Sai Rakesh Puli

CEO

Dallas, Texas, United States12 yrs experience
Most Likely To SwitchHighly Stable

Key Highlights

  • 21 certifications showcasing diverse expertise
  • Keynote speaker on AI and sustainability
  • Trusted advisor with extensive Salesforce experience
Stackforce AI infers this person is a Salesforce Architect with a strong focus on Fintech and Education sectors.

Contact

Skills

Core Skills

Salesforce.comCloud ComputingCrm

Other Skills

Enterprise ArchitectureSALESFORCE CRMSalesforce.com CertifiedSoftware Development Life Cycle (SDLC)Web ServicesSoftware ArchitectureDomain ArchitectureCustomer Relationship Management (CRM)Agile MethodologiesFSCExperience CloudFlow BuilderEinstein AnalyticsSalesforce.com DevelopmentService Cloud

About

I speak about AI and Sustainability. I truly believe technology can uplift us and create a better world. During this period , i got a chance to Analyze multiple technologies and platforms. Core strengths include Salesforce and Java. *Designed and Developed Multiple Salesforce Applications * Worked with Business/Functional/Supported in Translating Business Requirements into Technical Solutions. * Analyzed various app-exchange plug-in applications, Data integration applications, sites in Salesforce. * Worked on APIs like Salesforce CRM Great understanding about Salesforce products such as 1.Sales cloud 2.Service cloud 3.Pardot 4.Marketing Cloud 5.Experience Cloud 6.Financial Service Cloud 7.Data Cloud 8.Agentforce Specialties: * Designing and Developing Salesforce Applications. * Transforming Business/Functional Requirements into Technical Solutions. * Suggesting solutions based on Business perspective. *Having good understanding/knowledge in Visualforce, Apex, JSP, Java, SQL Server, XML, scripting languages (Javascript, JQuery). * Having good knowledge in Salesforce webservice API * Having good knowledge in breaking down APIs Certifications: *Certified Application Architect *Certified System Architect *Certified Advanced Developer(Platform ii) *Certified Administrator(Adm 201) * Certified Developer(Dev 401)

Experience

Salesforce

2 roles

Senior Technical Architect

Promoted

Aug 2024Present · 1 yr 7 mos · Remote

  • I am working as Salesforce Technical Architect at Salesforce. I am a Trusted Advisor to my clients and i help realize their vision by providing Design and Development Solutions. I have had the privilege to lead complex Salesforce implementation programs across North America, Europe, and Asia, managing diverse teams across the US, Canada, and India. In August 2024, I was promoted to Senior Technical Architect, recognizing my significant contributions to client success, delivery leadership, and organizational growth. I consider this role as both a responsibility and an opportunity to influence enterprise strategies at a higher level of abstraction while maintaining my technical edge.
  • My leadership goes beyond code and architecture—I actively contribute to the Salesforce community. As a speaker on Apex Hours, I regularly share insights on development best practices, platform innovations, and integration techniques. I am also the author of several technical papers and white papers on Salesforce architecture, Lightning migration strategies, and Omnistudio implementation, which have been well received across developer communities and technical leadership circles.
  • Equally important to me is the value of giving back to the community. I have worked with non-profit organizations, helping them implement Agentforce—a powerful AI-integrated Salesforce solution to streamline outreach and operations. I have volunteered with food banks and service organizations, helping them adopt Salesforce Nonprofit Cloud to enhance donor management, logistics, and real-time data tracking, ultimately improving their ability to serve the underserved.
Cloud ComputingCRMEnterprise ArchitectureSALESFORCE CRMSalesforce.comSalesforce.com Certified+4

Technical Architect

Jan 2021Aug 2024 · 3 yrs 7 mos · Remote

  • I have had the privilege to lead complex Salesforce implementation programs across North America and Asia, managing diverse teams across the US, Canada, and India. I consider this role as both a responsibility and an opportunity to influence enterprise strategies at a higher level of abstraction while maintaining my technical edge.
  • My leadership goes beyond code and architecture—I actively contribute to the Salesforce community. As a speaker on Apex Hours, I regularly share insights on development best practices, platform innovations, and integration techniques. I am also the author of several technical papers and white papers on Salesforce architecture, Lightning migration strategies, and Omnistudio implementation, which have been well received across developer communities and technical leadership circles.
  • Core Value Realizations:
  • Integrated Policy Servicing Platform: By implementing FSC, we built a unified platform that consolidated policyholder records, interactions, and financial products into a single 360-degree view, greatly enhancing the agent’s ability to serve customers efficiently.
  • Experience Cloud for Personalized Engagement: Through Experience Cloud, we launched customized digital portals where policyholders could view policies, track claims, download documents, and communicate directly with Coop agents. This enhanced transparency and customer autonomy.
  • Operational Efficiency and Automation: I led the development of automated workflows for claim processing, policy renewals, and cross-sell recommendations using Flow Builder, Einstein Analytics, and Decision Trees. This reduced turnaround time for internal teams while improving decision-making and audit trails.
Software ArchitectureCustomer Relationship Management (CRM)Agile MethodologiesEnterprise ArchitectureSalesforce.comCRM

