Business Analyst Order Management

Vini Bisht Prasad 213-***-**** **********@*****.***

Sr Salesforce Admin/Business Analyst. https://www.linkedin.com/in/vinibisht/

●Certified Senior Salesforce Business Analyst and Administrator with 10+ years of experience delivering scalable solutions across Sales Cloud, Service Cloud, CPQ, and Order Management in complex enterprise environments.

●Adept at gathering and translating cross-functional business requirements into actionable system enhancements using Excel, SQL, Flows, Process Builder, and Apex support.

●Proven track record in stakeholder engagement, data analysis, and end-to-end Salesforce implementation—from discovery and design to UAT and deployment.

●Skilled in data modeling, system integration, and partner portal (PRM) optimization. Known for bridging the gap between business needs and technical execution with a focus on user adoption and process efficiency.

TECHNICAL SKILLS:

●Salesforce Platforms: Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Order Management, PRM

●Business Analysis: Requirements gathering, user stories, process mapping, BRDs, PRDs, FDDs

●Process Automation: Flows (Screen, Record-Triggered), Process Builder, Approval Processes

●Tools & Technologies: JIRA, Confluence, Lucidchart, Excel, VS Code, Workbench, Agile & Scrum Methodologies, Tableau/CRM Analytics

●Stakeholder Engagement: Cross-functional collaboration, UAT coordination, training & enablement

●Data Management: Data Loader, SQL Queries, SOQL, SOSL, Excel, Duplicate Management, Mass Data Updates, Data Modeling, Data Migration

●User & Security Management: Profiles, Permission Sets, Role Hierarchy, Sharing Rules, Login Flows, Field-Level Security

●Integration & Development: Change Sets, Sandbox Management, Deployment Coordination, Mulesoft, Apex (basic triggers/classes), REST/SOAP API

●Reporting & Analytics: Dashboards, Custom Reports, Report Types, CRM Analytics (Tableau CRM), Excel Pivot Tables

●Lead & Case Automation: Web-to-Lead, Web-to-Case, Auto-Response Rules, Assignment Rules, Email Templates

PROFESSIONAL EXPERIENCE:

Company: Proofpoint, Sunnyvale, CA

Role: Senior Salesforce Business Analyst/ Administrator

Duration: January 2018 – March 2025

●Designed and optimized Salesforce CPQ solutions to improve quoting efficiency and accuracy.

●Configured and maintained CPQ features, including product rules, price rules, approval rules, and configuration settings to enhance sales operations.

●Integrated Order Management with Sales Cloud and Service Cloud for a unified customer experience.

●Led end-to-end Salesforce implementation, including requirement gathering, configuration, customization, and deployment.

●Worked extensively on page layouts, Lightning components, Visualforce pages, and detail pages. Since the Lightning project did not use the default pages, custom Visualforce pages were created and integrated with standard pages.

●Managed data migration, user adoption, led UAT testing and facilitated training for end-users.

●Analyzed large datasets and generated insightful reports using advanced Excel functions such as VLOOKUP, PivotTables, and macros.

●Automated data processing and enhanced decision-making through Excel-based models and dashboards.

●Created impactful PowerPoint presentations to communicate business insights and project outcomes effectively.

●Collaborated with Partner teams to optimize PRM/Impartner portal workflows and improve partner onboarding processes.

●Partnered with Marketing teams to gather requirements and implement lead capture and campaign tracking solutions using Salesforce Sales Cloud and Marketing Cloud/Pardot integrations.

●Designed automated lead assignment rules and nurtured marketing-qualified leads (MQLs) using Flows, Web-to-Lead, and auto-response rules.

●Collaborated with Marketing Ops to align Salesforce lead lifecycle stages with campaign KPIs, ensuring accurate attribution and ROI tracking.

●Integrated third-party marketing platforms (e.g., Marketo, Pardot) with Salesforce using REST APIs and field mapping for synchronized campaign data.

●Designed visually appealing and data-driven slides to support executive-level decision-making.

