Business Analyst Salesforce Com

Name Rohit Joshi KP Trailblazer: https://www.salesforce.com/trailblazer/r6r1oy9hvnm4eb44gw

Email:**************@*****.*** LinkedIn: https://www.linkedin.com/in/rohit-joshi-800918106/ Ph#: 757-***-****

Professional Summary:

Over 10+ years of IT experience in the Salesforce.com CRM Platform both as Administrator and Business Analyst

involving requirements gathering, analysis, functional design, testing and implementation in Salesforce.com.

Extensive Experience in Profiles/Roles, Sharing Rules, Page Layouts, Email Services and Custom Objects, Relationships, customized several Validation Rules, tasks, Workflow Rules, Triggers, Apex classes, Reports and Dashboards to achieve the complex business functionality.

Proficiency in SFDC Administrative tasks like creating Profiles, Roles, Users, Page Layouts, Reports, Analytic Snapshots, Dashboards, Tasks and Events

Expertise in Salesforce.com platform by designing the required entities like custom objects, creating the relationships/junction objects like Master-Child, lookups, Entity Relationship data model, Roll-up summary, Pages, Classes and Interfaces.

Experienced in Service Cloud, Sales cloud, Health Cloud for All partner portal, customer portal.

Experienced in Interacting with Business Analysts to design better test plan and strategies based on the requirements of the business.

Experience in conducting Requirement Gathering Sessions, feasibility studies, Impact Analysis, Risk Analysis and organizing the software requirements in a structured way.

Experience in analyzing and documenting the workflows and functionality of existing systems, preparing presentation materials to all levels of management.

Team player with good interpersonal skills, strong understanding of fundamental business processes, excellent Communication and Problem-solving skills. Tools and Technologies:

JIRA, Confluence, Salesforce CRM, Lucid Chart/ Excel, Tableau, MS Office, Agile tools Role: Sr Business Analyst

Client : T- Mobile

Employer: Sidram Technologies LLC

Duration: September 2024 – Present

Location: Georgia

Responsibilities:

Requirements gathering from client stakeholders through interviews, surveys and workshops. Analyzing the requirements, documenting the functional and non-functional requirements.

Refine requirements in close collaboration with dev teams to build detailed functional specifications and technical documentation.

Analyzing current business processes and workflows to identify inefficiencies or areas for improvement. Map existing workflows and suggest process changes to improve efficiency and effectiveness.

Help design and implement new processes or refine existing ones. Work with the architecture team to design solutions that address business needs, including technology, process, and organizational changes.

Perform initial round of UAT and facilitate customer UAT (User Acceptance Testing) and gather feedback from end-users.

Involved in various activities of the project, like information gathering, analyzing the information, documenting the functional and non-functional requirements.

Worked on Service cloud and Salesforce Experience cloud for seamless digital experience for both customers and service agents.

Used Service cloud for managing customer support cases, service requests, and support-related processes. It offers tools like case management, knowledge base, service automation, and customer service analytics.

Used Salesforce Experience cloud to create personalized portals, communities, and websites that can be shared with customers, partners, or employees. As It helps in providing customer support, collaboration, and self-service functionalities.

Create, prioritize, and maintain the product backlog, ensuring it reflects stakeholder needs and business goals. Clearly define user stories and acceptance criteria for backlog items, created custom objects, Visualforce pages, triggers, validation rules by using Apex as per Customer requirement. Collaborate with stakeholders to gather requirements, feedback, and validate product direction.

Used SQL to Develop complex JOINs, subqueries, and aggregate functions to extract business insights. Intern Consultant

Company: Agile IT Tech

Duration: April 2022 to Aug 2024

Role: Salesforce Business Analyst

Location: Georgia

Responsibilities:

Interned at Agile It Tech to gain experience in the US market and learned Agile development methodologies and business analysis in to salesforce environment.

Collaborated with business stakeholders to define and prioritize business requirements for Salesforce Service Cloud and Sales Cloud implementations. Conducted gap analysis to identify opportunities for system improvements, automating workflows to enhance user adoption.

