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Salesforce Manager

Carmel, Indiana, United States
August 26, 2018

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Priya Chaudhary

Cell: 847-***-****


Salesforce Certified Administrator - 18590393

Salesforce Platform Developer 1 - 18698617


6+ years of IT experience includes 1 years of experience in Business Analyst in SDLC: analysis, design, development, deployment, testing, and implementation of projects for various business organizations and includes 5+ years of experience in CRM Platform and experience as a Salesforce Business Analyst, Developer and Administrator

Sound understanding of SOQL and SOSL for Querying and searching Data for platform.

Good understanding of Salesforce Governor limits and experience in overcoming limitations in Apex classes, Triggers, SOQL and Batch classes.

Extensive experience in Data mapping and migration from Legacy systems to platform using Data Loader and Import Wizard.

Strong experience in generating Reports, Dashboards and analytical snapshots for the management.

Worked on Process Builder, Wave Analytics, Workflow and Approval Processes.

Configured, implemented, administrated and maintained the platform

Experience on Salesforce setups such as Permission Sets, Sharing Model, Roles, Profiles, OWD, Object relationships.

Proficient in customizing standard objects like Accounts, Contacts, opportunities, Products, Price books, Cases, Leads, Campaigns, Reports and Dashboards.

Experience in creating Custom Apps, Objects, Fields, buttons Applying Sharing Rules, Page Layouts, Search Layouts, Related List and defining Field Dependencies.

Experience in working on case management, leads, Web-to-lead, Web-to case, Email-to-case.

Methodologies including, Agile, RUP, and Waterfall.

Worked with Evaluate technical requirements and identify impact, risks, and benefits of alternative solutions

Having hands on experience on Wealth management &Copado

Experience in interaction with internal and external clients

Excellent skills in Business Analysis, Data Analysis, GAP Analysis, Financial Data Analysis, Risk Analysis, Requirement Analysis, Business Modeling and Use Case Development using UML methodology

Experience in architecture definition to design, development and testing of the SFDC application

Experience in Quality Assurance testing including: functional, integration, system

Experience in creating and developing strategic test plans, cases and reports

Expertise in Draw out key business insights and provide actionable recommendations

Experience Lead cross-functional teams and direct work of developers, analysts and professional services vendor

Experience in re-design business process

Modeling, Use Cases, Activity Diagrams, Sequence Diagrams, Data Flow Diagrams, Collaboration Diagrams, Class Diagrams and document them using MS Visio

Extremely proficient in learning new concepts quickly and independently

Skilled at assessing client needs, working in a group setting, and training/supporting end users

Experience in Participate in the design, development and implementation

Experience in Executing medium to high complexity configuration requests

Proficient in the development of quality processes to support requirements management, software development, application configuration, and software testing.

Experience in Investigate complex problems in production environments

Experience in Salesforce data and reporting

Expertise in Detail oriented with superior problem solving skills

Good Hands on Experience in creating Test Cases on the basis of product features, client requirements and technical documents. Developed, executed and maintained Test Scripts. Reviewed and documented system Test Plans

Worked on different SDLC Methodologies including Waterfall, Agile, RUP, and IDEF

Ability to understand and interpret Entity Relationship Diagrams and document them

Implemented Security and Sharing rules at Object, Field and Record levels for different users in the organization

Proficiency with Rational Enterprise Suite (Requisite Pro, Rational Rose, Clear Case, Clear Quest) in support of the RUP methodology

Expertise in Loading Test Cases and mapping the same to the business requirements in Test Manager

Expertise in Salesforce Integrations and DocuSign integrations

Experience in Java, SQL, VB scripting and Data Mapping. Visual force, and Apex class

Experience in developing business and functional Requirements, including requirements traceability, categorization, and prioritization

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

Experienced to maintain, enhance and create workflows and validation rules.

Extensive knowledge about Salesforce setup menu, Configuration, custom Application Development, Administration, Data Migration

Successfully worked on iterative offshore/onshore IT Business Development model

Able to effectively converse, relate and liaise with multifunctional teams, including business owner, stake holders, mangers, architects, developers and testers at all levels

Strong communication, written and presentation skills

Expertise in Health Care industry: HIPAA and Healthcare reform initiatives like ICD 10 conversion, Medicare, Billing & Enrollment, Member Maintenance System, Provider system, interaction with Claims system, EDI transactions, etc.

Liaison between clients, subject matter experts and technical team

Hands on experience in Medicare and Medicaid Claim Process

Strong experience working with HIPAA ANSI X12 Transactions (837/835/834/ 270/271/276/277)

Familiar with 997 / 999 claim acknowledgment transactions.

Extensive knowledge on performing Process reengineering by documenting and evaluating existing business processes.


Rational Tools

Rational-Rose, Requisite-Pro, Clear-Case, Clear-Quest and Test-Manager.


Oracle (8/9i and 10g), MS Access, MS SQL Server

Operating Systems

Linux, Windows XP/Vista/7.