●Utilized SQL queries to extract and analyze large data sets for business reporting and decision-making.

●Managed product setup, ensuring seamless product bundling, pricing, and discount structures.

●Collaborated with stakeholders to analyze data and generate reports for business insights.

●Consulted with stakeholders to gather and confirm business requirements, translating them into user stories and acceptance criteria for development teams.

●Partnered with key stakeholders to deliver solutions that improved user experience and operational efficiency.

●Worked with stakeholders to define test cases and success criteria for Salesforce enhancements.

●Provided expert support on system and process changes, ensuring smooth transitions and adoption. Extracted insights from Salesforce data and dashboards to drive strategic decisions for partner-facing teams.

●Developed and maintained data quality workflows, improving reporting accuracy and efficiency.

●Collaborated with cross-functional teams to align technology solutions with business objectives.

●Integrated Salesforce with D365 via Mulesoft, streamlining data flow and efficiency.

Client: Google Inc., Mountain View, CA

Role: Salesforce CRM Business Analyst/ Administrator

Duration: January 2016 – January 2018

Google Inc. is an American multinational technology company that specializes in Internet-related services and products. These include online advertising technologies, search, cloud computing, software, and hardware. I work on NBS (New Business Sales) Salesforce instance focusing on service cloud and sales cloud over various projects. NBS instance currently has 1500 active Salesforce users.

●Worked on cases logged by end users (Sales Reps and Marketing users) to help them resolve issues and provide them continued support in NBS instance.

●Planned and conducted requirements elicitation meetings with the business stakeholders to collect functional and non-functional requirements relating to client's Salesforce technology enhancement and initiatives.

●Worked towards preparation of requirements management plan, Business Requirement Document and functional requirement documents.

●Developed and optimized SQL queries to extract, clean, and analyze sales and customer data from Salesforce databases, enabling accurate reporting and business insights.

●Work with end users and management to design, test and deploy complex processes

●Performed data cleansing for deduplication using import wizard and AppExchange Apps.

●Prepared training material and provide in person training, and also training via web conferencing

●Conducted internal training sessions for business users on Salesforce technology functionalities.

●Conducted brainstorming sessions with the development team to actively involve them during the requirements stage level analysis.

●Involved in identifying, planning and implementing new Salesforce.com features and functions (new screens, workflow, force.com objects, reports and Process builders to meet business requirements.

●Extensive work on Kickstart+ project to streamline communication between the Sales reps in the team.

Client: Thermo Fisher Scientific, Sunnyvale, CA

Role: Sr. Salesforce Analyst/Administrator

Duration: May 2015 – January 2016

Thermo Fisher Scientific Inc. is the world leader in serving science and its mission is to enable customers to make the world healthier, cleaner and safer. I worked on Japan CRM project of Thermo Fisher Scientific as Sr. Salesforce Administrator.

●Performed data migration from Oracle and Japanese database “Sansan” using Apex data loader.

●Configured various Reports and Dashboards for different user profiles based on the need of the organization.

●Stayed up to date on all releases from Salesforce and improve business processes by using the latest technology.

●Executed SQL queries to analyze and validate data consistency between Oracle, Sansan, and Salesforce during migration, ensuring accurate data mapping and integration.

●Performed data and metadata cleansing using schema builder and data loader.

●Propose solutions like usage of process builders and flows to reduce Apex coding.

●Use Duplicate Management to control whether and when users can create duplicate accounts, contacts, and leads, customized the logic used to identify duplicates.

●Work with end users and management to design, test and deploy complex processes

●Extensive work on identifying the schema, objects, fields and relationships (lookup and master-detail) for maintaining clean and accurate data in the org

●Involved in identifying, planning and implementing new salesforce.com features and functions (new screens, workflow, force.com objects, reports and apex code) to meet business requirements.

●Interacted with various business team members to gather the requirements and documented the Business and Software Requirements.

●Attended scrum, sprint planning and sprint retrospective meetings as part of Agile Scrum methodology.

