Business Analyst Salesforce Administrator

Lakshmi Kalyani B

SFDC Business Analyst/Admin/Developer

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

Ph #: 940-***-****

Visa Status- Green Card/U. S Permanent Resident

Professional Summary

Salesforce Certified Professional with over 4 years of experience in IT, specializing in Salesforce as a Business Analyst, Administrator, and Developer, with a strong understanding of CRM business processes across Sales, Service, and Support functions.

As a Salesforce Business Analyst, skilled in gathering and analysing business requirements through stakeholder discussions, collaborative sessions, and detailed process mapping.

Experienced in translating business needs into functional specifications, creating user stories, acceptance criteria, and wireframes. Acted as a liaison between business and technical teams to ensure alignment and successful solution delivery. Involved in backlog grooming, sprint planning, conducting impact analysis, and facilitating UAT and end-user training.

As a Salesforce Administrator, proficient in user and profile management, role hierarchy, permission sets, and data access configuration. Hands-on with creating custom objects, fields, page layouts, record types, validation rules, workflows, approval processes, and advanced automations using Flows. I am skilled in building complex reports, dashboards, managing report folders and sharing settings.

Experienced in Salesforce development using Apex Classes, Triggers to support configuration-heavy projects with custom development where required.

Proficient with Lightning Experience, including UI customization through Lightning App Builder and Lightning Design System. Knowledge of mobile optimization using Salesforce1 Mobile App.

Familiar with multiple Salesforce products such as Sales Cloud, Service Cloud, and Marketing Cloud.

knowledge of data migration, cleansing, and transformation using tools like Apex Data Loader, Data Import Wizard, Excel Connector, Mass Delete, Gearset, and VS Code.

Proficient in deployment and release management across Sandbox and Production environments using Change Sets and Gearset. Familiar with source control and CI/CD practices.

Comfortable with writing SOQL and SOSL queries, working across multiple Salesforce orgs, and leveraging the Force.com platform.

Adept in Agile/Scrum and Waterfall methodologies, with experience in creating detailed documentation, writing test cases, performing functional testing, coordinating UAT, and managing stakeholder communication.

Quick learner and a continuous drive for professional development, always eager to explore new Salesforce features and industry’s best practices.

Key Skills & Competencies

Salesforce Administration:

Proficient in managing Users, Roles, Profiles, Permission Sets, Page Layouts, Record Types, Validation Rules, Workflows, Flows, Auto-Response Rules, Case Assignment Rules, Queues, Reports, and Dashboards.

Business Analysis:

Strong experience in gathering and analysing business requirements, managing stakeholder expectations, creating user stories, Doing QA,coordinating User Acceptance Testing (UAT), and driving continuous process improvements.

Salesforce Development:

Hands-on experience in developing Apex Classes and Triggers, Visualforce Pages, and writing efficient SOQL/SOSL queries to support complex business logic.

Data Management:

Skilled in performing data operations using tools like Data Loader, Import Wizard, Data Export, and Mass Delete. Ensures data integrity and accurate data migration across Salesforce environments. Experienced with Salesforce Inspector for quick data access and analysis.

Cloud Expertise:

Extensive experience working across Salesforce Clouds including Sales Cloud, Service Cloud, and Marketing Cloud, aligning business needs with cloud capabilities.

Development & Deployment Tools:

Proficient with Visual Studio Code, Gearset, Change Sets, ServiceNow, Salesforce Inspector, and JIRA for development, deployment, and incident tracking.

Project Methodologies:

Experienced in Agile/Scrum, Waterfall, and full Software Development Life Cycle (SDLC) practices, including sprint planning, retrospectives, and iterative delivery.

Education:

Master of Computer Application-Osmania University-2009

Bachelor of Science- Acharya Nagarjuna University-2006

Certifications:

Salesforce Certified Platform Developer 1

Salesforce Certified Administrator

Professional Experience:

Company: TCS

Role: Business Analyst/Admin/Junior Developer

Project Tenure: Feb-22 to till date

Responsibilities:

Played a hybrid role across Admin, BA, and Developer responsibilities and interacted with various business user groups for gathering the requirements for Salesforce.com, Lightning and CRM implementation.

Experience in gathering requirements and documentation including QA testing.

Not only part of gathering the requirements and story creation, Providing the suggestion to PO, design the new functionality for improve the business process.

