Salesforce Consultant
Resume:
Naveen
Sr.Salesforce Implementation Consultant / Sr.Business Analyst - Salesforce
*******@*****.***
SUMMARY OF EXPERIENCE
•Over 15 years of IT experience in software analysis, design and development of various software applications in client-server environment to deliver Business Intelligence solutions in Siebel & Analytics/ Application / Siebel Application Software development including configuration, EIM. Primary area of expertise is Rapid Application Design, Implementation and Integration, Client Server, 3-tier architecture, proposal development, CRM business processes, Gap/Fit Analysis, Business Modeling, Data Modeling (Both Logical, Physical), configuration and customization of Applications, GUI development.
•10 Years of extensive experience on Salesforce.com (Administration, Configuration, Implementation & support of the project).
•Extensive experience working with Salesforce Communities, Sales, Service, Marketing cloud, Salesforce learning Management system [LMS], Einstein Analytics.
•Experience in Project Management methodologies and have hands on experience in coordinating and implementation of multiple projects.
•Proficiency in Requirement gathering, Analysis, Discover, Design, Configure, Testing and Deployment and extensive experience with interacting & training end users of salesforce.
•Proficient in Reviewing Requirements, Analyzing Business Specifications, Documentation and Test Plan Creation, Test Cases Development, Execution and Defect Tracking & Defects Reporting of projects.
•Facilitated JAD Sessions with Business Managers. Responsible for delivering presentations to client senior management and client team members.
•Involved in implementation and execution of various projects like Taxation, Pharmaceutical, Financial, and Call Center, Sales, Manufacturing, and Telecommunication, Non-Profit sector, Insurance.
•Extensive experience working as Implementation Consultant, Technical Project Coordinator / Manager, salesforce Architecture, Administration, Development, Data quality, Analytics, Support.
•Configuration of Salesforce system, understand the way they integrate with them, Salesforce connect, uploading and pushing data to and from Salesforce.
•Demonstrate communication skills with a variety of technical, clinical and management skills.
•Is able to effectively facilitate meetings, demonstrate brainstorming/consensus building skills, and interact with executive level project sponsors.
•Strong leadership, prioritization, scheduling, problem solving and analytical skills.
•Excellent problem solver with strong analytical skills, and impeccable business judgment and decision making abilities.
•Strong relationship management skills, including working in a fast paced environment and interacting with senior executives.
•Very strong BA, Business QA, Release management and other technical areas in Salesforce, Siebel, Jira, Test Rail.
•Extensive experience integrating Marketing cloud Application with Salesforce & Qualtrix.
•Extensive experience working and migrating from Salesforce Classic & Lightning application.
•Experience working with SFDC (salesforce.com) sandbox and production environments.
•Defined lookup and master detailed relationship on objects and created junction object to establish connectivity among the objects.
•Experience working with People Import, Demand Tool for Importing and merging the data and loading parent and child objects data (External ID) using Data loader in SFDC.
•Worked on creating Complex Formula Fields, Roll-up summary Fields.
•Worked on different sharing setting: Org-wide Default sharing, sharing rules (Criteria based on Ownership Based), manual sharing rules and verifying Apex sharing Rules.
•Worked on automated processes: Workflow rules, Approval Processes, Process Builders, Flows to fulfill business requirement.
•Worked on setting up users in Roles and Profiles to define the data visibility in an organization.
•Granted additional permissions to users using permission sets and permission set groups.
•Good Knowledge on Change Data Capture top move data to external systems.
•Worked on External objects to pull data from OData.
•Worked on Case Assignment rules, Escalation rules, support processes, support settings, Auto response rules, Email-to-case to support service cloud applications.
•Extensive experience in deployments to multiple environments using GitHub, Change sets, Copado, Force.com IDE.
•Knowledge in implementation using Apex Language, Classes, Controllers & Triggers, Web Services, Visual Force Pages, Components, Tabs, Custom Objects, S-Controls, Reports, and Snapshots Dashboards.
•Experience working with creating Dataflow, Recipes, Dashboards and Lens in Einstein Analytics.
•For Text analytics, creating Data model for Intent and Sentiment Prediction using curl.
•Extensive experience with Siebel, Siebel Analytics Web, UCM, Trillium.
•Strong Business Intelligence/Data Warehousing Concepts with emphasis on ETL loads.