Wrote detailed business and functional requirement documents, including user stories, process flows, and acceptance criteria, ensuring alignment with stakeholder expectations.

Supported data migration efforts from legacy systems to Salesforce, ensuring data integrity and consistency throughout the process.

Led user acceptance testing (UAT) efforts, coordinating test cases and ensuring alignment with business goals and processes.

Client: eKincare

Duration: Feb 2018- Mar 2022

Role: Salesforce Business

Analyst Responsibilities:

Involved in various activities of the project, like information gathering, analyzing the information, documenting the functional and non-functional requirements.

Configured the User permissions based on the organizational hierarchy. Created custom objects, Visualforce pages, triggers, validation rules by using Apex as per Customer requirement.

Developed various Tabs, Components and Visualforce Pages and Controllers.

Monitored and resolved the Service Requests, specifically, visibility issues involving Custom Profiles, Public Groups, and Sharing Rules.

Designed & Deployed the Custom objects, Custom tabs, Validation rules, Auto-Response Rules, Page layouts, to suit to the needs of the application.

Designed junction objects and implemented various advanced fields like Picklist, Custom Formula Fields, Field Dependencies, Validation Rules, Work Flows, Security levels, Sharing rules and Approval Processes for automated alerts, field updates, and Email generation according to application requirements.

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

Developed and configured various Custom Reports and Report Folders for different user profiles based on the need in the organization.

Managed customers with profiles, permission sets, roles, and sharing rules in customer portal.

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

Used field level security along with page layout to manage the visibility and accessibility of fields for different profiles.

Review prototypes, solution blueprints, and project scope to ensure that the needs of the business are being met.

Constant liaison between Business Unit and IT, translating the requirements to the IT and web production teams in building their HTML for the projects and clearing doubts between stakeholders.

Prepared and presented Business Requirement Document (BRD), Functional Requirement Document

(FRD) and involved in sign-off process including Use Cases and UML diagrams to derive consisting understanding.

Performed Gap Analysis by gathering and analyzing business requirements from users to thoroughly evaluate the gap between the “AS IS” and “TO BE” process.

Conduct Joint Application Development (JAD) sessions and interviewed Subject Matter Experts (SMEs), asking

Facilitated JAD sessions with management, users and other stakeholders to define the project and to reduce the time frame required to complete deliverables.

Designed and developed business flow diagrams, activity diagrams, sequence diagrams, Object Oriented models using MS Visio.

Worked with the Clinical Operations and Compliance teams to stay abreast of operational processes, National Committee for Quality Assurance (NCQA), and/or Centers for Medicare and Medicaid Services (CMS) guidance changes.

worked closely with cross-functional teams to deliver high-quality solutions that improve patient care, enhance provider collaboration, and streamline administrative tasks.

Integrated Salesforce Health Cloud with other healthcare systems (EHR, EMR, etc.) to streamline patient data management and improve interoperability.

Was part of Design and implementing Salesforce Health Cloud solutions tailored to healthcare clients' needs. Ensuring the platform is optimized to deliver personalized patient experiences, manage care teams, and ensure compliance with healthcare regulations.

Review processes to identify opportunities to enhance quality and efficiency. Environment: Salesforce.com, Custom Objects, Custom Tabs, Roles, Reports, Picklists, Accounts, Email Alerts, Gap Analysis, MS Project, MS Visio, and Windows.

Client: Apollo Hospitals

Duration: Nov 2016 - Jan 2018

Role: Salesforce Business

Analyst

Responsibilities:

Gathered requirements from stakeholders and product team that gave a clear idea of the requirements to the development team.

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

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

Created custom reports and enhanced salesforce.com environment as per user needs using Apex and Visualforce pages.

Designed the complete requirement to fit into the SFDC and created BRD, functional and technical document.

Responsible for analyzing the business needs of Dell Inc to help identify business problems and propose solutions using different methodologies.

Designed the complete process flow for the Credit Card Integration application.

Designed Organizational Hierarchy and roles as per company need and set all the profiles permission and their privileges.

Organized Sharing group for data access and security.

