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My Projects

Explore my recent work and creative projects that showcase my skills and expertise.

Credit Application Platform

KYC Onboarding

black and silver laptop computerblack and silver laptop computer
black android smartphone displaying white screenblack android smartphone displaying white screen
person using phone and laptop computer
person using phone and laptop computer
a close up of a computer screen with icons
a close up of a computer screen with icons
a close up of a computer screen with icons
a close up of a computer screen with icons
a close up of a computer screen with icons
a close up of a computer screen with icons

Automated the credit approval system using Conga Composer, Apex, and Flows to automate document generation and approval paths

Automated the credit approval system using Conga Composer, Apex, and Flows to automate document generation and approval paths

Payment Sync with SmartDebit

Streamlined payment sync using SmartDebit, reducing subscription issues and improving reconciliation accuracy.

GoCardless Integration

Integrated GoCardless with Salesforce to automate recurring payments and reduce data duplication by 30%.

Managed case flow via Salesforce-SAP integration using middleware (CINT) to sync issue resolution.

Developed 4 community portals (Claimant, Insurer, Legal, Assessor) for case collaboration and secure access.

SAP Integration

Insurance Portal

About Upendra Kumar - Salesforce Consultant

With over 12 years of experience, I simplify Salesforce implementations and streamline business processes, focusing on user adoption in finance, insurance, and tech industries. Let's transform your business together.

Two people stand in front of a whiteboard covered with colorful sticky notes. The notes are arranged into categories: 'User-Generated Content,' 'Engagement,' 'Event,' and 'Social Wall.' The individuals appear to be in discussion, with one holding a marker.
Two people stand in front of a whiteboard covered with colorful sticky notes. The notes are arranged into categories: 'User-Generated Content,' 'Engagement,' 'Event,' and 'Social Wall.' The individuals appear to be in discussion, with one holding a marker.
Your Salesforce Strategy Partner
Transforming Business Processes

I am dedicated to driving success through effective Salesforce strategies, showcasing featured projects that highlight my expertise, and providing an easy way for clients to book strategy calls for personalized consultations.

woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

Upendra transformed our Salesforce implementation, making it seamless and efficient for our entire team.

John Doe

A wooden table with various items arranged on it including a crumpled piece of paper with the words 'Marketing Strategy', an iron, a pot plant, three markers, and two books. One of the books is titled 'A Designer's Guide to Marketing and Pricing'.
A wooden table with various items arranged on it including a crumpled piece of paper with the words 'Marketing Strategy', an iron, a pot plant, three markers, and two books. One of the books is titled 'A Designer's Guide to Marketing and Pricing'.

Working with Upendra was a game-changer; his strategies significantly improved our user adoption rates.

Jane Smith

A man in a light blue shirt is seated at a large conference table, which has a colorful circular design featuring an intricate pattern and the word 'Kaleidico' in the center. The table is set in a modern office environment with black chairs, a wall with mirrors, and electronic equipment in the background.
A man in a light blue shirt is seated at a large conference table, which has a colorful circular design featuring an intricate pattern and the word 'Kaleidico' in the center. The table is set in a modern office environment with black chairs, a wall with mirrors, and electronic equipment in the background.
★★★★★
★★★★★

Have a project in mind?

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I'm always looking for new and exciting projects to work on. Let's discuss how I can help bring your ideas to life.

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Upendra

Make Salesforce simple