Salesforce Administrator

MOHIT OSTWAL, MBA, PRODUCT OWNER

Hillsboro, Oregaon

469-***-**** ò *********@*****.*** Skype Id: Mostwal093

SALESFORCE ADMINISTRATOR

5+ years of overall IT experience. 2+ years of experience working as a certified Salesforce Administrator. Strategically-minded Salesforce Administration expert capable of working independently and as part of a diverse team to customize Salesforce.com environments. Organized and logical professional able to quickly yet concisely understand departmental and organizational objectives towards development of data provision solutions.

2+ years of experience working as a Business Analyst in the Financial/Mortgage services domain with involvement in all stages of the software development life cycle: Planning, Analysis, Design, Implementation and Testing.

Experience Summary

Ownership of all technical aspects of SalesForce.com, including data migrations, data quality, systems integrations, 3rd party applications and App Exchange products.

Strong Knowledge in Salesforce Administration and Customization, Data Validation, Sales, Marketing, Customer Service and Support Development team.

Hands on working experience in Role Hierarchy, Custom Profiles and Public Groups creation, User Management, Custom Objects, Custom fields, Page layouts, Custom Tabs, Reports and various other components as per the client and application requirements.

Extensive knowledge & customization experience on various SDFC standard objects like Accounts, Contacts, Opportunities, Products and Price books, Cases, Leads, Campaigns, Forecasting, Reports and Dash boards.

Experience in Creating Roles, Profiles, Email Templates, Page Layouts, Workflows, Workflow Actions and Approval Process.

Excellent Leadership and Interpersonal skills, Team player with an ability to work effectively with all levels of organization and individually as well.

Analyzed system requirements, involved in solution design and information architecture, developed detailed Test plans, Test cases, Test scripts, Test Scenarios using HP Quality Center and for testing the functionality, GUI, security and UAT based on business and user requirements, for technical specifications of the product used, Load Runner and HP Quick Test Pro.

Designed and developed Use Cases, Activity Diagrams, Sequence Diagrams and UML using MS Visio.

Extensive knowledge in documentations such as the BRD, FRD, Requirements Traceability Matrix.

Defined and measured Key Performance Indicators (KPI) periodically, to track alignment with business objectives and developed weekly reports for management using Earned Value Management to track the progress of the project.

Experience in data collection, de-duplication, content management and managed the integrity of the data by checking referential integrity and locks for data consistency. Experience creating reports using SQL Server and DB2 and writing complex SQL Queries and Procedures with in-depth knowledge of Relational Databases.

Knowledge of DataLoader, Chatter, People import, Data.com, Drawloop, Smartsheet, Docusign, Seismic etc.

Technical Skills:

Project Methodologies:

Agile (SCRUM)

Business Modeling Tools:

MS Visio, UML

Salesforce Technologies:

Workflow & Approvals, Reports, Dashboards, Analytic, Technologies, Snapshots, Case Management, Automation, Custom Objects

Testing Tools:

Load Runner, HP Quick Test Pro, HP Quality Center

Operating Systems:

Microsoft Windows NT, XP

Databases:

MS SQL Server, MS Access, Oracle 10g

Languages:

XML, UML, J2EE, HTML, Transact SQL

Additional Tools:

MS PROJECT, SSMS, MS Office, Salesforce Admin

Experience:

Salesforce Administrator March 01, 2018 to Present

Horizon Consulting Inc.

Horizon Consulting Inc. advisors are experts in implementing Salesforce CPQ and Billing integrated solutions on a massive scale. Horizon is a Global Salesforce CPQ and Billing partner in the US. While working with Horizon I became proficient in Salesforce declarative configuration, including custom objects and fields, formulas, workflows, validation rules, sharing rules, process builder, flow, email-to-case, reports, and dashboards. Gained Solid understanding of administration and security configuration. Experience migrating/integrating data between CRM and other systems and developed a positive, can-do attitude with strong work ethic.

Responsibilities:

Administered and monitored the company's Salesforce application. Created the workflows for automated lead routing, lead escalation and email alert.

Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.

Involved in creating gap analysis document, clearly identifying the data, business process and work flows of the organization with respect to salesforce.com implementation.

Proficient in Lightning Platform and capabilities.

Developed and Customized salesforce.com application based on the user needs.

Developed field & page layout customization for the standard objects like Account, contact, Leads.

Maintained and gave permissions to communication templates based on Profiles.

Performed Data Analysis and migrated data from SQL Server database to Salesforce.

Involved in Accounts Merging, maintaining Public Groups.

Created Reports and Dashboards as per the customer requirements.

Worked on Record Types, Validation Rules, Triggers and Page Layouts.

Worked on data migration from databases to SFDC using Data Loader.

Built the organization's role hierarchy by adding the Roles as per the organization structure and created custom profiles to satisfy the organization's hierarchy.

