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Salesforce Business Analyst Resume

Atlanta, GA


  • Over 6+ years of IT experience in CRM - Salesforce.com as Business Analyst and other various roles Business System Analyst / Technical Business Analyst.
  • Thorough Understanding of Software Development Life Cycle (SDLC), involved in various phases like Requirements, Analysis/Design, Development and Testing. Vast experience in working Agile, Iterative & Waterfall SDLC models.
  • Extensive experience in developing Apex Classes, Triggers, Visual force pages, writing Workflows, Force.com.
  • Experience in analyzing business requirements and implementing them to Salesforce custom objects, master-detail relationships, lookup relationships.
  • Work extensively on various salesforce.com standard objects like Accounts, Contacts, opportunities, Products, Price books, Cases, Leads, Campaigns, Reports and Dashboards.
  • Administer Salesforce SFA setup, which involves modifying roles and profiles, creating/modifying dashboards/reports and managing users.
  • Proficiency in SFDC Administrative tasks like creating Profiles, Roles, Users, Page Layouts, Record Types, Email alerts, Reports, Dashboards and Tasks.
  • Ability to independently perform implementation, documentation, testing and updating as it relates to the Salesforce business requirements.
  • Excellent Communication and Interpersonal skills, accustomed to working in different environments.
  • Hands-on on all SDLC's phases like Requirements study, Design, Development and Implementation and Maintenance stages of various projects.
  • Handle Migration Projects and Possessing sound knowledge in database management and backend programs (stored procedures, triggers, functions etc.).
  • Experience in working on Eclipse IDE for writing business logic in Apex programming language.
  • Ability to effectively communicate technical issues and resolve problems at all levels of the organization both internally and externally.
  • High performance in supporting business solutions and analyzing different business operations.
  • Lead planning meeting, Joint Application Development (JAD) sessions for eliciting requirements from stakeholders through focus groups and interviews for documenting the BRD, FRD and FSD.
  • Experience in converting the business into technical specifications for preparing Test Plans.
  • Efficient in reformulating strategies through Process Re-engineering, Change Management, Release Management, Process Improvements and UAT Testing.
  • Knowledge in generating Reports, Analytic Snapshots and Dashboards, enabling Email Services and constructing Page Layouts.
  • Experienced in medical claims process, claim billing and terminology.
  • Experience in creating test cases and participated in QA and User Acceptance Testing.
  • Experience working with different Business Analysts in creating the Business Requirement Documents and Data Specification documents for various projects.
  • Experience in converting business requirements into a feasible technical solution.
  • Effective in cross-functional and global environments to manage multiple tasks and assignments concurrently with effective communication skills.
  • Extensive experience in developing Salesforce CRM applications by leveraging the Sales Cloud, Service Cloud, Marketing Cloud, and Community Cloud, and various AppExchange products.


Salesforce Tools: Eclipse, Force.com, Eclipse IDE Plug-in, Apex Data Loader, Workbench, Apex triggers

SDLC METHODOLOGY: Waterfall SDLC, Agile Scrum

BUSINESS SKILLS: Process Modeling, Change Management, GAP Analysis, Impact Analysis, SWOT Analysis, JAD Sessions, Project Scheduling, Project Budgeting.

DATA WAREHOUSING: Data Modeling, DataMart’s, OLTP, OLAP, Data Mining, Drill Up/ Drilldown, Pivot, Informatica Power Center


REQUIREMENT MANAGEMENT: JIRA, Confluence, Rally, HP ALM, MS Office, TFS, HP-QC, Load Runner


