Surbhi Thakre
adnzu7@r.postjobfree.com
https://www.linkedin.com/in/surbhi-thakre-152853214
Mob No: +91-700*******
Objectives:
Seeking a career enhancing position in a reputed organization where I can utilize my skills and
abilities, which offers Professional growth while being resourceful, innovative and flexible.
Summary
I love working in a strong and friendly environment. During my work, I have gathered
knowledge about Security, User setup, and End-user handling. I am looking for an
organization where I can use all of my knowledge in a bigger and challenging environment.
Work Experience: Salesforce Certified Administrator Clarion Technologies Jan 2018
Till Today
Having experience in Salesforce.com CRM Administration for the following.
Role and Responsibilities:
• Organization setup: Company profile, Business hours and over all details.
• User setup: Setting up users, troubleshooting user issues, profile permissions &
settings, permission etc.
• Security & Access: OWD, roles & hierarchies, sharing rules.
• Custom Objects: Create and customizing Objects, Fields, Apps, Record type, Page
layout.
• Standard Objects: Better understanding of standard objects like Leads, Accounts,
Contacts, Opportunities, Products & Price book, Reports & Dashboards including
lightning.
• Data Management: Importing & exporting data.
• Set up Approval process and pop up approver names using process builder.
• Reports & Dashboards: Created custom report type, worked with different type of
reports & dashboards and Management Reports and Dashboards, Dynamic reports and
dynamic dashboard, custom links of report etc.
• Automation: Workflow: Extensive experience in Automation like Workflows, Process
Builder, and Validation rules for satisfying business process automation.
• Leads: Working on Leads project. A better understanding of the Web-to-Lead process.
• Cases Project: Setup Cases project for an Organization and manage all Cases settings
for Email-to-Case.
• Handling live cases/issues facing end users on Lead, Opportunity, Report dashboard
and other custom object used for client business requirement and standard
functionality of Salesforce
Project : Purna Data
Specification: Converting the PHP site of Purna Data in Salesforce CRM
Responsibilities:
• Converting the PHP site of Purna Data in Salesforce CRM.
• Involved in the requirement gathering and creation of High- and Low-level Design
document .
• Schema Design in Salesforce and Its Relationship.
• Involved in the setup of the application, standard objects and process .
• Creation of workflows to automate the process .
• Creation and changes into the different objects to create task and event.
Project: Company Management System
Specification / Description: - Created Company Management system (CMS)
Responsibilities:
• Created Custom Object for Employee and Manager so that employee can apply for
leave
• Created Rollup –summary field for updating of Total leaves Availed by Employee.
• Use Dependent Picklist for State and city of Employee.
• Added Validation Rule for avoiding Negative value in Total leaves .
• Used Workflow to send an email to Manager for Alerting .
Project : CWS (Catholic Welfare Solution)
Specification / Description:- Created Catholic Welfare Solution
Responsibilities:
• Created Custom Object for Employe and Manager and Volunteer so that employee can
apply for volunteering sessions .
• Created Rollup –summary field for updation of Total Volunteered hours.
• Use Dependent Picklist for State and city of Volunteered.
• Creating logs while Inspecting Errors .
• Created Classic Email Template for Sending Emails via Workflows.
Education and Qualification:
BE in Civil Engineering from CSVTU,Bhilai.
Personal Details:
DOB – 30/08/1992
Email – adnzu7@r.postjobfree.com
Mob Number - +91-700*******
Langauge – English, Hindi.
Name – Surbhi Thakre
Date-
Place – Gondia(Maha.)