Discovery & Business Analysis
Workshops with Sales, Deal Desk, Finance, Legal, and IT turning ambiguous needs into sprint-ready specs.
BRD & specs
User stories & AC
Process maps
Open to Salesforce consulting & solution delivery roles
Building Salesforce revenue systems
Building Salesforce revenue systems
teams actually trust.
I'm Harsh a Salesforce Consultant focused on turning complex business requirements into scalable Salesforce solutions. Over the past 3.5 years, I’ve worked across CPQ, Billing, and Agentforce, bridging the gap between business teams and the systems that power execution.
Ecosystem & Industry Context
Salesforce Ecosystem
Quote-to-Cash
Agentforce
Consulting
Trailblazer
Healthcare
About · 01
How I approach Salesforce work,
How I approach Salesforce work,
from requirement to runtime.
Four disciplined stages on every project concrete deliverables at every step.
Solution Architecture
Business intent translated into data models, pricing architecture, automation strategy, and approval matrices.
Solution design
Pricing architecture
Approval matrices
Build & Automation
CPQ configuration, Billing setup, Flow, Apex & LWC, and Agentforce orchestration clarity over cleverness.
CPQ & Billing config
Apex · LWC · Flow
Prompt library
QA, UAT & Hypercare
Test strategy, UAT coordination, regression cycles, defect triage, and post-go-live stabilization with Deal Desk & IT partners.
Test strategy
Defect triage
Hypercare runbook
Experience · 02
Three years, three roles,
Three years, three roles,
one growing remit.
Career progression at FEXLE Services a Salesforce Platinum Partner and Xoriant company from associate developer to salesforce consultant.
Salesforce Consultant — CPQ & Billing
01
Associate Software Developer
Apex, LWC, and platform foundation
02
Associate Consultant
Stepped into BA, requirements & stakeholder work
03
Salesforce Consultant
Current owning CPQ implementations end-to-end
What I do
Work across Salesforce CPQ delivery, supporting implementations involving product configuration, pricing logic, discounting, approvals and workflow automation. Contribute across analysis, configuration, QA, and operational execution to help commercial processes run smoothly.
Who I work with
Collaborate with cross-functional stakeholders across Deal Desk, Finance, Legal, Sales, and IT. Support QA, UAT, and regression testing, while translating business requirements into technical delivery and technical constraints back into business context.
What I ship
Dashboards that enable data-driven decisions across Sales, Finance, and Operations. Configuration baselines that scale across business units. Documentation that survives handoff.
Stack
CPQ
Billing
Flow
Validation Rules
Data Migration
QA/UAT
Agentforce
LWC
Deal Desk Ops
Reports
UAT
Data Loader
Automation
Skills · 03
Salesforce capability map.
Distributed across four practice areas — labelled by how much I've shipped with each, not self-rating.
Salesforce CPQDeep experience
Product catalog, bundles, options, configuration logic, quote templates.
Salesforce BillingAdvanced
Invoice generation, payments, revenue recognition workflows.
Pricing RulesDeep experience
Price actions, conditions, summary variables, discount schedules.
Approval WorkflowsAdvanced
Multi-tier approvals, conditional routing, Deal Desk patterns.
Quote TemplatesAdvanced
Configurable templates, dynamic content, e-signature flows.
CRM AdministrationDelivery experience
User management, permission architecture, org configuration.
Lightning Web ComponentsAdvanced
Modular LWC suites, responsive design, reusable patterns.
Flow AutomationDeep experience
Screen flows, record-triggered, sub-flows, scheduled flows.
SOQL & DataAdvanced
Query optimization, Data Loader, migration patterns.
Validation RulesDeep experience
Formula-driven validation, cross-object rules, error UX.
AgentforceDelivery experience
Agent topics, instructions, knowledge grounding, deployment.
Prompt DesignAdvanced
Prompt templates, grounding strategies, refinement patterns.
Einstein AIWorking knowledge
Predictive features, recommendations, AI integration.
Conversational JourneysAdvanced
Multi-turn flows, escalation, intent routing logic.
