Indira
Salesforce Business Analyst/Administrator
*********@*****.***;
mobile: 918-***-****
Summary
Over all 8+ years of experience in IT and a Salesforce Administrator/BA with 5 years of experience in configuration, Customization, Implementation, Data Migration and Support of Salesforce CRM.
Certified Salesforce Administrator
Extensively exposed to creating objects, fields, Record Types, workflows, approval processes, Escalation rules, Assignment rules, validation rules, Email services, data migration activities, custom page layouts, custom fields and other standard functionality.
Extensive experience in Creating Reports, Roles, Profiles, Email Services, Page Layouts, Workflow Alerts, Actions, and Approval Processes.
Experience in Salesforce Development using Apex Classes, Triggers, VisualForce, Force.com IDE, SOQL and SOSL.
Experienced to maintain, enhance and create workflows and validation rules.
Extensive knowledge about Sales force setup menu, Configuration, custom Application Development, Administration, Data Migration and Deployment of applications to Force.com platform.
Experienced in managing the data, Forecasting, Campaign Management, Contacts, Leads, Opportunities, Quotes and Dashboards.
Strong experience in data model using standard objects, custom objects and relationships.
Proficient in data migration and integration using tools like Cast-iron, Informatica on Demand, Data Loader, and Force.com migration Tool.
Experienced in different methodologies like Rational Unified Process, OOAD, Agile/Scrum. Adept in Business Requirements Gathering, Business Process Modeling, Business Process Flow, and Business/Financial Analysis.
Demonstrated ability to analyze, organize, and execute multiple projects. Comprehensive knowledge on Software Development Life Cycle(SDLC) and thorough understanding.
Working knowledge of SQL Data Definition/Manipulation queries
Experience in UML Modeling, Use Case, Class Diagrams, Process Diagrams, Sequence and Activity Diagrams using tools such as MS Visio.
Extensive experience in creating Business Requirement Documents (BRD) and Functional Requirement Specifications (FRS). Good understanding of Functional and Non-Functional requirements.
Good experience as a SCRUM Product Owner / Business Analyst, conducting Sprint Planning, Review, Grooming, Retrospective meeting.
Proficient in Microsoft Office.
Extensive experience using Microsoft Excel.
Strong analytical and problem-solving skills.
Strong communication and interpersonal skills.
Technical Skills
CRM
Salesforce.com
SFDC Technologies
Microsoft Office Suite
Smartsheet
SQL
Data Modeling -UML, MS Visio
SOQL/SOSL
Methodologies SDLC, Agile
PROFESSIONAL EXPERIENCE:
Client - CareFirst Blue Cross Blue Shield, Mar 2016 – Dec 2016
Baltimore, MD 21224.
Salesforce Administrator
Member Health Records (MHR): The purpose of this Project is to Build, store and distribute longitudinal Health Records for members. Single system of record to access member health record data which includes data from external sources to provide a member health record which includes both claims and clinical data to support Enhanced Accounting Reporting for employers, to meet PCMH functionality, to provide Provider clinical data and to build MHR data Mart.
Conducted JAD sessions with management, SME, vendors, users and other stakeholders for open and pending issues.
Responsible for meetings with users and stakeholders to identify problems, resolve issues and improve the process to ensure a stable and accurate solution.
Was responsible for project schedules, creating and reviewing business requirements.
Designed and developed use cases diagrams, activity diagrams, sequence diagrams for various modules using Agile and SDLC Methodology.
The technologies used were MS Word, PowerPoint, Access, Excel, Visio, Agile modeling, SQL.
Used SQL queries for organizing and abstracting data from MS access databases, created reports, forms on MS Access.
Performed Data Analysis and migrated data from SQL Server database to sales force
Captured Data flow diagrams and formatting of the data flowing through interfaces.
Utilized corporation developed Agile SDLC methodology. Used Microsoft Office software to perform required job functions.
Implemented picklists, dependent picklists, adding values to the existing picklist fields, lookups, master detail relationships, validation & formula fields to custom objects.
Provided user permissions to create campaigns.
Worked with Apex Data Loader for various data related operations like data export, insert, delete and upsert in Leads and also worked on importing Campaign members into a specific Campaign.
Creating custom objects and custom tabs.
Build DocuSign for Salesforce Custom JavaScript buttons including SOQL queries for customers.
Written SOQL and SOSL queries in Apex.
Building relationships between the objects.
