Erica Dalton

Email: adzydx@r.postjobfree.com

Professional Summary:

With over 9 years of professional experience, including 5 years as a hands-on Salesforce CRM platform administrator analyst, I bring a wealth of expertise in Salesforce administration and customization. My career has spanned various SFDC implementations, encompassing Sales Cloud, Service Cloud, Call Center, and Chatter App-Exchange applications.

Versatile Salesforce Experience: Proficient in various SFDC Implementations including Sales Cloud, Service Cloud, Call Center, and Chatter App-Exchange applications.

Salesforce Administration and Customization: Strong knowledge in Salesforce Administration and Customization, covering Data Validation, Sales, Marketing, Customer Service, and Support Development.

Solution Implementation: Skilled in implementing Salesforce.com solutions like Web-to-Lead and Email-to-Case.

Experienced in Sprint Review, Sprint Retrospective, Backlog Grooming, Sprint Kickoff

Worked on Contract Lifecycle Management (CLM), Salesforce CPQ.

Data Migration Expertise: Expert in migrating data from different systems into Salesforce CRM using Excel connectors and Data Loader.

Customization Pro: Adept at customizing standard Salesforce objects, including Accounts, Contacts, Opportunities, Products, Cases, Leads, Campaigns, Reports, and Dashboards.

Administrative Tasks: Proficiency in SFDC administrative tasks, such as creating Profiles, Roles, Users, Email Services, Approvals Processes, Workflow Rules, Validation Rules, Reports, Dashboards, and Task Events.

Deployment Experience: Experienced in deploying changes from Sandbox to Production using tools like Force.com IDE, Force.com migration tool, and Change Sets.

Automation and Workflow: Skilled in designing Custom Formula Fields roll-up Summaries, Field Dependencies, Field Updates, and Email Generation based on specific requirements.

Data Migration Specialist: Expertise in migrating data from traditional applications to Salesforce using Import Wizard and Data Loader Utility.

App Exchange Integration: Proficient in installing and configuring App Exchange applications to extend Salesforce capabilities.

Testing and Documentation: Specialized in creating and maintaining comprehensive test plans, test cases, and test scripts. Strong in creating detailed process documentation and deployment procedures.

Development Methodologies: Well-versed in both Agile and Waterfall methodologies, with a comprehensive understanding of various project phases.

Effective Communication: Known for effectively communicating technical issues and resolving problems at all organizational levels, both internally and externally.

Technical Skills:

Salesforce Technologies:

Salesforce CRM, Apex classes, Controllers, Apex Trigger, SOQL, SOSLM Visualforce, S-Control, Offline Edition, Integration, Migration, Batch jobs, Workflow & Approvals, Reports, Dashboards, Analytic Snapshots, Custom Objects, Custom Tabs, Schema Builder, Apex Web Services.

Salesforce and Integration Tools:

Eclipse, Force.com Eclipse IDE Plug-in, Force.com Data Loader, Force.com Connect for Outlook, Force.com Platform (Sandbox, and Production).

Web Design Tools:

JavaScript, XML, XSLT, HTML, XHTML, CSS, AJAX, SOAP, WSDL

Programming Languages:

C, C++, Apex, Java, Java Script, VB.Net, ASP.NET, SQL.

Salesforce Technologies

Apex, Visualforce, Triggers, SOQL, SOSL

Web Analytics tools

Adobe Analytics, Google Analytics, Adobe Omniture,

Databases

Oracle 7.3-10g, IBM DB2, Sybase, SQL Server 2000/2005/2008

Operating Systems

MS Windows NT/2000/XP, Red Hat LINUX, UNIX, Sun Solaris

MS suite

Microsoft Project, MS FrontPage, MS-Office, MS-Excel, MS-Access, MS Outlook, MS Power-point

Education & Certifications:

Bachelor of Science: Information Technology, University of Maryland (2012)

Certified Salesforce Administrator

Certified Salesforce CPQ Specialist

Certified Salesforce Platform app builder

Certified Salesforce Service Cloud

Certified Salesforce Business Analyst

PROFESSIONAL SUMMARY:

SI Group, Schenectady, NY Feb 2020 - Current

Sr. Salesforce CPQ Consultant

Responsibilities:

Interacted with various business user groups for gathering the requirements for Salesforce implementation and documented the Business and Software Requirements.

Analyzed and implemented the security model (object level, Field Level and Record Level) using Profiles, Roles and sharing Model (Organizational-wide defaults & sharing rules) settings.

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

Involved in gathering customer requirements from business user teams spread over the Sales, Marketing and Customer service.

Experience with setting up FSC Data models (work orders, service appointments, service resources, territories, etc.).

Integrated CPQ into sales cloud to provide accurate pricing of different products.

