Salesforce Business Analyst/ Admin

PROFESSIONAL SUMMARY

* **** ***** ** ********** in the IT industry with creating a vision, identifying opportunities and effectively directing all aspects of the software development life cycle (SDLC) which includes 5 plus years of experience as Salesforce Administrator/Business Analyst in Salesforce.com CRM platform.

Certified Salesforce Administrator with proficiency in administrative tasks such as creating profiles, roles, users, page layouts, objects, field, record types, email services, approval process, workflows, process builder escalation rules, assignment rules, validation rules, sharing rules, permission set, reports, dashboards, actions, tasks and events.

Helped clients in determining the working solutions and implementation of both sales and service cloud or Salesforce CRM.

Experience in creating different reports (summary reports, matrix reports, pie charts, dashboards, and graphics), report type and report folders.

Proficient in data migration from traditional applications to salesforce using data loader utility and import/export wizard.

Good knowledge of AppExchange applications to integrate the platform with third-party applications.

Expertise in documenting current state and future state processes, software requirements specification documents (SRS), business requirement documents (BRD), requirement traceability matric (RTM) and functional requirement document (FRD)

Collaborate with business unit subject matter expert during the requirement gathering meetings in order to solicit and cross-reference business and functional requirements.

Expertise in Use Cases, Activity Diagrams and Sequence Diagrams thus defining the Data Process Model and Business Process Model based on the UML Methodology.

Expertise and knowledge of all the phases of the Software testing life cycle (STLC) including test planning, test design, test environment set up, test execution and test report.

Well-versed in Agile Scrum style of software development & implementation. Good understanding of the Agile frameworks, scrum ceremonies and artifacts including product backlog, release backlog and burn down charts

Creates and identifies test data required, as well as prepare the appropriate test data management strategy to ensure data is available for testing

Ensure testing metrics and SLAs agreed are met, and the results are presented and shared to stakeholders

TECHNICAL SKILLS:

Methodologies: SDLC (Agile Scrum, Iterative & Incremental Model and Waterfall Model), UML, BPMN

Business Analysis: Requirement Gathering, Analysis & Prioritization, Business Processes, Business Rules, Requirement Traceability Matrix, Data Flow Diagram, Gap Analysis, Business requirement document (BRD), Functional Requirement Document (FRD)

Salesforce.com: Sales cloud, Service cloud, Data loader, Import/Export Wizard, Work Bench, AppExchange, Configure, Price, Quote (CPQ)

SFDC Configuration skills: Salesforce, Lightening & Classic, Salesforce Mobile app, Workflow, Validation rules, Custom profile, Reports & Dashboards, Task creation, Automation, Assignment rules, Security controls, Web-to-lead, Web-to case, Chatter and Feeds, User management, Security and Sharing model

Database: SQL, Oracle and SOQL

Testing: Assembly/ Integration Testing, Functional Testing, User Acceptance Testing

Microsoft technologies: MS Tools, MS office, MS Excel, MS Visio & Share Point

CERTIFICATIONS:

Salesforce Admin – ADM 201

SAP Certified Application Associate - SAP Business Objects Access Control 10.0

QUALIFICATION:

Master of Technology in Computers Science from Indian Institute of Information Technology, Gwalior India – 2011

Bachelor of Technology in Computer Science from Uttar Pradesh Technical University, Lucknow, India – 2009

PROFESSIONAL EXPERIENCE:

Rocket Homes, TX

Role: Salesforce Administrator/Business Analyst Jan-2018 – Till Date

Rocket Homes Real Estate LLC is a Detroit-based, tech-driven company with a passion for simplifying real estate. The application is to provide the seamless platform of the home buying and selling experience by combining the process of searching for homes, connecting with a trusted real estate agent and getting a mortgage. The platform integrates with Rocket Mortgage application for fastening the loan process and provide details of the nationwide network of real estate agents to help over 500,000 clients with their real estate needs.

Responsibilities:

Worked on the implementation of the sales cloud, CPQ and maintained the security of Salesforce org via internal Salesforce settings, activity audits, sharing rules, permission sets, roles, profiles, etc.

Created users, roles, public groups and implemented role hierarchies and record level permissions to manage sharing access among different users on the sales cloud.

Designed and deployed workflows, process builder, validation rules, approval processes, assignment rules and auto-response rules for automating business logic with Sales cloud on salesforce.com

Developed and maintained new custom objects, fields, designed page layouts, custom tabs, custom reports and dashboards at all the levels of the organization.

Work directly with the Sales team regarding training, support issues, and problem troubleshooting.

Maintain and improve data integrity such as to monitor exception reports, merge records, dupe records.