Created Workflow Rules, Page Layouts, and 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.

Customizing Company Profile, Security Controls and Communication Templates of the organization as per the organization requirements.

Environment: Saleforce.com platform, Data Loader, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services Security Controls, Windows XP.

Creative Ideas Simple Solutions, Inc., Clarksville ò MD 21029 ò Dec 2017 Feb 2018

Finance Analyst

Worked with the finance team to develop business unit reports and product reports to project future project goals.

Accomplished intermediate accounting tasks for department financials.

Owned income and expense reports with feedback from Senior Financial Analyst to provide insight for CISS Financial.

Consolidated financial data reporting by partnering with Corporate Accounting Cost Management Actuarial Services and Investments.

Assisted Financials in the formation of financial forecasts and plans.

Conducted audits to inform the Lead Financial Analyst’s reports for budget recommendations and financial forecast reports.

Prepared asset, liability, and capital account entries by compiling and analyzing account information.

Document financial transactions by entering account information.

Recommended financial actions by analyzing accounting options.

Summarized current financial status by collecting information; preparing balance sheet, Profit and loss statement and other reports.

Substantiate financial transactions by auditing documents.

Maintain accounting controls by preparing and recommending policies and procedures.

Guide accounting clerical staff by coordinating activities and answering questions.

Reconcile financial discrepancies by collecting and analyzing account information.

Secure financial information by completing data base backups

SALESFORCE BUSINESS ANALYST Oct 2015 to Sept 2017

PG&E

Implements Salesforce projects, supporting complex implementations for sales cloud, Miller Heiman Sales Methodology support including Sales Access Manager (Strategic Selling/Conceptual Selling and Large Account Management Process), Informatica Cloud Integration platform, community cloud, and/or Pardot B2B marketing cloud and Avention Sales Prospecting platform

Present data in visually attractive reports and dashboards that make complex topics easy to understand

Collaborate with the IT Architects, Delivery Team, and Competency Center to ensure business processes are aligned with enterprise architecture and application standards

Providing subject-matter expert’s input throughout the whole life cycle of Salesforce change development process (from idea to deployment stage)

Working with test manager to define test cases

Validates and assesses solution design throughout the project with customers and prospects. Identifies problem areas and provides recommendations for future enhancements

Understands industry best practices in functional business areas (sales operations for example) in order to leverage business processes, driving improvements in work flow and applications

Assistant Analyst and Salesforce Administrator August 2013 to Dec 2014

S K Doshi & Company

S K Doshi is a leading Technology consulting firm in the areas of Recruitment Services, Web and Mobile App Development. S K Doshi helps small, mid-sized and large global software companies to establish their offshore presence facilitate to compete with the likes of bigwigs taking the fullest advantage of offshore Support. S K Doshi aspires to be the most admired, aggravated and enthused global software solutions & services provider in Information Technology space in our chosen markets. While working with S.A.W I gained knowledge and experience of administration and support of Force.com platform organization including managing user setup, profiles and roles, reports and dashboards, customization of objects, fields, record types, page layouts, record types and validation rules etc.

Responsibilities:

Implemented and maintained user profiles, roles, permissions, sharing rules, assignment rules, queues, and licenses.

Built and managed approvals processes, workflows, flows and process builders.

Promoted changes from sandbox to production.

Spearheaded implementation and adoption of Salesforce.com.

Configured SFDC Dashboards and custom reports.

Proficient with Apex, Visual force.

Wide knowledge of database administration and query language.

Managed all new user set-ups and deactivation, including transferring ownership of accounts/contacts/opportunities for

Business Analyst Jan 2011 June 2013

Par Infrastructure Pvt Ltd, Mumbai

Responsibilities:

Interacted with users to understand complex business requirements and documented the requirements.

Worked with groups, participated in Requirement Gathering Sessions & JAD Sessions to define their needs and developed an action plan and specification document

Helped draft the scope document and suggested improvements

Technical Writing of different validation deliverables such as URS, FRS, Compliance Plan, System Test Protocol, FMEA, System Test scripts, UAT Script, RTM (Requirement Traceability Matrix), System test Report, UAT Report, Compliance Report

Translated stakeholders’ requirements into use cases, user stories, workflow/process diagrams, data flow/data model diagrams.

Conducted and managed System Test and UAT testing activities.

Performed data cleansing tasks using excel.

Managed difficult customer issues and responded immediately to improve customer services.

Organized all SDLC deliverables for project work.

Attended weekly status meetings with Project management team

Education:

City University of Seattle - Master of Business Administration September 2017 (GPA 3.68)

Mumbai University - Bachelor of Commerce, July 2013

Certifications and fluent working:

Salesforce Administrator Certification .

NIIT – ANIIT- Business System & Information Management - Feb 2015

SCRUM Product Owner

MTA - Database Fundamental.

Ref: Saloni Pokharna Working at New York with Verizon.

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