Salesforce Admin

Swetasmita Nayak

Sr.Salesforce Admin

US Citizen

Atlanta GA

https://www.linkedin.com/in/sweta-nayak-1a603b204/

Certified Salesforce professional with 9+ years of hands-on experience in Salesforce administration, customization, and automation. Skilled in driving business solutions by implementing and optimizing Salesforce products. Adept at working with cross-functional teams to deliver solutions that improve business processes and enhance user adoption.

SUMMARY PROFESSIONAL:

Salesforce Certified Admin with over 9 years of experience in Salesforce administration, configuration, user support, and process automation across Sales Cloud, Service Cloud, and Experience Cloud.

Expertise in Flow Builder (Record-Triggered, Scheduled, Screen Flows), Validation Rules, Approval Processes, and Custom Metadata Types to implement scalable, declarative automation.

Proficient in user management, including user creation, roles, profiles, permission sets, and role hierarchy to maintain secure and scalable access controls.

Hands-on experience with OmniStudio tools like FlexCards, OmniScripts, DataRaptors, and Integration Procedures to create guided user experiences and streamline case management.

Proficient in User Management including creation of Users, Roles, Profiles, Permission Sets, Public Groups, Queues, and Field-Level Security to enforce secure access control.

Skilled in building and customizing standard Salesforce objects such as Leads, Opportunities, Accounts, Contacts, Campaigns, Cases, and Knowledge Base for multiple business functions.

Experience with Reports and Dashboards, including joined and dynamic dashboards to deliver key business insights for leadership and operational teams.

Configured and managed Experience Cloud sites using Community Builder to deliver branded self-service portals and partner experiences with tailored access and navigation.

Strong experience in data migration and bulk data operations using Data Loader, Workbench, and Import Wizard; applied best practices for deduplication and data cleansing.

Supported Salesforce Shield implementation with Event Monitoring and Platform Encryption to ensure platform security and compliance with state data regulations.

Proficient in release management and deployment activities using Change Sets, Copado, and Git, ensuring seamless transitions between sandbox and production environments.

Deep understanding of Salesforce Mobile App configuration, including responsive Lightning Page setup and testing for optimized mobile user experience.

Adept in case routing and support automation, including Assignment Rules, Escalation Rules, Web-to-Case, and Email-to-Case to enhance service team efficiency.

Familiar with AppExchange tools (e.g., Conga Composer, Salesforce Inspector, DemandTools) for document generation, data loading, and admin productivity.

Collaborated with cross-functional teams to gather requirements, conduct user acceptance testing (UAT), and ensure high user adoption through training and documentation.

Experienced working in Agile/Scrum environments, participating in Sprint Planning, Stand-ups, UAT, and coordinating with QA for successful release cycles.

Strong communicator and problem-solver with a focus on end-user enablement, platform governance, and continuous process improvement.

Technical Skills:

Salesforce Platform & Clouds

Sales Cloud, Service Cloud, Experience Cloud (Communities), Field Service Lightning (FSL), CPQ (basic admin-level), Salesforce Scheduler, Salesforce Inbox

Declarative Tools & Automation

Flow Builder (Screen Flows, Record-Triggered, Scheduled, Sub-Flows), Process Builder, Workflow Rules, Approval Processes, Assignment Rules, Escalation Rules, Email-to-Case, Web-to-Case, Validation Rules, Formula Fields, Roll-Up Summary Fields, Custom Metadata Types, Custom Settings, Custom Labels

User & Security Management

Users, Roles, Profiles, Permission Sets, Role Hierarchy, Sharing Rules, Organization-Wide Defaults (OWD), Field-Level Security, Login IP Ranges, Session Settings, Delegated Administration

Data Modeling & UI Configuration

Standard Objects, Custom Objects, Record Types, Page Layouts, Compact Layouts, Lightning App Builder, Lightning Record Pages, Tabs, Apps, Custom Fields, Picklists, Dependent Picklists, Field History Tracking, Knowledge Articles, Campaign Management, Opportunity Management, Case Management

