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Sales Data

Edison, New Jersey, United States
November 19, 2018

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John Patel


Over * years of experience in the field of IT industry which includes experience as a Salesforce Administrator in CRM Platform across multiple industries involving building, customizing, developing and administering

on cloud applications.

Expertise in sales cloud, service cloud, and marketing cloud processes.

Experience in analyzing the business requirements and designing accordingly as per the client application the related custom objects, leads, campaigns, junction objects for relationships (Master-Detail, Lookup, Many to Many), Entity Relationship data model, page layouts, Workflow rules, Process Builders, Formula Fields, Validation Rules, sharing rules, Field Dependencies, Salesforce Automation such as Email alerts and business logic.

Generated SFDC customized Reports and Dashboards to monitor data quality and provide detailed information on performance indicators.

Strong Hands on experience with Salesforce Security features like creating Profiles, roles, Permission Sets, OWD, Role Hierarchy, Sharing Rules etc.

Experienced working with data migration/data management tools like Apex data loader, import wizard to migrate data from another database.

Experienced with relational database, data model and different data integration tools.

Managed Sandboxes for development, testing and training purposes. Done Deployment between Production and Sandboxes using Eclipse, Migration Tool, and Change Set maintaining code coverage.

To improve business made recommendations to integrate with third-party plug-ins from AppExchange.

Used Lightning process builder for visualizing and creating automated business processes.

Improved productivity for our sales team by Lightning Experience.

Created Lightning pages using Lightning app builder and assigned them to Profile, Apps, and Record types.

Well versed in understanding CRM business processes like Forecasting, Campaign Management, Lead Management, Territory Management, Order Management, Account Management, Case Management, pipeline management and merging management in a multi-tier environment.

Experience working in teams in Agile Environment involving in Daily Scrum methodology and planning sessions.


Custom Integration

Outbound Messages, Workflow & Approvals, Field updates, Reports, Custom Objects, Custom settings, Custom labels and Tabs, Email Services, Role Hierarchy, Dashboards, Security Controls, AppExchange Package & Custom Application and Sandbox data loading tools

Apex Data Loader, Apex Explorer, AJAX toolkit, Migration Tool, Excel connector,


MS SQL Server, Oracle, Ingres, MySQL


Eclipse, Eclipse IDE plug-in,


MS Visual Source Safe, HTML Dream weaver, Microsoft Project, SubVersion and MS Visio,


Windows (Vista/7/8/10)


Salesforce Certified Administrator (ADM 201)


Barclays, Piscataway, NJ Sep 2017 to Present

Role: Sr. Salesforce Administrator

Description: Barclays capital provides advisory, financing and risk management services to large companies, institutions, and government clients. Barclays wants to build community Platform on salesforce communities for mortgage brokers and customers to access the data from any location and from any device. So, Brokers no longer have to search in different places for information; there is just one and one platform and it's accessible from any device.


Involved in gathering the business requirements according to the client, conducting analysis accordingly, developing a data model, customizing and preparing detailed Technical design document.

Implemented enhancements on various standard objects like Accounts, Contacts, Leads, Opportunities and workflows, approval processes, Reports, and Dashboards.

Designed and developed various Custom Objects, Tabs, and Formula Fields, Cross Object Formulas, Rollup summary fields, validation rules, dependent pick lists, complex page layouts and Visual Force Pages to meet the need of the application.

Experienced in Salesforce Lightning process builder

To aggregate data on parent record from child records implemented Many-to-Many relationships and created Junction objects to implement Roll-up Summary fields.

For different profiles managed visibility of fields using field level security along with creating page layouts to hide critical information on the profile users.

Managed and assigned the salesforce licensing based on business requirements.

Enabled Chatter for the Organization to effectively communicate with the users in the Organization.

Assisted the development team in creating a company profile, set up new user profiles, define roles, permission levels in Sales Cloud for sales representatives and marketers.

Implemented Chatter, Chatter desktop, created public and private groups.

Worked on customization of visual force to have lightning experience for desktop and mobile applications.

Migrated consistently to Lightning from Classic in order the sales reps find Just-In-Time information about customers and prospects and close the deals faster.