Pearson

Senior Salesforce Developer

Jan 2019Dec 2020 · 1 yr 11 mos · Connecticut, United States · Remote

  • Pearson OBL is a premier online Business Learning School, offering educational services from Pre-K through K-12. This project involved the design and development of a comprehensive Student and Caretaker Portal using Salesforce Experience Cloud and Service Cloud. The objective was to streamline the onboarding experience for students and caretakers across all educational levels.
  • The solution was successfully scaled to support over 14 schools, significantly broadening its reach and impact within the education sector. Key components of the implementation included seamless integration with Student Information Systems (SIS) and the digitalization of forms using Forms Builder, promoting operational efficiency and supporting digital transformation initiatives.
  • Value Addition:
  • Enhanced User Experience
  • Leveraging Experience Cloud, the portal offered an intuitive and user-centric interface, improving engagement and satisfaction for both students and caretakers.
  • Improved Operational Efficiency
  • Integration with SIS helped streamline administrative workflows, reducing manual overhead and increasing institutional productivity.
  • Scalable and Widespread Impact
  • By extending the solution to more than 14 schools, the project achieved a wider footprint, supporting diverse educational needs across various institutions.
  • Support for Digital Transformation
  • The digitalization of forms via Forms Builder simplified data collection and aligned with Pearson’s broader initiative toward modernization and paperless operations.
Software ArchitectureSalesforce.com DevelopmentSalesforce.comCloud Computing

Massmutual

Senior Software Engineer

Jan 2015Jan 2019 · 4 yrs · Springfield, Massachusetts Metropolitan Area · On-site

  • MassMutual is a leading U.S.-based financial services organization offering life insurance and comprehensive financial planning solutions. This project focused on the end-to-end implementation of Sales Cloud and Community Cloud for MassMutual’s network of advisors. The goal was to establish a 360-degree customer view and enhance advisor-customer interactions. In addition, the project involved implementing Service Cloud and building call center solutions to support over 1 million policyholders nationwide.
  • Value Addition:
  • Enhanced Advisor Capabilities: Implemented Sales Cloud to equip advisors across the MassMutual network with advanced tools and customer insights, significantly improving the quality and personalization of financial services.
  • Improved Customer Experience: Deployed Community Cloud to foster seamless collaboration among advisors, resulting in a unified and holistic approach to financial planning and client engagement.
  • Optimized Customer Service: Developed call center applications via Service Cloud to streamline policyholder inquiries, enhancing overall service efficiency and responsiveness.
  • Data-Driven Decision-Making: Enabled a 360-degree view of customer data using Sales Cloud, empowering advisors with actionable insights for tailored customer interactions.
  • Key Responsibilities:
  • Designed and implemented Marketing Cloud solutions, including Email Studio integration.
  • Integrated Salesforce Sales Cloud with Marketing Cloud to streamline marketing and sales efforts.
  • Engineered data-loading strategies from external systems into Marketing Cloud.
  • Evaluated and implemented Financial Services Cloud (FSC) to support financial industry-specific workflows.
  • Implemented Pardot for lead generation and created lead distribution mechanisms for advisor assignment.
  • Designed and built Service Console/Call Center applications within the Retirement Division.
  • Played a pivotal role in developing the CRM system, enabling producers to manage client and policy data effectively.

Kaplan test prep

Senior Software Engineer

May 2013Dec 2014 · 1 yr 7 mos · New York City Metropolitan Area · On-site

  • At Kaplan Test Prep, I led the end-to-end design and development of scalable educational platforms, with a strong focus on Salesforce integration to streamline user experiences, support business workflows, and enhance student engagement. As both a Senior Software Engineer and Design & Development Lead, I collaborated with cross-functional teams to deliver robust solutions that powered personalized learning at scale.
  • Value Addition:
  • Batch Performance Optimization for Large Data Volumes:
  • Batch processes were experiencing significant delays due to high data volume. To resolve this, I implemented parallel threading in Batch Apex using dynamic filtering. This innovation led to a 90% performance improvement, improved code reusability, and allowed the introduction of additional asynchronous processes that completed within a couple of hours.
  • Cross-System Job Scheduling Integration:
  • Data loading through Informatica and Salesforce batch job execution posed synchronization challenges in the enterprise environment. I introduced job orchestration by triggering Salesforce batch jobs from Maestro, in conjunction with Informatica. This allowed centralized monitoring and execution of interdependent processes. The integration utilized Batch Apex and Custom Settings to ensure seamless job scheduling and visibility across platforms.
  • Key Responsibilities and Achievements:
  • 🔹 Led Salesforce architecture and customization to support CRM, student onboarding, and enrollment workflows across B2B and B2C models
  • 🔹 Integrated Salesforce with learning management systems (LMS) and backend services using REST/SOAP APIs, ensuring real-time data flow and analytics
  • 🔹 Migrated legacy processes into Salesforce , enabling self-service portals for students and educators
  • 🔹 Partnered with Product and QA teams to ensure secure, scalable deployment of Salesforce releases
  • 🔹 Mentored junior developers on Salesforce best practices, code reviews, and enterprise design patterns

