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Sales Salesforce

Nashua, New Hampshire, United States
February 13, 2019

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Kannaiah Tatha

PH :224-***-****


Experience as an IT professional, in the field of Development as Salesforce Administrator and Business Analyst.

Experience in creating Custom Objects, Custom Fields, Picklist, Page Layouts, Workflow Alerts and Actions, Workflow Approval, Validation Rules, Approval Processes, Custom Tabs, Custom Reports, Report Extractions to various formats, Design of Visual Force Pages, Snapshots, Dashboards, and Email generation according to application requirements.

Experience working with Sales Cloud and Service Cloud and marketing cloud.

Expertise in composing the documentation process such as Business Requirement Document (BRD), Functional Requirement Document (FRD), Non-Functional Requirement Document, System design specifications.

Experienced in all SDLC's phases like Requirements study, Design, Development and Implementation and Maintenance stages of various projects

Conducted different levels of testing including functional, user acceptance, integration and performance to verify the client's needs are met.

Collaborated with the Salesforce Business Owner(s), IT systems leadership, CRM Steering Committee and other stakeholders to ensure functionality meets field needs and to develop ongoing project plan

Experience in creating user documentation, user training, deployment process planning and post- production support documentation and salesforce releases

Used JIRA for agile project management, creating product backlog, sprint backlog and bug tracking.

Excellent in Administrative tasks like creating Profiles, Roles, Users, Page Layouts, Permission Sets, Approvals, Role Hierarchy, Process Builders and Workflow rules, Custom Profiles and public Groups creation and user management and Activities.

Worked with FSL for tracking the representatives and helping the company to meet the customer requirements.

Integrated Marketing cloud, Sales cloud with the help of Marketing cloud connector and integrated the clouds for the sales team and made access powerful tools directly within sales cloud and service cloud

Monitored and helped the sales and marketing team to monitor the status of the applications.

Experience working with Non-Profit Success Pack and managed packages and Lighting Interface.

Experience Working with Configure Price Quote (Steelbrick) and helped customers optimize and grow their business

Experienced in creating Test Plans, Test Cases and Test Scripts.

Used SQL Server to store the data for staging and inserting the data in to Salesforce with the help of DBAMP which complex stored procedures for bidirectional integration from SQL Server to Salesforce.

Worked with the Apex triggers, Class, Standard Controllers, Custom Controllers and Controller Extensions. and visual force page for the communities and application pages.

Conducted Requirement Gathering Sessions and interviewed Business users and Subject Matter Experts (SMEs) using different techniques like Brainstorming, Focus group, Question and Answer, shadowing.

Experience in working with App Exchange applications such as Field trip, Marketo, Informatica, Mailchimp, Nintex Drawloop, DocuSign, Constant Contact, Conga composer and Geopointe (Territory management).

Technical Summary

Data Migration Skills & Tools: Data Analysis, Data Migration Data Loader (Normal, Bulk API) import wizard, Workbench, Tableau, Eclipse, HTML 5, XML, SQL, HTTPS, ANT

CRM Applications Sales Cloud, Service Cloud, Marketing cloud. Modules: Salesforce automation including Leads, Web to Lead, Accounts, Contacts, Opportunities, Contracts, Forecasts, Price Books, Products, Sites, Cases, Solutions, Ideas.

Project Management tools: JIRA, Visio, Project, OneNote.

Others: API, Eclipse, Salesforce.Com, Data Migration, Cases.

Professional Experience

LogMeIn, MA (Sep 2018 to Jan 2019)

Salesforce Administrator/ Business Analyst

Worked in the Business Intelligence Department utilizing Scrum, Project Management, Salesforce Administration, and Data/Process Analyst skills to create reports, plans, processes, and new tools.

Participated In merging process of two different instances in to a single instance and helped in moving the data in the new systems built using lighting interface.

Worked on various standard objects like Accounts, Contacts, Leads, Campaigns, Reports and Opportunities and worked with the sales team.

Worked with page layouts, picklists, and helped in customizing validation rules, Approval Processes and Auto-Response Rules for automating business logic.

Maintained security such as user accounts, sharing rules, permission sets, user roles and profiles, field level security, public groups, list views etc

Used Data Loader for insert, update, and bulk import or export of data from objects

Implemented Case Management Automation process using visual flow designer to track and solve Customer's Issues. Implemented Email-to-Case, Web-to-Case to enter generated cases to Case Object.