Reports & Dashboards

Tabular Reports, Summary Reports, Matrix Reports, Joined Reports, Custom Report Types, Dynamic Dashboards, Bucket Fields, Filters, Grouping, Report Subscriptions, Dashboard Scheduling

Experience Cloud (Community Cloud)

Experience Builder, Themes, Navigation Menus, Page Variations, CMS Integration, Community User Roles, Community Licenses, Member Visibility

Data Management & ETL

Data Loader, Data Import Wizard, Workbench, Data Export Services, DemandTools, Duplicate Rules, Matching Rules, Data Cleansing, Deduplication, Data Validation, Change Data Capture (basic)

AppExchange & Productivity Tools

Conga Composer, Docusign for Salesforce, Salesforce Inspector, Salesforce Optimizer, Health Check, AppExchange License Management, In-App Guidance, Setup Audit Trail

Release Management & DevOps (Admin-Level)

Change Sets, Developer Sandbox, Partial Copy Sandbox, Full Sandbox, Copado (Admin usage), Git (basic pull/merge), Version Control Concepts, Org-Dependent Packaging, Deployment Validation

Monitoring & Compliance

Salesforce Shield (Event Monitoring, Field Audit Trail, Platform Encryption – Admin-level), Setup Audit Trail, Login History, Session Settings, Health Check, Duplicate Management, Data Retention Policies

Certifications:

Salesforce Certified Platform Developer I, (Oct 30, 2020)

Credential ID: 21578538

Salesforce Certified Platform App Builder, (Jan 1, 2023)

Credential ID: 21578538

Salesforce Certified Advance Admin, (Dec 3, 2022)

Credential ID: 21578538

Professional Experience:

Avanos Medical Inc. Feb 2023 – Till Date

Role: Sr Salesforce Admin

Responsibilities:

Administer and maintain Salesforce Sales Cloud and Field Service Management (FSM) to support sales, service, and inventory tracking processes.

Defined and enforced the organization’s permissions hierarchy, sharing rules, and role-based access to maintain data governance and regulatory compliance.

Performed user onboarding/offboarding processes, license assignments, and deactivation routines aligned with company IT security policies.

Developed and maintained reports and dashboards using Salesforce Lightning Report Builder to deliver real-time insights to sales, service, and leadership teams.

Conducted regular audits of report folders, dashboard subscriptions, and report filters to optimize performance and ensure accurate business intelligence.

Performed bulk data imports, updates, and deletions using Data Loader, Salesforce Inspector, and Workbench, ensuring data accuracy and integrity.

Monitored data quality and performed deduplication, validation, and mass update tasks to maintain a clean and reliable CRM database.

Supported business units by resolving Salesforce-related inquiries, troubleshooting issues, and managing ServiceNow (SNOW) tickets for incidents and enhancements.

Managed Field Service Management (FSM) configurations including Work Orders, Service Appointments, and mobile workforce settings to improve service scheduling.

Customized standard and custom objects, page layouts, record types, and Lightning Record Pages to streamline user experience and data capture.

Built and optimized Flows (Screen Flows, Auto-launched Flows) and Flow Orchestration to automate repetitive business processes and reduce manual intervention.

Provided in-app guidance and delivered end-user training using myTrailhead to boost adoption of new features and functionality across departments.

Facilitated user acceptance testing (UAT) during deployments, seasonal releases, and sandbox refreshes, ensuring business continuity and release success.

Coordinated release readiness efforts by reviewing release notes, performing regression testing, and deploying validated changes using change sets.

Maintained system documentation including Visio diagrams, configuration logs, training manuals, and admin runbooks to support audit readiness and knowledge transfer.

Enabled platform security features including Field Audit Trail and Platform Encryption using Salesforce Shield to meet compliance and data protection standards.

Administered and branded Experience Cloud sites for customer and partner engagement, including user access setup, page configuration, and self-service support.

Ensured continuous platform optimization through regular system reviews, feature usage tracking, and recommendations to align with Salesforce best practices.

