Jyothi.B

Contact: 470-***-****

ad3axn@r.postjobfree.com

https://trailblazer.me/id/jboggala

Salesforce Admin/BA

Experience Summary:

Over all 7+Years of experience as a Salesforce BA with admin skills.

Extensive IT experience and technical proficiency in the field of salesforce teamed with Business Requirements Analysis, Data Modeling, Design, Development& testing and full life cycle Implementation.

Certified Salesforce Administrator, Certified Salesforce Business Analyst, Certified Scrum Master (CSM), Certified AWS Cloud Practitioner.

Extensive experience in liaising with stakeholders in devising Business Strategy for Revenue growth and Operational Excellence.

Experienced working in AGILE methodology.

Expertise in analyzing and reviewing business req. for Requirement Traceability Matrix and Use-case validation.

Designed use case, activity, and class diagrams to extract business process flows assisting DEV and QA teams with requirements.

Involved in Feasibility and Risk Analysis to identify the business critical and high-risk areas of the application.

Adapt in conducting Joint Application Design (JAD)sessions for requirement, feasibility, and risk analysis with various stakeholders, including designers, developers, QA and management to identify critical and high-risk areas of the application.

Skilled in conducting Rapid Application Development (RAD) sessions, requirement reviews and system walkthroughs.

Expertise in writing SQL queries.

Create and customize standard and custom Apps, Objects, Tabs, Fields and Relationships, Buttons, Links and Actions, Label, home page component, Page Layouts, Compact Layouts, Validation Rules, List Views, Report Types in Salesforce Classic as well as Salesforce Lightning page.

High level of proficiency in creating Users, Roles, Profiles, Public Groups, Permission Set, Queues, Email, Templates, Letterheads.

Experience in configuring Company-Wide settings and implementing Security and Sharing Rule.

Have good understanding on object data model of Sales Cloud related objects such as Opportunities, Quotes, Quote Line Items, Products and Price books.

Strong experience in all levels of Testing such Integration Testing, Functional Testing, System Testing, Regression Testing and User Acceptance Testing (UAT) and Black box testing.

Acquainted and well versed with CRM processes like Sales, Customer Service and Customer Support, Business Processes, and recommended solutions to improve their processes using SFDC.

Experienced in analyzing business requirements, Entity Relationship diagram and implementing them to Salesforce custom objects, junction objects, master-detail relationships, and lookup relationships.

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

Strong experience in working with Dashboards, and reporting modules and designing, creating, and implementing profiles, roles, record types, page layouts, assignment and workflow rules, escalation rules, communication templates, approval processes and reports, and configuring security settings.

Worked with Solution Architects to created End to End DFDs.

Educated new resources with process flow, communicated with cross functionality teams knowing the status of the project and drove to meet deadlines of the project.

Experience in working with multiple Sandbox and deploy the configuration from Sandbox org to production.

Experienced using Salesforce Lightning UI. Created 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.

Good Knowledge and understanding of AWS services and DevOps tools implementation techniques.

Technical Summary:

Technologies

Salesforce CRM, APEX Language, Classes, Triggers, SOQL, SOSL, Visual force (Pages, Components and Controllers), APEX Data Loader, Lightning Component, S-Controls, Dashboards, Workflow & Approvals, Analytic Snapshots and Custom Objects, AWS services.

Custom Integration

Outbound messages, Workflow & Approvals, Field updates, Reports, Custom objects, Custom settings, Custom labels & tabs, Email Services, Role Hierarchy, Dashboards, Security controls.

Programming Languages

APEX

Web Development Technologies

XML, HTML, CSS, JavaScript.

Software Development Methodologies

Agile, Waterfall.

Tools

Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Jira, Azure DevOps Quick books, Service now, Microsoft Visio, Lucid chart, Microsoft SharePoint, Confluence, Trello, Bitbucket, GitHub, DevOps tools.

Certifications:

Certified Salesforce Admin, Salesforce Trailhead ranger

Certified Salesforce Business Analyst

Certified Scrum Master (CSM)

Amazon Web Services Cloud Practitioner

Education:

Bachelor Of Technology in Computer Science and Information Technology, JNTU(Hyderabad) India - 2007.

Experience:

Client: Charles Schwab, Westlake, Texas July 2023 Till date

Role: Product Analyst

Responsibilities:

Experienced in implementing, automated referral capabilities within the Digital Rep Services domain of Salesforce for retail banking clients.

Hands on experience on Identifying and analyzing the business requirements for referrals across diverse stakeholders and translated them into Salesforce functionalities.

Provided full Support and served as trusted advisor to the product owner in daily activities for a financial services platform.

Actively participated and conducted Agile ceremonies, ensuring team alignment, and fostering in a collaborative environment.