Involved in creating gap analysis document, clearly identifying the data, business process and workflows of the organization with respect to salesforce.com implementation.

Developed and customizing salesforce.com application based on the user needs.

Developed field & page layout customization for the standard objects like Account, contact, Leads.

Experience in deployment and working on version control tools like Bitbucket.

Performed Data Analysis and migrated data from SQL Server database to sales force.

Created Reports and Dashboards as per the customer requirements.

Implemented Apttus contract management solutions for customers. Driven discovery sessions, in gathering business processes from legal teams, Configured Apttus CPQ application on SFDC platform (Quote Configuration, Templates, E-signatures, Constraint Rules, Categories, Bundles Setup,).

Experience in configuring standard & nonstandard Quotes. Able to migrate legacy contracts into Apttus system, supporting Amendments & renewal contracts.

Worked on data migration from databases to SFDC using Data Loader.

Build the organization’s role hierarchy by adding the Roles as per the organization structure and created custom profiles to satisfy the organization’s hierarchy.

Performing the Risk Analysis and Cost Assessment for the Project implementation.

Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow & Approvals.

Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports.

Customizing Company Profile, Security Controls and Communication Templates of the organization as per the organization requirements.

Developed reports, dashboards, and processes to continuously monitor data quality and integrity.

Efficiently maintained and supported Salesforce CRM Functionalities.

Supporting and Maintaining Service Cloud, Marketing Cloud and Enterprise Platform applications.

Support and provide recommendations to the COO, CTO, VP of Sales, and VP of Services by tailoring Salesforce.com to meet agile business needs.

Recommended, designed and implemented a Marketing process in Salesforce to automate communications between Sales and marketing, associate campaign influence to opportunities for ROI reporting, and to provide real time status on campaign members.

Maintain and support Azure functionalities and integrations with Salesforce.

Integrating and maintaining Mule and Case-Management systems, for best end user experiences.

Environment: SFDC Platform, Steel Brick CPQ, Apex Language, Data Loader, HTML, JavaScript, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Custom Views, Sandbox data loading, Eclipse IDE Plug-in, Windows XP

PG&E Corporation March 2017 – Jan 2020

Salesforce Business Analyst/ Administrator

Responsibilities:

Performed the roles of Salesforce.com Administrator in the organization.

Designed, Implemented and deployed the custom objects, Page Layouts, Custom tabs, and Components, to suit to the needs of the application.

Worked with internal customers to gather requirements and implement configuration changes including definition of workflow and approval processes and custom object implementation.

Consulted with clients to comprehensively understand their specific needs, defined detailed requirements, and provided tailored recommendations and solutions.

Played a pivotal role in setting up and customizing Salesforce.com applications to precisely align with the unique functional requirements of the organization.

Managed the setup and configuration of users, profiles, roles, security settings, and data sharing to ensure a secure and efficient system.

Involved in CPQ (Configure, Price & Quote) design, mapped to Sales force custom objects, and involved in Apttus Advanced Workflow Approvals

Developed and created customized reports and dashboards.

Loaded several communications templates and created dashboards so users could easily track performance metrics in real time.

Proficiently imported and exported data using Data Loader and Data Import Wizard to maintain data accuracy and consistency.

Configured web-to-lead functionality and established lead auto-response rules to streamline lead management processes.

Designed and consistently maintained page layouts and record types to enhance user experience and system efficiency.

Executed workbench and data loader to verify Product/Pricing staging data in SFDC/CPQ

Experience with APPTUS CPQ for subscription, billing, invoicing and can take control of sales process from Quote to Cash

Closely worked with Salesforce.com consultants for implementing business solutions for their client requirements, using APPTUS CPQ within exclusively developed framework

Experience in configuring price quote (CPQ) with Apttus.

Performing the Risk Analysis and Cost Assessment for the Project implementation.

Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow & Approvals.

Successfully implemented automation solutions, including Flow, Process Builder, and workflow rules, to automate routine tasks and improve operational efficiency.

Demonstrated proficiency in creating and managing custom objects, fields, formulas, validation rules, and approval processes to meet specific business needs.

Collaborated on change set deployments, ensuring seamless transitions between Salesforce environments and safeguarding data integrity.

Utilized the AppExchange marketplace effectively and integrated third-party applications like DocuSign and S-doc to extend Salesforce's functionality and improve productivity.

Implemented logic for migrating cases to different queues based on the type of customer enquiry.

Environment: SFDC Platform, Apex Language, Data Loader, HTML, JavaScript, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Custom Views, Sandbox data loading, Eclipse IDE Plug-in, Windows XP

Hi-Counselor July 2015 – Feb 2017

Sr. Salesforce Administrator /Analyst

Responsibilities:

Utilized native Salesforce Quote-to-Cash functionality to design efficient quotes, order management, and billing processes for back-office operations.