Environment Sales Cloud, Salesforce Platform, Field Service Management (FSM), Lightning Experience, Flows, Flow Orchestration, Reports and Dashboards, Profiles, Permission Sets, Sharing Rules, Role Hierarchy, Record Types, Page Layouts, Data Loader, Salesforce Inspector, Workbench, ServiceNow (SNOW), Experience Cloud, Conga CLM, Tableau CRM (Einstein Analytics), Custom Metadata Types, Validation Rules, Salesforce Shield, In-App Guidance, myTrailhead

Best Buy (Infosys) Jul 2022 – Feb 2023

Role: Sr. Salesforce Admin

Responsibilities:

Performed administration of Salesforce Sales Cloud and Community Cloud, ensuring optimal configuration and user management across internal and partner portals.

Managed user access and data security using Profiles, Permission Sets, Role Hierarchies, Field-Level Security, and Sharing Rules.

Created and maintained automation using Flow Builder, Process Builder, and Approval Processes to streamline business workflows and increase operational efficiency.

Configured standard and custom objects, page layouts, record types, compact layouts, and Lightning Pages using Lightning App Builder to support dynamic user interfaces.

Built and maintained dashboards and reports to track key performance metrics across sales and service teams; ensured data visibility aligned with user roles.

Led Conga CLM administrative setup, including clause management, contract templates, and approval workflows to standardize legal processes.

Supported Conga Composer and Conga Queries configuration to dynamically generate personalized documents from Salesforce records.

Managed change requests and releases using Copado, Change Sets, and Git-based version control; coordinated deployments across multiple environments (SITCA, UATCA).

Conducted end-user support, training sessions, and created knowledge articles to improve user adoption and reduce helpdesk tickets.

Administered Salesforce1 Mobile App settings and optimized Lightning Pages for mobile responsiveness and field user productivity.

Executed data management tasks such as imports, updates, and clean-up using Data Loader, Data Import Wizard, and Workbench.

Implemented custom metadata and custom settings for flexible and scalable configurations.

Participated in Agile ceremonies (sprint planning, stand-ups, demos) and coordinated with legal, procurement, and sales teams for business process improvements.

Migrated legacy configurations to Lightning Experience, enhancing UI and user productivity across internal and external portals.

Created and managed email templates, Quick Actions, and custom buttons to enhance service automation and communication.

Environment: Salesforce Platform, Conga CLM, Conga Composer, Lightning Experience, Flow Builder, Process Builder, Copado, Git, Salesforce1 Mobile App, Data Loader, Workbench, Reports & Dashboards, Profiles, Permission Sets, Role Hierarchy, Sales Cloud, Community Cloud, Lightning App Builder, Custom Metadata, Custom Settings, Approval Processes.

CDPH (Accenture Flex) Feb 2021- Jun 2022

Sr Salesforce Admin

Responsibilities:

Collaborated with business stakeholders to gather requirements and translate them into scalable declarative solutions using Flow Builder and standard automation tools.

Designed and deployed Record-Triggered Flows, Scheduled Flows, and Sub-Flows to automate daily operational tasks and streamline business processes.

Created and maintained standard and custom objects, record types, page layouts, Lightning Pages, compact layouts, and related lists to support evolving business needs.

Built custom Reports and Dashboards to deliver insights into health case management and user activity across departments.

Configured Role Hierarchies, Profiles, Permission Sets, Sharing Rules, and Field-Level Security to ensure secure and role-based data access.

Used Community Builder to administer external-facing portals, enabling self-service for citizens and partners while maintaining branding consistency and user roles.

Optimized Salesforce Mobile App experience by configuring mobile-responsive Lightning Pages and testing through Salesforce1 simulator.

Managed Data Import/Export using Data Loader, Workbench, and Import Wizard for bulk data operations including migration, updates, and cleansing.

Supported Omnistudio configuration by managing FlexCards and OmniScripts to deliver guided user experiences for case intake and navigation.

Participated in release planning and CI/CD activities using Copado, Git, and Change Sets to ensure seamless deployment of enhancements and fixes.

Applied Salesforce Shield capabilities (Event Monitoring, Platform Encryption) to maintain compliance with state data privacy regulations.

Created validation rules, custom metadata types, and labels to manage configuration settings and maintain admin flexibility.

Developed and maintained technical documentation, SOPs, and admin runbooks for audit readiness and knowledge retention.

