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Bhumi Patel

@bhumipatel4

Senior Salesforce Developer at FIDELITY INVESTMENTS, INC, building Experience Cloud vehicle-management tools and Salesforce Agentforce AI integrations.

United States

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At FIDELITY INVESTMENTS, INC, I designed reusable Lightning Web Components for Experience Cloud vehicle registration, fleet inventory, authorization requests, and transaction tracking. I also developed Apex business logic and REST integrations to support vehicle and asset workflows.

I spearheaded Salesforce Agentforce AI implementation, including AI-powered case enrichment, summarization, and service recommendations. Previously, at Blackrock, I enhanced Salesforce CPQ product configuration, pricing rules, approvals, and quote generation.

Experience

Work history, roles, and key accomplishments

Current

Lead / Senior Salesforce Developer

Current

Fidelity Investments

May 2023 - Present (3 years 6 months)

Designed and developed reusable Lightning Web Components for Salesforce Experience Cloud, implemented complex Apex business logic, and spearheaded Agentforce AI integration. Developed REST API integrations and scalable asynchronous processing solutions.

Senior Salesforce Developer

BlackRock

Feb 2021 - Apr 2023 (2 years 2 months)

Collaborated with stakeholders to gather requirements, developed Lightning Web Components and Apex, configured Salesforce CPQ, and managed data migration and integrations.

Lightning Web Components Apex Triggers Visualforce Salesforce CPQ Data Loader Import Wizard Data Export Mass Delete REST APIs SOAP APIs ETL SQL Server Agile SDLC Force SOQL Batch Apex

Salesforce Developer

Dell Technologies

Dec 2018 - Jan 2021 (2 years 1 month)

Created workflow rules, email alerts, and page layouts; implemented security setup and case assignment rules. Designed and enhanced Salesforce CPQ solutions and developed Apex classes and triggers.

Business Rules Email Alerts Page Layout Role Hierarchy Profiles Security Configuration Salesforce Assignment Rules Visualforce Apex Triggers Salesforce CPQ Service Cloud Sales Cloud Sandbox Data Loader Agile

Salesforce Developer

Visa

Mar 2016 - Nov 2018 (2 years 8 months)

Built custom Lightning Web Components, developed Apex classes and triggers, designed enterprise integration architecture, and automated deployment processes using Copado.