Salesforce Sales

PROFESSIONAL SUMMARY:

Certified Salesforce Administrator with Over 5+ years of IT experience working as a Salesforce Technical consultant playing multiple roles such as Salesforce Administrator and Analyst for various business domains.

●Experience in all stages of Software Development Life Cycle (SDLC) in Agile and Waterfall models.

●Working knowledge of Salesforce Lightning UI.

●Elicited the requirements using techniques such as survey/questionnaires, Interview sessions, Brainstorming sessions, Focus group sessions, Requirement workshops, Joint Application Development (JAD) sessions with internal & external stakeholder.

●Expertise in creating Unified Modeling Language (UML) diagrams like Use Cases, Sequence Diagrams, Class diagrams, Activity diagrams, Data Flow Diagrams, ERD diagrams converting them into functional requirements.

●Proficient in dealing with the functionalities related to the Service cloud, Sales cloud and CPQ.

●Efficient in Prototyping Application User Interfaces using Wireframes and Mock-ups with focused attention to detail in enriching User Experience and User Interaction.

●Facilitated Sprint Ceremonies (Backlog grooming, Sprint Planning, Daily Scrum, Sprint Review and Sprint Retrospective) for Agile Scrum Methodology as Scrum Master.

●Expertise in collaborating with Scrum team members including Product Owner and Scrum Master; proficient in creating SCRUM artifacts like User Stories / Backlogs, Burn-down charts.

●Worked in various SFDC standard objects such as Accounts, Contacts, Leads, Opportunities, Reports, and Dashboards etc.

●Expertise in creating Users, Profiles, Roles, Permission sets, Page layouts, Record Types, Reports and Dashboards as per client requirements.

●Developed Custom Formula Fields, Field Dependencies, and Validation Rules.

●Worked in designing Custom Applications, Custom Objects, Custom Fields, Custom Tabs, Pick List, Page Layouts, Record Types, Sales process for opportunity standard object.

●Good Technical/Functional Knowledge of SFDC CRM and experienced in Administration setup- manage Users, security controls, data management, validation, customization, configuration

●Involved in test strategy and planning for SIT and UAT phases.

●Proficient in working with JIRA. Used JIRA, Rally for agile project management, creating product backlog, sprint backlog and bug tracking.

●Data Migration using different data tools - SFDC Data Loader & Force.com Import Wizard.

●Building custom Reports & Dashboards and Standard dashboard and Reports against various objects for management visibility.

●Experience with Lightning Process Builder, work flow and flow builder.

●Proficient in Preparing Test Plans, Test Scripts, Test Scenarios & Test Cases

●Experience test execution and preparation of defect profile document

●Connected data source like Excel,CSV and SQL for data visualization in Tableau

●Expert in analyzing and reporting using tools like Tableau & Power BI

●Used LOD Expression calculation according to client requirement.

TECHNICAL SKILLS:

SDLC Methodologies

Waterfall, Agile-Scrum, Waterfall – Scrum Hybrid, Kanban, Scrumban and SAFe.

Salesforce Technology:

Salesforce CRM, Sales Cloud, User Profiles and Roles, Security setting, Workflow and Approval, Process Builder, Reports, Dashboards, Custom Objects, Custom Tabs.

Apex classes, Visualforce, Triggers, SOQL, SOSL, AppExchange, Process Builder, Workflows, Flows, Reports, Dashboards, Salesforce CPQ, Data Loader, Data Security, Lightning Application, Sandbox testing, Change Sets, ANT.

Reporting Tool

Tableau,Power BI

Operating Systems

Windows XP/7/8/10

Testing tool

Manual testing and QTP

CERTIFICATION:

●Salesforce Certified Administrator

Education:

●Post-Graduation In Financial Management

●Bachelor of Arts in Economics

●Tableau Course ( Beginner,Intermediate & Advance level)- Montgomery college

PROFESSIONAL EXPERIENCE:

Client: Department of Commerce, Washington DC March 2018 - Present

Role: Salesforce Administrator/Analyst

Responsibilities:

Obtained requirements using various techniques such as questionnaires, Document Analysis, and Interviews with various Stakeholders. Analyzed & prioritized those requirements with the help of stakeholders

●Interacted with the Stakeholders and assisted the Product Owner to write User Stories, help in prioritization and assist in defining the acceptance criteria.

●Built Flows for the Approval process, Lightning UI/UX, creating Visual Workflows, salesforce customer community portal

●Maintained and tracked configuration across multiple Salesforce environments.

●Created productive documents which will be used by the rest of the team to have a better understanding of the related system; Salesforce.com CRM.

●Involved in discussions to provide best solution for migrating from Salesforce Classic to Salesforce Lightning

●Manage data integration from a variety of databases into and out of Salesforce.

●Participated in Agile/Scrum rituals (Backlog Refinement, Sprint Planning and Review, Retrospectives, Daily Scrum) to provide guidance to the Agile product development process.

●Performed administrative activities like, Creating Profiles, Roles, User, Permission Sets, Record Types, Page Layout assignment, Search Layouts, Field- Level Security, Custom Tabs, Formula Fields, Email Services, Validation rules, Workflows, Approval Process.

●Defined lookup and master-details relationships on various objects and created junction objects to establish connections among objects.

