
6+
Years Experience
9
Salesforce Certifications

Contact information

Get in touch

Success

Salesforce Skills & Experiences :

Customization & Configuration
• I prefer "Configure over Code" keeping in mind to save development time, long-lasting maintenance & simplicity.
• I have build numberous Configuration using Lightning Apps, AppExchange Apps, Pages, Custom Objects, Permissions Sets/Groups, Sharings Settings, Email Templates, Reports and Dashboards.
Automation Expertises
• Designed and deployed complex flows, including screen flows, scheduled flows, etc., automating key business processes such as lead qualification and case management
• Optimized existing flows by implementing decision elements, loops, and record updates to streamline workflows.
Business Analysis & Consulting
• Advised clients on best practices for Salesforce utilization, which led to notable increase in ROI from CRM investments by enhancing feature utilization and streamlining user interfaces.
• Performed gap analysis between business processes and Salesforce capabilities and recommending solutions.
Apex Development
• Designed and implemented complex Apex classes and triggers to automate business processes, resulting in a 30% increase in operational efficiency for clients across diverse industries.
• Developed comprehensive unit test classes covering more than 90 % code coverage, ensuring robustness and reliability of custom Apex solutions, leading to a 50% reduction in post-deployment issues
Lightning Framework
• Built various Custom User Inteface in LWC tailored to client requirements.
• Implemented multiple LWC based Solution in Sales, Service & Experince Cloud In order to improve efficiency, productivity & engagements.
• Utilized Lightning Data Service in LWC, achieving a 25% improvement in data retrieval efficiency & Implemented various LMS (Lightning Messaging Service) for Components Communications.
3rd Party Integration
• Established real-time data synchronization between Salesforce and external databases, enhancing operational efficiency by 40%.
• Developed Inbound/Outbound RESTful API integrations with Salesforce, enabling seamless data exchange with 3rd-party applications.
• Automated nightly data exports from Salesforce to data warehouses using scheduled jobs.
Data Model Designing
• Developed a scalable data model accommodating 1M+ records with a 100 % data integrity rate.
• Redesigned data model for improved performance, reducing significant page load times
• Developed data quality rules and validation checks in Salesforce, reducing data entry errors by 40%.
• Developed data lifecycle management policies, reducing storage costs through effective data archival strategies
Data Sharings & Visibility
• Designed various ownership-based & criteria-based sharing rules in Salesforce, facilitating controlled data access across departments and teams
• Developed custom Apex Managed Sharing solutions for complex data sharing scenarios, enhancing flexibility and scalability
• Configured sharing sets in Experience Cloud, enabling personalized data access for community members
• Conducted regular sharing audits in Salesforce, to identifying/mitigating potential data access violations
Org Security
• Configured login IP ranges and session settings for 10 Salesforce orgs, enforcing secure access policies and reducing unauthorized access incidents
• Implemented OAuth authentication for Salesforce integrations, ensuring data integrity and secure communication with external systems
• Collaborated with cross-functional teams to address security gaps and implement proactive security measures, achieving a culture of security awareness and compliance.
Async & Bulk Data Processing
• Developed and executed Batch Apex jobs in Salesforce, processing over 1M+ records daily.
• Implemented robust error handling and retry mechanisms in Batch and Queueable Apex, reducing failure rates by 90% and ensuring data integrity
• Developed custom email notifications for job completion and error alerts, improving operational visibility and response time for asynchronous jobs.
Governor Limits & Best Practices
• Optimized Apex code to stay within governor limits, achieving reduction in SOQL queries and DML statements per transaction
• Developed and documented coding standards and best practices for development, ensuring consistency and scalability across development teams.
• Adhered to Best practices for test class development, achieving 95+ % code coverage along with covering +ve/-ve scenarios.
Data Migration & Management
• Utilized Salesforce Data Loader and Workbench for bulk data imports, processing 100,000 records per hour with 99.9% accuracy.
• Built data transformation scripts using Python and SQL for complex data mappings, ensuring data consistency across Salesforce and legacy systems.
• Provided hands-on training sessions for Data Loader and import tools, empowering users to efficiently manage data migration & ensuring data accuracy

Salesforce Implementations :

