Salesforce Data
Resume:
Professional Summary:
Around * years of experience in IT with 5+ years in the Salesforce.com CRM Platform that includes Administration, Configuration, Implementation, Development and Support activities.
In-depth understanding and analyzing company's business processes, translating business workflows into accurate Salesforce.com workflows, administer and configure Salesforce.com application to meet business requirements.
Proficient in Salesforce.com CRM platform to manage Salesforce administrative tasks including creation and maintenance of custom objects, new fields and complex formulas, dashboards, validation rules, record types, page layouts, workflows, E-mail Templates and Approval processes.
Experienced in setup and configure Salesforce.com security model including roles, profiles, field level security, role hierarchy, sharing rules to restrict record access and profiles to restrict functional user level permissions. Administrated and monitored the company's Salesforce CRM application.
Design, develop, test, document, and deploy high quality business solutions on the Salesforce Lightning platform based on industry best practices as well as business needs.
Created custom reports and dashboards as per business requirements. Strong experience on customization of Salesforce.com standard objects like Accounts, Contacts, Opportunities, Campaigns, Cases and Leads.
Worked on Salesforce.com Apex Data Loader tool and Data Import wizard for migration of data for Salesforce objects. Also worked on tools like Eclipse IDE, Toad, Change Sets, and Force.com IDE.
Experienced in Release Management activities and planned administrative tasks required to migrate new business functionalities from sandbox into production environment.
Provide excellent production support and timely resolution to business end users questions, issues/errors and enhancement requests.
Experience in Salesforce functionality testing and validation efforts to ensure solution design is consistent and the Salesforce configuration and development fulfill business requirements.
Ability to work effectively in cross-functional teams, excellent work ethics, self-motivated, team oriented, self-directed contributor and fast learner.
Professional Experience:
Oct 2016 till date United Health Group, Raleigh, NC Salesforce Administrator
Responsibilities:
Good knowledge on detailed analysis of functional and technical requirements, designed and deployed custom objects for application of Salesforce.com CRM to client business requirements.
Worked on all phases of SDLC that includes requirements elicitation, design, development, implementation, test and deploy Salesforce functionalities.
Exposure in defining business solutions and implementation of delivery methodologies for Salesforce CRM application besides troubleshooting, consultation and database management.
Proficient in designing Custom Objects, Custom Fields, Custom Tabs, Custom Reports, Picklist, Multi-Select Picklist, Role based Page Layouts, Workflow Alerts and Actions, Validation Rules, Approval Processes, Report folders, report extractions to various formats, design of Visualforce Pages, Record Types, Dashboards, and generation of Email alerts as per application requirements.
Experienced on Sales Cloud, Service Cloud, Customer Portal and Salesforce Chatter. Worked on Point and Click development and Salesforce implementation related to Sales Cloud.
Created Custom Report Types, Report and Dashboard folders and enabled folder permissions to various roles within the organization.
Experienced in creating Lightning components and Lightning applications. Worked on lighting components like Process Builder and Visual Flows.
Experienced in integration of Salesforce.com with external applications using web services SOAP and REST API.
Integrated with external system using web services callouts for cleansing and save the data in the pages of Salesforce.com besides working on SOAP and REST based web services for extracting the data from external systems to display in the pages of Salesforce.com.
Worked with Data Loader to insert, update, and bulk import or export of data from Salesforce.com objects. Also worked on comma-separated values (CSV) files to read, extract and load data to Salesforce.com using Data Loader and Data Import Wizard.
Experienced in querying Salesforce.com tables/databases using SOQL and SOSL queries for various data fetching and manipulation needs of the application using platform database objects.
Discuss release features with teammates during every new platform release from Salesforce.com to effectively improve the features on current environment.
Expertise with administrative tasks for customizing Users, Roles, Profiles, Permission Sets, Network filtering, Single Sign-On and Sharing Rules.
Worked on customizing salesforce OOTB features - Creating Page Layouts, Search Layouts, Record Types, Page layout assignment based on Record Type and Custom links.
Acquired good experience in analyzing CRM business processes that include Forecasting, Campaign management, Lead Management, Role Hierarchy, Territory Management, Order Management, Case Management, Account Management and Merge Duplicate Management in a multi-tier environment.
Experienced with Apex and Visualforce Page Communities, Apex Classes and Triggers and Test Classes to meet Code Coverage. Worked on Apex Data Loader and IDE tools for data migration.
Perform data mapping and migration of data from legacy systems to Salesforce.com Objects and fields, which include massive import and export of data.