Coordinated with QA and Product Teams in Agile environment using JIRA for tracking requirements, user stories, bugs, and sprint deliverables.

Environment:, Salesforce Platform, Lightning Experience, Flow Builder, OmniStudio (FlexCards, OmniScripts), Reports & Dashboards, Profiles, Permission Sets, Role Hierarchy, Community Cloud, Salesforce Shield, Salesforce1 Mobile App, Data Loader, Workbench, Git, Copado, JIRA, Validation Rules, Custom Metadata, Custom Settings.

Client: Evolve Bank & Trust, Memphis, TN Jun 2019 – Dec 2020

Role: Salesforce Admin

Responsibilities:

Administered Salesforce Sales Cloud to support banking and financial services operations, including user management, access control, and business process configuration.

Managed users, roles, profiles, permission sets, public groups, and sharing rules to ensure secure, role-based access to sensitive financial data.

Customized standard and custom objects, page layouts, record types, and Lightning App Pages using point-and-click tools to support lead management, opportunity tracking, and account servicing.

Built dashboards and reports for branch managers, loan officers, and executives to monitor KPIs such as pipeline status, regional performance, and case resolution times.

Implemented automation using Flow Builder, Process Builder, and Approval Processes to streamline onboarding, lead conversion, and loan approval processes.

Migrated Classic UI to Lightning Experience by configuring Lightning Pages, updating layouts, and conducting user training sessions.

Conducted regular data import/export using Data Loader, Import Wizard, and Workbench to support campaign uploads, territory realignments, and data corrections.

Designed and maintained validation rules and field-level security to ensure data integrity and compliance with internal policies.

Supported and configured standard Salesforce functionality such as email templates, activity tracking, and task automation to improve productivity.

Maintained sandbox environments for UAT testing and supported change deployments using change sets and release checklists.

Participated in requirements gathering and worked closely with business stakeholders to identify process improvements and deliver scalable, declarative solutions.

Assisted in creating help documentation, training materials, and conducted workshops to improve end-user adoption and minimize support issues.

Performed regular system audits, login history reviews, and field audit trails to maintain data hygiene and platform security.

Environment: Sales Cloud, Lightning Experience, Flow Builder, Process Builder, Reports & Dashboards, Data Loader, Import Wizard, Workbench, Validation Rules, Profiles, Roles, Permission Sets, Page Layouts, Sharing Rules, Sandbox Management, Change Sets.

Client: MagMutual Insurance Company, Atlanta, GA Feb 2016 – May 2019

Role: Salesforce Admin

Responsibilities:

Configured field-level security, page layouts, and record types to manage visibility and access based on user roles and profiles.

Worked extensively with Salesforce standard objects such as Accounts, Contacts, Leads, Opportunities, and Cases to support core CRM functions.

Implemented Web-to-Case and Email-to-Case functionality to improve customer service responsiveness and ensure proper case capture.

Configured Assignment Rules and Escalation Rules to automate case routing and ensure SLA compliance across support teams.

Developed and maintained Workflow Rules, Email Alerts, Tasks, and Field Updates to automate communication and task management.

Installed and configured AppExchange packages, including Knowledge Base dashboards and reporting apps, to enhance user productivity and reporting capabilities.

Created and customized reports and dashboards to provide department-specific insights, track KPIs, and support operational decisions.

Designed reusable email templates for auto-response and notification use cases, aligned with marketing and support processes.

Used Data Loader for data migration, updates, and clean-up across standard and custom objects.

Managed roles, profiles, permission sets, and sharing rules to ensure appropriate access control and compliance with organizational policies.

Assisted in Salesforce Lightning Experience enablement by configuring Lightning Pages and training users on new navigation and UI enhancements.

Participated in UAT testing and supported metadata deployments through change sets in coordination with release management teams.

Environment: Salesforce Platform, Lightning Experience, Classic UI, Workflow Rules, Email Templates, Reports & Dashboards, Web-to-Case, Email-to-Case, Assignment Rules, Escalation Rules, AppExchange, Data Loader, Field-Level Security, Page Layouts, Profiles, Roles, Permission Sets.

Education Details:

Masters in psychology from Utkal University, India

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