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Adi Rawat

@adirawat

Lead Salesforce Developer at Bank of Montreal building AI-powered CRM workflows and customer profile integrations.

At Bank of Montreal, I develop Salesforce solutions for customer service, insurance broker onboarding, and advisor workflows. I also maintain Salesforce MCP servers and AI tooling, and integrated Salesforce with MDM to deliver a unified customer profile.

At TD, I developed Financial Services Cloud data models and automation to unify customer financial profiles, and built Lightning Web Components that improved advisor productivity and page load performance by 40%. I also integrated Salesforce with AWS Lambda for real-time analytics pipelines.

At Telus, I developed Salesforce CPQ and shopping cart solutions, Service Cloud experiences, and integrations between Snowflake and Salesforce Data Cloud. Earlier, I built a provincial health integrations and COVID shot portal on Experience Cloud at the Provincial Health Services Authority of British Columbia, Canada, and developed Salesforce solutions across financial services, healthcare, and other client domains.

Experience

Work history, roles, and key accomplishments

Current

Lead Salesforce Developer

Current

Bank of Montreal

Mar 2026 - Present (6 months)

Design and develop Salesforce solutions across Service Cloud, Sales Cloud, Financial Services Cloud, and Marketing Cloud. Develop Salesforce MCP servers and AI tooling, integrate with MDM, and deliver platform enhancements using Apex, LWC, and Flows.

Salesforce Service Cloud Sales Cloud Financial Services Cloud Marketing Cloud Apex Lightning Web Components SOQL Flow MCP AI MDM

Senior Salesforce Developer

Jan 2025 - Mar 2026 (1 year 2 months)

Designed and implemented FSC-based data models and automation, developed Lightning Web Components improving advisor productivity and page load performance by 40%, and led sprint planning and cross-team collaboration.

Salesforce Financial Services Cloud Lightning Web Components Platform Events AWS Lambda CI CD Apex

Level 5 Software Developer

Telus

Sep 2022 - Dec 2024 (2 years 3 months)

Developed Salesforce CPQ and Service Cloud solutions for telecom, architected agent experiences using Service Console and Omni-Channel, and integrated Snowflake with Salesforce Data Cloud using GCP Data Hub.

Salesforce CPQ Service Cloud Lightning Web Components Apex Flow Omnichannel Snowflake Data Cloud GCP OmniStudio FlexCards

Lead Developer

Provincial Health Services Authority of British Columbia, Ca

May 2021 - Sep 2022 (1 year 4 months)

Led Salesforce Health Cloud development for provincial health integrations and COVID shot portal on Experience Cloud. Built and maintained Apex classes, trigger handlers, and bulk data processing jobs using Batch Apex.

Salesforce Health Cloud Experience Cloud Apex Batch Apex Trigger Handler Release Management

Consultant

Slalom

Nov 2017 - May 2021 (3 years 6 months)

Conducted technical design sessions, architected solutions, and led development of Salesforce industry data models including Financial Services Cloud, Health Cloud, and Field Service Lightning. Implemented CI/CD using Copado, Gearset, Bitbucket, and GitHub.

Salesforce Financial Services Cloud HealthCloud Field Service Lightning Apex Lightning Web Components Aura Visualforce Flow Copado Gearset Bitbucket GitHub

Software Engineer III

Cisco

Oct 2016 - Nov 2017 (1 year 1 month)

Principal developer for ISV managed packages focusing on real-time data protection and compliance. Built MVP for real-time threat detection using Salesforce transaction security and contributed to Cloudlock-Cisco acquisition integration.

Salesforce Managed Packages Transaction Security Cloudlock Integration

Software Engineer

Maidpro Franchising Corporation

Jul 2015 - Oct 2016 (1 year 3 months)

Developed and administered franchisee business cloud software on Salesforce. Automated staff training with a learning management system, reducing manual training time by 50%, and created custom objects, Visualforce, and Apex code.

Salesforce Apex Visualforce Jenkins LMS Custom Objects

CRM Application Programmer & Consultant

Ned Davis Research, Inc

Sep 2012 - Jul 2015 (2 years 10 months)

Served as inforCRM application SME, developed business processes within the CRM application, and managed code deployment to production with unit testing and documentation.

Infor CRM C#.NET Unit Testing Deployment

Developer

Strategic Sales Systems

Jul 2011 - Sep 2012 (1 year 2 months)

Integrated and implemented CRM systems on cloud and enterprise servers. Developed and customized Salesforce applications and CRM C# .NET based InforCRM (Saleslogix).

Salesforce C#.NET Infor CRM Saleslogix