Service Cloud
I have cutomized Service Cloud to optimize Case Management/Assignment Process, Knowledge base & automated workflow resulting in reduced clicks & improved FCR (First Call Resolution) & CRT (Call Resolution Time).
Sales Cloud
• I have worked Sales Cloud to optimize its functionalities In order to streamline sales processes, automate lead management, Opps tracking & sales forecasting resulting in excellent Productivity & Performance.
Experience Cloud
• I have developed extensive Community portals for clients, enhancing continous Engagement & self-service capabilities and integrated it with existing CRM system & 3rd party system to fulfill end-to-end business processes.
Financial Service Cloud (FSC)
• I have used FSC to design and configure custom financial solutions including client dashboards, etc. and integrated it with core banking system and other Financial Data providers, resulting in improved productivity for Bank Advisors.
Omnistudio
• I have implemented Omnistudio and deployed Omniscripts to simplify and automate customer interactions and business workflow for better operational efficiency.
Einstein Analytics
• I have deployed Einstein Analytics for org to enable Advanced Data Visualization Capabilities for millions of records which can't be achieved via reports/Dashboard for Data-driven decision making.

Source Code Management :

Github
• I am well experienced in GitHub with administrative access on various project to handle branches with corresponding versioning and environments. I did code review from pull request and merge to respected branches after successful revision by requested users.
Gitlab
• I have hands on experience in gitlab with projects and groups. I have handled CI/CD with protected variables and branches. I have administrative access for applications to manage user access, issue, pull request and merge request.
BitBucket
• I have used Bitbucket for managing and sharing code, which helped in organizing projects and collaborating with team members efficiently.

Project Management :

Scrum
• I have worked in team with SCRUM methodology for developing, delivering and sustaining complex products.
Agile
• I have also experience using agile practice for iterative approach to project management and software development for faster development.
Jira / Trello
• I have experience using both of these tools for tracking and managing project tasks and issues, helping teams stay organized and meet deadlines effectively

Key Projects :

Client360 CRM for Bank Advisors
  • Built and deployed Complex Business Solution for large-scale project having various types of users (40k+ users in total) in same org.
  • Worked on design and development of data model, lightning components, Triggers and several configuration components like lightning flows, approval processes, etc. for converting existing solution to lightning.
  • Integrated data and business processes from multiple legacy systems to salesforce using Financial service cloud data model, REST integrations, Lightning components, etc.
  • Handled complex sharing requirement for different users & build Reusable Manual sharing Model Frameworks
  • Broad experience working and processing with Large Volume Data (LVD) using various Async like Batch, Queuable, schedulables, etc.
  • Reviewed code regularly to ensure best practices and development standards are followed in project.
My Family Services Portal - BC Government
  • Designed and developed robust, maintainable, and easy-to-use programmatic solutions by adhering to best practices to implement apex Classes, Trigger to address complex business processes and meet user expectations.
  • Collaborated closely with the business to understand business requirements, pain points, limitations and timely goals.
  • Developed custom user interface using Lighting Web Components (LWC), Aura Components and Visualforce pages.
  • Consulted with teams on Data-model, Relationships and Security configurations to meet the security and data sharing requirements.
  • Integrated salesforce with an external system utilizing Salesforce APIs & REST services by closely working with Integration team.
  • Implemented third party authentication (SSO) to register new users into salesforce.
CRM Solution for Retail Chain
  • Designed Entity Relationship Diagram, Object and Field level Security and sharing setting from business requirements.
  • Set up profile/roles, OWD, FSL, permission sets, and manual sharing settings to suffice data visibility requirements
  • Built flows to automate email notification for such as new registration, request in progress reminders and so on.
  • Developed reports, using filters to shorten & summarize data and utilizing these reports in dashboards
  • Maintained documentation for every development activity.
HR Transformation
  • Created Automation tool to automate hiring process, when HR receives new application
  • Customized salesforce security setting to meet data security requirements.
  • Created Approval Process and related actions for various approvers in hiring process.
  • Built Mass Email Actions for sending decision to applicants
© 2026 Crafted with filled-like--v1 by Piyush Lakhani

Piyush Lakhani

Salesforce Senior Dev. & Consultant