Shveta Patel

+1-973-***-****

Work Authorization: US Citizen

Email : ad4oyy@r.postjobfree.com

I am seeking a challenging and rewarding opportunity with an organization of repute that

recognizes my true potential and effectively utilizes/nurtures my excellent analytical and

technical skills in information technology software industry.

PROFESSIONAL SUMMARY

A certified Salesforce Administrator with experience in implementing & maintaining Salesforce sales and service cloud applications in lightning and classic UI. A team player with a positive attitude, excellent interpersonal, and collaboration skills.

PROFESSIONAL SKILLS

• Managing Sales & Service cloud applications

• Day-to-day administration of Salesforce

organization

• Automations (Workflow, Process Builder,

Assignment rule, Approval process, etc.)

• Data management (Data Loader, Import

Wizard)

• Excellent verbal and written communication

• Problem solving/Troubleshooting /Resolving issues

EXPERIENCE:

eMoney Advisor April 2021 - Present

Salesforce Integration/Salesforce Administration

Client : Finance

Cloud Module : Sales Cloud, Service Cloud, Zuora, and Copado

Project in Brief:

Define, analyze the process in the company, design the CRM workflows in salesforce, and provide custom solutions for specific business requirement. Develop and test interfaces and integrations of the salesforce solutions to other salesforce solutions and external applications.

Roles and Responsibilities:

Under requirement and develop solution proposals in cooperation with the team and stakeholders.

Manage multiple project related tasks on time within an Agile/Jira development process.

Provide daily support for all users.

Investigate and diagnose problem related to the platform to find workarounds and eliminate root cause.

Research and implement new functionality, features and customization requested by stakeholders to improve business process.

Setting-up the CD/CI pipeline and environment, using Copado and related tools.

Perform essential administrative functions, including user management, modifying Lighting apps, page layouts, creating reports and dashboard custom fields, and routine tasks.

Assist in training new users and explaining Salesforce skill across the organizations.

Maintain documentation of current and new platform adjustments.

Conduct regular internal platform audits and prepare for upgrades.

Maintaining user accounts, report, and dashboards, flows, and other routine tasks.

PwC Nov 2020 – Dec 2022

Salesforce Administrator/Salesforce Consultant

Project: Multiple

Client : Various

Role : Salesforce Consultant

Cloud Module : Sales Cloud, Service Cloud, CPQ, and Marketing Cloud

Job Type : Contract

Project in Brief:

•Initially when started worked as a Level 2 support agent. Triaging tickets/cases providing resolutions and working with the end users and development teams. Then they moved me to different Projects company have. Where I solves business problems by customizing the Salesforce Platform. Build, configure, and automate technology solutions to deliver business value. Also work with stakeholders to define system requirements and customize the platform.

Roles and Responsibilities:

•Demonstrates some knowledge and/or a proven record of success understanding underlying client business problems and developing Salesforce technology-enabled solutions that addresses the needs of organizations, including the following areas:

oUnderstand and provide configuration level support for Salesforce.com, Marketing, and CPQ applications including report creation and mobile enablement.

oWorked with native salesforce quote to cash functionality such as Opportunity, Product configurations, Product rules, Oder, and Bundles.

oDevelop and implement Salesforce.com solutions that provide customer defined business requirements.

oExperience with coordinate Branching and merging strategies with development in Copado.

oExperience managing third-party App-Exchange products such as DocuSign.

oWork in a team structure both as a contributor and as a work stream owner.

oDisplay core Salesforce.com skills expected of an administrator level resource.

oTake ownership of assigned tasks and provide all necessary development, configuration and testing necessary to successfully complete.

oAttention to detail in executing and reviewing the work products to ensure quality standards are achieved.

oTicketing system – Salesforce Cases, SNOW, and utilized Jira to track assigned tickets.

•Demonstrates some abilities and/or a proven record of success in using Salesforce.com to perform in functional and technical capacities, which includes the following areas:

oSecurity configuration and administration including, user setup, profile maintenance and application configuration.

oReport and dashboard development and maintenance.

oBasic data import and export using Salesforce.com data loader and wizards;

oSalesforce.com configuration and development, fields, objects, pages.

oExperience with the lifecycle of development including Salesforce Deployment/Packing using Changeset, and Copado.

oHands-on experience with development of formulas, Configuring Flows, Validations and object linking.

oUtilization of PC applications (i.e. Microsoft Word, Excel, PowerPoint and Project).

Talent Infiniti INC. Feb 2018 – April 2020

Salesforce Administrator

Project: Multiple

Client : Various

Team Role : 2-4

Role : Salesforce Administrator

Cloud Module : Sales Cloud and Service Cloud

Job Type : Contract

Project in Brief:

•Talent Infiniti INC Solutions is a leading IT Services and CRM Solutions company. Talent Infiniti offers end-to-end, innovative and leading-edge business and technical solutions to help corporations leverage technologies, transform their businesses and acquire sustainable growth since 2015.

