Salesforce Sales

Salesforce Administrator/Business Analyst

Sangeetha

Ph. 630-***-**** Email: **********.****@*****.***

SUMMARY:

Salesforce Certified consultant with 7 + years’ experience in IT, 5 + Years working as Salesforce Business Analyst and ERP Consultant in Salesforce.com.

Experienced in working with clients to map out their existing Business Processes and providing system-based solutions that increase efficiency and reduce operating costs.

Experienced in Scoping Phase, Gap Analysis, Testing, and Implementation Phase.

Strong Requirements gathering experience using JAD Sessions & Conducting User Interviews, and preparing functional documents like Use Cases, Software Requirements Specifications (SRS).

Experience creating custom objects and integrating existing desktop and web apps with legacy mainframe systems.

Have good work experience on Salesforce Classic, Salesforce Lightning, and Lightning App Builder.

Experience in salesforce.com Development using Force.com, Visual Force, and APEX.

Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.

Expertise in using tools like Apex Data Loader, Apex Explorer, Eclipse IDE.

Have good work experience on Salesforce Classic, Salesforce Lightning, and Lightning App Builder.

Experience in implementing Apex Classes, Triggers, Batch Apex, Test Classes, Visual force pages, Web Service APIs etc. to achieve complex business functionalities.

Interacted with stakeholders, gathering requirements, rating them and assigning priorities to each of them.

Excellent in preparing UML diagrams - Use cases, Activity diagrams, Sequence diagrams, Class diagrams, Data Flow diagram, Process Flow diagram, etc. using modeling tools like Rational Rose and MS Visio.

Gathered information from various sources and evaluate them according to the client’s need.

Experienced in analysing business requirements, Understanding Entity Relationship diagram and implementing them to Salesforce Custom Objects, Junction Objects, Master-Detail relationships, Look-Up relationships.

Experience in Administration, Configuration, Implementation and Support on Salesforce.com platform.

Designed custom formula fields, field dependencies, validation rules, workflow rules and approval processes for automated alerts, field updates and email generation according to application requirements.

Customized page layouts, search layouts, custom links, related lists and other components on a record detail and edit pages as per the business needs.

Worked on various Salesforce.com standard objects like Accounts, Contacts, Opportunities, Products, Cases, Leads, Campaigns, Reports and Dashboards.

Strong knowledge on Service Cloud concepts such as Knowledge, Case Management, and Live Agent Chat.

Good experience in implementing Sharing rules, permission sets, Field level Security, and Record-level Security.

Used Force.com REST API Web services and outbound messaging for implementing web services to integrate External systems and websites.

Capability of learning new technologies and implementing them in the project successfully.

Team player with good Interpersonal skills, strong understanding of fundamental business process, excellent communication and problem solving skills.

EDUCATION:

Bachelor of Computer Science, Osmania University – Hyderabad, India in the year 2008.

Business Administration and Management MIS – San Jose, CA in the year 2012.

CERTIFICATIONS:

Salesforce Administrator Oct 2020

SKILLS:

Salesforce Technologies: Apex Language, Apex Classes/Controllers, Test Classes, Apex Triggers, Visualforce (Pages, Component & Controllers), Standard objects, Workflow & Approvals, Apex Data Loader, AppExchange Products, Reports, Dashboards, Force.com IDE, Eclipse, Sales cloud, Service cloud.

Salesforce Tools: Force.com Eclipse IDE Plug-in, Force.com Explorer, Offline Edition, Force.com Platform, Sandbox and Production, Data Loader

Languages: C Language, Oops concepts, Selenium WebDriver.

Web Technologies: HTML, CSS, Java Scripts, SOAP UI, SOSL, SOQL, AJAX

Project Methodologies: Agile-Scrum, Waterfall

Tools: Eclipse IDE

Application/Languages: MS Office, MS Project, MS Visio, SQL, SOQL, SOSL and Java scripts

Databases: Oracle 10g, 11g, MS-Access, SQL Server 2008

Operating Systems: Windows NT/2000/XP/Vista/7, Windows Server 2000/2003/2008, Linux, Unix.

EXPERIENCE:

CareFirst - BlueCross Blue shield, Baltimore, MD Jan’19 - Current

Salesforce Business Analyst

Responsibilities:

Support sales executives by addressing their tickets related to Salesforce queries.

Interacted with various business user groups for gathering the requirements for Salesforce.

Analyzed the Scope of the Requirements, and managed requirements to avoid Scope Creep.

Worked in a RUP environment using Rational Requisite Pro for requirement management.

Implemented and documented the Business and Software Requirements.

Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs.

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

Worked with various salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports and Dashboards

Used field level security along with page layouts to manage access to certain fields

Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.

Created test scenarios on Sandbox environment, created packages and moved it between Sandboxes and Production environments to place final implementations.