Client: Les Concierges Inc., San Francisco, CA

Role: Sr. Salesforce Consultant

Duration: March 2014 – April 2015

LesConcierges is the world’s premier provider of global concierge services and solutions. The company has multiple clients/partners they provide services to, including American Express, Visa, Apple, Discover, Apple, Cadence, Fidelity, Hilton, Genentech, Texas Instruments and many more. Their global network of service provides Customer Loyalty, Employee Loyalty, Healthcare Loyalty and Private Membership. The project involved creating and managing concierge profile and customer data in Salesforce application.

●Created concierge user accounts under a common profile and assigned permission sets for added permissions.

●Utilized SQL queries to perform data analysis, identify discrepancies, and ensure data integrity during migration and integration processes across Salesforce instances.

●Creation of multiple client’s page layouts and assigning them to different record types.

●Configured out of the box reports and dashboards as well as custom reports.

●Created data flow diagrams and process flow diagrams to facilitate better system understanding.

●Designed workflow rules, validation rules and approval processes for various functional and business requirements.

●Applied matching rules when duplicates are identified, which define how records are compared to identify possible duplicates

●Worked on deployment at the end of every sprint from UAT sandbox to production through changes sets.

●Used JIRA for issue tracking, capturing and organizing issues, assigning work, and following team activity.

Client: VMware, Palo Alto, CA

Role: Sr. Salesforce Administrator/Analyst

Duration: July 2013 – February 2014

VMware is a software company that provides cloud and virtualization software and services. The project involved building integration between VMSTAR (VMware’s Salesforce.com instance) to the Company Master for making VMware and Legal (D&B) hierarchy available to users in VMSTAR. It enhances account search within VMSTAR. It includes consuming and harmonizing managed and mastered attributes from Company Master and enhancing account search and account creation process in different areas within VMSTAR with much better integration with Company Master to improve Account data quality.

●Worked extensively on Salesforce.com standard objects like Accounts (Person and Business), Contacts, Opportunities, and Cases.

●Interacted with various Business users to gather enhancement requirements and involved in scrum meetings.

●Built custom buttons in order to view VMware as well as Legal hierarchy on Account and Lead detail pages.

●Managed and merged duplicates using duplicate record sets i.e. groups of duplicate records.

●Developed, gathered and documented the business needs of clients and stakeholders.

●Implemented Partner portal using Apex Classes and made it easier for the partner to view new upcoming collaboration features and policies.

●Created email-to-cases, automated-responses, assignment rules, email alerts and templates for Case Management.

Client: First Tech Credit Union, Mountain View, CA

Role: Sr. SalesForce Administrator

Duration: January 2013 – June 2013

First Tech Credit Union, a federally chartered credit union provides standard banking services to its members. FTFCU implemented a Salesforce CRM named Member Relationship Management (MRM) solution as well as Digital Sales Platform (DSP) that entail all aspects of member interactions for Sales and Service purposes, these projects were implemented in Salesforce.com. MRM solution provides 360 degree view of the member profile, their products information, cases, leads, opportunities and campaigns.

●Customized Custom Objects, Tabs and Page Layouts as per the MRM requirement.

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

●Worked on object level and field level security for various users extensively

●Created sharing rules and permission sets to provide data access to end users.

●Implemented Reports on Volume of leads, Opportunity created, Leads to Opportunity conversion, Views of Sales Cycle and cases generated.

●Designed dashboard (line graph, funnel chart and pie chart) for opportunities versus expected date of closing and total number of opportunities funded or submitted.

●Migrated data from OSI (Oracle 11g) database into Salesforce on a nightly basis using Apex data loader.

●Created Junction object and appropriate fields to maintain many to many relationships between Accounts and Products.

EDUCATION & PROFESSIONAL CERTIFICATIONS:

Bachelor of Science (Computer Science)

Master’s in Software Engineering

Salesforce Certified Developer

Salesforce Certified Administrator

Salesforce Certified CPQ Specialist

Salesforce Certified Advanced Administrator

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