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Sr. Salesforce Consultant Resume

Buffalo, NY


  • 7 years of experience in Salesforce.com CRM Platform as Administrator including build Profiles, Roles, Users, Page Layouts, Email Services, Approvals, Workflows, Reports, Dashboards, Actions, Tasks and Events and implementation on various business domains.
  • Proficient in Creating and Transforming Business Requirements into software requirement specification (SRS) using MS Word and Rational Requisite Pro.
  • Experience with CRM processes like Sales, Marketing, Customer Service and Customer Support, Business Processes, Campaign Management, and recommended solutions to improve their processes using SFDC.
  • Experience in Salesforce Administration, Development, Configuration, Implementation, Support and Maintenance of Salesforce applications based on Apex Language by leveraging the Force.com platform.
  • Expertise in Configuration, Customization, Custom Development and Support experience on Salesforce.com platform and building custom objects, fields, ensuring high quality performance, complex workflows, maintainability, scalability, and best practices.
  • Experienced in Onsite - Offshore Transition Planning - Application assessment, Organization Structure, Knowledge Transfer and Accountability handholding.
  • Extensive experience using Salesforce Administration, Profiles, Creating Roles, Page Layouts, Org-Wide default, Sharing rules, Workflows, Approval processes, Reports and Dashboards.
  • Strong Knowledge in Salesforce Customization, Validation Rules, Queues, User set ups, Support requests and App Exchange packages like Drawloop and DocuSign.
  • Hands on working experience in Role Hierarchy, Custom Profiles and public Groups creation and user management.
  • Extensive business knowledge and customization experience on various salesforce.com standard objects like Accounts, Contacts, Opportunities, Tasks and Events, Cases, Leads, Campaigns etc. and other custom objects.
  • Used Force.com platform for developing feature rich and user-friendly Visualforce pages for enhancing Salesforce User Interface. Good knowledge of Governor limits and experienced in customization of existing code in accordance with the governor limitations.
  • Familiar with applications and tools such as: Sales / Service Cloud, JIRA, Office 365 and DocuSign for Salesforce and ServiceMax.
  • Proficient in using meta-data migration tools like Salesforce Apex Data Loader, Workbench and Eclipse IDE.
  • Experience with developing a complete Case Management System using Lightning Components, Controllers, Helper Methods, and Style Sheets.
  • Possess knowledge and experience in APEX classes, Visualforce pages, SOQL, SOSL and Triggers.
  • Strong Knowledge of SFDC standard Data structures and familiarity with designing Custom Objects and Force.com platform and Force.com Sites.
  • Developed and Maintained Business Blueprint documentation, Current and Future State Business process documentation, Technical and Functional specifications, Test Scripts, End user training documentation and delivering training.
  • Experience in all the phases of project like Project implementation, gathering business requirement, Business Blue Printing, Realization, Unit Testing, Integration Testing, Go - Live preparation and Post Production support.
  • Construct business use cases which includes "As Is" and "To Be" scenarios.
  • Proficiency in analyzing and Creating Use cases, Use Case Diagrams, Activity diagrams, Class diagrams, Data Flow Diagrams, Business Flow Diagrams and Navigational flow diagram and Sequence diagrams using MS Visio and Rational Rose.
  • Proactive and problem-solving skills with strong analytical and consulting skills, including assisting customers in defining and refining business needs, managing internal and external customers’ expectations to meet their goals and building long-term relationship with high customer satisfaction.
  • Experience in delivering projects using Agile and Waterfall methodologies.


Sr. Salesforce Consultant

Confidential - Buffalo, NY


  • Worked on various Standard Objects including Accounts, Reports, Contacts, Events, Tasks, Dashboards.
  • Interfaced with Business users and updated the technical requirement document as well as testing document.
  • Managed user Accounts and Security - including new user account creation, profile and role management, sharing rules, and security controls.
  • Designed and deployed Validation rules, Approval Processes, Custom tabs and Auto-Response for automating business logic.
  • Worked on Salesforce internal Communities implementation and Salesforce to Eloqua Integration. Performed Asynchronous Callouts using the Future Annotation and executed the future methods from a Trigger.
  • Completed all the Change Requests as per the business priorities and standardized the Service cloud globally.
  • Implementation on Salesforce Security Model of Access Control and Data Visibility using Uses Roles, Profiles, Permissions, Public groups, Queues, OWD, sharing rules etc.
  • Created and deployed Custom tabs, Validation rules, and Auto-Response Rules for automating business logic. Created workflow rules and defined related tasks, email alerts, and field updates.
  • Work with Sales /Marketing Cloud application to enhance features / functionality.
  • Built the clear requirements development strategy for each customer engagement with the strong understanding of Salesforce's capabilities and limitations and can clearly communicate those to customers.
  • Lead discovery workshops, which include the facilitation of large audiences, solution presentations, and prototype demonstration.
  • Interviewed stakeholders and gathering and compiling user requirements to convey a high-level solution requirement to development teams.
  • Prepared a functional requirements document and serve as the led as project lead for the end-to-end project throughout the software lifecycle.
  • Analysed complex business requirements and designed solutions using Apex classes, triggers, and Visualforce pages.
  • Configured Salesforce.com to meet business requirements - including fields, page layouts, workflows, approvals and validation rules.
  • Used sales cloud to Maintain leads, contacts and opportunities. Used service cloud for maintaining cases and customer support.
  • Highly involved in customizing the Salesforce functionalities like workflows, approval process, setting up Roles, creating profiles, Creating Validation rules, security controls, data management.
  • Developed Custom Objects, Custom Reports and configured the Analytic Snapshots to dump the data on regular basis for the sales performance and lead generation statistics.
  • Created email templates and inbound emails using Visualforce for customers and clients.
  • Configured Sharing settings to specify the level of access the users must each other's data.
  • Use Data Loader to insert, update, and bulk import or export of data from Salesforce.com objects and to read, extract and load data from comma separated values (CSV) files.