Salesforce Business Analyst

Confidential, Atlanta, GA


  • Working as Salesforce Senior Business Systems Analyst/Scrum Master closely with Business Users and performed detailed analysis of business and technical requirements and design the solution.
  • Gathered Business requirements by conducting meetings with various technology owners and stakeholders.
  • Designed and documented Business Requirement Documents, Functional Specifications and Technical maps for Asset Management stream.
  • Interacted with SMEs to understand and gather requirements for Liquidity Risk Management (LCR) calculation, Credit Risk calculation and reporting requirements.
  • Excelled in working with various salesforce.com standard objects like Accounts, Contacts, Opportunities, Products, Cases, Leads, Campaigns, Forecasts, Reports and Dashboards.
  • Acted as a liaison between software developers and designers, to understand application functionality and navigational flow and keep them updated about Business users' requirements through JAD sessions.
  • Involved in analyzing business needs, gathering requirements and providing various alternate solutions for mapping business needs with Salesforce.
  • Created and delivered material and conducted internal/external sessions for business users/end users on Salesforce technology functionalities (Notes and Attachments, Chatter, Activities, etc).
  • Involved in process development flows diagrams using Provision software tool.
  • Implemented Salesforce Apttus solutions for Legal Agreement Management Systems. Implemented and Maintained Sales Cloud, leads, lead conversions and opportunity management
  • Analyzed and documented the system specifications, Business requirements; used the tool DOORS for documenting, tracking and analyzing the requirements.
  • Created Custom fields, reports, Dashboards in Salesforce Lightning. Created Functional Documents and developed Test cases for Unit Testing and was involved in monitoring the Regression Testing process in multiple release cycles.
  • Administered Salesforce CRM applications for Sales, Marketing and Support Departments. Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into salesforce.com, checking for integrity of the data.
  • Met with various end - users and identified the processes followed in their teams/offices, gathered in-depth information on how Salesforce is being used within their teams, the important functionality for conducting successful business, and their pain points.
  • Generated requirements for Capital Markets-Fixed Income Investment Management Business, Portfolio
  • Management, Hedge funds, corporate actions, Brokerage and Trading Model within the scope of the both the Front and Middle Office.
  • Developed and designed Use Cases and Use Case diagrams, business flow diagrams, Activity/ Workflow diagram, Collaboration diagrams and Sequence diagrams using Rational Rose.
  • Administered Salesforce users/profiles, Solve Adhoc requests and answering questions about platform.
  • Worked with accountants to write specification on NAV, local/base MV, P/L, Cr/Dr, etc. to prepare Performance Reports, Trial Balances and Financial Statements.
  • Done migration of data from Microsoft Excel to Salesforce using Import Wizard.
  • Interacted with risk and portfolio managers in calculation of risk parameters (PD, LGD and EAD) based on AIRB approach.
  • Upgraded the external applications that launch from within Salesforce to function as expected in Google Chrome browser by coordinating with appropriate external teams and developing a work plan to in corporate development and testing efforts within the project scope.
  • Involved in monitoring the Data Transformation and Data Cleansing activities for the custom-built commissions system in the Salesforce domain using scheduled jobs.
  • Conducted walkthroughs with the end users and stakeholders to gather the modification requests from the user to upgrade or change the business specifications for the product.
  • Performed GAP analysis by mapping requirements to the test cases, developed project plan and entered periodic updates in MS Project.
  • Designed the Salesforce email flows through salesforce for enhancing the Sales Process. Configured bundles with options, features, and nested bundles in Salesforce CPQ.
  • Developed graph and reports using ALM to represent ongoing progress of the project.
  • Responsible for Sprint planning, Prioritization and determining scope of CRs/ ALMs for each release.
  • Created Test Plans and Test Cases and coordinated team effort on Functional Testing, Migration Testing, Performance Testing, and Regression Testing.
  • Implemented Email-to-Case functionality in Salesforce that automates the process of user requests coming into BOX Salesforce
  • Wrote SQL queries for test scripts for QA report testing.
  • Coordinated with Identifying defects and gaps in the core products, managing bugs and assisting development of enhancements to meet business requirements in Jira Platform.