•Expertise in Informatica power center and ETL loads.
•Have good understanding of data modeling concepts [Relational and Dimensional models].
•Knowledge of ETL automation tools using Talend.
•Extensive programming experience with Oracle SQL, PL/SQL.
•Working knowledge of Selenium, UCM, Trillium, Knova, FMW, SOA, and EBS Integration with Siebel.
EDUCATION:
Bachelor’s degree in Business Management
Post Graduate Diploma in Computers
CERTIFICATIONS:
•Siebel Certified
•Salesforce.Com Certified (201)
•Salesforce.Com Certified (401)
TRAINING:
Siebel 7.5 Application, Analytics 7.7
Sales Force.Com
TECHNICAL SKILLS
Salesforce Technologies
Apex Trigger, Apex Classes, SOQL, SOSL, Web Services, Visual Force (Pages, Components & Controllers), Workflow & Approvals, Dashboards, Analytic Snapshots, Custom Objects, Force.com Eclipse IDE Plug-n, Data Loader, Salesforce Communities, Text Analytics, Einstein Analytics.
CRM
Siebel 7.5, 7.7, 7.8,8.0,8.1, Siebel Analytics 7.7, 7.8
Tools
Siebel Tools, EIM, Actuate Reports, Siebel Workflows, and Assignment Manager. Configuration, Remote Administration, Siebel & Analytics Administration, ADM, UCM, Trillium, Salesforce.com
Management Tool
Remedy, Lotus Notes, Clarify, Test Director, Bugzilla, Zimbra, Trac System, Jira, Access Central, Helpdesk, Test Rail.
ETL Tool
DAC 7.7, Informatica 7.1, People Import, Demand Tool, Data Loader
Database Skills
Oracle 8i /9i /10g, Toad
Programming Skills
C, C++, Oracle SQL, PL/SQL
Operating Systems
All versions of Microsoft Windows, Windows server NT/2000/2003, UNIX, Linux, AIX and MS-Dos
PROFESSIONAL EXPERIENCE
Ontario college of Application Services May 2020 - Present
Salesforce Integration Consultant / Sr.Business Analyst - Salesforce
•Worked on POC Project for Ontario Colleges of application services.
•Analysis, Design of OCAS website to Salesforce.
•Analysis of OCAS website to Marketing cloud application.
•Analysis, design on integrating OCAS website data to Salesforce using Rest API.
•Analysis on integrating OCAS website activity tracking data to Marketing cloud using connector.
•Given estimates for E2E integration project.
Sr.Salesforce Consultant / Sr.Business Analyst - Salesforce Oct 2017 – Feb 2020
Client: Canada Life, Toronto
Canada Life is an international financial service holding company with interests in life insurance, health insurance, retirement and investment services, and asset management and reinsurance businesses. Implemented salesforce for multiple tenants like ECRM, Source & Recruitment, Advisor CRM, Salesforce Shield Encryption, and Data Migration. Both Internal and external users are extensively using salesforce in Great West Life organization.
RESPONSIBILITIES:
•Involved in Agile phases for sprint planning for the development, testing, and Production support of the project.
•Worked on Salesforce documentation including User Stories, Acceptance Criteria, Automation Workflows, Journey Maps, and Wireframes that reflect the currently supported configurations and future state solutions within Salesforce Sales, Service, Marketing Cloud, Communities, and Einstein Analytics.
•Performed roles of Sr. Salesforce & Marketing cloud implementation consultant / Sr. Administrator in the organization.
•Interacting with Project leaders, Project Managers, Architect, Developers and the end-users [functional] to develop the project.
•Creating the POC for the demo to show the high-level functionality to the product owner and navigators.
•Development of Logical Solution Design document.
•Demonstrated success working with Salesforce.com implementations.
•Developed and configured, scheduled various dashboards & Reports to the top-level management team.
•Deep experience with email marketing best practices with focus on translating business requirements into solution design and execution.
•Strong knowledge of email marketing channel and additionally Push, SMS, Social advertising.
•Experience developing HTML, CSS and Javascript, preferably for emails.
•Conduct User Acceptance Testing with the users.
•Co-ordination between Toronto & London teams for analysis, design, development, testing for the project deliverables.
•Involved in the customer calls & conducted the internal meeting to the team.