Salesforce Consultant

Confidential - Richardson, TX


  • Understanding Integration scenarios, design to develop Apex/Visualforce per the business requirements.
  • Gathered user and functional system requirements via workshops, interviews and workflow storyboards and Working with stakeholders and project teams to prioritize collected requirements.
  • Prepared pictorial Use Cases Diagram, Sipoc Diagram, Swim Lane Diagram, and High-level Process Flow Diagram using MS Visio and MS Word. In addition, have strong exposure and ability to analyze Activity Diagrams, Sequence Diagrams.
  • Implemented Software Quality Assurance development policies, test procedures and testing methodologies, wrote Test Plans according to Business Specifications and design documents.
  • Administered Sales Cloud and involved in creating multiple analytical reports with varying degrees of complexity.
  • Analysed change requests for existing applications and projects implementing new applications and creating process models, specifications, diagrams and charts to provide direction to the project teams.
  • Communicating changes, enhancements and modifications to project managers, sponsors and other stakeholders.
  • Facilitated data imports/exports, data cleansing, Data categorization and data integrity projects.
  • Developed ad-hoc reports as requested by user groups or stakeholders or portals and performs analysis on data as required.
  • Moved data from SAP to SFDC using Informatica On-Demand Tool and completed data migration.
  • Authorized Business Requirements Documents and Functional Requirement Documents for the Service cloud implementation modules.
  • Developed a Web-to-Lead functionality for vertrue.com site, which directly leads to Salesforce.com CRM.
  • Created many Email Templates and Mail Merge Templates and was involved in doing the mail merge for different standard and custom objects.
  • Customized Chatter now for profiles for different users and configuring with Facebook and Twitter.
  • Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
  • Created many Approval Process needed in the different stages of the application.
  • Customized page layouts for Opportunity, Contacts, and Accounts depending upon user roles, and groups.
  • Worked on various AppExchange products according to the needs of the organization.
  • Developed many Report Types and created various Reports (summary reports) using the Report Builder per the need of the organization.
  • Communicated regularly with the SFDC designated super users to support them in their role and provide information and training on new features and functionality.
  • Worked with business analyst to develop project implementation and develop plans including user interfaces.
  • Resolved the Cases and support the team on urgent bases, implementation and working with real-time troubleshooting.

Salesforce Business Analyst

Confidential - Arlington, VA ||


  • Worked closely with sales team and performed detailed analysis of business and user requirements, designed the solution by customizing various standard objects of SalesForce.com (SFDC).
  • Implemented end-to- end Sales Cloud process using Leads, Account, Contacts and Opportunities.
  • 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.
  • Performed Gap Analysis by doing an in-depth study of the current process, planned implementation actions and change control process and interacting with business heads to finalize the BRD document for the application by doing the requirement analysis.
  • Maintained the requirement traceability matrix (RTM) and ensured that the requirements were consistent after changes.
  • Created various Profiles, Roles, and Page Layouts and Configured the permissions based on the organization hierarchy requirements.
  • Designed, and deployed the Custom objects, Custom tabs, Entity-Relationship data model, validation rules, Workflow Rules, Auto-Response Rules, Page layouts, Components, Visual Force Pages to suit to the needs of the application.
  • Developed a Human Resources Service Cloud and customer community for many employees.
  • Designed and deployed communities like prospective students' community, current students' community and alumni community with their respective security settings to enable them to interact freely among other members of the community.
  • Enabled Chatter for the Organization and to effectively communicate with the users in the Organization.
  • Used Data Loader for insert, update and bulk import or export of data from Salesforce.com S-Objects. Used it to read, extract, and load data from comma separated values (CSV) files.
  • Performed data clean-up and/or Data migration to/from salesforce.com.
  • Developed several Custom Reports & Dashboards to better assist managers and report folder to provide report accessibility to appropriate personnel.
  • Provided the training to Business users about the system.
  • Assisted the Project Manager with scope and risk management and documentation.

Salesforce Business Analyst

Confidential - Denver, CO


  • Involved in testing the requirements at each phase of the development.
  • Performed the System Integrated Testing and User Acceptance Testing for application's functionalities.
  • Communicating with executive management on project status and overall project progress against target.
  • Involved in Salesforce.com Application setup activities and customized the apps to match the functional needs of the organization.
  • Closely worked with SalesForce.com consultants while implementing the solutions for the requirements.
  • Customized the Dashboards to the track usage for productivity and performance of their sales teams.
  • Created the workflows for automated lead routing, lead escalation, alerts and custom coaching plans.
  • Created Custom Objects and defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects.
  • Created various profiles and configured the permissions based on the organizational hierarchy requirements.
  • Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
  • Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
  • Created various Reports (summary reports, matrix reports, pie charts, dashboards and graphics) and Report Folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports and for different user profiles based on the need in the organization.

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