PROFESSIONAL SUMMARY:

• About 9 years of Extensive and Progressive Professional IT experience in the areas of CRM Salesforce Business Analyst, Design documentation, Business Process modeling, and UAT and Implementation coordinator.
• Techno - Functional experience with Salesforce Sales cloud, Service Cloud and Marketing cloud as system administrator and guiding clients on CRM solution for sales, marketing and services teams.
• Worked with Data loader and Data Import Whizard for loading the attachments into salesforce.com, related to objects like Accounts, Contacts, Opportunities, and Activities.
• Proficiency in SFDC Administrative tasks like Creating Profiles, Roles, Users, Page Layouts, Email Services, Validation rules, Approvals, Workflows, Reports, Dashboards, Tasks and actions.
• Lead / Account Management, Custom Reporting, Dashboards. Excellent Problem-Solving Skills. Coordinating in production of a wide range of marketing communications. Lead Conversion process, email-to-case, web-to-lead implementations
• Used MS-Visio for process modeling, Use case Diagrams, business process flow diagrams.
• Knowledge of working on JIRA Tool and Document management tools like Microsoft Teams.
• Experience with complete Software Development Lifecycle SDLC Waterfall and Agile with scrum.
• Qualified in defining requirements, customize the application to satisfy business goals and appeal to users, set up reporting Dashboards, keep an eye on availability and performance.
• Skilled in gathering user requirements, Elicitation, Project planning, scheduling, controlling, performing GAP analysis and translating them into structured data, functional and usability requirements.
• Involved in Process flow documentation, Business requirements mapping, Defining, Documenting Deliverables and mentoring development teams.
• Have Extensive Technical writing experience in areas of Client Server Web development including Skills of Creating, Editing and developing Business process documentation.
• Knowledge Salesforce Development: Apex, Triggers, Logics, Lightning and Integrations .
• Extensive knowledge of Salesforce 3 rd party Integrations with SAP, Oracle Steelwedge, APTTUS, REST and SAOP APIs.
• Coordinate with implementation manager and monitor all phases of projects and maintain all project objectives within required timeframe.

BUSINESS SYSTEM ANALYST SKILLS:

• Problem solving, Critical Thinking, Documentation and Specification, Workflow Diagrams, Use Case diagrams, Wireframes, Rally, JIRA, UX, Change Management, Business Process Modeling, Data Modeling, Requirement matrix, Requirement Prioritization, User Stories, Spring planning, Impact Analysis, Elicitation, Client Interaction, Team Coordination, UAT, Test Cases.
• Accounts, Contacts, Campaigns, Leads, Opportunities, Contracts, Cases, Solutions, Queues. Managing Profiles, OWD, Role hierarchy, Permission sets, Field level security, sharingrules and Manual Sharing Field creation, Page Layouts, Record Types Workflow and Approval process Leads and Cases -Assignment rules, Auto-response Reports and Dashboards. Email and Document Templates, Data Migration APEX Data Loader.

TECHNICAL SKILLS:

Databases: DB2 SQL, MYSQL

Methodologies: Waterfall Model, Agile Model, Scrum Methodologies

Tools: MS Office, MS Word, Excel, PowerPoint, and MS Project, MS Visio, SharePoint 2007, Windows XP

Force.com: Dashboards, Reports, Analytic Snapshots, Custom Objects, Force.com Eclipse IDE Plug-in, APEX Data Loader, Accounts, Contacts, Campaigns, Leads, Opportunities, Contracts, Cases, Solutions, Queues

PROJECT EXPERIENCE:

Confidential, CA

Sr Salesforce Business Analyst / Admin

Responsibilities:

• Primarily involved in developing prototype of the application as proof of concept (POC) for business team and as a guideline for development team.
• Gather requirements through interviews with the client and referring to existing documentation and procedures
• Conduct JAD sessions and Requirement Gathering meetings with the Clients and convert them into BRDs and Designs and coordinate with the Development Teams .
• Transform requirements into Designs during meeting and discuss with the Architects / Developers .
• Translate business requirements into functional specifications and creating High Level Design documents
• Perform GAP Analysis of the ‘as-is’ and ‘to-be’ system
• Breakdown requirements into user stories in JIRA tool based on Agile / Scrum Meeting Plans.
• Defect Status Tracking and Updates in Defect Management Tools like JIRA and Clear Quest
• Facilitated and led group discussions to elicit requirements in Joint Application Development (JAD) sessions by communicating with documented business requirement document working prototype and work flow diagrams.
• Perform Salesforce Admin roles and responsibilities on a daily basis, like setting User Permissions, Previleges, Workflows, Rules and Validations, User Groups .
• Creating and Displaying Salesforce Data using Reports and Dashboards by using complex logics for customization .
• Knowledge of Defect Tracking tools like Atlassian JIRA, IBM Clear Quest .
• Knowledge of Project document Management Tools like Confluence, IBM JAMA, Microsoft Teams.
• Troubleshot Data Issues for CEO’s, Directors and Managers .
• Perform UAT Testing and understanding KT sessions provided by Development Teams on Functionality / Perfomance.
• Performing UAT Delivery to the Users / End Clients and supporting them through the UAT Phase and documenting the feedbacks / issues and reverting back to the Development Teams.
• Troubleshoot all Admin related Issues on a daily basis.
• Create Data Flow diagrams and process flow diagrams to facilitate better system understanding
• Responsible for redesigning the Artificial Intelligence (AI) SharePoint to make it more user-friendly
• Knowledge of working with APTTUS products like X- Author, CPQ and provide End User and Super User Trainings on the same.
• Worked on Product, Product Groups, Product Family, Product Hierarchy, Bundle Products and Product Catalogue in CPQ Tool
• Worked on QTC(Quote to Cash) end to end business process which start from Generation of Quote to Receiving payments from Customers.
• Knowledge on Price List, Price List Items, Price Rules and Rulesets in CPQ Tool.
• Knowledge of developing replica functionality of SFDC using Apttus X-Author Tools. s
• Knowledge of Salesforce Lightning Configurations and Customizations.
• Expertise knowledge on migrations from Classic to Lightning Version Configurations.
• Design wireframes using MS Visio
• Work closely with Project manager to keep track of timeline and budgeting
• Create a weekly project status report to track the project progress and observe bottlenecks for review of top management
• Oversaw corporate compliance requirements: analyzed data to identify and communicate to around 700 impacted users, then tracking and managing user responses to ensure 70% compliance before restricting access to Disaster Recovery Environment
• 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.
• Primarily involved in developing use case document for the application, traceability matrix, system requirement specification (SRS) and presentations for proposed solutions
• Worked on various Salesforce.com Standard objects like Accounts, Opportunities, Leads, Campaign and Reports.
• Created various Custom objects, Tabs, Workflows, Reports, Apex triggers and validation rules for the application.
• Created Email templates in Text, HTML necessary for the application.
• Analyzed and Created Custom Profiles as required for the business needs and implemented Object level, Field level and Record level security.
• Defined various Validation rules to validate the data in the application.
• Customized Page Layouts for Salesforce.com Standard and Custom objects.
• Created custom report types and generated report using the report types.
• Good 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.

