Hi, my name is
Yogesh Pal.
I make Salesforce & Certinia work for your business.
I'm a Salesforce and Certinia consultant who designs, implements, and optimizes CRM and professional services automation solutions — helping teams streamline operations and get more from their platforms.
About Me
I'm a Salesforce Technical Lead with 9+ years in the Salesforce and Certinia ecosystem — part of 12 years building enterprise software. I turn complex CRM and professional-services problems into scalable, reliable solutions that teams actually enjoy using.
My work spans the full platform — Sales and Service Cloud, CPQ, and deep Certinia PSA, Billing Central, and Revenue Recognition — backed by hands-on Apex, Flow, and integration engineering. I've architected and delivered solutions for global organizations including Secureworks, Nagarro, and TCS.
Beyond the code, I lead and mentor development teams, champion best practices, and drive deployments that move the needle — recognized with a Golden Badge for Engineering Excellence at Nagarro and a Winning Together award at Secureworks. I'm passionate about solutions that genuinely transform how businesses run.
Certifications
9+
Years in Salesforce & Certinia
12
Years in IT
6
Certifications
2
Excellence awards
Blog
The Rollup That Stopped Adding Up
A vendor-built flow rolled up Timecard Splits for revenue recognition — until 30,000+ records per entity met the Apex CPU time limit. A field note on large data volumes, silent failures, and batch Apex.
The RPG Mistake That Quietly Breaks Your Certinia PSA Reporting
In Certinia PSA, Region, Practice, and Group aren't one nested tree — they're three independent hierarchies. Get that wrong and your reporting breaks in ways that only surface after go-live. Here's how to design RPG right the first time.
The Expense That Didn't Move Margin
What a $2,000 non-event taught me about how Certinia Services Estimator really handles expenses — and the three places they quietly vanish before they reach your customer
Projects
Selected implementation work — click any project to read more.
Implemented Salesforce CPQ to support new product launches — product bundles, pricing and discount rules, automated quote-approval processes, and contract management with generation, renewal reminders, and performance tracking.
Skills
Salesforce
Certinia
Development & Integration
Consulting
Get In Touch
I'm always open to discussing new projects, creative ideas, or opportunities to be part of your vision. Feel free to reach out!