Expertise in working on the multiple orgs via salesforce connect.

Create SOQL queries to retrieve data from different database tables in order to validate the UI stats against the database.

Works closely with test managers, product owners, business users, and development team to review project requirements and design specifications to identify gaps, and ensure documented project criteria are clear, consistent, and testable.

Create and maintain documentation of technical issues, training, and any modifications to Salesforce.

Import and export data using tools such as Data Loader.

Assist with Salesforce related applications such as Salesforce Maps and LinkedIn Sales Navigator.

Collaborate with internal stakeholders to help improve productivity and obtain project requirements, solution suggestions, and constructive feedback

Document current state and future state processes, software requirements specification documents (SRS), business requirement documents (BRD), requirement traceability matrix (RTM) and functional requirement document (FRD).

Performed GAP Analysis by creating AS-IS and TO-BE documents to identify the potentials of the improved system.

The project has been implemented using the Agile Scrum methodology, responsible for documenting user stories, business rules, workflow diagrams and business process modeling (BPM) for the proposed functionality.

Environment: Sales cloud, Data loaders, Import/Export wizards, Process builders, Dashboards, Email Services, Roles, Profiles, Security Controls, Assignment Rules, Agile, Microsoft Excel and office tools

Lime Energy Co., NJ

Role: Salesforce Administrator/Business Analyst June 2014 – Dec 2017

Lime Energy is a leading national provider of energy efficiency for small business customers. The project integrates services for utility clients and programs to provide utilities with reliable energy efficiency resources while delivering the highest levels of customer satisfaction.

Responsibilities:

Managed Salesforce security (users, roles, profiles, sharing rules, permission sets, and groups).

Maintained and customize service cloud applications and implemented case management.

Configured page layouts, list views, custom objects & fields, report types, etc.

Developed dashboards, reports, workflows, and custom views.

Proactively managed all cases including those received from Marketing, Sales, and Operations, while troubleshooting issues. Prepared weekly review of all open and closed cases.

Created and designed many-to-many relationships, validation rules and junction objects to implement roll-up Summary fields to aggregate data from child records on the parent to maintain data quantity and data consistency.

Build the organization’s role hierarchy by adding the roles as per the organization structure and created custom profiles to satisfy the organization’s hierarchy.

Administered Salesforce.com by creating new users, user licensing & giving access to users which involves various tasks like roles, profiles, field-level securities, groups, queues, sharing settings.

Maintained data integrity and accuracy for all input, and inbound/outbound data, including cleansing and duplicate record management.

Proactively evaluated and planned for new releases of Salesforce and installed software to ensure business continuity.

Created business process modeling notation (BPMN) diagrams, current state, future state, business entity diagrams, workflow diagrams, context diagrams and data flow diagrams.

Collaborate with business owners to define the user stories and discuss them during the backlog grooming to make sure stories acceptance criteria is well define and stories are ready to be worked.

The project was implemented using Agile Scrum methodology, responsible for participating in all the scrum ceremonies such as backlog grooming, iteration planning, daily stand up, iteration demo and retrospective along with all the business owners.

Creates and identifies test data required, as well as prepare the appropriate test data management strategy to ensure data is available for testing

Leverage test automation tools and processes to improve the testing and coverage efficiencies

Ensure testing metrics and SLAs agreed are met, and the results are presented and shared to stakeholders

Environment: Service cloud, Workflow automation, Case management, Knowledge implementation, Community implementation, Rally, Microsoft Excel and office tools, ETL

Johnson & Johnson, NJ

Role: SAP Security Analyst June-2011– May-2014

Johnson and Johnson (J&J) fulfill the needs of various pharmaceutical retailers and provide the medical device and consumer packaged goods across different medical industries. It uses the DOMUS interface to provide wide ranges of functionalities to their employees which include health and benefits section, money and attendance section, leaves and return tab, life changing-event link and ability to update their information and career center.

Responsibilities:

Responsible for working with internal & external business partners and product owners to identify and prioritize business requirements in the backlog.

Worked closely with the business and project teams to understand the existing application processes, area of improvements and prepared use case of all functional and non-functional requirements along with the acceptance criteria.

Implemented business requirements as per the governance risk compliance access control 10.0.

Facilitated client interaction to showcase the security roles and contents during the demo session.

Ensured all the security roles are defined and adhere to J&J standards and legal requirements.

Demonstrated expertise & knowledge of various phases of Software testing life cycle (STLC) including test planning, test design, test environment set up, test execution and test report.

Worked with the quality assurance team and release management team to review security and access prior to release into the production.

Environment: R/3 Security, BI Security, HR Security, GRC AC 5.3 and GRC AC 10.0

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