Architecture and data modeling
Translate business processes into scalable objects, relationships, automations, flows, reporting foundations and long-term platform design.
Salesforce Architecture · Data & AI · Apex · LWC · DevOps
Salesforce Work
A focused view of my Salesforce experience: architecture, custom development, AI integrations, secure APIs, data modeling, DevOps, Experience Cloud and CRM transformation. I work from discovery to delivery, connecting business goals with scalable Salesforce implementation.
Salesforce Value
My Salesforce work combines hands-on development with architecture, delivery governance and business context.
AI-ready Salesforce
Connect Salesforce to LLMs and AI agents through secure custom actions, JSON schemas, custom endpoints, middleware and role-aware access patterns.
Custom development
Build Apex services, LWCs, Aura components, REST endpoints, custom apps, portals and integrations that extend the Salesforce platform without losing maintainability.
DevOps and quality
Improve release discipline through GitHub Actions, CI/CD pipelines, testing, refactoring, secure software development practices and deployment automation.
Salesforce Work by Focus Area
An anonymized summary of Salesforce work across AI, CRM transformation, product engineering, integrations, platform automation and native app development.
Salesforce and AI integration architecture
Design and build Data & AI integrations connecting Salesforce with OpenAI, Sierra and external AI agents.
- Architect secure CRM-to-AI integration patterns using REST APIs, action schemas, custom endpoints and governed data access.
- Define technical roadmaps, work breakdown structures and solution documentation for AI-centric digital transformation initiatives.
- Build middleware using Python, AWS Lambda and API Gateway, including role-aware access controls and least-privilege data handling.
- Create TypeScript validation frameworks to simulate agent interactions and validate business logic before production deployment.
- Generate and export JSON schemas from Salesforce metadata to support external orchestration systems and CI/CD workflows.
Sales Cloud transformation and solution design
Support large-scale digital transformation initiatives by aligning CRM architecture with stakeholder goals, data requirements and operational KPIs.
- Conduct business analysis and discovery sessions to translate complex requirements into Salesforce architecture.
- Design data models, process flows and architectural blueprints for long-term data integrity and reporting value.
- Produce effort estimates, technical documentation and solution outlines to support planning and delivery alignment.
- Validate third-party data enrichment through proof-of-concept integrations and technical feasibility reviews.
- Architect record-triggered flows and automation patterns to reduce manual overhead and improve data accuracy.
Salesforce product engineering for lending operations
Contributed to a mature Salesforce platform supporting lending workflows, borrower journeys, document automation, sales tooling and operational efficiency.
- Led Salesforce solution architecture for product migration and platform reintroduction initiatives.
- Integrated document generation, e-signature and identity verification APIs into Salesforce processes.
- Managed real-time integrations between Salesforce and backend microservices for refinancing and borrower journeys.
- Built custom UI components, outbound sales tooling, Experience Cloud self-service features and routing optimization.
- Improved CI/CD governance, code reviews, refactoring, test optimization and secure delivery standards.
Salesforce-native apps and marketing automation
Built Salesforce-native business applications, event automation flows and integrations focused on CRM data capture and workflow efficiency.
- Developed a Salesforce-native presentation engine and custom business apps for complex workflows.
- Built an automated event portal using Aura Components and Salesforce Flows.
- Integrated webinar platforms to synchronize attendee data and automate lead generation.
- Maintained and improved Apex, Aura and Salesforce codebases with attention to performance and maintainability.
Salesforce DevOps, secure integrations and cloud delivery
Design delivery workflows and secure integration patterns that make Salesforce work easier to deploy, maintain and govern.
- Engineer GitHub Actions pipelines and custom scripts for repeatable Salesforce deployments and environment synchronization.
- Architect secure AWS-based integrations using Lambda, API Gateway, SigV4 and encrypted transfer patterns.
- Build secure file upload and metadata-management flows using Salesforce automation and custom LWCs.
- Apply secure software development lifecycle practices, code reviews, testing and deployment governance.
Salesforce Skills
Focused skill groups for Salesforce architecture, development, integrations, AI enablement and delivery governance.
Clouds and Platform
- Sales Cloud
- Service Cloud
- Experience Cloud
- Communities
- Omnichannel
- Flows
- Data Modeling
- Record-Triggered Flows
- Platform App Builder
- Salesforce Automation
Development
- Apex
- LWC
- Aura Components
- Custom REST Endpoints
- Custom Actions
- Native App Development
- JSON Schema Design
- TypeScript
- JavaScript
- Python
Integrations and AI
- OpenAI Integrations
- Sierra Integrations
- AI Agents
- LLM Orchestration
- Prompt Engineering
- Pinecone
- AWS Lambda
- API Gateway
- SigV4
- RBAC
Delivery and Ecosystem
- GitHub Actions
- CircleCI
- Bitbucket
- Conga
- DocuSign
- Webinar Integrations
- Third-Party Data Providers
- Solution Documentation
- Effort Estimation
Salesforce Credentials
Certifications and community profile links that support the Salesforce work summarized above.
Certifications
- Salesforce Certified Platform Foundations
- Salesforce Certified AI Associate
- Salesforce Certified Platform Administrator
- Salesforce Certified Platform App Builder
- Salesforce Certified Platform Developer