Salesforce Administrator

Bhargav Tata

Email: ***************@*****.***

Contact: +1-586-***-****

LinkedIn: www.linkedin.com/in/bhargavtata

Salesforce Trailhead: https://trailblazer.me/id/btata5

PROFESSIONAL SUMMARY

Certified Salesforce Administrator and Platform Developer with over 5 years of experience delivering scalable, user-centric CRM solutions across healthcare, finance, and insurance sectors. Proven expertise in customizing and optimizing Salesforce platforms, including Sales Cloud, Service Cloud, Financial Service Cloud, Health Cloud, and CPQ, to streamline operations and boost productivity. Adept in automation tools like Flow Builder and Process Builder, and skilled in Apex, SOQL, and third-party integrations such as DocuSign, Marketo, and Pardot. Known for driving system efficiency, improving data accuracy, and enhancing user engagement resulting in faster case resolution, improved sales cycles, and increased adoption. Strong collaborator in agile environments with a track record of aligning technical solutions to business goals.

TECHNICAL SKILLS

•Salesforce Technologies: Salesforce Platforms, Salesforce.com, Sales Cloud, Service Cloud, Health Cloud, Financial Service Cloud, Marketing Cloud, Salesforce CPQ, Reports, Dashboards, Record Types, Automation Tools, Force.com, Salesforce Org, Lightning Web Components, CRM (Accounts, Contacts, Objects), AppExchange Apps, Schema Builder, Lightning App Builder, Collaboration Tools, Salesforce Mobile App, Sandbox Management, Visual Workflow, Apex Triggers, Apex Classes, Validation Rules, Custom Objects, Components, IDE-Eclipse.

•Salesforce Automation Tools: Process Builder, Flow Builder, App Builder, Workflow Rules, Approval Processes.

•Data Management: Data Loader, SQL, NoSQL, Data Import Wizard, Data Export, Mass Data Operations.

•Security: User Management (Profiles, Roles, Permission Sets), Sharing Settings, Field-Level Security, Organization-wide Defaults.

•Salesforce Development: Apex, SOQL, SOSL, REST API, SOAP API, Web Services, External Services.

•Programming Languages: MySQL, HTML/CSS, JavaScript, Python, MATLAB, Java, C/C++.

•Web Development: Web Development, HTML, CSS, REST APIs.

•Tools & Methodologies: Business Analytics, Excel, Agile, JIRA, Project Management, Flosum.

•Integration Tools: DocuSign, Conga, Gong, Outreach.io, Marketo.

•Additional Skills: Computer Vision, Troubleshooting, Team Building, Problem-Solving, Pardot, Salesforce Trailhead.

PROFESSIONAL EXPERIENCE

USAA – New York, NY 06/2023 - Present

Salesforce Administrator

•Managed all new user set-ups and deactivation, including following approval process and transferring ownership of accounts/contacts/opportunities for deactivated users.

•Knowledge of Apex Trigger, Apex Class, Apex Test Methods, Visualforce Pages, SOQL, SOSL, Web Services.

•Integrated Salesforce Einstein AI features such as Einstein Prediction Builder, Einstein Next Best Action, and Einstein Bots.

•Integrated salesforce CRM with DocuSign, ZoomInfo and Pardot.

•Implemented role-based access and visibility settings using sharing rules, permission sets, and profiles within Agentforce.

•Worked with the Financial Service Cloud to integrate the business model and to increase productivity.

•Proficient in CRM processes such as Data Management, Data Quality Management Case Management and Account Management and Pipeline Management.

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

•Managed apps DocuSign, Conga, Gong, Outreach.io and Marketo.

•Created cases with Salesforce support for the defects identified in Salesforce CPQ.

•Excellent communication and interpersonal skills, technical documentation and reporting skills, accustomed to working in both large and small team environments.

ArchWell Health - Charlotte, NC 05/2022 – 06/2023

Salesforce Administrator

•Managed and optimized Salesforce Health Cloud to support patient management, care coordination, and provider engagement processes.

•Integrated Salesforce with healthcare applications and systems like EHR/EMR, scheduling tools via APIs and middleware, enhancing data interoperability.

•Configured Omni-Channel and Service Cloud features to support healthcare contact centers handling patient inquiries and case resolutions.

•Implemented role hierarchy, sharing rules, and field-level security to maintain HIPAA-compliant access to PHI (Protected Health Information).

•Worked closely with sales team and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of SalesForce.com.

•Involved in creating gap analysis documents, clearly identifying the data, business processes and workflow of the organization.

•Deployed web to case and email to case as case creation channels.

•Created and maintained custom fields and modified Picklist values and field dependencies.

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

KFin Technologies Ltd - Hyderabad, India. 03/2019 - 06/2021

Salesforce Administrator

•Created custom Objects, established relationships using Lookup and Master-Details.

•Created Fields, Field dependencies, Pages Layouts, Compact Layouts, Record Types, and Validation rules.

•Worked on data security by using standard and Custom Profiles, created Permission Sets, Public Groups, and Queues.

•Configured and Maintained User Security Permissions according to organizational needs.

•Having experience in creating Text, HTML and custom Email Templates, and Email Alerts.

•Worked on Process Builders and Flows to automate the business functionality.

•Created users, Roles, and implemented Role Hierarchies, sharing rules and Record level permissions to provide shared access among different users.

•Customized application business logic using Declarative Programming like Formula fields, Validation rules, Workflow rules, Approval process, Record Types, Picklists, Dependent Picklists, List views.

•Hands on experience in establishing Relationships based on business use cases using Salesforce relationships Master-Detail, Lookup and Many-to-many between Objects.

•Customized Reports & Dashboards for business users and managers and developed custom reports.

•Created Workflow rules and defined related tasks, time-triggered tasks, email alerts and field updates to implement business logic.

EDUCATION

•Masters in Computer Science, University of Dayton, Dayton, Ohio, USA. 2021 - 2022.

•Bachelors in Computer Science, GITAM University, Visakhapatnam, Andhra Pradesh, India. 2015 – 2019.

CERTIFICATIONS

•Certified Salesforce Administrator (ADM – 201)

•Certified Salesforce Platform Developer 1 (DEV -401)

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