Actively Collaborated with product owner on roadmap planning and prioritization.

Facilitating, communicating, and collaborating with cross-functional teams by creating comprehensive mapping documents and maintaining centralized documentation in Confluence.

Translating the business requirements into detailed user stories and spikes. Prioritizing for backlog refinement, and prioritizing during sprint planning.

Acts as an Admin and managed user permissions and configurations within the Salesforce platform.

Built directory structures and branches for referrals directly in production environment.

Provided comprehensive support to the Product Owner, conducting thorough testing and validation of user stories, spikes, and bugs prior to the deployment.

Actively participated in Sprint demos, ensuring alignment with business users and tracking project progress.

Successfully managed release evenings, conducting thorough validations to ensure seamless deployments.

Provided support in production bugs by analyzing those bugs transferring those bugs to dev and keeping track of it till it resolved

Ensure the team has clear understanding of the quality of software they are developing, and is constantly working to improve that quality.

Fluent with planning tools such as Jira, Excel, Giffy, Confluence.

Consistently demonstrated a proactive approach, working collaboratively to achieve team goals and objectives.

Provided project support for the implementation of additional modules and integrations with Salesforce by collaborating with cross functional teams.

Working experience on Sales cloud and Service cloud.

Client: Northeastern University, Boston, MA June 2022 to June 2023

Role: Business Analyst

Responsibilities:

Extensive experience in SDLC (Software Development Life Cycle)

Experienced working in CRM -Salesforce Migration to EDA (Education cloud), providing support in building a salesforce organization from scratch and provides 360 view lightening experience to the users.

Working with multiple users and applications, conducting elaboration sessions, and gathering requirements from them. Prioritizing those requirements with the Team and are properly documented.

Experienced in creating Marketing email templates for new enhancement in FACT project.

Comprehensive knowledge in Technical and Business writing, Data and Business process flow modelling.

Proficient in writing Functional specifications document, system requirements and use case specifications.

Expertise in producing detailed user stories with Acceptance criteria and attaching the documents with screen shots in Jira.

Professional approach of interaction with Product Owners, business users.

Ability to handle complex information with accuracy and attention to detail.

Strong interpersonal and communication skills, building and maintaining relationships, self-motivated with the ability to prioritize, meet deadlines and manage changing priorities.

Strong ability to interact with customers in a sensitive and diplomatic manner, maintaining positive relationships and building consensus on project goals.

Works on variety of Salesforce CRM Projects and Initiatives encompassing all enterprise applications.

Working experience in understanding of the salesforce object model, advanced understanding of software design and development using agile methodologies.

Created and implement changes to applications, objects, fields, workflows, processes, flows, validation rules, approval processes, email alerts, advanced formulas, page layouts, record types, and Lightning pages.

Deep expertise with Salesforce Reports & Dashboards, inclusive of custom report types.

Follows Agile scrum methodology and working on 2-week sprint. Actively participated in Sprint planning meetings, Scrum meetings, Retrospective meetings to meet the project goals.

Fluent with planning tools such as Jira, Excel, Lucid, Confluence, CWB (Configure Workbook).

Respond to user concerns on immediate, production related technical issues. Ensure that an appropriate response to those concerns and requests are put into action and communicate progress back to the user.

Collaborate with the systems and development staff and lead the development of technical specifications that are meaningful to both client and technical developer.

Experienced working in going into each application in salesforce and testing how the process goes and writing detailed user stories in the process map and validating with the users and get feedback from them.

Excellent Leadership and Interpersonal skills, Team player with ability to work effectively with all levels of organization and individually as well.

Always proactive in working on tasks and deliver on time to meet the project goals.

Client: Inspire Brands, Atlanta, GA Jan 2021 to May 2022

Role: Business Analyst

Responsibilities:

●Initially Played the role of Salesforce Business Analyst performing the responsibilities such as Modifying Business Requirement Document, identified process repetitions, bottlenecks and infrequent routes. Also, Created Environment setup plan, Planned testing strategy, created and signed off test-script, executed User Acceptance Test.

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

●Performed detailed analysis of technical and business requirements. Extensive business knowledge and customization experience on various Salesforce.com standard objects like Accounts, Contacts, Opportunities, Cases, Leads, Campaigns, Forecasting, Reports and Dashboards.

●Experience in analyzing organization processes, converting business workflows into exact Salesforce.com workflows and configuring Salesforce.com to meet business requirements.

●Follows AGILE Scrum for everyday progress analysis by Business Solution Analyst on 3-Week Sprint duration and SRB review will be done for every User Stories being assigned.

●Experienced in creating User stories and placed in Project management tool Jira.

●Created confluence pages using templated for documentation.