Requirements AnalysisDeep experience
BRDs, user stories, acceptance criteria, traceability.
QA & UATDeep experience
Test strategy, scenarios, regression, defect triage.
Stakeholder WorkshopsDeep experience
Discovery, alignment, cross-functional facilitation.
Agile DeliveryAdvanced
Sprint planning, story refinement, Jira workflows.
Reports & DashboardsDeep experience
Operational dashboards, bucketed reports, joined reports.
DocumentationDeep experience
Solution design, Confluence, runbooks, handoff artifacts.
Selected work · 04
Five engagements,
Five engagements,
Five system stories.
Click any project to expand the full Challenge → What I did → Tools → Outcome story.
HealthSight Agentforce — Claims & Member Assistant
Challenge
Health plan members struggled to interpret claims and coverage. Form-heavy support flows depressed self-service and pushed avoidable volume to contact-centre channels.
What I did
- Designed conversational Agentforce workflows grounded in member & plan data
- Built automated claim interpretation with prompt-led explainability
- Wired two-step verification into the agent journey
- Set up email automation for personalised follow-up & audit trail
- Shipped OmniStudio surfaces for assisted self-service
Tools used
Agentforce
Apex
Flow
Prompt Builder
Email Templates
OmniStudio
Outcome
A working member facing AI surface explaining claims and coverage with verification baked in replacing form heavy support flows with a guided conversational journey. Reduced repeat contact patterns and improved self service depth across the journey.
Enterprise CPQ — Pricing & Approval Workflow Delivery
Challenge
Enterprise client running complex pricing models with fragmented approval logic. Quote-to-cash workflows were slowing deal velocity and creating friction across Sales, Finance, and Legal.
What I did
- Rebuilt pricing rule architecture using price actions, conditions, and summary variables
- Restructured product bundling and discount schedules
- Designed multi-tier approval workflows with conditional routing
- Owned QA, UAT, and regression cycles across releases
- Partnered with Deal Desk on operational stabilization
Tools used
Salesforce CPQ
Billing
Flow
Apex
Validation Rules
Data Loader
Outcome
Stabilised pricing logic and approval workflows that scale across business units. Cleaner quote lifecycle, fewer pricing exceptions, and a reusable baseline for downstream rollouts.
Revenue Operations — QA & Reporting Delivery
Challenge
Sales, Finance, and Operations teams needed consistent visibility into pipeline, deal-desk throughput, and revenue motion — across orgs where reporting had drifted from how the business actually worked.
What I did
- Authored test strategy & scenario libraries for release cycles
- Ran UAT coordination and defect triage with cross-functional leads
- Built operational dashboards for Sales, Finance, and Operations
- Migrated and reconciled data across environments with Data Loader
- Documented runbooks and handoff artifacts for support teams
Tools used
Reports & Dashboards
CRM Analytics
Data Loader
Validation Rules
Jira
Confluence
Outcome
Dependable reporting layer that Sales, Finance, and Operations actually trust. Test discipline that catches regressions early. Documentation that survives hand-off.
04
Prof-River — Faculty Information Management System
Problem
An academic department needed a consolidated system to manage faculty records, with inconsistent data handling and fragmented record entry across spreadsheets and offline forms.
Solution Architecture
- Full-stack faculty information management system
- Database integration with structured record retrieval
- Data-entry interfaces with validation & record management
- Front-end styling for usability across roles
My Role
Database integration, data retrieval logic, and front-end styling within a 3-member team, focused on standardising how the department managed records.
Tools Used
Java
SQL
HTML/CSS
JavaScript
Outcome
Consolidated faculty data system 100%
Standardised record-entry coverage
05
Sudhar Sabha — NGO Operations System
Problem
An NGO running offline operations across member records, donations, events, volunteers, and finances visibility gaps slowed coordination and reduced audit confidence.
Solution Architecture
- Java-based NGO management system to digitise operations
- Member records, donation tracking, event coordination
- Volunteer management with role-based access (RBAC)
- Financial tracking & reporting layer
My Role
End-to-end module design and implementation across records, donation, events, volunteer flows, RBAC, and financial reporting.
