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Sr. Salesforce Business Analyst Resume

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Portland, OR

SUMMARY:

  • Sr.Salesforce Business System Consultant
  • A Passionate Expertise Salesforce Consultant / Analyst looking for a Consulting role to work on where I can utilize my skills and experience that I got in last 7+ years working in Retail, Finance, Healthcare, Banking, IT, Ecommerce industry with high rates of views and large sets of data, worked with number of frameworks and technology.
  • Strong experience with Salesforce.com CRM full implementation, migration of Sales, Marketing, Service clouds, Communities and Force.com platform.
  • Experience in Salesforce lightning Design System, Visual force, apex classes with substantial experience in Salesforce.com Administration
  • Experience in both Sales and Service Cloud Implementations, Configure and Customize the Force.com organization, Create & maintain custom objects, formulas, custom reports, dashboards, Validation rules, Security Settings, Users & Profiles, Role Hierarchy, Workflow, bulk import, create VF pages, apex classes, triggers, test classes and deployment.
  • Experience working with Deployments, Users, Roles, Profiles, Queues, Public groups, sharing settings,
  • Rollup Summary, Formula fields, Access Settings, Workflow Rules, Validations, creation and modification of fields and page layouts, Reports, upload of data using data loader.

PROFESSIONAL EXPERIENCE:

Sr. Salesforce Business Analyst

Confidential - Portland, OR

Responsibilities:

  • Worked on Migration from legacy system to Salesforce with various customization and administration configuration.
  • Detail complex business and functional requirements/user stories for Salesforce.com and other internal applications.
  • Worked closely with business team to understand their current process and worked with them to write user stories for developing the new Lightning application also Provided Salesforce related training to promote Sales, Service and Marketing Cloud for end users.
  • Created, page layouts, custom fields, custom validations, and workflows to support the new application and made sure these were lightning compatible as the application was to be used in lightning.
  • Worked on Data migration, Data mapping using data loader and different tools from various data sources including Excel, flat files, database systems.
  • Identify production risks and areas for improvement; prioritizes, designs and facilitates successful implementation and adoption of new processes i.e. Marketing Cloud, Lightning Experience.
  • Created the templates in Marketing cloud and all the required tokens associated with those templates in the Sales cloud and made it easy for the Sales cloud Users to use the templates in Sales Cloud.
  • Delivered continuing support in the areas of SFDC Marketing Cloud configuration, administration, reporting, data migration, and solution design and project co-ordination.
  • Enhanced in Communities by adding new fields, field sets using Salesforce lightning and Identified salesforce.com business units and developed curriculum, conducted training classes to train end-users on cloud computing and salesforce.com
  • The creation of comprehensive current-state documentation, requirements elicitation, process flows, work flow, on-line services and reporting capabilities leading to new system configuration.
  • Wrote custom code and visual force components for service console, Equipment services customer portal that allows customers login to the community and get account info, create cases, order parts, see their work orders, invoices and estimates.
  • Developed exclusive Web-to-Lead and Web-to-Case Visualforce pages using Salesforce Lightning components.
  • 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.
  • Worked on basic UI component changes working on Visual force and Apex.
  • Worked on custom apex sharing rules, integration with Tableau BI to get invoices, integrated with 3rd Party system to create and fetch work orders.

Sr. Salesforce Business Analyst

Confidential

Responsibilities:

  • Creation of program for normal as well as nurture campaigns, creation of contact filters, forms, landing pages and work with admin level expertise in Marketo.
  • 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.
  • Conducted Gap analysis to understand new business model and additional functionalities to be incorporated into the new application and Worked on change requests impacting Salesforce Communities.
  • Clarified and prioritized requirements by conducting brainstorming sessions with stakeholders.
  • Provided project manager with regular status updates assisting the overall project management initiative.
  • Participated in various architectural development sessions to provide technical teams with a better understanding of the requirements. Worked on Service Cloud including Service Console, Customer Portal, Case Feed, Knowledge Base and Entitlements.
  • Created Users, Roles, Public Groups and implemented role hierarchies and record level permissions to manage sharing access among different users on marketing cloud of SFDC.
  • Implemented Salesforce Development Cycle covering Sales Cloud, Service Cloud, Call Center, Chatter & App-exchange applications.
  • Day to day activity of troubleshooting a variety of application issues including Configuration, Reporting, Security and Workflow across the application.
  • Actively coordinated with the development team and conducted brainstorming sessions for effective analysis of customer requirements.
  • Worked on Agile and Scrum Methodology for Salesforce lightning implementation.
  • Significantly contributed in internal training sessions for business users to enhance their understanding of Salesforce technology functionalities.
  • Assisted in designing and preparing relevant training material.
  • 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.
  • 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.
  • Experience in creating Business Requirement Documents, User Stories, Use Case Diagrams, Process Flow Diagrams etc.
  • Created integrations with Gmail API to get list of contacts, send emails and track activities in Salesforce.
  • Analyzed Email metrics using Analytics and develop various Reports and check Email statistics.
  • Creating, building and testing Campaigns, Programs, landing pages in Marketo.
  • Attribute mapping inside the tool for Contact, Account and CDOs (Custom Data Object).
  • Gathering and Analyzing the requirements from the Client and Providing New Methodologies for the efficient of Project.