Environment: Waterfall, Agile, Rally, JIRA, SAFe, MS Office Suite (Excel, Word, Powerpoint, Access), Salesforce, SharePoint, SAS, HP ALM, MS Visio, SQL.

Confidential

Salesforce Business Analyst

Responsibilities:

• Participated in the identification, understanding, and documentation of business requirements, keeping in mind the need for the application based on the project scope and SDLC methodology.
• Worked close with JIRA Tool for Defect Tracking and help understand the Milestones Delivery based on Blocking issues to the Users/ Clients.
• Worked with Workflow rules, Validation rules, formula and complex validation over multiple objects
• Perform updates on JIRA Tool on user stories and defects reported and update in Scrum meetings on the status.
• Documentation of project related issues, meetings, status, KPI’s, Business Requirement Documents.
• Set up of standard Object-Accounts, Contacts, Opportunity, Report & Dashboard, Lead and Campaign
• Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into salesforce.com, checking for the correctness of the data
• Expertise in setting up Organization Wide Defaults, Object Settings and Security in Salesforce Admin.
• Used field level security, profiles and audit trail setup to ensure that protected Organization data is only shared with authorized persons
• Implemented pick lists, dependent pick lists, lookups, junction objects, master detail relationships, validation & formula fields to custom objects. Developed Work Breakdown Structure and prioritized accomplished tasks
• Generated Requirements Traceability Matrix. Managed & scheduled project responsibilities using MS Project.
• Logged and worked on salesforce cases as a part of production support.
• Planned the releases for both build and production support side.
• Involved in marketing data management and assisted in data clean up.
• Worked close with Marketing team to integrate Pardot over marketing cloud.
• Interacted with executives and sponsors to identify requirements, project objectives and scope changes
• Involved in the documentation of Use and Test Cases to test specific functionalities of the application
• Assisted the Project Manager in preparing final presentation and training materials.

Environment: Waterfall, Agile, Rally, JIRA, SAFe, MS Office Suite (Excel, Word, Powerpoint, Access), Salesforce, SharePoint, SAS, HP ALM, MS Visio, SQL.

Confidential

Salesforce Business Analyst/Admin

Responsibilities:

• Experience in Agile methodology for Requirements gathering and Project was dived into Sprints.
• Managing User module to give access permissions to the underlying data as per the profiles defined and managing ownership of records whenever there is change of User in the organization.
• Worked with various salesforce.com objects like Accounts, Contacts, Leads, Opportunities, Reports, Dashboards.
• Worked close with the data warehousing and informatica team.
• Developed Apex Classes, Controller Classes and Apex Triggers for various functional needs in the application.
• Used Data loader to import and export data from Heroku application to Salesforce.
• Worked with the Permission Sets, Public Groups privileges to plan the data migration.
• Created and used Email templates in HTML.
• Developed and configured various Custom Reports and Report Folders for different user profiles based on the need in the organization.
• Involved in SFDC application support for end user.
• Lead and co-ordinate with offshore development teams during development in various sprints of the project.

Environment: Waterfall, Agile, JIRA, MS Office Suite (Excel, Word, Powerpoint, Access), Salesforce, SharePoint, SAS, HP ALM, MS Visio, SQL.

Confidential

Business Analyst

Responsibilities:

• Involved in the requirements, analysis, design and development of the application.
• Created Hibernate ORM and created mappings.
• Worked close with the sales team to gather requirements to enhance the salesforce instance.
• Used agile, waterfall software development methodologies, which help to develop project plans.
• Involved in unit, system and regression testing.
• Worked on defect fixes of business functionality at back application.
• Worked with data structures as part of application.
• Responsible for development, testing, delivery and support of end-to-end implementation.
• Involved in bug fixing of development and Production issues.
• Coordinated all the IT projects successfully by resolving release interdependencies and planning release.
• Customized build to meet requirement of delivering products to a variety of platforms. Responsible for all software source code, change control, configuration management, and build and deployment process throughout the enterprise.