•Worked on Einstein Analytics to create dashboards, using both standard and custom.
•Worked on deployments, Users, Roles, Profiles, Queues, permission sets, List views, sharing rules, Time based workflows, Public groups, sharing settings, Rollup Summary, Formula fields, Access Settings, Workflow Rules, Validations, creation and modification of fields and page layouts, VF Pages, Apex controller, Triggers, Reports using GITHUB, Change sets, Copado, Force.com IDE and upload of data using Data loader and Data loader IO.
•Worked with Work Bench to query the database and to make calls to external web services.
•Worked on debugging with Visualforce pages and Apex coding.
Sr.Salesforce Consultant / Sr.Business Analyst - Salesforce June 2014 – March 2017
Client: Child Fund, VA
Child Fund exists to help deprived, excluded and vulnerable children have the capacity to improve their lives and the opportunity to become young adults, parents and leaders who bring lasting and positive change in their communities. We promote societies whose individuals and institutions participate in valuing, protecting and advancing the worth and rights of children. Implemented salesforce and few groups like GPC, Grants, Donations, Sponsor care, Finance team are extensively using salesforce in Child Fund organization.
RESPONSIBILITIES:
•Collaborates with CRM system developers to maintain, create, and update user roles, security, profiles, workflow rules, etc.
•Provide deployment, training, and change management support to business users.
•Work closely with business leadership to respond to, and proactively identify, challenges that can be solved with system and/or process improvements
•Trains and provides ongoing support and development to CRM data stewards globally.
•Manage functional testing cycles including test planning, script development, status reporting, and test execution
•Troubleshoot and facilitate issue resolution by suggesting techno-functional workarounds.
•Assist with front-line support for 850 Salesforce.com users, including responsibility for user support / training
•Worked with Salesforce communities.
•Worked on deployments, Users, Roles, Profiles, Queues, permission sets, List views, sharing rules, Time based workflows, Public groups, sharing settings, Rollup Summary, Formula fields, Access Settings, Workflow Rules, Validations, creation and modification of fields and page layouts, VF Pages, Apex controller, Triggers, Reports using GITHUB, Change sets, Copado, Force.com IDE and upload of data using Data loader and Data loader IO.
•Worked with Work Bench to query the database and to make calls to external web services.
•Review deliverables and status reports of team members; provide recommendations and address issues as
Appropriate.
•Effectively apply best practices and methodologies; enforce project standards according to Salesforce best
Practices.
•Prepare for project milestone and engagement reviews as well as other business reviews and updates.
Sr.Salesforce Consultant / Sr.Business Analyst - Salesforce Oct 2014 – May 2015
Client: Liberty Tax, Virginia Beach, VA
RESPONSIBILITIES:
•Design, develop and maintain all company, team, and individual dashboard metrics
•Develop, run, update and export salesforce.com reports, analytics and dashboards to support and monitor daily activity and key performance measures.
•Establish and implement best practice procedures for system maintenance and optimization, configuration development, testing, data integrity, backups, etc.
•Develop, maintain and perform processes to continuously monitor data quality and integrity in platform applications.
•Determine plan and timeline for implementation of approved Change Management cases. Develop, test and deploy solutions, applying best practices.
•Consult with all stakeholders to improve business processes, including developing functionality to automate manual processes.
•Participated in various sprint planning sessions for the administration, development of the projects.
•Worked on deployments, Users, Roles, Profiles, Queues, permission sets, List views, sharing rules, Time based workflows, Public groups, sharing settings, Rollup Summary, Formula fields, Access Settings, Workflow Rules, Validations, creation and modification of fields and page layouts, Reports using GITHUB, Change sets, Force.com IDE and upload of data using Data loader and Data loader IO.
•Worked with Work Bench to query the database and to make calls to external web services.
•Extensive experience working with NGO Connect, Walk me, Chatter, Box.com.
•Experience in Release Management & Support Experience.
• Interacted with the SFDC (salesforce.com) premium tech support team on a regular basis.
Akvaar INC, Fairfax, VA Oct 2010 - Sep 2014
Sr.Salesforce Consultant / Sr.Business Analyst - Salesforce
Client: Appirio, CA
RESPONSIBILITIES:
•Development of Logical Solution Design document.
•Act as consultant and provide information for the Physical Solution Design.
