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uday saitheja

@udaysaitheja

Senior Salesforce Developer at Fidelity Investment who designed Agentforce advisor and service-assist solutions for financial services.

United States

Message

At Fidelity Investment, I designed Salesforce solutions for relationship banking, client servicing, and advisor workflows, including Agentforce-powered advisor and service-assist capabilities. I also developed OmniStudio onboarding and servicing solutions for Financial Services Cloud.

At Key Bank, I translated banking and contact-center requirements into Salesforce architecture, onboarding journeys, and API integrations. At NestléProfessional, I implemented Service Cloud case management, Salesforce CPQ, and an Experience Cloud partner portal for B2B support operations.

Experience

Work history, roles, and key accomplishments

Sr. Salesforce Developer

Fidelity Investment

Sep 2025 - Jul 2026 (10 months)

Architected and enhanced Sales Cloud, Service Cloud, and Financial Services Cloud capabilities for relationship banking and client servicing. Designed OmniStudio solutions and developed enterprise-grade customizations using Apex and Lightning Web Components.

Sr. Salesforce Developer

Key Bank

Jul 2024 - Dec 2024 (5 months)

Configured and extended Sales Cloud and Service Cloud objects to support territory management and pipeline tracking. Developed guided onboarding and loan origination processes using OmniScripts and FlexCards, and implemented Omni-Channel routing and custom API integrations.

Sr. Sales Cloud/Service Cloud Developer

Nestlé Professional

May 2020 - Jul 2024 (4 years 2 months)

Configured Service Cloud and implemented case management, Omni-Channel routing, and Salesforce CPQ solutions. Developed Apex classes, triggers, and Lightning Web Components to optimize agent productivity and integrated with third-party systems using REST APIs.

Salesforce Developer/Administrator

Nestle Professional

Jan 2016 - May 2020 (4 years 4 months)

Designed and implemented custom data models and hardened org security. Developed Lightning Web Components and integrated Salesforce with SAP and other ERP systems using REST APIs and middleware patterns.