PANKAJ KATHAR

Salesforce Sr. Consultant

CERTIFICATIONS

• Certified Salesforce

Application Architect

• Certified Platform Developer II

• Certified Salesforce Sales

Consultant

• Certified Salesforce Service

Consultant

• Certified Salesforce

Community Cloud Consultant

• Certified Scrum Master (CSM)

by Scrum Alliance

• ITIL 2011 Foundation Certified

CONTACT

PHONE:

+91-982*******/ +91-951*******

EMAIL:

adhex1@r.postjobfree.com

EDUCATION

Bachelor of Engineering (B.E.)

PERSONAL DETAILS

Date of Birth: 02nd Nov 1984

Passport# N0740566

PROFILE

13yrs CRM IT Experience

8yrs relevant to Salesforce Experience

Having been to onsite at client location UK and USA, I have good experience of client interaction and

coordination of offshore and onshore team

Experience of developing AppExchange managed

package product GC360

Vast experience of understanding client Business processes and creating functional requirement

specification, technical solution and training documents

Worked on Salesforce Classic as well as Lightning platform projects

Worked on Agile project methodology and used JIRA and Salesforce Agile Accelerator Tools for project

management

Managed functional testing, helped creating test scripts and execution in UAT

Reviewing the test cases provided by the QA team, and providing feedback.

Good experience of Salesforce Reports and Dashboard

Has good experience of Salesforce configuration and development and Integration

Migration and Deployment using change-set and Ant tool and force.com IDE extension tool.

Ability to comprehend, develop and effectively execute business plans and automate business processes

Demonstrated project management skills, including the ability to communicate well with business owners and technical staff for effective scope control and timely project completion

Played Scrum master role on the project and executed different ceremonies of Scrum effectively.

Managed Velocity and burn down charts during sprint management

Having past work experience majorly in CRM Technology with Oracle Siebel CRM (on- premise) in development, administration and upgrade. Also secondarily worked on Siebel Analytics / OBIEE, Informatica ETL tool

administration and MS SQL Server Database

administration

PROJECT EXPERIENCE

COMPANY: GAURI TECHNOLOGIES

TITLE: SR. SALESFORCE CONSULTANT

AUG2019 – TILL NOW

PROJECT NAME: GC360 PRODUCT DEVELOPMENT & BPA

Start Date: Aug 2019 End Date: Till Now Team Size: 8 This project is about developing managed packaged to integrate Salesforce CRM and SAP. Using REST integration, each Salesforce Account related SAP sales document data is displayed in Salesforce CRM (Sales Application).

This product has been developed as a managed package and is being deployed on customer’s orgs as a ready solution for customer 360 view.

ROLE

Salesforce Business Analyst/Consultant

RESPONSIBILITIES

Implements Business Process Automation to automate client business processes in various departments like Customer Success, Customer Loyalty, Call Center, Account Boarding Team

Collaborate with the IT Architects, Delivery Team, and Competency Center to ensure business processes are aligned with enterprise architecture and application standards

Providing subject-matter expert’s input throughout the whole life cycle of Salesforce change development process (from idea to deployment stage)

Working with test manager to define test cases

Validates and assesses solution design throughout the project with customers and prospects. Identifies problem areas and provides recommendations for future enhancements

Understands industry best practices in functional business areas (sales operations for example) in order to leverage business processes, driving improvements in work flow and applications

Responsible for gathering functional requirement of the GC360 product.

Responsible for solution and design the product development for GC360 Product

Migrated the product related development artifacts and configuration data from dev to test and then to Prod org.

Responsible for preparing solution designing and technical design document review

Responsible for show & tell of the developed ticket items and getting technical sign off

Involved in the functional review process

Responsible for leading test script preparations and execution of test cases for GC360 product

Handled Salesforce configuration related tasks like creating custom object, custom metadata type object configuration

COMPANY: L&T INFOTECH

TITLE: SR. SALESFORCE CONSULTANT

SEPT 2011 – FEB 2019

PROJECT NAME: TEREX CLD SUPPORT

Start Date: Nov 2017 End Date: Feb 2019 Team Size: 7 Client is an American worldwide manufacturer of lifting and material handling solutions for a variety of industries, including construction, infrastructure, quarrying, recycling, energy, mining, shipping, transportation, refining and utilities.