Cushman & wakefield

Software Programmer Analyst/Technical Lead

Oct 2012May 2013 · 7 mos · San Francisco Bay Area · On-site

  • Served as Salesforce Architect/Lead and led the end-to-end design and development of a Sales Portal application for Cushman & Wakefield.
  • Designed a unified Sales Portal system to provide seamless access for both Salesforce Real Estate users and Cushman & Wakefield users.
  • Collaborated closely with business analysts to gather and analyze business and technical requirements, delivering robust solutions by customizing standard and custom objects within Salesforce.com (SFDC).
  • Implemented Single Sign-On (SSO) integration using Ping Identity Management for secure and efficient user authentication.
  • Delivered application components on the Salesforce.com platform using the Force.com IDE (Eclipse plugin), developing Apex Classes, Controller Extensions, and Triggers to support complex business logic.
  • Worked extensively with standard Salesforce objects including Accounts, Contacts, Opportunities, Cases, Products, Opportunity Line Items, Leads, Campaigns, Reports, and Dashboards.
  • Designed and deployed custom tabs, Entity-Relationship (ER) data models, validation rules, workflow rules, auto-response rules, page layouts, Visualforce pages, and UI components tailored to business needs.
  • Utilized SOQL and SOSL efficiently, with a focus on governor limits, to manage platform data interactions.
  • Customized page layouts for Opportunities, Contacts, and Accounts based on user roles and access groups.
  • Defined and implemented lookup and master-detail relationships, including junction objects to establish complex data relationships.

Ikon office solutions

Senior Associate Consultant/ Salesforce Design and Development Lead

Oct 2009Oct 2012 · 3 yrs · MALVERN,Pennsylvania

  • At IKON Office Solutions, I played a pivotal role as a Technical Solution Consultant, focusing on Salesforce design and development. I successfully led initiatives such as Case Automation and Marketo Integration, which streamlined processes and improved data accuracy. My collaboration with sales teams and business analysts ensured that solutions were tailored to meet specific business needs, resulting in enhanced operational efficiency.
  • Served as the Technical Solution Consultant, leading the design and implementation of multiple Salesforce-based solutions for Ricoh/IKON. Key initiatives included Case Automation, Marketo Integration, Lead Deduplication, Enterprise View, Territory Management, and Account Lookup implementations.
  • Collaborated closely with sales teams and business analysts to conduct in-depth analysis of business and technical requirements. Designed scalable solutions by customizing standard and custom Salesforce.com (SFDC) objects.
  • Led effort estimation, proof-of-concepts, and conducted live demonstrations to business users prior to execution of full-scale implementations.
  • Marketo Integration: Integrated Salesforce with Marketo using Web Services APIs. Designed and developed web services to pull lead data from external systems into Marketo, where the leads were nurtured and deduplicated. Also developed custom logic for advanced lead deduplication within Salesforce.
  • Territory Management: Implemented territory assignment logic for Accounts, Opportunities, and Activities based on market regions. Developed batch Apex and schedulable classes for automated, scalable execution without manual intervention.
  • Led the data modeling effort by creating relationships (lookup and master-detail), and designed junction objects to establish complex object interconnectivity as required.
  • Played a key leadership role in the onsite-offshore delivery model, managing technical deliverables and team coordination

Infosys

Senior Associate Consultant

Jul 2007Oct 2012 · 5 yrs 3 mos · United States · On-site

  • After Graduation I got into infosys through Campus selection and started working with Java and was quickly moved onto Salesforce Implementations. I have worked on some of the key salesforce implementations with Proctor & Gamble,IKON at infosys and delivered value to our clients.
  • Developed custom Apex classes, triggers, and Visualforce pages to meet business requirements.
  • Defined custom fields and mapped source data to Salesforce objects for seamless integration.
  • Designed and generated summary reports, matrix reports, pie charts, and interactive dashboards to support business decision-making.
  • Created and managed custom workflows and assignment rules to automate business processes.
  • Configured role hierarchies and sharing rules to ensure proper data visibility and security.
  • Extensive experience in creating Roles, Profiles, Email Services, Page Layouts, Workflow Alerts, Actions, and Approval Processes.
  • Developed Apex triggers for various events, including Before Insert, Before Update, After Insert, and After Update.
  • Maintained, enhanced, and created workflows and validation rules to enforce business logic.
  • Prepared comprehensive training materials and conducted training sessions for Salesforce business users.
  • Migrated data from Excel/CSV files into Salesforce using the Data Loader tool.

Education

Koneru Lakshmaiah College of Engineering

B.Tech — Computer Science and Engineering

Jan 2003Jan 2007

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