Tools Used
Java
RBAC
Reporting
SQL
Outcome
Modules digitised end-to-end
Role-based access coverage
Proof of work · 05
The artifacts I leave
The artifacts I leave
behind on every project.
Representative deliverables from real engagements design docs, test strategy, process maps, dashboards.
Business Requirements Document
Stakeholder context, scope boundaries, functional requirements, and acceptance criteria — versioned and signed off.
CPQ Solution Design Document
End-state pricing model, automation strategy, approval matrices, and integration patterns — the source of truth.
Process Flow Maps
Current-state and future-state process maps with decision branches, system handoffs, and ownership boundaries.
User Stories & Acceptance Criteria
INVEST-aligned user stories with Given-When-Then acceptance criteria — sprint-ready in Jira.
Test Strategy & QA Dashboard
Test coverage map, scenario library, defect triage cadence, and release-gate criteria — visible to all stakeholders.
Reporting & Hypercare Runbook
Operational dashboards, incident triage playbook, stabilization checklists, and exit criteria.
Certifications · 06
Active Salesforce credentials.
Four certifications, all current verifiable on my Trailblazer profile.
Agentforce Specialist
Verify on Trailblazer ↗Salesforce AI Associate
Verify on Trailblazer ↗Certified Administrator
Verify on Trailblazer ↗Certified Associate
Verify on Trailblazer ↗
Trailhead Double Star Ranger · Agentblazer Legend
Community-level recognition — view full profile on Trailblazer ↗
Background · 07
Achievements & education.
Recognition
- Trailhead Double Star Ranger
- Agentblazer LegendSalesforce community badge for AI agent work
- NPTEL Discipline StarRecognition for academic consistency
- Winner · IdeainnerveInter-college innovation competition
Leadership
- Training & Placement CoordinatorECA Ajmer bridged students & recruiters
- Cyber Security Club SecretaryWorkshops, security awareness
- Social Internship ContributorCommunity service & field reporting
Education
- Government Engineering College, AjmerB.Tech, Computer Science (Honours)
- Kendriya VidyalayaHigh School Mathematics & CS
FAQ · 08
What recruiters & hiring
What recruiters & hiring
managers usually ask.
Saving everyone a round trip on the first call.
What roles are you open to?
Senior Salesforce Consultant, Salesforce Developer, CPQ Specialist / Developer, Agentforce Engineer, or Business Systems Analyst roles. Mid-to-senior level anything where CPQ depth, Agentforce work, or business-to-tech translation is the core of the job.
Remote, hybrid, or on-site?
Based in Jaipur, India. Open to fully remote globally, hybrid in Jaipur / NCR / Bangalore / Hyderabad, or relocation for the right role. Comfortable across IST / EU / US time zones three years of doing it daily at FEXLE.
What's your notice period?
Available to join soon happy to align on a specific start date that works for both sides on a call.
How would you describe your sweet spot?
CPQ implementations where pricing logic gets messy discount schedules, multi-tier approvals, complex bundles. Plus the BA layer around them: turning stakeholder ambiguity into specs that ship. Increasingly: Agentforce design for conversational AI on top of Salesforce data.
Developer or Consultant which is it?
Both, by design. I started as an Associate Software Developer (Apex, LWC), moved into BA & consultant work, and now operate as a consultant who still writes code. That hybrid is what makes CPQ work pricing logic lives in config and code, and someone has to own both.
What industries have you worked in?
Primarily enterprise SaaS (CPQ & Billing implementations) and healthcare (Agentforce member engagement). FEXLE has clients across healthcare, finance, education, and e-commerce, so I've seen the patterns across verticals.
How quickly do you respond?
Within 24 hours on business days, usually faster. Easiest channels are email or LinkedIn DM.
Open to Salesforce consulting & delivery roles
Let's talk about
Let's talk about
your next Salesforce hire.
Consultant, Developer, CPQ Specialist, or Solution Delivery roles happy to chat about the work and how it might fit.