Worked on Agile Methodology and participated in Scrum meetings to review, update and complete development of projects.
Developed detailed training plans and prepared documentation for business users. Involved in Unit Testing, User Acceptance Testing, and defect tracking and fixing.
Provided ongoing support and administration for Salesforce.com users including user setup, permission set assignments, public group assignment, queues assignment, updates, freeze/unfreeze and deactivation.
Mar 2015 – Sep 2016 American Express, Phoenix, AZ Salesforce Administrator/Developer
Responsibilities:
Experienced in analyzing company's business processes, translating business workflows into accurate Salesforce.com workflows and configuring Salesforce.com to meet business requirements.
Experienced working with sales team and business analysts, performed detailed analysis of business and technical requirements and customized various standard objects of Salesforce.com.
Administered, configured, maintained Salesforce.com application user profiles, roles, assign permissions, generating security tokens, validation rules and upgrade installation.
Worked with Salesforce.com standard objects like Campaigns, Leads, Accounts, Contacts, Opportunities, Products, Cases, Solutions, Reports and Dashboards.
Created and Customized Custom Objects, Formula Fields, Cross Object Formulas, Roll up summary fields and Record Types. Created various Profiles, Roles, and Page Layouts and configured the Permissions based on the Organization hierarchy requirements.
Worked on supporting cases, developed workflows and triggers for automated case resolutions.
In-depth knowledge on Salesforce Lightning Design Systems components in the Lightning Application. Technical Knowledge on Salesforce lightning schema builder, process builder, app builder, components and lightning connect.
Worked on converting Salesforce classic Visualforce pages into lightning using lightning components and lightning App builder.
Proficient in Salesforce administrative tasks like creating Profiles, Roles, Users, Page Layouts, Email Services, Workflows, Approval Processes, Reports and Dashboards, Tasks and Events.
Build the Role Hierarchy System in Salesforce.com and created Profiles setup according the Profiles.
Experienced in Data mapping specifications to create and execute detailed system test plans. Extraction of data mapping from an internal data warehouse, transformed and sent to salesforce.com.
Worked with Apex Data Loader tool to migrate the data into Salesforce platform. Extensive experience in data migration and integration using Data Loader.
Experienced with deployment cutovers to transport code from sandboxes to production environments and maintained checklists for release deployments.
Excellent knowledge of Salesforce APIs and hands-on experience integration with ERP packages.
Experienced on validations using the standard validation rule feature and used triggers and custom apex code for complex requirements.
Documentation of Salesforce release production functionalities in addition to unit, integration and end to end system testing and performance tuning of Salesforce for client application.
Worked on JIRA for project management and defect tracking.
Jun 2014 – Feb 2015 Citrix Systems, Richmond, VA Salesforce Consultant
Responsibilities:
Worked closely with the Platform Manager to understand business processes related to the Sales, Marketing and other business areas to deliver solutions that improve these businesses.
Involved in identifying, planning and implementing new salesforce.com features and functions (new screens, workflows, force.com objects, reports, apex code) to meet business requirements.
Experienced with Analysis, Requirements Gathering, Functional and Technical specification, Development, QA Testing, Deployment and End Users trainings.
Experienced with implementation and integration on Salesforce.com using Apex Language (Classes, Controllers & Triggers), Apex Scheduler, Batch Apex, Apex Class & Apex Web Service, Visualforce Pages, Custom Tabs, Custom Objects, Analytic Snapshots, and Dashboards.
Assist with configure, test and manage Salesforce applications and data integrity health checks.
Lead update/new release process including review of documentation and testing, and lookout for opportunities to leverage new Salesforce features and share with management.
Maintained Salesforce.com objects and fields as needed, workflow updates, data validation, alerts and communication templates.
Document changes in case management and follow change processes.
Imported excel based customer information records into accounts, contacts and assets using Data Loader and Import Wizard.
Created various reports (summary reports, matrix reports, joint reports), pie charts and dashboards.
Used the sandbox for testing and migrated the deployment instance after testing.
Worked in Agile methodology and participated in daily meetings and presentations within company.
Apr 2013 – May 2014 PFIZER, New York City, NY Salesforce Administrator
Responsibilities:
Worked on all phases of SDLC that include requirement gathering, design, development, implementation, test and deploy Salesforce functionalities.
Demonstrated ability to design the data model and translate the existing business processes to Salesforce.
Experienced with Salesforce.com standard objects like Campaigns, leads, Accounts, Contacts, Opportunities, Products, Cases, Solutions, Reports and Dashboards.
