Kyathi B.
๐๐๐ฅ๐๐ฌ๐๐จ๐ซ๐๐ ๐๐๐ฏ๐๐ฅ๐จ๐ฉ๐๐ซ/๐๐๐ฆ๐ข๐ง
- Role
- Salesforce Consultant at Lakeview Loan Servicing, LLC.
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Kyathi B.
I have over 7 years of IT experience in salesforce.com #CRM Platform both asโฆ
Experience
Salesforce Consultant
Dec 2023 โ Present ยท Coral Gables, FL, US
Collaborated closely with the business to gather requirements for the migration from the SIMS database to Salesforce, and provided training to users on how the system will look and function in Salesforce. The goal was to replicate the existing processes from SIMS within Salesforce.โข custom objects, Cases, Accounts, Leads, Custom Lightning record Pages, Formula Fields, Record Types, Validation Rules, Profiles, Permission Sets.โข Integrated DocuSign with Salesforce to automate the generation and sending of Demand and Denial Letters for Repurchases, as well as new contracts for New Applications, using DocuSign Gen Templates and Envelopes. Provided user training on leveraging DocuSign with Salesforce, streamlining the document management process and improving workflow efficiency.
Education
Fitchburg State University
Master's degree
Andhra University
Bachelor's degree
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