Build reusable components, and customized Salesforce1 mobile app using the Lightning component framework.

Worked with Sales Cloud and business process concepts like lead prospecting, reporting, etc.

Wrote SOQL and SOSL statements within custom controllers, extensions, and triggers.

Imported data from excel sheets into Leads, Accounts, Contacts, and Opportunities using Data Loader and Import Wizard.

Customized Service Cloud Console by inserting Visual force pages in custom console components, highlight panel, and interaction log.

Worked with Marketing Cloud which develops analytical software for the online marketing.

Environment: platform, Apex Language, Visual Force (Pages, Component & Controllers), Workflow & Approvals, Reports, Process Builder, Custom Objects, Custom Tabs, triggers, Email Services, SDFC Service Cloud, Informatica cloud data wizard, Financialforce, Security Controls, Lightning, HTML5, CSS3, JavaScript, Dupe blocker.

Incomm, Alpharetta, GA Jan 2016 to August 2017

Role: Salesforce Administrator

Description: InComm is a leading provider of cutting-edge prepaid products, services and transaction technologies to retailers, brands, and consumers. So, Incomm needed a sales cloud-based tool and wants to make an application for managing and increasing sales activities and forecasting that where our business needs to be in five years.


Developed Custom Objects, Tabs, Components and Visualforce Pages and Controllers as a Salesforce consultant.

Administered, configured and maintained application by using the uers, profiles, roles, assigning Permissions, generating security tokens, validation Rules.

Created and deployed Several Reports using platform.

Provide training to end users and updated, modified Fields, Objects, and Page Layouts.

Assisted the development team in creating a company profile, set up new user profiles, define roles, permission levels in Sales Cloud for sales representatives and marketers.

Analyzed and evaluated complex business requirements and provided solutions.

Setup Live Agent as part of case management implementation inside service cloud

Involved in application setup activities and customized the apps to match the functional needs of the organization.

Good Experience on Salesforce Lightning. Experience in third party integration with ERP (Marketing Cloud, Sales Cloud).

Implemented the requirements on platform and IDE Plug-in using Eclipse.

Worked with Data loader for loading the records into, related to objects like Accounts, Contacts, Opportunities, and Activities.

Customized Service Cloud Console by inserting Visual force pages in custom console components, highlight panel, and interaction log.

Created and used Email templates in HTML and Visualforce.

Experienced in Administration, Configuration, Implementation, Lightning, and support experience with the Salesforce platform.

Started using Lightning Experience for the new modern user interface.

Integration of the web services by generating the necessary stubs from the WSDL files for extracting the data from the home-grown applications by using the home-grown web services.

Provided business intelligence and insights from CLM data to regional leads and management.

Experience with Sales Cloud and familiar with business process concepts like lead prospecting, reporting, etc.

Configured security and organizational hierarchy for the multi-layer sales organization in sales and service cloud implementation.

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

Interacted with the premium tech support team on a regular basis.

Environment: CRM, platform, Chatter, Visualforce Pages, Controllers, Custom Objects, Custom Tabs, Email Services, Jitterbit data loader, Workflow & Approvals, Reports, Security Controls, IDE, Windows.

Lilly, Indianapolis, IN May 2014 to Apr 2015

Role: Salesforce Administrator

Descriptions: Lilly is a global pharmaceutical company and renowned as a trusted medicine supplier. The company needed a tool that can effectively communicate with customers and team members, improve planning and analyze individual branch performance to help retain its culture of collaboration, innovation, and transparency and keep the business growing.


Performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of (SFDC) and other platform-based technologies like Visualforce, API, and web services.

Developed Custom Objects, Tabs, Entity-Relationship data model, validation rules on the objects and tabs, Components and Visual force Pages.

Created workflow rules and defined related tasks, Time triggered tasks, Email alerts, Field updates to implement business logic.

Created various Reports (summary reports, matrix reports, pie charts, dashboards, and graphics) and Report Folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports and for different user profiles based on the need in the organization.

Implemented pick lists, dependent pick lists, lookups, master-detail relationships, validation and formula fields to the custom objects.

Created test scenarios on Sandbox environment, created packages and moved it between Sandboxes and Production environments to place final implementations.

