Salesforce Administrator
NEHA GUPTA
**********@*****.***
Location: Woodbridge, New Jersey
Work Authorization – L2 EAD
SUMMARY
8+ years of professional IT experience with more than 3 years of strong experience as Salesforce.com Administrator and around 5 years of strong experience as SAP CRM Functional Consultant.
Strong knowledge of marketing, sales and service clouds.
Experience in building reports and dashboards, customizing them as per user requirements
Well versed in analyzing CRM business processes that include Campaign management, Lead Management, Role Hierarchy, Order Management, Account Management and Case Management.
Managed Salesforce clients & users gathering the necessary account requirements to successfully strategize and plan each project, and implement those plans to their organizational needs.
Designed, setup and maintained Salesforce standard objects, custom objects and junction objects, while also structuring user roles, security profiles and workflow rules.
Ensured data integrity through the appropriate use of loading and exporting tools, for bulk data using Data Loader.
Involved in Design and development of workflow rules, validation rules, Profiles, Custom Buttons and Custom links to drive the functionality.
Created Email templates, approval processes Auto response Rules and Multi-Step Approval Processes as per the requirements and defined approval actions on them to automate the processes.
Building app and enhancement of app.
Performed user & administration training sessions for clients to utilize Salesforce.
June 14 to Oct 16
Organisation – ATOS
Project # 1
Client : T Mobile
Location : USA (New York)
Role : Salesforce Administrator
Duration : April 2015 to Oct2016
Performed the detailed analysis of functional and technical requirements, designed and deployed the custom objects, identified the lookup and master-detail relationships and created the junction objects.
Implemented security and sharing rules at object, field, and record level for different users at different levels of organization. Also created various profiles and configured the permissions based on the organizational hierarchy.
Implemented pick lists, dependent pick lists, validation and formula fields to the custom objects.
Created T-Mobile App.
Implemented the validation rules on the campaigns and created Page layouts, Custom tabs, and Components to suit to the needs of the application.
Implemented the workflows and approvals for various functional requirements.
Developed various custom reports and dashboards for data analysis.
Generated Email Templates which we used to send to target groups for campaign execution.
Implemented Approval Process for business, which involve several approvals from sales managers.
In Service Cloud customized Cases, solutions, web to case.
Created Email templates, approval processes, Auto response Rules and Multi-Step Approval Processes as per the requirements and defined approval actions on them to automate the processes.
Environment: - Salesforce.com platform, Data Loader, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls.
Project # 2
Client : Dubai Refreshment Company
Location : Dubai
Role : Salesforce Administrator
Duration : June 2014 to April 2015
Involved in Salesforce.com Application Setup activities and customized the applications to match the functional needs of the organization.
Performed the role of Salesforce.com Admin in the organization.
Interacted with various business team members to gather and documented the requirements.
Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Reports and Opportunities
Designed, Implemented and deployed the Custom objects, Page layouts, Custom tabs, and Components to suit to the needs of the application
Created TPM App.
Created various profiles and permission sets configured the permissions based on the organizational hierarchy requirements
Created Sharing rules on Accounts and Contacts
Developed various Report Types, Custom Reports and deployed them for different business user levels
Ensured quality delivered by vendors meets contractual expectations
Provided training to the internal business users to use the application and develop their own custom reports.
Performed the role of support engineer for the internal users and helped them in getting used to the application, generated reports and saved them for further access to the users.
Environment: - Salesforce.com platform, App creation, Import Wizard,Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls.
Sept 2010 to June 2014
Organisation – IGATE Corp.
Project # 1
Client : Edwards
Location :Crawley,U.K
Role : Salesforce Admin
Duration : July2013 to June2014
Interacted with business operations, understand business model, involved in gathering requirements, communicated business process, and translated needs into Salesforce terms, defined objects and relations.
Created and managed users, roles, public groups and implemented additional role hierarchies, sharing rules and record level permissions to manage sharing access among different users.
Performed complete analysis of existing systems in organization and corresponding business process for sales and marketing.
Configured standard salesforce objects and custom objects as per business needs, implementing validation rules and formula fields.
Implemented minor enhancements on standard objects like Campaigns, Leads, Accounts, Contacts, Opportunities, Quotes, Activities, Dashboards and Reports.
Added new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports.
Gathered requirements for all automation workflows as per business requirements and translated them into salesforce business terms.
Implemented Approval Process for business, which involve several approvals from sales managers.
Involved in requirement gathering for account assignment rules for account owner for various geographies and defined those using sharing rules.
Involved in defining Roles and Profiles for internal users.
Created and deployed several reports for different user profiles based on the need in the organization
Develop and enforce sales team processes to ensure timely and accurate data capture and management in Salesforce.com.
Customize and manage all aspects of the Salesforce.com user interface.
Customize fields and page layouts for all objects.
Environment: - Salesforce.com platform, Data Loader, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls.
Project 2:
Client : SERCO.
Location : Hook, UK
Duration : Sept 2010 to June 2013
Role : SAP CRM Consultant
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Roles & Responsibilities
Configuration in Sales
Involved in AS IS documentation.
Configuring and mapping BP
Organization Determination Procedure.
Partner Determination procedure.
Transaction Processing: Lead, Opportunity, Quotation, sales order
Configuration in Marketing
Worked with marketing plan &Campaign management, maintained marketing activities and campaign promotion.
Worked in marketing planner in creating marketing programs, marketing plans and campaigns.
Customize the campaign types, objectives, tactics, Authorization.
Product group creation and assignment to your campaign.
Lead creation. Qualification and dispatch lead to sales order.
Defining questionnaire & defining determination for questionnaire.
And assigning qualification level to questionnaire.
Service
Service Contract.
Customizing service Transaction, item category, transaction type, date management, actions.
Changing service quotation to service order by copying control
Creating Follow-up transaction in Service process.
Customer Interaction Center
Configured Navigation Bar Profile for CIC as per business need
Enhanced Business role for Interaction center as per client requirements
Add and remove assignment block for Customers as per client requirement
Add and remove direct links in Interaction Center based on client requirement
July 2008 to April 2010
Organization- HCL
CRM Executive
Roles & Responsibilities
Developing marketing strategies and conducting marketing campaigns for growing customers database
Reviewing weekly and monthly purchase trends and controlling inventory
Entering sales, purchase, and other data into the CRM system
Preparing business proposals and bidding.
Coordinating between sales, IT, logistics team, and customers
Providing business and technical support to the management
ACADEMIC QUALIFICATIONS:
M.B.A in Marketing in 2008 securing 8.5 percentile.
B.E (Electronics and Communication) in 2006 securing 74.2%