Sorabh Ajmera
12X Salesforce Certified System Architect
- Role
- Delivery Module Lead at Mphasis
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
About Sorabh Ajmera
With over 12+ years of experience in the IT industry, I have had the opportunity to work across diverse roles and organizations, driven by a strong curiosity to continuously learn and adapt. I am committed to delivering excellence with full dedication until objectives are achieved.My journey spans multiple technology platforms including Salesforce Development, MySQL, WordPress, and HTML. For the past 8.5+ years, I have been focusing on Salesforce Development, building expertise in CRM solutions and custom integrations.Salesforce Technologies:Salesforce CRM, Apex Language, Classes & ControllersLightning Components, Apex Triggers, SOQL, SOSLVisualforce Pages/Components, Apex Web ServicesWorkflow Automation & ApprovalsSalesforce Tools:Force.com Explorer, Data Loader, Excel ConnectorForce.com Platform (Sandbox & Production)Programming Languages:Apex, SQLCustom Integrations & Solutions:Outbound Messages, Field Updates, ReportsCustom Objects, Settings, Labels, TabsEmail Services, Role HierarchySalesforce Clouds :Service, Sales, Community, Financial Service cloud, Field Service Lightening, Marketing cloud
Experience
Delivery Module Lead
Apr 2023 — Present · Pune City, IN
Led end-to-end implementation of Salesforce Financial Services Cloud (FSC) for a wealth management organization to streamline client onboarding, financial planning, and relationship management.• Implemented Salesforce Financial Services Cloud (FSC) to manage households, financial accounts, and client relationships. • Designed and configured Household and Relationship Groups to provide a 360-degree view of clients. • Customized Financial Accounts, Assets, and Liabilities objects to track client portfolios and net worth. • Built Lightning Record Pages and dynamic dashboards for financial advisors to monitor client insights. • Developed Flows (Record-Triggered & Screen Flows) to automate client onboarding, KYC processes, and service requests. • Integrated external systems (e.g, banking/portfolio systems) using REST APIs and Apex callouts. • Implemented role hierarchy, sharing rules, and permission sets to ensure secure access to sensitive financial data. • Created Reports & Dashboards for portfolio performance, client segmentation, and advisor productivity. • Enabled Activity Management and Interaction Summaries for better client engagement tracking. • Worked on Data Migration using Data Loader and ensured data quality and deduplication. • Collaborated with stakeholders to gather requirements and delivered scalable FSC solutions aligned with business goals.
Education
INSTITUTE OF MANAGEMENT STUDIES, DAVV, INDORE
Master of Business Administration - MBA, Operations Management and Supervision
Lakshmi Narain College of Technology, Kalchuri Nagar, Raisen Road, Post Klua, Bhopal-462021
Bachelor of Engineering - BE, Computer Science
2007 — 2011
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