Prafful Roopawat
Salesforce Admin | Salesforce Developer
- Role
- Salesforce Training at YouTube
- Location
- Jaipur, RJ, IN
- LinkedIn followers
- 500 followers
About Prafful Roopawat
I am a Salesforce Developer, I design and deliver(develop) Salesforce products and…
Experience
Salesforce Training
Mar 2023 — Present
Salesforce Admin Project:Lead Assignment & Management:The client is a leading real estate website and wanted to assign leads, and wants to buy or sell properties to their agents for different geographic locationsCreate a Flow to assign lead, account and the account-related opportunity, contact owner based on Address Information/ Shipping Address(for an account), custom setting, and customobject territory assignment record(This object contains 2 User Lookup with Location value)Configuring Lead mapping field to account.Created customsetting withorganization-level record with value State, custom object, 2 Flow(One for Lead Owner Assignment and another for account, contact, and opportunity owner)Custom lead, account, contact, opportunity assignment rule enables them to assign correct records to correct users using Location type(State, Country, City) custom setting that will match to Custom Object(Territory Assignment)The implementation helped to improve lead assignment efficiency by 50%Loan Management:The client is a banking firm that provides different loans at different interest ratesThey provide Personal Loans, Credit Card Home,Car Loans and many moreThe business requirement of the project was to track the client interested in taking loans and also to manage the loan agents, their travel expenses, and their sales reports.Created custom objects to store the loan information and the details of the agentsIncluded implementation such as case management, opportunity and account managementCreated processbuilder and workflows an approval process for travel requests and travel expenses and loan and loan details.Automated emails for loan approval and employee emails for travel expense approval.Generated reports for commissionsThis helped the travel manager and loan manager to easily calculate the commissions, loan details, and travel expensesThe implementation helped in the smooth functioning of commission calculation by60%E-Learning Platform
Education
Govt. Engineering College Bikaner
Bachelor of Technology - BTech
2014 — 2018
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.