Client is using Customized Salesforce CRM application for opportunity management and major entities used are Account, Contact, Pricebook, Product, Quote and few custom entities ROLE

Project Manager & Scrum Master

RESPONSIBILITIES

Responsible for Sprint Management and arranging all the meetings

Burn down and velocity chart for Sprint analysis

Sprint Backlog management

Responsible for work allocation and also getting the daily status on the daily scrum meeting to meet the release date deliverables.

Review of Functional specification documents and also test scripts

Arranging the show & tell and help in the UAT and responsible for maintaining the bug and issue log register

Responsible for resource allocation

Involved in the Release plan preparation and getting the requests approval in the CAB meeting prior to release

Weekly Account review and Project update to project delivery head about health of the project

Monthly Governance call with Client

Responsible for ad hoc Salesforce Configuration tasks at times

Responsible to streamline and manage documentation part and testing process in the project PROJECT NAME: 2ND LINE SUPPORT - UK

Start Date: Oct 2016 End Date: Nov 2017 Team Size: 7 Client is UK pharmaceutical product company which sales and support patient for ostomy, urology, Continence and wound care products. Salesforce Sales and Service application is used to manage the Lead, Account, Contacts, Sales Orders, Prescription and Cases Information. ROLE

Salesforce Developer & Admin

RESPONSIBILITIES

Below tasks and responsibilities which were handled on this project Worked on configuration of Campaign and Lead Management of Sales application

Configured Lead assignment rule and Lead process

Created Contact, Lead Record type and modified page layout and Lead process

Created custom fields and modified standard fields on lead object

Lead conversion custom field mapping

Modified Web to Lead form

Created and modified Validation rules and apex triggers

Created and modified Lead Auto Response Rules

Migrated changes using Change set

Create custom fields on Campaign object

Modified Compact Layouts

Training documentation preparation

Sales application support

Data load – import, export, delete using import wizard

Duplicate management – duplicate and matching rule modification

Implemented pick lists, dependent pick lists, lookups, master detail relationships

Designed and deployed Custom tabs, Custom Objects, Components, Visual Force Pages, validation rules, Approval Processes and Auto-Response Rules for automating business logic

User Management – Profile and permission set

Worked with standard Salesforce objects like Accounts, Contacts, Leads, Cases and Opportunities, Campaign

PROJECT NAME: SALESFORCE SALES CRM IMPLEMENTATION

Start Date: Jan 2015 End Date: Oct 2016 Team Size: 8 Client is the leading global construction materials and solutions company produce cement, aggregates and ready-mix concrete which are used in building projects ranging from affordable housing and small, local projects to the biggest.

ROLE

Salesforce Developer

RESPONSIBILITIES

Below are the various tasks and responsibilities handled during this project period

Modified and written Apex classes to be used as custom controller and extension

Modified and developed visual force pages to meet

client’s requirement of displaying custom pages

Worked on Batch apex and Schedulable Apex

Modified apex class logic using SOQL, SOSL and DML queries.

Modified and developed new Triggers and converted workflows into Triggers

Attended Technical review sessions and co-ordination with Offshore.

Setup Developer users and Eclipse Force.com IDE tool for them

Developed and used Ant migration script for migration of classes, Visual Force code, custom fields and other customizations

Customized workflow rules and validation rules

Used Data loader tool to import, export and delete the data

Customized Reports and Dashboard

Created and modified custom objects and its related Reports / Dashboards, Scheduled a Report PROJECT NAME: SALESFORCE CLD SUPPORT

Start Date: Apr 2012 End Date: Dec 2014 Team Size: 4 Client is a manufacturing company. SFDC sales and service cloud application is used. Scope of project includes configuring leveraging out of functionality. ROLE

Salesforce Administrator & Tester

RESPONSIBILITIES

Worked on 2nd Line support project as a Salesforce Admin

Worked on configuration andadmin activities of salesforce.com CRM

Modified and Developed Triggers on Account, Contact, Opportunity objects

Modified security settings i.e. field security settings and Sharing rule settings, Public groups

Involved in deployment from Sandbox to Production through change sets

Created and modified user roles, profiles and sharing rules

Created workflow rules and defined related tasks, email alerts, and field updates

Used data loader to manage and query the data

Modified translation values in Translation workbench

Email template modification

User management – managing profiles, permission sets for users

Written Salesforce Test Scripts on Account Management, Contact Management and Lead Management functionality

Involved in Regression Testing

Created and modified user roles, profiles, permission sets, Groups and Queues, inactivated users

Designed and deployed validation rules and auto response rules for automating business logic

Created workflow rules and defined related tasks, email alerts, and field updates