Worked with live agent and provided and helped in writing the knowledge articles in the service cloud.

Designed, Implemented and deployed the Custom objects, Page layouts, Custom tabs, Components to suit to the needs of the application.

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

Provided training for the Sales/ Support team how to build the reports on their own and how to deal with the new applications on the system.

World Learning, VT. December 2017 – May 2018.

Salesforce Administrator/Business Analyst


Interacted with various business user groups for gathering the requirements for Salesforce implementation and documented the Business and Software Requirements

Worked extensively on standard objects like Accounts (Person and Business), Contacts,

Opportunities, and Cases.

Worked with the Non-Profit Success Pack and Managed packages, Including NPSP and student communities.

Worked on different kinds of reports such as Summary reports and matrix reports for the admissions team.

Designed workflow rules, Process Builder, Visual flows, validation rules and approval processes for various functional and business requirements.

Worked with Field service lighting and Geopointe for tracking the Admissions team and their meetings with the students. Used FSL for managing the campaigns and fundraising events.

Developed several Visual force pages and APEX Triggers, APEX Classes as part of the application development.

Worked with SOQL & SOSL queries with Governor Limitations to store and download the data from platform database.

Effective employment of Apex Data Loader, Import Wizard and Data Manipulation Language for data migration and management in bulk.

Collaborated with other developers in performing unit testing and helped the users in UAT and Used sandbox for testing and migrated the code to production with the use of changesets.

Provided the training to the internal business users to use the application and develop their own custom reports.

Elavon, Atlanta, GA January 2017 – October 2017

Salesforce Administrator/ Business Analyst


Gathered Functional Requirements Documents (FRDs) for the project based on business requirements, priorities and scope.

Managed and implemented customization requests including creating workflow alerts, automated email responses, etc. and Developed several Custom Reports & Dashboards to better assist managers and report folder to provide da accessibility to appropriate personnel.

Integrated Marketing cloud, Sales cloud with the help of Marketing cloud connector and integrated the clouds for the sales team and made access powerful tools directly within sales cloud and service cloud

Worked with Marketing Cloud Connect used to combines the digital marketing capabilities of Marketing Cloud with the data management, segmentation, and campaign management tools.

Worked with the sales cloud and service for providing support to the end users about the company products and using the CPQ tools.

Good with Configure Price Quote Product and Pricing, also understand configuration settings as they relate to business requirements, also good with standard Quote/Proposal creation process.

Created price books and product bundles and worked with Steelbrick CPQ (Configure Price Quote) to generate accurate sales quotes, proposals, orders and contracts

Analyzed the changes performed in CRM application for marketing, sales etc., translated them to business and functional requirements for Sales and Service Clouds in SFDC.

Maintained effective working relationship with a variety of stakeholders such as customers, senior management, supporting QA teams in UAT, product and engineering amongst others and user adoption

Zensar solutions, India June 2014-July 2015

Salesforce Administrator


Performed GAP ANALYSIS between the "AS-IS" models of the Current system and "TO-BE" model to identify the project gaps.

Worked towards preparation of requirements management plan, business and functional requirement documents.

Strongly experienced in all phases of Software Development Life Cycle (SDLC) involving requirement gathering, requirement analysis, design, development, testing and deployment of projects in

Proficient with Sales Cloud, Service Cloud,, Chatter and App-exchange on Salesforce.

Good Experience in SFDC implementation and customization; gathered business requirement, entity relationships and implemented sales force custom objects and junction objects with lookup relationship and master detail relationship, business needs.

Expertise in Salesforce administrative tasks; profile creation, roles, users, page layouts, e-mail services, approvals, workflows, reports and dashboards

Customized page layouts, search layouts to organize fields, custom links, related lists, and other components on record pages.

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

as per the business requirements.

Worked on page layouts, list views, custom reports, and record types.


Bachelor of Technology - Computer Science, JNTU, Hyderabad, India

Master’s in information security and Intelligence, Ferris State University, Big Rapids, MI


Salesforce Certified Administrator- License 17877289

Salesforce Certified Platform Developer I - License 17924901.

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