Programming and Scripting languages

Java, C, C++, HTML, Apex, Visual force

CRM Applications

SDLC Methodologies

Waterfall, Agile Methodology, RUP

Frameworks and Architecture

Model View Controller (MVC) based solution design

Tools for Version Control

Clear case

Project Management Tools

MS-PROJECT 2000, MS Visio, MS Word, MS Excel, MS PowerPoint, HP Quality Center, Sharepoint



Aetna Inc. – Hartford, CT November 2017- Till Date

Role: Salesforce Developer/ Administrator

Description: Aetna is an American managed health care company, which sells traditional and consumer directed health care insurance plans and related services, such as medical, pharmaceutical, dental, behavioral health, long-term care, and disability plans. Aetna is a member of the Fortune 500. The Salesforce CRM Application is implemented to consolidate sales management for all the regions. Salesforce CRM Application was developed to provide customized solutions to the Sales team to keep track of their customers, their contact information and their opportunities in Pipeline.


Understand the business Scenarios and customized the business solution using and platforms.

Created many app pages, home pages integrating the custom components for salesforce lightning and salesforce1 mobile app. Developed custom application using Apex, Visual force and AppExchange.

Created modern Enterprise Lightning Apps combining Lightning Design System, Lightning App Builder and Lightning Component features. Upgraded some Apps from Salesforce Classic to Lightning Experience to develop rich user interface and better interaction of pages.

Worked on Lightning Process builder flows, Chatter, etc.

Maintenance of installed Managed Packages in Lightning using Apex. Experienced in using Data Migration tool called Data Loader.

Implemented business Scenarios using Custom objects, Custom Fields, Custom Tabs, Standard Objects, Reports and Dashboards.

Implemented the requirements on platform.

Created new User Accounts and assigned Profiles as per their role in role hierarchy.

Defined Org wide default to restrict access from users.

Customized Page layouts for Standard/Custom objects and assigned Record Types.

Created Data Validation rules and Formulas as per business requirement.

Worked with various Standard objects like Accounts, Contacts, Leads, Cases, Campaigns, Reports, and Dashboards.

Created Workflow Rules, Tasks, Email Alerts, Auto response rules and Components to suit to the need of the applications.

Created Reports and Dashboards to track Opportunity pipeline/Stages for Management visibility.

Designed, and developed Apex Classes, Controller Classes, extensions and Apex Triggers for various functional needs in the application.

Designed various Webpages in Visualforce for capturing various customer enquiries and Implemented logic for migrating cases to different queues based on the type of customer enquiry.

Developed customer portal for distributors, claim processes and approval process flow

Created Custom Objects and defined lookup and master-detail relationships on the objects and created junction objects to establish many-to-many relationship among objects.

Used SOQL & SOSL with consideration to Governor Limits for data manipulation needs of the application using platform database objects.

Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into, checking for the correctness of the data.

Worked with team to make application certified.

Used the sandbox for testing and migrated the code to the deployment instance after testing.

Packaged and Deployed customizations from Sandbox to other environments using IDES.

Help users with Chatter teams/Groups and follow application as well.

Setup Salesforce security control using profile, Role, Global sharing setting, Sharing rules.

Environment: platform, Apex, Visualforce, Data Loader, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, HTML, Java, Web Services, Sandbox

Client: Henry Ford Health System Detroit, Michigan September 2015 – October 2017

Role: Sr. Salesforce Analyst / Admin/ Developer


HFHS is one of the nation's leading health care providers, offering a seamless array of preventive care backed by excellence in research and education. HFHS blend industry expertise and advanced technology to deliver the most accurate perspectives and in-depth analytics on healthcare dynamics. Worked on both SFDC standard and custom objects, fields, relationships, Triggers, Workflows and Analytics, to create reports for its daily, weekly, quarterly and yearly sales reports and creating dashboards for tracking each individual milestone.


Gathered Business and Functional Requirements (BRD, FRD), during JAD sessions interacted with the stakeholders, developers, Project Manager and SME’s to formulate Business Processes.

Determined and documented the As-Is and the To-Be (future) business process flows.

Worked in Cross Functional team environment, served as a liaison between SME’s, Project Manager, and stakeholders to ensure accuracy in the SFDC implementation and other business requirement.

Good understanding of the business requirement and come up with technical design Experience in Sales cloud, Service cloud and community cloud

Used sales cloud to Maintain Leads, contacts, opportunities and worked on Lead Conversion Process.

Agile methodologies (SCRUM) was implemented that includes daily scrum with team.

Extensive development experience using Visualforce, Apex controllers, Triggers, Batch Apex, and other programmatic solutions on the Salesforce platform.

Designed and developed Visual Force pages based on the custom requirement.

Developed Apex Classes and Extensions to add required functionality to Visual Force Pages.

Wrote Apex Triggers to implement business logic.

Worked on various standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports.

Developed and deployed Reports and Dashboards.