Created comprehensive Test Case and Test Plan Documents for project modules using JIRA, ensuring thorough testing and quality assurance.

Managed ERP systems for supply chain management, warehouse management, and human resources, optimizing internal operations.

Collaborated cross-functionally with various internal departments, including Marketing, Product Development, and Operations, to analyze, design, and implement multiple projects and facilitate internal information flow.

Developed IT Solutions on the Force.com platform, building Apex classes, Controller Classes, Visual Force Pages, Extensions, and Components for Salesforce Applications according to business user requirements.

Configured and maintained Salesforce Sales and Service Cloud, ensuring CRM functionality aligns with business needs.

Performed SFDC Administrative functions, including creating Objects, Profiles, Roles, Users, Page Layouts, Record Types, Reports, Analytic Snapshots, Dashboards, Tasks, and Events.

Designed and implemented custom objects, assigned fields, created custom tabs, components, and custom reports.

Developed custom reports based on business needs and associated them with dashboards.

Designed and developed Lightning Components and pages, both for internal and external Communities using the Lightning App Builder platform and Lightning Framework.

Configured various reports and report folders for different user profiles, catering to organizational requirements.

Created and maintained Connected Apps to integrate external applications with Salesforce, managing consumer keys and access tokens.

Produced supporting documentation, including source-to-target mapping documents, use cases, business logic flows, process flows, and training materials.

Customized the data model using Workflows, Process Builders, Triggers, Validation rules, and Approval Processes to enhance automation and compliance.

Created and customized Email templates and configured email alerts within workflow rules for standard/custom objects.

Effectively communicated and coordinated with business analysts throughout project stages to understand user requirements and testing strategies.

Responsible for configuring Data Loader, including data uploads, validation, and data correctness checks in salesforce.com.

Packaged and Deployed customizations from the sandbox to other environments using Force.com IDEs, ensuring smooth transitions between development phases.

Environment: SFDC Platform, Apex Language, Data Loader, HTML, JavaScript, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Custom Views, Sandbox data loading, Eclipse IDE Plug-in, Windows XP

Fay Servicing LLC, Farmers Branch, TX September 2013 – June 2015

Salesforce IT systems Analyst

Responsibilities:

Created and deployed several reports using the Salesforce.com platform to extract valuable insights.

Participated in technical design planning, conversions, mapping, and configuration of specific portions of the SFDC application.

Identified, planned, and implemented new Salesforce.com features and functions (e.g., screens, workflows, force.com objects, and reports) to meet evolving business requirements.

Developed batch interfaces and processes to facilitate integration between Salesforce.com and external systems.

Developed Custom Objects, Tabs, Components, Visualforce Pages, and Controllers as a Salesforce consultant.

Utilized Salesforce.com platform, including Apex Language, Visualforce (Pages, Component), Data Loader, Workflow Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls, and Sandbox data loading.

Administered and configured the Salesforce.com application, managing user profiles, roles, permissions, security tokens, and validation rules, including upgrade installations.

Proficiently used Data Loader and scheduled data backup operations using Apex scheduler.

Implemented escalation rules and automatic case generation, including escalation to call center representatives and email alerts for rapid issue resolution.

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

Designed and executed workflow rules, defining related tasks, time-triggered tasks, email alerts, and field updates to streamline business logic.

Crafted templates, established approval processes, designed approval page layouts, and defined approval actions to automate various processes.

Played a pivotal role in establishing and maintaining change control processes for multiple sandbox environments.

Collaborated with various Salesforce.com objects such as Accounts, Contacts, Leads, Campaigns, Reports, and Dashboards.

Developed Custom Objects, Tabs, Components, and Visualforce Pages to cater to specific business needs.

Visually designed applications using custom-built Lightning components to enhance user experience.

Leveraged Salesforce Files within standard Salesforce objects and custom objects using the Lightning framework.

Deployed Salesforce components from Sandbox to Production using Force.com ANT migration tool and change sets.

Scheduled deployments within Salesforce Marketing Cloud application and ensured effective client communications.

Developed comprehensive test cases for unit testing of mappings and actively participated in integration testing.

Collaborated with a Salesforce Senior architect to learn and propose solutions for Lightning-related issues and workarounds.

Proficiently used the Eclipse-based Salesforce.com IDE for developing and deploying force.com software.

Developed and configured Custom Reports and Report Folders tailored to different user profiles to meet organizational needs.

Designed and deployed workflow processes where required to streamline operations.

Environment: Saleforce.com platform, Apex Language, Triggers, Visual force (Pages, Components and controllers), Agile, SOQL, Change Set, Data Loader, Force.com

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