Creating custom fields for customer specified objects like pick list, formula, URL fields etc.
Creating Page Layouts, List Views and Record Types.
Creating Users, Profiles, Field level security, Sharing Settings, Validation Rules, Workflow rules.
Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
Worked with Apex Data Loader for various data related operations like data export, insert, delete, and upsert.
Created Reports and Dashboards to track Opportunity pipeline/Stages for Management visibility.
Maintained data cleanliness and accuracy by adding custom validation rules, custom formulas, reports and dashboards.
Communication with clients regarding project status.
Training the client on how to use Salesforce and show them all the implementations done in their Org.
Environment: Saleforce.com platform, Record types, Reports, Dashboards, Email, Triggers, Sharing Rules, PowerPoint, Excel, Waterfall, Validation Rules, Messaging, Dashboards, Standard and Custom Objects.
Client: Renesas Electronics America Inc., Santa Clara, CA 95050 Oct 2015 – Dec 2015
Salesforce Admin
Member of sales/marketing team and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects and Custom objects of SalesForce.com (SFDC).
Involved in Salesforce configuration.
Created new report types, new reports and dashboards to monitor and issue regular key productivity indicator reports and charts.
Extensively used Excel for reporting.
Created various Dashboards and Reports for various groups and management
Responsible for day to day Salesforce technical administration.
Expert in generating and analyzing custom reports and dashboard for management and various business unit personnel to provide detail information on key performance indicators.
Extensively worked on various SFDC standard objects like Accounts, Contacts, Opportunities, Leads, Campaigns, Cases, Solutions, Reports and Dashboards.
Environment: Salesforce.com platform, Data Loader, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls.
Indian School of Business Aug 2011 – Nov 2014
Salesforce Admin
Worked as a Salesforce administrator and business analyst in the Organization.
Written various Workflow rules for field updates and Email alerts.
Created various Custom Objects, Custom Fields and Record Types.
Participated in cross-functional teams to address strategic and operational issues surrounding CRM and salesforce instance.
Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow & Approvals.
Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports.
Created new custom objects, assigned fields, custom tabs, components, custom reports.
Created custom Reports based on business need and associated them to Dashboard.
Customizing Company Profile, Security Controls and Communication Templates of the organization as per the organization requirements.
Prepared training material and trained salesforce.com business users.
Used Salesforce for Contact Management, Accounts Management, Relationship Management and Management reporting.
Importing data into Salesforce using Data Loader
Added Organization-Wide Email Addresses to all the applicable email alerts.
Provided Level 1 User support and answered questions raised by business user
Responsible for importing referential data received from external banks into Salesforce.com.
Environment: Saleforce.com platform, Apex Language, SOQL/SOSL, Reports, Custom Objects, Sandbox, Force.com IDE, MS Excel and PowerPoint.
Indian School of Business Sep 2011 – July 2012
Payroll Business Analyst
Worked as a Payroll Applications Business Analyst as a liaison between the business units, technology teams and support teams to create documentation on specific business needs to be developed and implemented for ISB’s payroll and related software applications.
Oversaw analyzing payroll business processes, making the required changes and training users on the changes made.
Validated the integrity of payroll data and all the steps of the year-end process
Worked side-by-side with subject matter experts and users to understand the business requirements and translated them into a working set of functional requirements for IT.
Managed the project timelines, task development, and implementation planning around business requirement and testing needs.
Managed timelines, organized and facilitated weekly meetings with stakeholders. Worked as a liaison between users and the stakeholders to resolve any conflicts.
Used MS Project to manage schedules, deadlines, and resources, collaborate on projects and analyze project information.
Used MS Visio to create various Business models like Use Cases, Activity Diagram, and State Chart, Collaboration, and Sequence diagrams for the system.
Indian School of Business Jan 2009 – May 2011
Administrative Analyst/Manager
The key responsibilities include analyzing requirements and business rules in the context of improvising the Business process functions and suggesting alternatives via business process mapping. Initiating correspondence, opening and prioritizing all incoming information, maintaining records of all documentation, collaborating with other departments such as HR, Finance, Commercial, Operations, finance, and development to ensure smooth implementation of narratives.
Performed analysis for development of administrative, management, program and organizational policies and procedures.
Consulted with managers, administrators, and other staff to determine parameters for analysis and other background information.
Analyzed and reviewed the most complex departmental budgets, designed, and conducted research projects, developed and implemented policy decisions and accomplished intended results.