Designed various types of email templates for auto response to customers

Creating and Modifying picklist values

Creating and modifying custom object fields, page layouts PROJECT NAME: SALESFORCE APPLICATION AND DEVELOPMENT SUPPORT Start Date: Sept 2011 End Date: Mar 2012 Team Size: 12 Client is an American multinational corporation headquartered in Austin, Texas, with design, research and development, manufacturing and sales operations of semiconductor devices in more than 75 locations in 19 countries. Apex, Visualforce development and Sales cloud implementation. ROLE

Salesforce Administrator & Tester

RESPONSIBILITIES

Handled below tasks being Salesforce consultant on this project

Modification of Apex triggers and workflow processes

Writing batch apex class and scheduled class

Customization and visualforce page development, modification of existing code as per the requirement

User Management: troubleshoot common user access and visibility issues on regular basis and creating, freezing/deactivating users.

Organized Profile, Role Hierarchy, Permission sets, OWD and sharing rules to apply appropriate security controls.

Data Management: Data import, update, export and deletion requirement and implementing best practices for improving and enriching data quality.

Weekly call with onsite salesforce architect to understand the requirement and document the action plan and Deliverables

COMPANY: FUJITSU

TITLE: CRM CONSULTANT

AUG 2010 – APR 2011

PROJECT NAME: GLOBAL CRM APPLICATION

Start Date: Aug 2010 End Date: Apr 2011 Team Size: 9 Client is a business data provider multinational company. The company for their CRM uses Oracle Siebel eMedia and esales applications.

ROLE

Siebel Administrator

RESPONSIBILITIES

Worked on 2nd Line support project as a Siebel Admin

Siebel production application support

Siebel migration support

Responsible for Development, Test environment and user management

Production release plan and go live execution

Regression test script pack execution after go live COMPANY: INFOSYS

TITLE: CRM TECHNOLOGY ANALYST

FEB 2010 – JUN 2010

PROJECT NAME: CRM FOUNDATION DEV SUPPORT

Start Date: Feb 2010 End Date: Jun 2010 Team Size: 8 Worked as Siebel Developer Administrator for ePharma application Siebel Project. Responsible for making minor development changes and release them.

ROLE

Siebel Administrator

RESPONSIBILITIES

Below are the tasks performed during the project work

Responsible for Siebel application related deployment/ migration support

Responsible for making minor development changes and release them

Responsible for Migrations activities tasks. These tasks included SRF Refreshes, Repository Migrations, DDLSynch, import/export of .sif files etc

COMPANY: COGNIZANT TECHNOLOGY SOLUTIONS (CTS)

TITLE: CRM TECHNICAL ANALYST

OCT 2006 – JAN 2010

PROJECT NAME: CRM FOUNDATION DEV SUPPORT

Start Date: Feb 2010 End Date: Jun 2010 Team Size: 8 Organon is a global company in pharmaceutical product business and has large presence in of world. XLence is application name deployed in various countries, whose infrastructure is managed under one umbrella. The scope of the project is to provide 2nd line support to global users of the XLence Application. ROLE

Siebel Administrator/ MS SQL Server DBA/ Informatica Admin / Siebel Analytics Administrator RESPONSIBILITIES

Application Administration

Installed and delivered Siebel Servers for the different countries in the Rollout. This included Complete End- to-End Installation and Configuration (Both Clustered and Non- Clustered) of CRM and Analytics Application before it gets delivered to the respective country team.

Handled Development environment to Test (QA) and Production Environment Migrations for multi -lingual application. This task included SRF Refreshes, Repository Migrations, DDLSynch, Workflow Activations etc.

Expert in Siebel CRM migration activity srf migration, repository file migration, Siebel workflow activation and deployment

Involved in the OBI server maintenance, backup of rpd and catalog files and start and stop the sa, saw and sch services

RPD and webcat backup and restore activity

MS SQL Server DBA

Handled MS-SQL Server DBA activities from offshore, including DB Movement/creation requests, user creation/deletion requests, DB Maintenance Tasks etc.

Database restore and backup

Informatica and DAC Administration Tasks

Installed and Configured Informatica Server, DAC and Siebel Analytics Applications, Installation Informatica client

ETL workflow monitoring, session and workflow log file error capturing and handing it over to Informatica Dev team

Informatica repository changes task, Informatica repository back and restore

DAC server installation and configuration setup, DAC repository backup and restore task, Data load through DAC and its monitoring

Trained and Mentored New Members in the Team.

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