Suraj Tripathi

01 — Credentials

Certifications on record

01

Salesforce Application Architect

02

Platform Developer I

03

Platform Developer II

04

Data Architecture Management Designer

05

Sharing & Visibility Design

06

Platform App Builder

07

Scrum Alliance CSPO

03 — Case Studies

Selected work

Education · Jul 2017 – Aug 2017

Student Management, Course Registration

A study solution for a European university, built on Salesforce Sites.

• — Course management — admin-created courses with student self-registration
• — Faculty management — guest and regular faculty records
• — Payment gateway integration
• — Training cell management
• — Student management with profile pictures, employment history, and course registration

Communications · Dec 2016 – Feb 2017

Twilio (CTI) Project Case Study

CTI integration connecting Salesforce with Twilio — calls, messaging, and a full dialer, built for a major client.

• — Click-to-dial straight from Salesforce records
• — Robust calling with call transfer and forwarding
• — Dynamic Twilio number switching
• — Incoming call handling and forwarding rules
• — Templated messaging alongside voice

Financial Services · Feb 2017 – Mar 2017

Process and Relationship Management

A platform for Private Equity, Hedge Fund, Fund-of-Funds, and Venture Capital GPs to manage fundraising, investor relations, and deal pipeline.

• — Fundraising process tracking end to end
• — Investor relations and contact/relationship management
• — Deal pipeline and current investments view
• — Documents and workflow automation

Financial Services · 2018

Community Portal for Finance Services

A client-facing community portal for a financial services organization.

• — Self-service access to accounts, documents, and case tracking for clients

Media · 2017

Cincopa™ Salesforce Case Study

Media management integration built on the Salesforce platform.

• — Video and media asset management surfaced natively inside Salesforce records

Communications · 2018

Call Planner App — Cloud Analogy

An internal call-planning tool built for sales and support teams.

• — Scheduling and prioritization logic for outbound call campaigns

Real Estate · 2019

Field Service Lightning

Field service scheduling and dispatch built on Salesforce FSL.

• — Work order lifecycle, technician scheduling, and mobile field access

Real Estate · 2019

Real Estate Integration — RETS/Rabbit MLS, Zillow, HUD Home Store

Listing sync into Salesforce from RETS/Rabbit MLS, Zillow, and HUD Home Store for a real estate client.

• — RETS/Rabbit MLS feed ingestion into Salesforce objects
• — Zillow listing sync
• — HUD Home Store listing sync

04 — Experience

Where the work has taken me

05 — Teaching

Practice Head at LearNowX

Collaborating with LearNowX to build a structured path for anyone who wants to learn Salesforce consulting and development — turning business problems into technical solutions.

1. 01Before signup, complete a pre-assessment test
2. 02Attend demo classes after signing up
3. 03Pick a program and start gaining expertise
4. 04Begin structured learning toward becoming a trendsetter
5. 05Work on live projects that build real, resume-ready experience
6. 06Interview with companies of your choice — placements up to 4–8 LPA
7. 07Get hired