Salesforce Business Analyst

Confidential, Bridgewater, NJ


  • Involved in gathering the requirement with the SMEs to get the maximum information about the work - stream including Mortgage Servicing, Loan Monitoring, and Asset Management.
  • Interacted with various Business user groups and partners for Requirement gathering for Salesforce.com implementation and documented the Business and Software Requirements.
  • Reviewed Commercial Loan Dept. documents based on the Business Unit request and the request for validity and time needed to complete the Project.
  • Worked with various salesforce.com standard objects like Accounts, Contacts, Opportunities, Products, Cases, Leads, Campaigns, Forecasts, Reports and Dashboards.
  • Performed task decomposition, delegated tasks and monitored project milestones using MS Project.
  • Prepared test scripts for the Commercial Loan Business Unit.
  • Maintained troubleshooting guide for Salesforce issues to provide immediate solution
  • Provided system implementation guidance to Compliance team for Foreign Account Tax Compliance Act (FATCA) including Bank Secrecy Act (BSA) for oversea US entities and subjects
  • Worked on designing the process-flow for Migrating Salesforce Case module from Classic to Lightening.
  • Designed the process flow for migrating Case module from Salesforce Classic to Lightning.
  • Developed a Web-to-Lead functionality for vertrue.com site, which directly leads to Salesforce.com CRM.
  • Performed portfolio analysis and managed compliance review projects. Anti-Money Laundering Projects Ad Hoc.
  • Implemented new customer support solution using Salesforce.com Service cloud.
  • Used DOORS to link requirements to test cases, business rules, and design items to maintain traceability.
  • Worked on AML domain with Mantas/Actimize AML monitoring/case management tool and previous experience using Blueprint requirements management software.
  • Responsible for performing all tasks required to develop, implement, and support the Salesforce.Com application integration of the Apttus CLM and CPQ.
  • Worked on service cloud module such as web-to-case, Escalation rules, Assignment rules. Involved in documenting the process flow for Data mapping and migration of data from legacy systems to SalesForce.com Objects.
  • Defined the FATCA discussion with Compliance team users for the required system and operational changes to cater the latest IRS standard.
  • Integrated the Web Services for extracting the data from external systems to display Salesforce. Worked as a Salesforce Chatter App with the organization and regularly participated in the meetings and chatter community.
  • Met with C-level executives to assess their current business needs, gather requirements, and walk the client through solutions and capabilities of the Salesforce CRM platform.
  • Created and managed administration processes including workflows, validation rules, approval process, assignment rule, and list generation.
  • Comfortable with SOQL & SOSL queries using Force.com Explorer/Workbench. Performed Bulk Data Migration from Traditional Applications to Salesforce using- Import Wizard, Excel Connector, Dataloader.io, Workbench & Apex Data Loader.
  • Liaised with Clients, Front Office, Credit, Legal and Client On-Boarding as necessary as part of the KYC process.
  • Implemented Salesforce Apttus solutions for Legal Agreement Management Systems. Implemented and Maintained Sales Cloud, leads, lead conversions and opportunity management
  • Extensively researched and collected the customer financial documentations and completed research for suspicious activity reports on KYC, AML, and BSA analysis reports for flagged accounts.
  • Used UML to produce Use-Cases, use case diagrams and Activity diagrams to explain process flows and functional specifications.
  • Documented the Requirement Traceability Matrix for tracing the Test Cases and requirements related to them.
  • Migrated data from legacy systems to Salesforce using Apex Data Loader.
  • Wrote test cases and Performed UAT and end-to-end testing for loan level committing (HP quality center).
  • Conducted User Acceptance Testing, gathered and documented User Manuals and Business Rules.
  • Worked closely with QA and Developers to clarify/understand functionality, resolve issues and provided feedback to nail down the bugs.