Worked on Data Mapping using Excel to map existing fields and legacy applications to Salesforce.
Expertise on Data Loader to update, insert and delete records using Excel as a part of data migration.
Worked on Salesforce Developer Console to execute Apex codes and SOQL Queries to verify Salesforce data.
Provided ongoing salesforce.com maintenance support and administration services including periodic data cleansing and fixing runtime issues.
Implemented Validation Rules, Assignment Rules, Sharing Rules, and Escalation Rules according to the application requirements.
Configured and customized Salesforce.com using standard setup tasks as well as developed Apex coding which includes Triggers, Classes, Classes for custom Controllers and Controller extension, schedulable Apex Classes, Batch Apex, Apex sharing rules, Email Services according to the functional needs of the application.
Developed various Custom Objects, Formula fields, Master Detail, Lookup relationships, Tabs and Validation Rules.
Designed various HTML Email templates for Auto-Response to customers. Deployment of code from sandbox to production using Force.com IDE tool.
Provided post-implementation support to assist end users in creating reports, dashboards and certain administration tasks including creating and maintaining user profiles and privileges.
Worked on Force.com Explorer for querying Salesforce database using SOQL and SOSL queries and Data Loader for data migration, insert, update, and bulk import or export of data.
Worked on Profiles, licenses, permission sets, assignment rules, public groups Metadata and the Metadata API.
Participated in regular scrum meetings between BA and Developer team to discuss issues and goals.
Discuss new release features with teammates during every new platform release from Salesforce.com to effectively improve the features on current environment/ landscape.
Documented User Training documents with detailed screenshots to train business users.
Dec 2011 – Mar 2013 CSC, Chennai, India Salesforce Administrator/Data Analyst
Responsibilities:
Coordinated business requirements sessions for gathering requirements and document business requirements and functional specifications for the Salesforce CRM project.
Scheduled Business Process Review sessions to analyze the existing requirements and to-be implemented business processes with business end users.
Production support for ongoing Salesforce project by reviewing trace logs, develop action plans and other administration services including periodic data cleansing, workflows and approvals.
Worked on administrative activities, configuration, maintaining Salesforce.com applications, User profiles, Roles, Assigning Permissions, setting up security tokens and creating Validation Rules.
Analyzed massive and complex data sets, performing ad-hoc analysis and data manipulation.
Gather, extract, manipulate, analyze and model data using analytical tools. Created various custom reports and deployed functionalities for different business requirements.
Created various profiles and configured permissions based on the organizational hierarchy requirements. Customized tabs for different business user groups and business centers.
Experienced with Record Types, Validation Rules, Triggers and Page Layouts for Campaigns, Leads, Opportunity, Contacts, Cases and Accounts depending upon user roles and groups.
Involved in various user stories and worked with QA team to test in various sandbox environments and update fields in Production.
Used SOSL and SOQL queries during data migration and custom development.
Worked on data migration from databases to Salesforce using Data Loader.
Experienced with field and page layout customization for the standard objects like Accounts, Contacts and Leads.
Performed code migration from the sandbox to production system via eclipse force.com IDE plug-in.
Created workflow rules, approval process and defined actions like Tasks, Email alerts, and Field updates.
Apr 2010 – Nov 2011 Andhra Pradesh Tourism, Chennai, India Associate Analyst
Responsibilities:
Assisted tourism manager with different tourism projects for the state of Andhra Pradesh.
Planned weekly schedules, activities, campaigns, promotions and coordinated with different teams.
Prepared monthly executive reports to analyze trends in different packages and its correlation to revenue generation by city.
Responsible and main point of contact for overall presentation of the information center.
Executed ad-hoc data analysis, validation and modeling, provide recommendations to convert them into value added business propositions and outcomes.
Technical Skills:
Salesforce:
Custom Objects, fields & relationships, Page layout customization, formula fields & roll up summary fields, field dependencies, validation rules, Work flows, Assignment rules, Security setting, reports, dashboards, analytic Snapshots, auditing and monitoring
Analysis/Reporting Tools:
SAP Web Intelligence (Business Objects 4.1), Crystal Reports, Tableau 9.3
Programming Languages:
SQL, T-SQL
Platforms:
Windows 2008/2010/08/10
Tools/Other:
Data Loader/Import Wizard, Change Sets, Eclipse IDE, Toad, Win SQL
Database:
MYSQL, Oracle 9i, Oracle 10g, SQL Server
Certifications:
Sales force ADM 201
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