Mohit Agarwal

Mohit A

About

Over 15 years of professional experience, with 10+ years specializing in Salesforce.com implementation, customization, and administration across diverse industries.

Skills: Salesforce CRM: Extensive expertise in Salesforce Lightning, App Exchange, Einstein Activity Capture, Territory Management, Security (Profiles, Roles, Permission Sets), Validation Rules, Process Builder, Workflow, Approvals, Reports, Dashboards, Formula Fields, Page Layouts, Record Types, Custom Objects, and Relationships (Lookup, Master-detail).

Data Management Tools: Proficient in Apex Data Loader, Dataloader.io, Demand Tool, Excel Connector for data manipulation and integration. Requirement Management: Skilled in MS Word, Excel, and PowerPoint for requirement gathering, documentation, and presentation. Other Tools: Experience with Workbench and Pardot for additional Salesforce functionalities.

Certifications: Salesforce CPQ Specialist, HCL Agile Certified, Agile Certified by HCL program

Led end-to-end Salesforce implementation. Managed Salesforce instance for the organization, including Einstein Activity Capture and Pardot Lightning switch. Managed incident and work orders in SNOW and internal SFDC ticketing system. Mentored and developed a team of 7 members, ensuring productivity and quality alignment. Oversaw project delivery within SLA and coordinated across departments. Estimated project details, allocated resources, and supported over 4k users. Developed and enhanced sales and support processes. Led project time/cost estimation, documentation, and solution design.

Administered Salesforce daily, managed user setups, profiles, roles, territories, and customization. Led change management and process discovery. Involved in full project lifecycle for SFDC customization. Managed organization's Salesforce CRM database and implemented new processes. Configured and customized Salesforce (page layouts, profiles, workflows). Executed campaign management and lead flow into Salesforce. Handled territory management, reporting/analytics, and integration with marketing operations.

Achievements: Salesforce CPQ Certified, HCL Agile Foundation Certified, Recognized as Best Team Player and Star Performer.


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