Salesforce Business Analyst

Confidential, Dallas, TX


  • Performed data mapping and migration of data from legacy systems to Salesforce.com Objects and fields, which include massive import and export of the data.
  • Interacted with various business team members (JAD Sessions) to gather the requirements and documented the requirements.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Designed and developed SFA based Application on Force.com Platform in Salesforce.com environment with Apex programming language at backend and Visual - Force pages as user interface.
  • Used Sales Force Automation (SFA) for Sales Lead Management, Account and Contact Management and Approvals and Workflow.
  • Created APEX triggers, classes, test methods and visual force pages to implement custom functionality.
  • Implemented the requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse.
  • Worked with various salesforce.com objects like NFR, BRD, JAD, Accounts, Contacts, Leads, Campaigns, Reports and Dashboards.
  • Created data flow diagrams and process flow diagrams to facilitate better system understanding.
  • Developed Visualforce page using the extension controller according to the client's requirement and Salesforce customized reports and dashboards in real time.
  • Worked with ANT Migration tool, Data Loader and JIRA to manage change management across Salesforce org.
  • Analyzed the business requirements and customize standard CRM functionality, and develop new custom functionality.
  • Created the Custom fields for sales force CRM content management.
  • Performed the roles of Salesforce.com Analyst/ Developer and Administrator in the organization.
  • Involved in data mapping and migration of data from legacy systems to Salesforce.com Objects and fields.
  • Managed a team of Salesforce.com Administrator and developers in a wide range of Salesforce.com projects.
  • Directly responsible for managing the full implementations of Salesforce through the System Development Life Cycle using an agile approach to ensure customer success
  • Supported on the enhancement of Informatica CRM application built on Force.com platform and third-party Apps configuration.
  • Provided support of the subscription sales business process on the Salesforce.com and Cloud billing platforms
  • Driven the periodic release cycles and work with business stakeholders to prioritize bugs and enhancements with JIRA.
  • Supported and Administrate CRM application, CPQ tools enhancement and Google analytic.
  • Performed Regression testing and created test scenarios for User Acceptance Testing (UAT). I also wrote test plans and test cases of the business process or application.
  • Translated the business requirements into functional specification documents for SFDC.
  • Presented business stakeholders with periodic demos to showcase the functionalities being built within SFDC.
  • Analyzed business requirements and conducting requirement gathering sessions.
  • Worked with several SFDC objects like Accounts, contacts, leads, opportunities, reports and created custom objects based on Business need.
  • Created team specific Agile process flow in JIRA to move tasks from one activity to another.
  • Created complex JIRA workflows including project workflows, field configurations, screen schemes, permission schemes and notification schemes.
  • Within the salesforce, CRM and cloud computing model created custom Apps and reports.
  • Using Journey builder created movable data extension in Marketing Cloud.
  • Maintained multiple user roles, security, profiles, workflow rules, etc. Supported, trained new end users on the One Commute, Salesforce and Pardot applications.
  • Created and managed custom objects, page layouts, fields and reports within Veeva.
  • Implemented new changes and updates like application configuration, new functionality, reports and dashboards to the Veeva application.
  • Implemented new products and packages within Veeva.
  • Worked with business analyst to analyze the business and technical requirements and by customizing standard objects of SFDC derived the solution.
  • Developed and implemented workflows, field updates, email alerts, custom tabs, validation rules, approval processes.

Business Analyst

Confidential, Tampa, FL


  • Interacted with SME's and key stakeholders for understanding and gathering the business requirements.
  • Analyzed and Understood the business model concepts, business systems development and business process re - engineering.
  • Worked on building enterprise reporting system to support Risk Analysis, Securities and their Valuation, Asset Management, risks and returns, Bond Pricing, MBS, ABS, Derivatives (repos, interest rate swaps), Money Market Instruments.
  • Used MS Word & Visio to document data flow of the AS IS process and TO BE process.
  • Facilitated JAD sessions to embrace a problem's dimensions, possible causes, requirements, to propose alternative solutions and to reach a decision.
  • Performed peer review of project artifacts with other BAs and DOORs admin to clarify documents.
  • Created self-service API catalog for service discovery and provision.
  • Conducted Impact analysis when there is any change in the requirements and updated the Business Requirements Document (BRD) and Systems Requirements Specification (SRS).
  • Involved in providing high level estimates on the project level and sprint team level and setting up meetings with different sprint teams for the BRD breakdowns and collecting high level estimates.
  • Prepared the Impact Matrix (IM) by identifying the Application function, Impact Type, Dependencies, Priority and Application Impacted on requirement-by-requirement basis of each project.
  • Responsible for business system analysis of customizing the BPS Risk Management product with involvement through the whole SDLC.
  • Prepared eligibility document for Agency, Non-Agency and HARP Products, Attribute contains with LTV/CLTV, FICO, DTI, Loan Amount, Property Types, and Escrows etc.
  • Worked with Capital Market to provide accurate loan level pricing, subsidies and higher market price.
  • Worked as SME for a project, worked closely with various job families throughout the life cycle of the project (Requirements gathering to Production Release and Support).
  • Interfaced and analyzed different applications and prepared Data Mapping document and Fee Matrix document.
  • Prepared graphical depictions of Use Cases, Use Case Diagrams, State Diagrams, Activity Diagrams, Sequence Diagrams, Component Based Diagrams, and Collateral Diagrams and creation of technical design (UI screen) using Microsoft Visio.
  • Created Test Plan and Test cases for the application in the maintenance environment using Quality Centre.
  • Used Agile software development methodology in defining the problem, gathering requirements, writing functional and technical specifications, business modeling and communicating with the technical team for development of the system.
  • Provided Support and assistance to QA in testing functional requirements and DEV in unit testing and providing them directing during the code deployment.
  • Performed User Acceptance Testing (UAT), experienced in Conducting Defect Triage Meeting with SME's, Business Owners and compliance to walk through the defects raised.

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