•Demonstrated success working with Salesforce.com implementations
•Influence and foster collaborative relationships; lead and engage resources outside of direct control to gain
Consensus, meet deadlines and achieve objectives.
•Develop, manage and execute project work plans and revise, as appropriate, to meet changing needs and
requirements to ascertain and mitigate emerging business technologies.
•Identify and manage resources needed and assign individual responsibilities.
•Identify, manage and mitigate day-to-day operational aspects of the project and scope of CRM.
Sr.Salesforce Consultant / Sr.Business Analyst - Salesforce
Client: Capital One, Richmond, VA
RESPONSIBILITIES:
•Review deliverables and status reports of team members; provide recommendations and address issues as
Appropriate.
•Effectively apply best practices and methodologies; enforce project standards according to Salesforce best
Practices.
•Prepare for project milestone and engagement reviews as well as other business reviews and updates.
•Provide status updates as well as direction and recommendations for project progression.
•Ensure quality assurance, data governance and standard procedures are adhered to throughout the
Project.
•Coordinate and manage the work of employees by directing members of the team to meet the area’s goals
•Audit regularly to ensure standard operating procedures are being adhered to capture and track program
Metrics and perform analysis.
•Lead project team meetings and meetings with the customer.
Sr.Salesforce Consultant / Sr.Business Analyst - Salesforce
Client: Yahoo, Santa Clara, CA
RESPONSIBILITIES:
•Participates in developing and maintaining detailed knowledge of the business's current technology and infrastructure from a functional perspective.
•Provides guidance concerning business implications of Salesforce.com development projects.
•Frequently interfaces with business lines, including management, and/or internal resources to ensure quality, timeliness, and testing of all project/release work.
•Serves as consultant to internal business groups on process improvement projects designed to improve their business results.
•May manage routine projects or many projects concurrently.
•May coordinate and execute test plans.
•Will be one of the first point of contact for user support and problem solving.
Sr.Salesforce Consultant / Sr.Business Analyst - Salesforce
Client: CRC Health Group, Cupertino, CA
RESPONSIBILITIES:
•Participate in workforce management; involved in employee scheduling, internal employee rotations/cross-training efforts, and performance management.
•Provide performance feedback and coaching on a regular basis to each team member in a constructive manner. Write and administer performance reviews.
•Recommends and encourages employees to seek innovative improvements to processes in order to improve team performance and effectiveness.
•Responsible for people Management, including goal setting and providing performance feedback.
•Frequently interfaces with business lines, including management, and/or internal resources to ensure quality, timeliness, and testing of all project/release work.
•Serves as consultant to internal business groups on process improvement projects designed to improve their business results.
•May manage routine projects or many projects concurrently.
•May coordinate and execute test plans.
Sr.Salesforce Consultant / Sr.Business Analyst - Salesforce
Client: VM Ware, Palo Alto, CA
RESPONSIBILITIES:
•Performed administration Tasks, Business Analysis and documenting technical specifications.
•Worked in implementing SAML authentication.
•Expertise in preparing the deployment documents.
•Conduct User Acceptance Testing with the users.
•Co-ordination with the client and offshore development team.
Zolon Corporation, New Jersey Oct 2007 - May 2010
Sr.Salesforce Consultant / Sr.Business Analyst - Salesforce
Client: VM Ware, Palo Alto, CA
Sr. Siebel Consultant
Client: MTS, Moscow, Russia
Sr. Siebel Consultant
Client: AT & T, Middle Town, New Jersey
RESPONSIBILITIES:
•Involved in SDLC phases i.e. requirement gathering, analysis design, Unit testing, Production support.
•Expertise in preparing the SRD documents based on SWBRD.
•Facilitated JAD Sessions with Business Managers. Responsible for delivering presentations to client senior management and client team members.
•Prepared Impact Analysis for Siebel CRS Project (Call Center application) and reviewed Functional and technical design for Siebel Call center project.
•Assisting Business administrator to create complex Loyalty Promotion Rules to suit changing business rules.
•Involved in ETL Design for Siebel & Analytics e-communication application.
•Strong experience in Siebel ETL loads on DAC/ Informatica.
•Worked on Informatica using Power Center Repository Manager, Designer, Server Manager, Workflow Manager and Workflow Monitor.
References provided upon request:
Contact this candidate