Sign in

Salesforce Administrator Admin

Uttarahalli, Karnataka, India
July 29, 2021

Contact this candidate


Salesforce Admin

Name: Vinayak Naik


Phone: 890-***-****

Professional Summary:

Over 3 years of experience in IT industry including 2.3 years of experience in CRM platform.

Experience in Administration, Configuration, Implementation and Support of Salesforce CRM Platform.

Proficient Knowledge in Salesforce Classic and Lightning Experience.

Implemented Security and sharing rules at object, field, and record level for different users at different

levels of organization, also created various profiles and configured the permissions based on the

organizational hierarchy.

Implementation experience of applications like Sales, Marketing and Service and Support


Participated in all stages of Software Development Life Cycle (SDFC)

i.e., System Analysis, Design, Development and Testing Expertise.

Strong Knowledge of SFDC standard Data structures and familiarity with designing Custom Objects and platform and Sites.

Experience in understanding business requirement to design the required entities like custom objects, creating the relationships and junction objects.

Experience in creating various Reports (summary reports, matrix reports, pie charts, dashboards and graphics) and Report Folders.

Experience in using Data Loader for insert, update and bulk import or export of data from Objects.

Experience in using declarative features like workflows, approval process, dynamic approval process, sharing rules automation for satisfying complex business process automations.

Experience in implementing security and sharing rules at object, field, and record level for different users at different levels of organization and also created various profiles and configured the permission based on the organizational hierarchy.

A team player with a strong work ethic, a positive attitude and the ability to make the best use of individual resources.

SFDC Technologies

Standard objects, Custom Objects, Workflow & Approvals, Data Loader,

Reports and Dashboards, Relationships.

Tools & Technologies

Data Import Wizard, Data Loader, Salesforce Classic and Lightning Experience

Operating systems

Windows 10/9/8/7/XP/Vista/7/8, Windows CE.

Technical Skills Basics of HTML, CSS (V-studio code), Python (Py-charm).

Professional Experience:

Company: IS Infotech Pvt. Ltd, Bangalore, India.

Client: BCBS, USA

Work duration: Dec 2018 – Oct 2019

About Client: BCBS is a million-dollar business serving many customers across the globe, which is using Salesforce platform to maintain its huge insurance business. They use various standard features of Salesforce like lead management, case management and ensure quick solutions to customer as well as business growth. By using features like web-to-lead, web-to-case they are providing an interactive platform for customers. Also we have used many custom objects, automation and custom codes like APEX, VFP in this project to maintain this insurance business on Salesforce.

Roles and Responsibilities:

Involved in gathering and analysis of business requirements and then effectively took part in sprint

planning to achieve the requirement.

Analysed the business process of client and then involved in creating the application and data model

required for the business.

Created custom applications, objects, tabs, fields with the custom functionality to efficiently meet the

business requirement.

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

connectivity among objects.

Created reports, dashboards and processes to continuously monitor data quality and integrity and

assisted users with report design and management.

Customized page layouts for Opportunity, Contacts, and Accounts depending upon user profiles and

created permission sets where necessary.

Worked on assigning and creating Roles Hierarchy, Profiles and Security setup within the organization.

Responsible for setting up Field Level Security.

Developed custom Workflows and Assignment Rules for case escalation.

Implemented Field Level security for sensitive data holder fields.

Created and used Email templates.

Involved in end-to-end testing and gathering feedback from business users

Involved in Working with Standard Salesforce features like Objects, Workflows, Record Types,

Page layouts, Workflow Rules, Case Assignment Rules, and Escalation rules, Validation rules, Profiles,

Roles, Reports and Dashboards etc.

Company : IS Infotech Pvt.Ltd, Bangalore, India.

Client : American Red Cross, USA

Work duration: November 2019 - Present

About Client: American Red Cross is a huge organization in USA which has many activities related to health care. They have 1000s of clients and volunteers to run their activities in the world. For this mass process, they regularly conduct corporate seminars throughout the world and for that they are using one mini project of Salesforce. This project has information like seminar details, speaker details and various process they followed. They mostly conduct 100s of such seminars in the world per month. The project was created for employees of the organization to enter these data and maintain the details.

Roles and Responsibilities:

Involved in SFDC application setup and customization to match the functional needs of the Company

Worked as Salesforce admin support governing user account creation, personal information setup, password reset, Roles & Profile creation, user group creation, updating company profile, Network access setup.

Involved in setting up field level access for each custom object created based on the user’s role within the organization.

Developed various Custom objects, Tabs, Record Types, validation rules and Components

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

Involved in field & page layout customization for the standard objects like Account, Contact, and Leads.

Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.

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

Involved in security levels and privileges by customizing Profiles and Roles.

Involved in customizing custom objects, tabs, fields, page layout as per the business need.

Maintained user roles, security, profiles, and workflow rules wherever necessary.

Involved in workflows creation using Process Builder.

Designed and developed the Custom objects, validation rules, Page layouts, Custom tabs to the needs of the application.

Worked on customizing App Builder for home and record pages.


Bachelor of Engineering on Electronics and communication Engineering from Sir M Visvesvaraya Institute of Technology, Bangalore.

Diploma in Electronics and communication Engineering from Shri Vidyadhiraj Polytechnic, Kumta.

Contact this candidate