Performed reporting and dashboard requirement for Sales, contracts and executives based on business requirement.

Created workflow approval, validation rules and formulas with Salesforce administrative tasks and creating reports, modifying data etc.

Worked with validation rules, workflow rules, formula and complex validation over multiple objects.

Hands-on experience on implementing and supporting Salesforce Health Cloud, including patient and provider relationship management.

Understanding of healthcare workflows, regulations (HIPAA, HITECH), and data privacy standards.

Experience integrating Salesforce Health Cloud with Electronic Health Records (EHR) or Electronic Medical Records (EMR) systems.

Involved in the testing process to make sure all the functions are working correctly before deployment.

Conducted demo and training to the user for the new application. Environment: Apex, Visual Force (Pages, Component & Controllers), Pages, Data Loader, HTML, XML, Java Script, CSS, Workflow & Approvals, Reports, Custom Objects, Email Services, Sandbox data loading, Eclipse IDE Plug-in, MS VISIO, UML, Gap Analysis.

Company: Max Life Insurance

Duration: April 2014- Oct 2016

Role: Salesforce BA

Responsibilities:

Responsible for Bug free delivery of Sales and Service Oriented applications developed on

(Salesforce.com)

Force.com Platform.

Created Business Requirements Document and converted into System Requirement Specifications Document tying well with the design.

Analyze existing interfacing systems and understand various technologies involved.

Performed extensive System Analysis and Gap Analysis for the various business specifications.

Responsible for maintain the Off Shore Teams and Onsite Teams.

Develop Reports, Dashboards, and processes to continuously monitor data quality and integrity.

Assist users with report design and management.

Performed testing on Custom settings and email notifications and email-templates.

Writing the test cases and performing tests on Triggers and Visualforce Pages developed on force.com platform.

Assisted Project Manager in developing Scope/Vision Documentation and Project Plan, tracking project progress.

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

Configured interfaces and portal application (PRM) for lead Management so that Assurant Lead Vendor agents.

Configured PRM application for wholesalers Contact, Business Case and CPC functionality.

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

Managed and scheduled project responsibilities through MS Project.

Reviewed Project Charter, BRD and FSD to ensure all business requirements were documented.

Prepared the test scripts and executed the testing for different implementations like, Web to Case, Web to Lead, Case escalation Process, Account management, Lead Management.

Managed and scheduled project responsibilities through MS Project.

Involved in the documentation of Use and Test Cases to test specific functionalities of the application.

Organized and conducted JAD sessions to clarify business requirements.

Facilitated discussions to anticipate future needs, requirements and opportunities.

Assisted the Project Manager in preparing final presentation and training materials. Environment: Reports, Custom Objects, Custom Tabs, Formula Fields, Data Loader, Gap Analysis, Reports and Dashboards, Workflow & Approvals, MS Visio, MS Project. Company: Dhasha Consulting

Duration: Sep 2012- Mar2014

Role: Business Analyst

Responsibilities:

Gathered requirements for improving cash flow management by enabling the ability to send payments electronically, collect payments and move money across accounts

Responsible for tracking and recording requirements for transferring money in and out of business and consumer accounts across financial institutions (Dealing with B2B money transfer)

Supported the design of the payment gateway & reporting gateway.

Conducted data modelling and data mapping for reporting data elements.

Conducted user interviews, gathered, analyzed and documented business requirements in Rational Requisite Pro.

Documented Project Charter, BRD and FSD.

Developed GAP Analysis in Microsoft Visio to identify the AS-IS and TO-BE situation.

Created Communication Matrix and participated in Risk Analysis meetings.

Established Work Breakdown Structure and tracked progress of major milestones in MS Project.

Created Entity Relationship Diagram in MS Visio.

Participated in JAD sessions with management, users, developers and other stakeholders.

Performed User Acceptance Testing (UAT).

Assisted the Project Manager in setting realistic project goals and expectations.

Conducted weekly status meetings.

Managed release calendar to prioritize the completion of major milestones. Environment, Windows XP, Agile Environment, Quality Center

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