Developed Apex Classes & Triggers to implement the business logic as per the requirements. Implemented Salesforce Lightning Components for small set of users for customizing reports and dashboards.

Written SOQL, SOSL query language necessary for the application in Apex Classes and Triggers.

Worked on designing and developing Lightning Community Builder and developed Lightning Components using Aura framework.

Used Marketing Cloud Connect functionality to use the collected data across the Salesforce clouds: marketing, Sales cloud to build one to one relationship with the customers.

Creating dynamic Lightning Pages.

Developed custom Business logic using Apex Classes.

Created modern Enterprise Lightning Apps combining Lightning Design System, Lightning App features.

Customized existing Visualforce to align with Salesforce new Lightning UI Experience.

Learned to use Salesforce Lightning combines the new Lightning Design System, Lightning App

Performed Data Load to update Account Object from Sandbox and Production environment.

Implemented service cloud, service console and configured Email-to-Case and enabled communities in cases.

Interacted with various business team members to gather and documented the requirements. Implemented the requirements on Visual Studio.

Automate the process for Opportunity creation and send email notification to manufactures.

Developed robust Lightning Pages using aura framework and placed them on the community builder.

By using VS code and Gear set we deploy the changes to higher environment.

Environment: Lightning Web Components, Aura, Apex Classes and Controllers, Salesforce.Com Platform, Visual Studio, Data Loader, WSDL, SOQL, SOSL, Service Cloud, Scrum, Custom Objects, Custom Fields, Web Services, Community Cloud, Windows.

Achievement: Received client appreciation for leadership and technical expertise. Recognized as instrumental in driving the business transition to Salesforce, enhancing file retention processes, and improving automation.

Client: Lone Star National Bank

Role: SFDC Admin

Project Tenure: Dec-20 to Jan-22

Responsibilities:

Involved in requirement gathering from the client location, knowledge transfer and setting expectations on project progress at the client end.

Worked on various Salesforce.com Standard objects, Custom Objects, Triggers, Classes, Pages, Reports and Dashboards.

Designed and Developed Dashboard to monitor case activities based on geography.

Added Lightning Component to Lighting Pages and Record Pages and worked on Apex classes, Visualforce Pages, Controller classes and Apex Triggers for various functional needs in the application.

Used Lightning Out to compose components on a Visualforce page, and integrated between components on the client side with JavaScript and Lightning Events.

Created new components in Lightning to add functionality to existing Visualforce pages using Lightning Out.

Worked on Salesforce Lightning Process Builder to easily automate Business Processes.

Created multiple Lightning Components, added CSS and Design Parameters that makes the Lightning component look and feel better.

Used Lightning process builder for visualizing and creating automated business processes.

Integrated external financial systems for synching data in Salesforce.

Developed SFDC Customized Reports, Dashboards and Processes to continuously monitor data quality and integrity

Used Web Services Rest API to integrate with external systems.

Created Public Groups, Queues, Permission Sets, Profiles, Users &Security Settings based on role hierarchy. Involved in Data Migration from three Legacy Systems to Salesforce.

Developed and configured Dashboards, Ad hoc Reports and Report Folders for different user profiles based on the need in the organization.

Used Data Loader and Import Wizard for Data Export, Updates and Backup for the organization.

Created workflows for automated Lead Routing, Lead Escalation, and Alerts & Custom Coaching Plans.

Supported the Data migration activities using out of the box Data Loader.

Provided development, implementation, and updating focusing on Sales cloud and Service cloud.

Designed, implemented and deployed the Custom objects, Custom tabs, Page layouts, Components to match the functional needs of the application

Implemented Apex Extensions to customize the standard buttons on Lead, Account, Contact and Opportunity objects.

Created Scheduled and Batch Apex jobs based on the business requirements.

Added geographical redundancy to the computing needs in order to track the customer’s location using Community Cloud.

Hands full of experience on Debug Apex Scripts using Debug Logs and System Log Console to catch Exceptions and execute Governor Limits.

Environment: Sales Cloud, Salesforce.com platform, Lightning Web Components, Lightning Process Builder, Lightning Inspector, Lightning Out, Apex, Workflow & Approvals, Triggers, Reports, Custom Objects, SOQL, SOSL, Custom Tabs, Email Services, REST services, Windows.

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