Created new custom objects, assigned fields, custom tabs, components, custom reports.

Developed Customer portal and implemented Web-to-lead functionality to enable lead capturing in real time.

Maintained and improved existing Salesforce implementation. Created record types and page layouts, added and edited validation rules, edited and improved page layouts.

Modified access and sharing rules, added custom objects and workflows, and approval processes.

Created new report types, new reports and dashboards to monitor and issue regular key productivity indicator reports and charts.

Responsible for coordinating the deployment of application upgrades and code releases into identified environments, and of creating associated release and deployment records.

Documented the entire process starting from Requirement document to end user training document.

Developed attitude and capability to handle multiple projects at the same time including Onsite/Offsite co-ordination and also with offshore teams.

Helps in conducting Gap Analysis (GAP), User Acceptance Testing (UAT), and System Integration testing (SIT) and SWOT analysis.

Designed escalation rules, automatic case generation and their escalation to call center representative, and generated email alerts for quick issue resolution.

Wrote SQL Queries in MS Access to sort data and analyze the large set of data during project life cycle.

Provided in-depth analysis to resolve production and application issues.

Provided a concrete explanation of resolutions to issues, inquiries and requests.

Verified the Business Scenarios on new builds to allow extended testing by the QA team.

Environment: Salesforce CRM, Apex Language, Visual force Pages, Data Loader, HTML, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, MS Office Excel, Word, PowerPoint, MS Project, MS Visio, UML, JIRA, Windows XP.

Client: United Health group, Minneapolis, MN March2013 – August 2015

Role: Salesforce Business Analyst /Admin


UnitedHealth Group is a distinctively diversified health and well-being Company. This project was developed to maintain Accounts, Contacts, Opportunities, Cases, Solutions, Products, opportunities and case management.


Extracted the Business Requirements from the end users keeping in mind their need for the application and prepared Business Requirement Documents (BRD).

Identified business requirements and translated them to technical specifications for

Shaped Dashboards and Reports to give access to reliable, real-time recruiting application.

Configured for the Users in the Organization.

Worked on various 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 and designed Many-to-Many relationships, validation rules, and Junction objects to implement Roll-up Summary fields to aggregate data from child records on the parent in order to maintain data quantity and data consistency.

Constructed Junction Objects and enabled various progressive fields like Field Dependency, Custom Formula Fields, Pick List, Field Updates, and Email Generation for automated alerts.

Maintained processes of .csv import file updates for customer records into Accounts, Contacts using Data Loader and Import Wizard.

Planned and implemented Custom validation rules, Work flows, Approval Processes and Auto-Response Rules for automating business logic.

Performed the administrator role by creating roles, profiles and configured the permissions based on the organizational hierarchy requirements.

Prepared pictorial Use Cases Diagram, Swim Lane Diagram, and High-level Process flow Diagram using MS Visio and MS Word. In addition, have strong exposure and ability to analyses Activity Diagrams, Sequence Diagrams.

Created Change Requests records in Rational Clear Case for making changes in the Business Document.

Implementation of system enhancements and conversions which included developing detailed documentation for training and testing.

Environment: Platform, MS Visio, Swim Lane Diagram, High-level Process flow, MS Visio, Visual force pages, Data Loader, HTML, Workflows, Approvals, Reports, Custom-Objects, Platform(Sandbox and production).

Cathay Bank, San Diego, CA January 2012 – February 2013

Role: Business Analyst

Description: The project required the development of a system to automate the mortgage loan origination process beginning with the customer initiation to title transfer. The primary responsibility was to develop functional specification documents for the appraisal and credit departments by gathering, analyzing and documenting requirements from various Business users associated to the system, analyze external factors and the third party data sources.


Determined user/business/functional requirements. Created vision, scope, and use case documents; business process models, use case diagrams, activity diagrams, and state chart diagrams.

Utilized RUP to configure and develop process, standards, and procedures.

Performed GAP and Risk analysis of existing system and evaluated benefits of new system.

Worked on consulting & Automotive

Conducted Joint Application Development (JAD) sessions with stakeholders throughout SDLC to resolve open issues.

Documented requirement traceability matrix in Requisite Pro for traceability of requirements through test cases, as a Business Analyst

Gathered application’s requirements in compliance with client specified format requirements

Participated in doing gap analysis of current and future states

Prepared a business process model that includes modeling of all business activities from the conceptual to procedural level.

Analyzed the impact of changes on the current business systems and suggested potential enhancements to make them compatible with the overall changes.

Played a key role in the planning, testing, and implementation of system enhancements and conversions

Liaised with other IT & business groups and project managers to ensure coordination of projects affecting other functional areas

Analyzed, documented, and managed all project requirements and changes to requirements throughout the software development lifecycle


• Developed standard applications for managing the mortgage loan process using web sphere

• Reduced critical errors and streamlined the loan process from creating a new loan to title transfer

Environment: UML, Windows, SQL Server, Microsoft Office suite, Rational Enterprise suite.

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