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Customer Service Salesforce Com

Location:
Sunbury, OH
Posted:
February 07, 2024

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Resume:

Professional Summary

Over *+ years of experience in the IT sector, with a focus on Salesforce.com Business Analysis for and Administration roles.

In-depth knowledge in various aspects of Salesforce, including Administration, Customization, and expertise in Data Validation, and has contributed significantly to Sales, Marketing, Customer Service, and Support teams.

Strong background in product lifecycle management, showcasing excellent configuration abilities, proficiency with Salesforce administration and security controls, and exceptional skills in assisting technical teams, resolving workflow issues, and maintaining effective communication.

Experience in customizing Salesforce.com, including developing and maintaining Record types, Page Layouts, Objects, Tabs, and Fields.

Skilled in creating and organizing page layouts and search layouts, effectively arranging fields, custom links, related lists, and various components on record detail and edit pages.

Proficiency in working with Salesforce.Com Reports, Dashboards, and Workflow features.

Extensive experience in managing custom objects, fields, pick lists, role-based page layouts, Workflow Alerts, Approval Processes, Custom Tabs, and generating detailed reports and email communications tailored to specific application needs.

Hands-on experience in implementing Role Hierarchy, Custom Profiles, public Groups, and user management within Salesforce.

A comprehensive grasp of CRM business processes, including Campaign, Lead, Account, Case Management, and Call Center operations.

Skilled in analyzing and fixing bugs, collaborating with team members during User Acceptance Testing (UAT), and providing post-production support.

Played a pivotal role in bridging the gap between experts and clients, ensuring standards were met, tracking project requirements, and maintaining accurate documentation.

Excelled in gathering and evaluating information from diverse sources to meet client needs.

Recognized for excellent communication and interpersonal abilities, adept at working effectively in both large-scale and more intimate team settings.

Technical Skills

CRM: Salesforce.

Technologies: Data Analysis, Data Modeling, Prototyping, UAT, Agile Methodology, Role Hierarchy, Workflow & Approvals, Reports, Dashboards, Analytic Snapshots, Case Management Automation, Salesforce Configuration, Security and Access control, SOAP API, RESTful, Apex Triggers, SQL, GIT, HashiCorp Vault.

Cloud Technology: Sales cloud, Service Cloud

Day to Day tools: Jira, Confluence, SharePoint, Service now.

Operating Systems: Windows, Mac, UNIX.

Certifications: Salesforce Admin Certified

Education Details

Master’s in computer science from Cleveland State University, Cleveland, Ohio in 2022.

Bachelor’s in ECE from JNTU Kakinada, Andhra Pradesh, India in 2018.

Professional Experience

Salesforce Administrator

Enphase energy Feb 2023 - Present

Cleveland, Ohio

Project Description: Enphase Energy, a pioneer in energy technology basically focuses on advanced home energy solutions that integrate solar power generation, energy storage systems, and sophisticated web-based monitoring and control tools. The company has changed to Salesforce for its operational needs and to enhance customer services.

Responsibilities:

Led the administration of the Salesforce CRM system, implementing automated lead management workflows, including routing, escalation, and email notifications.

Customized and maintained standard Salesforce objects (Accounts, Contacts, Leads, Opportunities), Reports, and Dashboards to meet unique business requirements.

Ensured data integrity and security in Salesforce by overseeing user roles, security settings, access controls, and sharing rules.

Customized Salesforce objects, fields, record types, page layouts, and validation rules to align with specific business needs.

Developed and implemented custom reports and dashboards across departments to enhance data transparency and support decision-making.

Managed accurate data importation from external systems into Salesforce, emphasizing data accuracy and integrity.

Successfully upgraded apps from Salesforce Classic to Lightning Experience for an improved user interface and interactive pages.

Executed data cleaning procedures, managed duplicate records, and performed data validations to maintain high data quality standards.

Utilized Salesforce's workflow rules, process builder, and flow to automate complex business operations, optimizing overall efficiency.

Extensive experience with both RESTful and SOAP APIs for data synchronization and communication between Salesforce and external platforms.