Created and managed User Roles, Profiles, and Role Hierarchies, Public Groups, Security Controls and Shared Settings.

Involved in Service and Sales Cloud.

Created different lightning applications by using lightning app builder.

Developed custom lightning components which are reusable and have better UI experiences.

Created Visualforce Pages and implemented in to Sites.

Used MS Office suite components for documenting, traceability, project tracking, documentation, and presentation to senior management, used HP Quality Center for defect management.

Used Data Loader for insert, update, and bulk import or export of data from Salesforce.com subjects.

Created various Custom objects, Tabs, Workflows, Reports, Apex triggers and validation rules for the application.

Involved in data mapping and migration of data from legacy systems to Salesforce.com Objects and fields.

Defined Workflows and setup Workflow Rules, Tasks and Alerts and created Workflow Approvals.

Customized Applications, Page Layouts, Lookup Fields, Standard Related Lists, Tabs, and defined dependent Pick Lists.

Created custom Dashboards for manager’s home page and gave accessibility to dashboards for authorized people.

Conducted GAP Analysis and enhanced business process by integration

Worked on Agile and Scrum Methodology for Salesforce custom app implementation.

Created new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports.

Used Rational Requisite Pro, Rational Clear case and Clear quest for version management and defect management.

Learned Business Process Management (BPM) & Business Process Reengineering (BPR) concepts.

Excellent expertise in Software Development Life Cycle (SDLC) including Physical and Logical design, code development, testing, implementing and maintenance. Involved in preparing design/technical documents, developing use cases, and sequence diagrams using UML and identifying the design patterns.

Worked extensively on production support and resolved open tickets on a regular basis.

Guided the development teams to break down large and complex user stories into smaller and simplified versions for easier execution.

Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.

Environment: Sales force.com platform, Apex Language, Visual force (Pages, Component & Controllers), Pages, Data Loader, HTML, Java Script, HTML 5 Apex Triggers, Lightning Experience Web Services, Calidious Cloud CPQ, Apptus.

USAA, San Antonio, TX Feb’16 – Dec’18

Salesforce Admin

Responsibilities:

Performed detailed analysis of business and technical requirements and created solutions by customizing various standard objects of Salesforce.com (SFDC) and other Platform based technologies like Visualforce, Force.com API, and Web Services.

Agile Development Methodology was followed for the implementation

Performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of Salesforce.com (SFDC).

Designed and deployed Custom tabs, Validation rules, and Auto-Response Rules for automating business logic.

Created Roles, Profiles, Groups and Permission Set.

Supported Users on Standard Objects like Leads, Accounts, Opportunities and Contacts.

Experienced with Salesforce CPQ applications, including product rules, price rules, and dynamic options.

Experienced performing data loads – ideally with Demand Tools/Data Loader/Work bench.

Created and updated reports and dashboards to track pipeline/stages for management users, marketing users, sales users and service users.

Running dynamic dashboards and displaying on the home page for Marketing, sales and service users.

Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.

Developed Apex Classes, Apex Triggers, and Apex Controllers to develop custom business logic.

Developed various Batch Apex classes and scheduled those using Apex Schedulable classes.

Created Custom Fields, Validation Rules, Formula Fields on Standard Objects.

Created and Edited Page Layout based on the Record Type or Profiles.

Created Workflow, Process Builder, Approval Process for Business requirement.

Used the sandbox for testing and migrated the code to the deployment instance after testing.

Performed code review of the application to make sure the source code confirms to industrial coding standard sand followed good programming practices.

Developed Custom Report Types, Custom Reports, and Dashboards to meet the reporting needs of the organization.

Environment: Sales force.com platform, Apex Language, Visual force (Pages, Component & Controllers), Pages, Data Loader, HTML, Java Script, HTML 5 Apex Triggers, Lightning Experience,Web Services, Reports, Custom Objects.

Micro focus, Huston, TX June’14 – Jan’16

Salesforce Administrator

Responsibilities:

Troubleshoot, resolve, escalate, and track system issues.

Provision user accounts, manage user licenses and permission set assignments.

Handle inbound user requests and respond to them in a timely manner in our Jira ticketing system.

Support installing and managing apps from the AppExchange.

Assist with data imports, exports, and updates using Data Loader.

Create and maintain thorough, up-to-date, functional and technical systems documentation.

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.

Defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects.

Maintenance of installed Managed Packages in Lightning using Apex. Experienced in using Data Migration tool called Data Loader.

Visualforce Pages for Lightning Experience, Alternates for Java Script Codes, Sharing Visualforce pages between Classic and Lightning.

Used field level security along with page layouts in Lightning to manage access to certain fields.

Implemented the Web Services through WSDL in the Salesforce.com for outbound messaging.