Salesforce Business Analyst

Confidential - Chicago, IL

Responsibilities:

  • Create, configure, manage and deploy Salesforce.com changes (objects, layouts, Fields, Roles Profiles, Security Controls, User Management, Reports and Dashboards).
  • Authored Systems Requirement Specification (SRS), Use case, System Requirement Change Request, and Data Dictionary to Delta's SFDC implementations such as Sales Cloud, Marketing Cloud and Salesforce Chatter.
  • Using Apex Data loader, CData Excel AddIn for Salesforce for Data Management and Monitor and implement changes to the Salesforce.com production environment.
  • Worked on fitment analysis for categorization of all requirements according to complexity and implementation feasibility in Salesforce platform.
  • Worked on customization of Sales, Marketing and Service clouds - Accounts, Opportunities, Campaigns, Leads, Cases and Solutions and worked on service cloud enhancements to enrich customer experience and convert more calls into sales.
  • Creating and managing complex Salesforce.com workflow rules, data validation, and system triggers.
  • Understand requirements, develop plans/recommendations, and interact with key clients and internal leaders.
  • Worked on hands-on experience on Apex Classes, Visualforce Pages, Test Classes, Triggers, Salesforce configurations, Force.com Sites, Visualforce Components, Web services, REST & SOAP API and Integration of Salesforce.com Org with third party.
  • Used Force.com platform for developing feature rich and user-friendly Visualforce pages for enhancing Salesforce UI.
  • Experience with using AJAX Toolkit in JavaScript, SOAP and REST API and worked in designing responsive visual force pages with Bootstrap, setting up email services and force.com sites.
  • Used Force.com Web services API and outbound messaging for implementing web services through WSDL in the application for access to data from External systems and websites.
  • Write supporting technical requirements and design documentation and experience in installing and customizing the 3rd party app exchange tools.
  • Excellent analytical, technical aptitude and proven ability to solve problems and the ability to engage effectively with business and technical teams.
  • Engaged in B2B Marketing using Content Assets like Whitepaper and Case Study and their Promotions.
  • Implementation and maintenance of company website, blog, company customer portal integrated in Joomla and WordPress.

Salesforce Business Analyst

Confidential - Chicago, IL

Responsibilities:

  • Performed the role of Business Analyst, interacted with various business user groups for gathering the requirements for Salesforce.com CRM implementation.
  • Implemented Salesforce Service Cloud for use in addressing customer support requests and deflecting future support requests
  • Documented and shared the requirements with other Salesforce.com consultants for further implementation.
  • Clarified and prioritized requirements by conducting brainstorming sessions with stakeholders.
  • Provided project manager with regular status updates assisting the overall project management initiative.
  • Designed & Deployed the Custom objects, Custom tabs, Validation rules, Auto-Response Rules, Page layouts, to suit to the needs of the application.
  • Developed Apex classes, Apex triggers and Controller classes for various functional needs in the application.
  • Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail. And Developed several Apex Triggers, Classes during the project lifecycle.
  • Worked closely with Sales Cloud and Service Cloud team to identify prospective users and creation of Case when User tries to use any self-serve features and faces issues with existing system.
  • Developed and configured Dashboards, Ad hoc Reports and Report Folders for different user profiles based on the need in the organization.
  • Developed SFDC Customized Reports, Dashboards and Processes to continuously monitor data quality and integrity.
  • Implemented Sales cloud and incorporated the enhanced features as required to streamline the business process.
  • Worked on various Salesforce.com standard objects like Accounts, Contacts, Cases, Leads, Campaigns, Reports and Dashboards.
  • Worked on Eclipse IDE with Force.com Plug-in for writing business logic in Apex programming language.
  • Loaded data into SFDC using Data loader and migrated several legacy applications to the Force.com platform.
  • Designed and deployed Custom objects, validation rules, Page layouts, Custom tabs, Components, to suit the needs of the application.
  • Provided and organize documents via Salesforce CRM Content or the Documents tab in Customer portal.
  • Monitored and resolved the Service Requests, specifically, visibility issues involving Custom Profiles, Public Groups, and Sharing Rules.
  • Involved in data mapping and migration of data from legacy systems to Salesforce.com Objects and fields.
  • Worked with SOSL and SOQL queries to get data from different related objects.
  • Developed Cast Iron orchestrations that are used to synchronize data between Salesforce.com and web service endpoints.
  • Involved with Salesforce.com premier support and handled the support cases with the help of Salesforce.com support.

Business Analyst

Confidential - Boston, MA

Responsibilities:

  • Conducted meetings with business users and SMEs to identify and gather Business Requirements.
  • Worked on various Salesforce.com Standard objects like Accounts, Contacts, Opportunities, Leads, and Campaign.
  • Coordinated with legacy application team for integrating data flow with Salesforce as centralized system
  • Created various Custom objects, Tabs, Workflows, Reports, validation rules, approval processes and customizations within Salesforce.com.
  • Deployed, configured and supported the prototype application for its demo /UAT for various line of business from various cities, prepared deck for UAT & gathered feedback and followed up with further updates on the prototype and related documents.
  • Customized Page Layouts for Salesforce.com Standard and Custom objects. Defined various Validation rules to validate the data in the application.
  • Created custom report types and generated report using the report types.
  • Valuable experience in Salesforce.com Configuration of roles, profiles, user accounts, implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.
  • Analyzed performance reports, point out the problem areas and troubleshoot the issues.

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