●Acts as an Admin and worked on Data Migration tools such as data loader, Data import wizard and work bench.

●Expertise in creating user acceptance test plan for validating the user interface and functionality of the application experienced in analyzing business requirements, Entity Relationship diagram and implementing them to Salesforce custom objects, junction objects, master-detail relationships, and lookup relationships.

●Modified user assignments based on Roles, Profiles, Permission Sets and Public Groups.

●Experienced in Creating Profiles, Permission sets, Roles Hierarchies and sharing settings, Email Services, (Email Templates), Workflow Actions and Process Builder settings.

●Created reports and dashboards based on the data presented in standard and custom objects.

●Hands on Experience in creating Custom Objects, Custom fields, Page layouts, Custom Tabs, Reports, and various other components as per the client and application requirements.

●Worked on the data migration documents (LFR). Set mapping the source fields with Target fields for the objects where the data is migrating from Legacy orgs to staging.

●Excellent Leadership and Interpersonal skills, Team player with ability to work effectively with all levels of organization and individually as well.

WB Solutions LLC, Tampa, FL Feb 2019 to Dec 2020

Client: Claro

Role: Business Analyst

Responsibilities:

●Requirement gathering, Analysis and preparing functional and technical design documents.

●Involvement in SDLC which includes gathering of business requirements, architecture, design document, planning, development, deployment, and maintenance.

●Analyzed, documented business needs, detailed data requirements by conducting One-on-One sessions with multiple stakeholders.

●Designed use case, activity, and class diagrams to extract business process flows assisting Software Engineers and QA teams with requirements.

●Managed individual test cycles reported bugs and worked with analysts and developers to resolve problems.

●Managed users, hierarchical roles, profiles, security controls and territory management.

●Defined Lookup and Master-Detail relationships on the standard and custom objects.

●Prepared corresponding artifacts :FRD (Functional Requirements Document), BRD (Business Requirements Document), SRS(System Requirements Specification) and STTM (Source to Target Mapping) document Definition.

●Salesforce.com Configuration and Design of Service Cloud, Sales Cloud and Force.com solutions, with an emphasis on Service Cloud solutions.

●Complete understanding of Case Management application which includes Email to Case, Web to Case, Auto response rules and Escalation rules.

●Working experience with Product owner and PMs and creating work items like user stories according to the features given by clients.

●Conducting refinement meetings with PO, Developers and QA to discuss about the functionality and rectify the doubts raised by them.

●After the functionality is developed according to the state and substate of work item, test the functionality in UAT and move the feature to the PM validation for approval.

●Data integration from external systems like (SQL, database) into my org. with connected apps in App manager by providing consumer keys and secret and authenticating to external systems with a generated token.

●Verifying Address in org. by installing third party tools from App exchange.

●QuickBooks integration with salesforce, first tested the endpoint URL in postman. After getting the right data then integrate in sandbox and moved to production.

●Creating change request user stories ask by the client if they need any change in the requirement.

●Managed project through agile techniques like creating Jira dashboards, sprint planning, product backlog, daily scrums and writing all development stories.

●Performed functional testing, reviewed and approved test cases and test results.

●Tracked UAT (User Acceptance Testing) to verify the implementation against the requirements.

●Participated in facilitating the project implementation with the production team.

SunTrust, Atlanta, GA. Oct 2015 to Jan 2019

Role: Business Analyst

Responsibilities:

●Involvement in SDLC which includes gathering of business requirements, architecture, design document, planning, development, deployment, and maintenance.

●Requirement gathering, Analysis and preparing functional and technical design documents.

●Querying using SOQL and SOSL Queries to retrieve data.

●Analyzed, documented business needs, detailed data requirements by conducting One-on-One sessions with multiple stakeholders.

●Proficient in Configuration and Customization of Salesforce.com lightning platform.

●Requirements gathering and business design specification for the development of various new riders and enhancements to the existing business processes for Ensuring business logic and requirements.

●Participating in Joint Application Development (JAD) sessions with Subject Matter Experts (SME) to extract & understand business objectives.

●Managed users, hierarchical roles, profiles, security controls and territory management.

●Defined Lookup and Master-Detail relationships on the standard and custom objects.

●Ensuring conformance of product customization to the business specification.

●Participate in technical reviews and inspections to verify 'intent of change' is carried through phase of project.

●Analysis of System Problem Reports and providing post-fix testing signoffs.

●Good experience in Agile methodologies

●Analysis of Problem Requests raised by the Client and Providing Solutions to Problem Requests.

●Good experience on Jira tool. Worked on classic Kanban and scrum framework. Gathering requirements in product backlogs and assigning to admins and developers, creating sprints, work flows etc.

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