Worked on Integrating SAP and Salesforce systems using SOAP and REST API's.

Involved in setting up custom interaction logs for service cloud console.

Environment: Saleforce.com platform, Apex Language, Visual Force Pages, Custom Component, Custom Controllers, Workflow & Approvals, Custom Objects, Custom Tabs, Page Layouts, Email Services, Security Controls, HTML

KPMG, Chicago, IL Mar’13 – May’14

Business Analyst

Responsibilities:

Followed Agile (Scrum) Development Process and generated all artifacts for sprint (Iteration).

Extracted, discussed, and refined business requirements (user stories) from business users and team members.

Developed and maintained strong relationships with teammates and business partners while Ensuring delivery.

Created functional specification documents with detailed workflows, procedures, roles and Responsibilities.

Demonstrated strong project management skills and ability to coordinate complex health care initiatives.

Basic knowledge of Oracle Financials ERP systems as well as Business Intelligence (OBIEE).

Validated the rate tables, import files and generate statements functionality by using SQL.

Used Clear quest and Clear Case Test Management Tools.

Knowledge in ASAP methodology.

Handling PA, Time management and Payroll issues.

Coordinating with team members for different issues.

Discuss with respective people daily regarding issues and follow ups.

Helping to Team Members regarding their issues.

Creating the new Wage types based on client requirements.

Mapping wage types to new G/L accounts.

Finding gaps and creation of functional specifications.

Involved in creation of new work schedules & worked on absence quotas.

Transported data from development client to quality client.

Involved in authentication.

Involved in testing and preparation of documents like as-Is, To-Be, BBP, TR document, Customization document, integration document, user manual.

Involved in Defect Track Meeting to discuss and to resolve defects and their priorities.

Environment: Agile, UML, MS Office- MS Word, MS Excel, MS Visio, MS Project, Oracle, SQL Server, SAP, .Net.

Divami UX Design & Innovation, Hyderabad, India June ’09 – Aug’ 10

Salesforce Developer/Administrator

Responsibilities:

Interacted with various Business User Groups to gather the document requirements.

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

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

Created Custom Objects and defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects.

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

Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.

Created several Record Types, page layouts.

Designed, and developed Apex Classes, Controller Classes, extensions and Apex Triggers for various functional needs in the application

Created Batch Apex classes and scheduled Batch jobs.

Created Triggers like sending emails to the portal users whenever they update their account information comparing their new information with their old information.

Developed Visual force pages, Visual force custom components.

Used Visual force in development mode to change the behavior and appearance of Visual force components.

Written Test Classes to meet Unit testing before migrating from Sandbox to Production environment.

Deployed the changes from Sandbox to Production.

Environment: APEX, Force.com IDE, Import Wizard, Java Script, Visual Force Pages, Workflows and Approvals, Data Loader, Eclipse Force, Excel Connector.

Zoho Corporation, Chennai, India. June ‘08 –May ‘09

Business Analyst

Responsibilities:

Involved in creation of use case diagrams, class diagrams, sequence diagrams, deployment diagrams.

Primarily involved in developing prototype of the application as proof of concept (POC) for business team and as a guideline for development team.

Facilitated and led group discussions to elicit requirements in Joint Application Development (JAD) sessions by communicating with documented business requirement document working prototype and work flow diagrams.

Deployed, configured and supported the prototype application for its demo /UAT for various line of business from various cities, prepared deck for UAT & gathered feedback and followed up with further updates on the prototype and related documents.

Primarily involved in developing use case document for the application, traceability matrix, system requirement specification (SRS) and presentations for proposed solutions

Created prototype using html and CSS.

Worked on various Salesforce.com Standard objects like Accounts, Opportunities, Leads, Campaign and Reports.

Created various Custom objects, Tabs, Workflows, Reports, Apex triggers and validation rules for the application.

Created Email templates in Text, HTML and VisualForce necessary for the application.

Defined various Validation rules to validate the data in the application.

Customized Page Layouts for Salesforce.com Standard and Custom objects.

Created custom report types and generated report using the report types.

Good experience in Salesforce.com Configuration of roles, profiles, user accounts, implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.

Experience in working with Development team for solving the gaps in Business requirements.

Classes, controllers and visual force pages, acquired new licenses and assigned toll free numbers.

Used Data loader for all data adding, updating, and deleting, exporting data.

Used Eclipse IDE for building scripts and deployment

Documented Sales force fundamentals and reporting for easy understanding and navigation for business users

Environment: MS Access, UML, MS Visio 2008, Microsoft Office 2008, MS Project, Visual Studio 2008 professional, MS Expression 2008, Visual Source Safe, Salesforce.com, Apex Classes, VisualForce Pages, Data Loader, Workflow Alerts.

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