●Created processes using lightning process builder to overcome complex workflows for easy automation

●Created approval process if they work more than 40 hours from the manager.

●Creating new Custom Fields for various objects.

●Update field requirements in Salesforce for Account and Opportunity.

●Customize page layouts for various standard objects.

●Editing Report settings so that corporate Reports and Dashboards can be created.

●Generated several Reports and Report folders to support managers to better utilize Salesforce as a sales tool and organized various Reports for different user profiles based on the needs of the organization

●Provided Extra access by doing manual sharing.

●Freeze the account when someone leaves the organization so that they cannot access the account

●Set the login hours according to company instruction.

●Involved in design and development of different views and page layouts for different profile

●Troubleshoot when the user has a problem logging in.

●Import Account and Opportunity records using Data Loader.

Environment: Saleforce.com platform, Lightning, Service cloud, Apex Language, Visualforce, Data Loader, HTML, Java Script, Workflow & Approvals, Reports, Email Services, Security Controls, Sandbox data loading, Agile, Git version control system, JIRA.

Client: Liberty Mutual, Seattle Jan 2016 - Feb 2018

Role: Salesforce Administrator

Responsibilities:

●Attended business meetings and work closely with business analysts to understand end user needs and analyze technical aspects of implementing the desired functionalities

●Performed administrative responsibilities to include custom fields, workflows, validation rules, user management.

●Designed the application with required Custom objects, Page layouts, Custom tabs, Components to suit the needs of the application.

●Implemented escalation rules, automatic case generation.

●Worked on Standard objects like Contacts, Opportunities, Accounts.

●Performed Salesforce.com configuration activities creating Users, Roles, Profiles, Organization Wide Defaults, Permission Sets, Public Groups and Queues.

●Worked with various salesforce.com objects Account, Contact, Leads, Opportunity, Cases, Order standard objects.

●Used SOQL and SOSL for querying the objects. Creating Email and Mail Merge Templates and also involved in doing the mail merge for different standard and custom objects

●Written SOQL, SOSL query language necessary for the application in Apex Classes and Triggers.

●Review the test cases provided by the QA team, and provide feedback.

●Configure the sales application, creating users, role hierarchy, profile.

●Developed Salesforce.com workflow, rules

●Created Workflow rules to update certain custom fields.

●Worked on Look-up relationship, Master detail relationship.

●Managed Salesforce user profile, group, sharing rule, record types.

●Developed and configured various Reports for different user profiles based on the need in the organization.

●Maintained data cleanliness and accuracy by adding custom validation rules, custom formulas, reports and dashboards.

●Used Data Loader for insert, update and bulk import or export of data from Salesforce.com, Objects used it to read, extract and load data from comma separated values (CSV) files.

●Built lightning process builder to automate business process.

Environment: Force.com IDE, Windows 7,Workflow, Approval, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls. Data loader, Import Wizard.

Client: New York Women’s Chamber of Commerce, NY April 2014 - Dec 2015

Role: Salesforce Administrator

Responsibilities:

●Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization. Closely worked with other SalesForce.com consultants while implementing the solutions for the needs of the organization.

●Worked on various standard objects like Accounts, Contacts, Leads, Opportunities, Contracts and Cases that helps the company to make sales and maintain information

●Involved in identifying, planning and implementing Salesforce.com features and functions

●Involved in requirements gathering, analysis and development by actively interacting with business users

●Performed detailed analysis of technical and business requirements

●Customized formula fields, Workflow rules, Validation rules, Process builder

●Created various Reports and Dashboards for Sales team in marketing the products and for business analysis

●Created Roles and Profiles, security controls, shared settings, Perm sets and Territory implementation

●Created Role hierarchies and assigned permissions relatively with org-wide defaults

●Designed Workflow rules for email alerts, setting up tasks, field updates and outbound messages

●Implemented and deployed Validation rules, Approval Processes, Custom tabs and Auto-Response for automating business logic

●Worked on Data loader which helps to perform CRUD operation with the help of csv files

●Scheduled Apex Batch jobs for processing large set of records

●Discussed and analyzed the requirements with the business team and converted the requirements into detailed technical requirements.

●Customized page layouts for Salesforce.com standard and custom objects.

●Worked on various Salesforce.com standard objects like Leads, Accounts, Contacts, Opportunity, Reports and Dashboards.

●Gathered business requirements by communicating with user team and trained team on how to efficiently utilize the system

●Maintain and enhance workflows within salesforce organization.

●Set up workflows for marketing in exact targets which will send out automatic based on time intervals.

●Created New Users defining their Roles, giving them Right Profiles and Permission sets, deactivated/Freeze Users who left the Organization.

●Monitor support queue and find solutions for client tickets.

●Migrated large volume of data using Data Loader.

●Managed escalation cases and provided support over the chat, phone and email.

●Customized page layouts for Contacts, and Accounts depending upon user roles, and groups of Service cloud objects. Creating pick lists, dependent picklists, lookups, master detail relationships, validation and formula fields to the custom objects.

Environment: Salesforce.com, SOQL, Sales Cloud, Data Loader, Custom Objects, Custom Tabs,Roles, Profiles, Reports, Picklist, Accounts, Email Alerts, HTML, and Windows.

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