Used Salesforce Automation (SFA) for Territory Management and Opportunity Management.

Used SOQL & SOSL for data manipulation needs of the application using platform database objects.

Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.

Created automation of emails to Opportunity owners based on business requirements.

Resolved major issues in previously existing integrations between SAP and Salesforce in the Cast Iron environment.

Implemented salesforce Development Cycle covering sales cloud, service cloud, Chatter & App exchange applications.

Worked on Data Migration using data loader.

Involved in the Data Transformation and Data Cleansing activities while transferring the data to the external system using Informatica.

Environment:, Dashboards, Reports, Picklists, Roles, SOSL, Web Services, agile, WSDL, windows.

ConAgra Food, Chicago, IL Mar 2013 to Apr 2014

Role: Salesforce Admin/Business Analyst

Description: ConAgra Food is a packaged foods company which makes and sells products under various brand names that are available in supermarkets, restaurants, and food service establishments. The company needed a DMP tool as its Data Management Platform to act as the brain of a new data and Capture, unify, and activate customer data without limits with including offline data from its CRM system. Salesforce DMP enabled ConAgra to create defined consumer segments, so the company could offer relevant dynamic content.


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

Experienced in working with Custom Profiles and public Groups creation and user management.

Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow & Approvals.

Worked on various standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Price book, Activities, Cases.

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

Customized application based on the user needs.

Created email templates in both HTML and the Text templates.

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

Used Data Loader for insert, update, and bulk import or export of data from Objects. Used it to read, extract, and load data from a comma-separated values (CSV) files.

Defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects.

Involved in Accounts sort, maintaining Public Groups.

Created and maintained public groups for both the community users and the Salesforce users.

Created Reports and Dashboards as per the customer requirements.

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

Created various Dashboards for managers to check the various scales of performance at different levels of the stream.

Business process designed and documented in workflow modeling, BPMN.

System and User Acceptance Testing (UAT) coordinated and facilitated.

Environment:, Record types, Custom objects and Fields, Workflow rules, Data loader, and Custom Tabs, Excel, HTML, SOQL, SOSL, Security controls, Visual force.

Citrix, Fort Lauderdale, FL Aug 2011 to Feb 2013

Role: Business Analyst

Descriptions: Citrix is an American multinational software company that provides server, application and desktop virtualization, networking, software as a service, and cloud computing technologies. The goal of the Citrix was to Engage client to gather software requirements/business rules and ensure alignment with development teams and translate stakeholder requirements into over 10 different tangible deliverables such as functional specifications, user cases, user stories, workflow/process diagrams, data flow/data model diagrams.


Develop business architecture using requirements such as scope, processes, alternatives, and risks.

Analyze the client’s business requirements and processes through document analysis, interviews, workshops, and workflow analysis.

Conduct 5+ levels of testing including functional, regression, user acceptance, integration, and performance to verify the client’s needs are met.

Communicate the client’s business requirements by constructing easy-to-understand data and process models.

Provide input into developing and modifying systems to meet client needs and develop business specifications to support these modifications.

Developed project in an agile environment and played role of Scrum Master.

Draft and maintain business requirements and align them with functional and technical requirements.

Facilitate monthly meetings with clients to document requirements and explore potential solutions.

Environment: SQL, Rational Requisite Pro, SharePoint, UML, SQL, MS-Office, MS Project, MS Visio, Quality Center, UAT, JAD, RUP, XML.

Amul Dairy, Gujarat, INDIA July 2009 to Aug 2011

Role: Technical Officer

Descriptions: Amul dairy is an Indian company that manufactures, markets and sells milk, milk products, and other edible products. I have assigned to assist in designing and development of IT projects. Planning and developing specifications, schedules, and tasks for projects.


•Identifying and recommending system enhancement for meeting business needs

•Developing and managing budgets for hardware and software systems

•Negotiating contracts and service agreements with vendors

•Develop MIS budget as per company guidelines

•Led and evaluated the MIS team for technical growth

•Staying updated on current business and technology changes

Environment: ERP, MS-Office, MS Project, MS Visio, SAP, Windows 7.

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