•Talent Infiniti is profoundly committed to provide significant business advantages to companies worldwide by leveraging its consultative approach, global footprint, transparent engagement and strong customer focus consulting Services, IT Projects, CRM Projects, IT Staffing, Application Development, Mobile Application, Banking and Financial Services, Insurance, Travel and Hospitality, Technology, Legacy Modernization.

•Work with customers/partners to understand requirements/issues, customize the lightning and classic platform, and enable users to get the most out of their Salesforce environment.

Roles and Responsibilities:

•Managing Sales & Service cloud applications:

oImplemented and optimized sales and support processes for hundreds of Salesforce clients/partners for improved efficiency by creating/customizing page layouts, records types, lead assignment rules, lead conversions process.

oExperience with managing case entitlements, milestones to ensure seamless support experience for customers.

oPlanned and built scalable territory hierarchies, account assignment rules, custom report types for enterprise territory management.

•Day-to-day administration of Salesforce organization:

oHands-on experience with setting up and managing users, roles, profile, permission sets, and sharing settings to enforce secure data access model.

oExperience in building reports and dashboards to track sales performance, user adoption, data quality, and the volume of support requests for better visibility into the organization's data.

oInstalling and using app exchange packages to overcome product limitations.

•Problem solving/Troubleshooting/Resolving issues:

oExperience of managing multiple customer inquiries/issues daily. Communicating with clients to understand the requirement.

oInvestigating the issues experienced by users to provide reliable and accurate solutions. Prioritizing the support tickets, escalating issues that require immediate assistance to the tier 3 team, collaborating with different skill-groups to ensure customer satisfaction.

•Data management:

oExpertise on working with data management tools such as Data loader and Data import wizard for importing, exporting, updating and deleting data to ensure data consistency, data quality and avoiding duplicates.

oCompleted multiple metadata migrations for clients using changesets from the Sandbox environment to Production environment.

Scout ET INC. June 2016 – Dec 2017

Project: Salesforce Health Cloud

Client : RWJ University Hospital

Team Size : 3

Role : Salesforce Jr. Administrator

Cloud Module: Health Cloud

Job Type : Contract

Project in Brief:

•Salesforce Health Cloud application which is implemented to manage Hospital details of patients and doctors of RWJ University Hospital.

•This application captures the whole details of a patient from admit to discharge. It captures all types of activity which is done by a doctor.

• Made a platform for administrators in which doctors can apply a care plan. Templates to a patient, based on a care plan template the doctor starts treatment accordingly.

Roles and Responsibilities:

Maintaining and developing the Custom objects, Custom fields, Custom tabs, and Validation rules.

Created Workflow rules for business processes.

Experience performing data cleanup and/or data migration to and from Salesforce.com

Resolving and providing daily support and troubleshooting issues.

Maintaining workflow documentation on configuration changes, orgs, security role assignments

Creating and improving existing metric reports

Maintaining system documentation and training materials

Designed page layouts, components, and costume tabs to reach the needs of organization.

Implemented & maintained reports and dashboards per requirement of the user and business need.

Provide technical support and training to all end users.

Created various report folders to assist managers to better utilize Salesforce.

Generate custom objects, fields, and relationships.

Completed work in a timely manner.

Working closely with sales and marketing to identify opportunities for operations and expected to lead and execute end-to-end on projects with tasks which include gathering requirements, designing experiences, administering and configuring the CRM platform.

Successfully participated in group projects.

Princeton Dermatology Associates Sep 2006 – May 2016

Administrator Manager

Coordinate staff and ensure day-to-day operations.

Monitor case management process to ensure proper case flow.

Prepare agendas, handouts, packages and gathers appropriate information for speaking engagements, conferences, trainings, exercises and meetings.

Implement statistical materials required for reports, memorandums and speeches

Proficient in EMR Software, Advance MD Software, Microsoft Office

Manage workflow by assigning tasks to other administrative employees daily, ensuring that deadlines are met and work is completed correctly.

Implement and monitor programs as directed by management, and see the programs through to completion.

Develop status report, cost estimates, and resources plans.

Implement and maintain development best practices. Make vital decisions and drive decision-making across projects.

Maintain the office condition and arrange necessary repairs

Partner with HR to update and maintain office policies as necessary

Organize office operations and procedures

Coordinate with IT department on all office equipment

Manage labor costs, personnel productivity, inventory levels, and data accuracy.

Measure and report on the effectiveness of departmental performance activities and their feedback.

Maintain safe, secure, and healthy work environment by following, and enforcing standards and procedures; complying with legal regulations.

Education & Training

Bachelor of Science and Technology, Thomas Edison State University G. University, 2018

Salesforce Certification, App Builder, Copado

Trailhead ID - https://trailblazer.me/id/spatel193

Attended Scrum Master training at Viacom Jan 2017

Associate Allied in Health and Science, Mercer County College, 2008

Contact this candidate