Salesforce Administrator Agency Manager

Pooja Mishra

Salesforce Administrator/CPQ Consultant

Visa Status – H4 EAD

https://trailblazer.me/id/pooja1984

640-***-**** *****.*****@*****.*** New Jersey

Professional Summary

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.

Extensively worked on customizing various SFDC standard objects like Accounts, Contacts, Opportunities, Cases, Order, Pricebook, Products and Contracts.

Involved in creation of Page Layouts, Record Types and Fields as required.

Worked on the designing of custom objects maintaining relationship as per the requirement master-detailed, lookup and many to many and custom tabs, custom fields, role-based page layouts.

Created the approval process, workflows and for automated lead routing, lead escalation and Email Alerts.

Having knowledge and understanding of lightning flows including screen flows, record triggered flows, scheduled flows and auto generated flows.

Integrated data from the external systems with salesforce using data loader.

Worked on creating web-to-case and web-to-lead forms.

Implemented escalations rules to improve customer relations and reduce response time.

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

Created email reminders and notifications for the tasks and assigned the same to the queues

Worked extensively with data loader, performing multiple loads using external ids on custom objects.

Created interactive dashboards using actions like go to sheet, quick filters and navigations on Tableau using Salesforce Connector.

Involved in implementing Salesforce CPQ in the organization and created Products using data loader and helped in configuring the product bundles including features, options, and subscriptions.

Created product rules like selection, validation and alert and price rules - list price, block, cost, percentages of total

Having good understanding of discount schedules.

Helped in generating and configuring quotes, contracts, renewals, and order.

Experienced in configuring guided selling in CPQ.

Good knowledge of Advance approval process in CPQ.

Participated in sprint planning and delivered the work as per the Agile norms.

Responsible for onboarding new users and providing training to them.

Interacted with the clients and gathered the requirements and prepared requirement specification documents.

Academic Qualifications &Certifications

MBA (Corporate Management) -University of Lucknow

Bachelor Of Arts- Economics

Certified Salesforce Administrator

Certified Salesforce CPQ Specialist

WORK EXPERIENCE

Salesforce Administrator/CPQ

Betterlife Pvt Ltd,

Lucknow-India

March-2021 to May-2022

During my tenure here, I worked on multiple projects and this Organization was associated in selling different consumer products etc.

Created custom objects, and tabs to make an existing app more efficient.

Customized the page layouts, created relationships, and added filters to give app users easy access to the information they needed.

Extensively worked on customizing various SFDC standard objects like Accounts, Contacts, Opportunities, Cases, Order, Pricebook, Products and Contracts.

Created Record Types and page layouts to reduce the unnecessary clustering of objects.

Uploaded data using External ID from SAP system to salesforce and created custom object to store the data which was further used in creating approval processes.

Involved in creation of Dashboards, Reports through Tableau using Salesforce data source.

Created various Profiles, Roles, Page Layouts, and Record Types and configured the Permissions based on the Organization hierarchy requirements.

Involved in creation of Page Layouts, Record Types and Fields as required.

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

Also assisted in implementing Steelbrick Salesforce CPQ in the organization and created Products using.

Used Data loader and helped in configuring the product bundles including features and options.

Created product rules like selection, validation and alert and price rules like list price, block, cost and percentage of total.

Helped in configuring quote templates adding company’s logo and watermark on the quotes and also introduced DocuSign on the quote.

Also helped in configuring guided selling and created a set of questions that can be used by the sales representatives in the quote line editor while adding products to a quote.

Environment: flows, security, reports, approval process, email templates, html, CSS, SQL, Tableau

products, pricebook etc.

Salesforce Administrator/Operation Manager

CompetenSys Solutions,

Bangalore-India

Feb 2014 – Sept 2015

During my tenure here, I worked as a salesforce administrator and ensured the safe and smooth onboarding process of new sales representatives etc.

Customized Page layouts for Standard/Custom objects and assigned Record Types.

Implemented Case Management Automation to track and solve customer issues by creating support process, record types, assignment, and escalation rules.

Created Workflow Rules and defined Related Tasks, Time Triggered Tasks, Email Alerts, Filed Updates

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

Created reports and dashboards for different objects based on the user requirements.

Worked on Role Hierarchy, Custom Profiles and public Groups creation and user management.

Created and maintained custom objects, tabs, fields, Record types, page layout as per business requirements.

Developed and configured various Reports and Report Folders for user profiles

Added custom fields to the app to capture information critical to the hiring process.

Created custom Objects and worked on Standard objects

Created a Job Posting Site object with a field for Job Posting Site URL, a Status picklist, a Technical Site checkbox, and a Description text area.

Created a junction object called Job Posting between Positions and Employment websites. Employment website and Positions shared many-to-many relationships.

Created Master-detailed objects Positions and Job posting.

Created custom recruiting picklist fields for Core Competencies and Leadership Skills so interviewers can quickly rate candidates on a scale of 1 to 5.

Created a permission set for multi-factor authentication and assigned the permission set to specific user as per the client requirement.

Later client asked for enhancement and enabled multi-factor authentication for the whole organization.

Created various Profiles, Roles, Page Layouts, and Record Types and configured the Permissions based on the Organization hierarchy requirements.

Involved in creation of Page Layouts, Record Types and Fields as required.

Created Validation Rules for Data Authenticity.

Created Formula Fields, Lookup Fields, Roll up Summary Fields in addition to other Fields as required for this Project.

Created Specific Search Layouts as required.

Responsible for ongoing day-to-day operations on Salesforce.

Worked on various Salesforce.com Standard objects like Accounts, Opportunities, Leads, Campaign, Events, Tasks, Contacts, Cases, Reports and Dashboards.

Environment: Standard objects, Custom objects, page layouts, record types, permissions, security, OWD etc.

Kotak Mahindra Bank

Agency Manager.

In Kotak Mahindra Bank, I have worked as an Agency manager and have managed the team of financial advisors and given the training about the various financial products offered.

Client Servicing through need analysis, proposal and quote generation finalizing and execution of the business involving day to day meetings and calls with the clients.

Report generation, trouble shooting and working as per regulatory and legal framework provided by the government guidelines.

Provide product and service trainings to new advisors.

Recruiting financial advisor and managing the team of advisors planning their activities to generate leads and monitoring and keeping the track on leads conversion.

HDFC Bank Pvt. Ltd.

Deputy Manager.

In HDFC Bank, I worked on clients servicing through need analysis, proposal generation, finalization, and execution. This involves continuous day-to-day interaction with clients, report generation, troubleshooting and exposure to financial analysis as well as to regulatory/legal framework of the industry.

Managing “Classic Client” relationship of the bank.

Service delivery to client as per bank norms.

Delivering assigned revenue target through cross selling of product.

Managing the financial requirements of clients by advising solutions from the bank’s product portfolio.

Financial planning for the customers by analyzing their Profile and recommending allocation across product mix (Mutual Funds, Insurance & Fixed Income instruments).

Creating awareness about new investment options through promotional activities and presentations.

Encouraging clients to open term/recurring deposits and saving/current accounts as per the KYC norms.

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