SUMMARY

• Overall 6+ years of IT and Business experience as a Salesforce Administrator and Business Analyst with expertise in Salesforce Sales, Service, and Marketing Cloud Implementations, Salesforce Lightning, SFDC Administration, Declarative Development, and Functional Business Analysis.

PROFESSIONAL EXPERIENCE

Sr. Salesforce Business Analyst

Confidential - Cincinnati, OH

Responsibilities:

• Expert in understanding complex business workflows and in collecting Business Requirements from various stakeholders and in acting as a liaison between business users and the technology teams.
• Experience in collaborating with cross functional team and responsible for increased adoption among SFDC users.
• Expertise in identifying, developing and documenting Business and Functional Requirements Specifications (BRS) and (FRS), User Requirements Specification (URS), System Requirements Specifications (SRS), nonfunctional requirements, and Supplementary Specifications.
• Proficient in developing Use Case Diagrams, Behavior Diagrams (Sequence Diagrams, Collaboration Diagrams, and Activity Diagrams) and Class Diagrams based on UML methodology using MS-Visio.
• Created Traceability Matrix to keep the stakeholders informed of the progress of the project.
• Experienced in developing Test Cases to meet the system objectives: Unit Test Plans (UTP), System and Integration Test Plans (SITP), GUI and User Acceptance Testing (UAT).
• Performed Gap Analysis for As-Is and To-Be systems and is expertise in creating Data Models, Entity Relationships Models and in creating Salesforce.com Lookup Relationships, Master-Detail Relationships and Many-to-Many Relationships using Junction Objects.
• Experience with various SFDC standard objects such as Accounts, Contacts, Opportunities, Products, Cases, Leads, Campaigns, Quotes, Reports, and Dashboards, Sites, Portals, Communities, Console, Workspaces, Ideas.
• Designed and developed various SFDC custom applications, custom objects, custom fields, role based page layouts, custom Tabs, custom reports as per the business requirements.
• Designed and developed Custom Formula Fields, Field Dependencies, Validation Rules, Work Flows and Approval Processes to support various business process Automations.
• Expert in creating Salesforce Reports, Dashboards, Page Layouts, Search Layouts to organize fields, Custom Links, Related Lists and other components on a record Detail and Edit pages.
• Implemented, configured and maintained Salesforce user Security Permissions including Org-Wide Defaults, Sharing Settings, Role Hierarchy, Profiles and Permission Sets in compliance with the org's needs.
• Experience working with Developer Console, Force.com IDE and salesforce.com Sandbox environments and in code migrations/deployments from Sandbox to Production environment using Change Sets.
• Rich experience in Data Migration and Data Integration using different data tools - SFDC Data Loader, Force.com Import Wizard, SFDC Data Export, Mass Delete etc.

Salesforce Business Analyst

Confidential

Responsibilities:

• Authored Systems Requirement Specification (SRS), Use cases, Change Requests, and Data Dictionary to Delta's Salesforce implementations (Sales Cloud, Marketing Cloud and Salesforce Chatter)
• Carried out regular meetings and walkthroughs with development team members, Project Manager and Quality analyst to better understand system functionality
• Conducted JAD sessions with the management, different 3rd party vendors, users, and commercial and other stakeholders for open and pending issues to develop specifications
• Used detailed knowledge of application features and functions to assess the scope and impact of business needs throughout analysis and completion of all enhancement specifications for each business partner and cross impacted groups
• Documented cross functional requirements, UML diagrams and walkthroughs for each system interface team
• Built relationship across multiple technology, operations, services, sales, program and product team to accomplish end goal
• Facilitated requirements gathering cross multiple vendors and organizations and tracked and maintained the requirements to functionality traceability and use case traceability
• Performed the detailed analysis of functional and technical requirements; designed and deployed the custom objects; identified the lookup and master-detail relationships; and created the junction objects.
• Implemented security and sharing rules at object, field, and record level for different users at different levels of organization. Also created various profiles and configured the permissions based on the organizational hierarchy.
• Created new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports.
• Implemented pick lists, dependent pick lists, validation and formula fields to the custom objects.
• Implemented the validation rules on the objects and tabs, Page layouts, Custom tabs, and Components to suit to the needs of the application.
• Implemented the workflows and approvals for various functional requirements.
• Implemented the searching and tagging functionality; developed various custom reports and dashboards for data analysis.

Salesforce Business Analyst

Confidential

Responsibilities:

• Involved in gathering business requirements through interviews, observations, and interactions with various teams.
• Performed other user administration work such as user access provisioning and de-provisioning based on user request and setting password polices for the organization
• Collaborated with other business units of the company to support the business process within the organization and help audit user activities
• Experienced with the Waterfall methodology of software development by working with teams and identifying enhancements to the application that could be a part of each release
• Performed end to end Salesforce configuration based on client requirements and involved in implementation of Salesforce CRM modules such as SFA and PRM
• Developed custom objects, workflows, page layouts, assignment rules, validation rules, record types and email templates
• Integrated Outlook with Salesforce using Salesforce for Outlook to sync contacts and events both ways between Salesforce and Outlook
• Developed and maintained documents and performed end user to help the users download and configure Salesforce for Outlook on their systems
• Performed data management activities like data import, data export and data backup using the Import Wizard and the Data Loader.
• Worked with the application release team and deployed configuration changes from one sand box to another with the help of Change Sets.
• Performed unit testing, integration testing, UAT, created test cases as a part of the testing and mocked up functionality for the test cases.
• Collaborated with the testing team on the client end to identify bugs and worked with the offshore/onshore development team on bug fixes
• Designed security framework based on Role Based Access, Profiles, Field Level Security and Record Level Security to streamline the security process and increase flexibility
• Analyzed and documented application security, business process controls and privacy strategy and approach that addresses the client's operational requirements

Salesforce Business Analyst

Confidential

Responsibilities:

• Organized meetings and discussions with stakeholders and end users to understand the project requirements.
• Worked closely with sales team and business analysts and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of salesforce.com (SFDC).
• Initiated all day JAD sessions and open-ended discussions to identify, clarify and simplify requirements with stakeholders, architects, developers and different impacted teams including external vendors.
• Created power point presentation and scope documents to identify a feasible scope for a given release.
• Created high level requirements document using MS Word template and requisite Pro.
• Created use cases based on the high-level requirements document and user stories via Requisite Pro and MS word.
• Performed Gap Analysis with as is to be process flow diagrams using MS Visio.
• Created and updated estimates and resource planning document by identifying the total effort needed to complete a given project.
• Identified content needs and documented appropriate error messages and content to be displayed using Team site/CMS.
• Worked on various Salesforce.com standard objects like Accounts, Contacts, Cases, Opportunities, Products, Opportunity Line Items, Leads, Campaigns and customized standard objects according to the business requirements.
• Assigned the Project Manager to manage resources and facilitate for the team.
• Created conceptual assessment document in order to facilitate BA'S in understanding the project change needs.
• Facilitated the development team with updating and maintaining software turnover documents.
• Facilitated the reporting team by identifying tagging and reporting requirements of functionalities.
• Communicated and collaborated with diverse teams in the organization to understand the products, services and the culture.
• Worked on Sales and Service Cloud platforms including Apex.
• Involved in integrating Salesforce.com with distributed database systems.
• Researched, initiated and introduced new functionalities that could add value to the business.
• Assisted the Lead to communicate the team's progress on project by keeping track of release level traceability.
• Conducted functionality tests with the team and end users to track defects.
• Updated requirements/Production defects via Rational Clear Quest.