Efficiently used APIs for data migration and transformation, ensuring data accuracy and integrity during Salesforce implementation and updates.

Worked collaboratively with various teams to identify and capitalize on automation opportunities, implementing solutions to optimize workflows.

Crafted intricate reports and dashboards in Salesforce, providing deep insights into sales patterns, customer behavior, and operational performance.

Conducted detailed analyses of Salesforce data to identify trends and drove process improvements based on insights gained.

Salesforce BA/Admin

Riverbed Technologies Jan 2022 – Dec 2022

San Francisco, California, USA

Project Description: Riverbed Technology has transformed the way data is utilized, turning it into actionable insights across the entire digital ecosystem. On the other hand, Riverbed has streamlined its business processes by adopting Salesforce, replacing its traditional quote-to-cash system. This integration signifies a strategic move towards more efficient, data-driven decision-making and operational agility.

Responsibilities:

Engaged in recognizing, comprehending, and recording business requirements, focusing on the necessity of the application within the project's scope and according to SDLC methodologies.

Collaborated on developing Workflow and Validation rules, formulating complex validations across multiple objects.

Managed the setup of standard Salesforce objects like Accounts, Contacts, Opportunities, Reports and dashboards, Leads, and Campaigns. Oversaw the configuration of Data Loader for importing CSV file data into Salesforce, ensuring data accuracy.

Created various Custom Objects, Tabs, Entity-Relationship data models, validation rules, and other components.

Utilized field-level security measures, profiles, and audit trails to guarantee that sensitive organizational data was accessible only to authorized personnel.

Implemented various Salesforce features like pick lists, dependent pick lists, lookups, junction objects, master-detail relationships, and formula fields for custom objects. Developed a Work Breakdown Structure to prioritize tasks.

Collaborated with cross-functional teams to ensure seamless transition and integration of Salesforce, replacing the traditional quote-to-cash process.

Documented and supported the development of a platform enabling users to monitor accounts, access balances and positions, order statuses, account reports, and group accounts.

Played a role in the creation of Use and Test Case documentation to evaluate specific functionalities of the application.

Organized and led Joint Application Development (JAD) sessions to clarify and solidify business requirements.

Proactively facilitated discussions to predict and prepare for future business needs and opportunities.

Assisted the Project Manager in the creation of final presentations and training materials, contributing to project completion and knowledge transfer.

Salesforce Business Analyst

Techcooper July 2017 - Dec 2020

Project Description: Techcooper is a software development company that basically focuses on offering salesforce development services. It plays an important role in helping businesses integrate and customize salesforce CRM platforms to enhance their customer relationship management, sales, and marketing strategies for improving their business processes and customer interactions.

Responsibilities:

Developed application prototypes as Proof of Concept (POC), providing a visual guide for the business team and a reference for the development team.

Implemented and maintained trial versions of applications for User Acceptance Testing (UAT) across diverse business lines and cities, ensuring effective demonstration and feedback collection.

Collaborated closely with various business teams to collect and formally document their requirements, transforming them into functional specifications and crafting High-Level Design documentation.

Provided multi-tiered support for Salesforce application users, engaging with clients via phone and email, and addressing issues from basic to advanced levels.

Gained experience in customer service, engaging with clients via phone and email. Offered multi-tiered support, ranging from basic to advanced, for Salesforce application users.

Devised and oversaw a detailed Project Management Plan, completed and presented a Project Charter, and played a key role in client development negotiations as part of the Project Budget team.

Proficient in using Agile project management tools (e.g., Jira) to track and manage user stories, tasks, and project progress.

Conducted thorough analysis of all pertinent Business Processes and Workflows, ensuring alignment with technological solutions.

Led client meetings to understand and document specific requirements, created a Master Requirement Sheet, aligning requirements with corresponding technological solutions.

Crafted presentations for UAT, collected feedback, and ensured ongoing communication for updates on prototypes and associated documentation.

Assessed tech infrastructure for potential integration, coordinating with stakeholders to finalize agreements.



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