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Salesforce Business Analyst Resume



  • A Vibrant and self - motivated professional with over 7 years of experience in the field of Information Technology, with 1+ year experience working with Einstein Analytics (Wave Analytics also experience in Salesforce.com CRM Platform with expertise in Software Development Life Cycle (SDLC) including analysis, requirement gathering, enhancements, testing, deployment and maintenance of standalone, multi-tier, web-based and portal based, object-oriented enterprise applications.
  • Experience working with Standard Sales Analytics application and Service Analytics Application in Einstein Analytics (Wave Analytics), also in Wave Apps, Datasets, Lenses and Dashboards in Einstein Analytics.
  • Experienced in developing Mappings and Task flows to flow the data from external system to salesforce and Confidential using Informatica Cloud Services, experienced in creation of Datasets, Lens, Monitor dataflows in Einstein Analytics.
  • Good understanding of cloud computing services and Proficient in dealing with the functionalities related to the Service cloud, Sales Cloud, Commerce Cloud, Community Cloud and Marketing Cloud.
  • Solid understanding of Analytics Cloud and Confidential tools like Einstein Prediction Builder, Einstein Activity Capture, Einstein Opportunity Insights, Einstein Discovery and Sales Cloud Einstein for development of Einstein Chatbot functionality.
  • Experience in Customizing Apttus CPQ for the Sales Operations, Experience in designing and implemented Apttus and Oracle solutions for Nimble and improving overall performance of quote to cash cycle and Interacted with business teams for requirements.
  • Experience with Salesforce Lightning Components, Lightning connect and Lightning Pages, Experience with Lightning Design System, Lightning App Builder and Lightning Component Features.
  • Adopted Agile/ SCRUM methodologies to monitor, steer and develop project objectives, Coordinated with IT development teams to build user stories, business requirements, and monitor data quality for data feed processes.
  • Experience in configuration, Implementation, and Support of Salesforce CRM, and Salesforce applications based on Apex Language and leveraging Force.com Platform -- world's first commercial Software as a Service (SAAS) application running in Cloud Computing Environment.
  • Experienced in Interacting with testing analysts to design better test plans and strategies based on the requirements of the business.
  • In-depth knowledge of the Software Development Life Cycle (SDLC), Six Sigma, Agile, Waterfall, PM methodologies.
  • Good understanding of cloud computing services and Proficient in dealing with the functionalities related to the Service cloud, Sales Cloud, Commerce Cloud, Community Cloud and Marketing Cloud.
  • Experience in conducting Requirement Gathering Sessions, Feasibility studies, Impact Analysis, Risk Analysis and organizing the Software Requirements in a structured way.
  • Experience in analyzing and documenting the workflows and functionality of existing systems, preparing presentation materials to all levels of management.
  • Extensive experience of all phases of SDLC with expertise in Requirement Gathering, Analysis, Designing, Development and Testing.
  • Extensive Experience in creating Profiles/Roles, Sharing Rules, Page Layouts, and Custom Objects, Relationships. Customized several Validation Rules, tasks, Workflow Rules, Triggers, Reports and Dashboards to achieve the complex business functionality.
  • Involved in designing and development of SFA based Application on Force.com Platform in Salesforce.com environment.
  • Proficiency in SFDC Administrative tasks like creating Profiles, Roles, Users, Page Layouts, Reports, Analytic Snapshots, Dashboards, Tasks and Events.
  • Profound knowledge in using Lightning components and Lightning Builder for Salesforce1.
  • Experience in Data Migration from Excel, MS outlook and Legacy Systems using Data Loader, Import Wizard.
  • Expertise in facilitating Defect calls with Dev, QA, UAT users and Project stakeholders.
  • Technical Knowledge about Salesforce lightning schema builder, process builder, app builder, components and lightning connect.


Salesforce Business analyst

Confidential, NJ


  • I configured product and pricing setup using CPQ/Product consoles which include price ramps, Price Matrix, Price Rulesets, price list items, tiered pricing and asset pricing, worked on the formalization of CPQ for rules and pricing, which allows sales to deliver quotes quickly.
  • Communicated the power of the Community Cloud to stakeholders and defining Salesforce lighting components to replace visual force pages.
  • Organized the entire project as senior analyst and end to end implementation of entire service cloud application
  • Worked on Einstein to automate reports, pinpoint workflow needs, and even analyzed the effectiveness of teams through it also worked self-service analytics apps to explore the data and uncover insights—from a simple sales pipeline dashboard to the most advanced complex forecasting decision.
  • Created and developed Wave Apps, Datasets, Lenses and Dashboards in Einstein Analytics.
  • Worked with Salesforce Sales Analytics and Service Analytics standard applications, Created Apps, Dashboards, Datasets, Lens and monitor dataflows in Einstein Analytics.
  • Planned, architected and lead the implementation of enterprise Confidential program to enhance digital customer experience
  • Worked on enterprise Confidential strategy for data integration, mobile first approach in designing the dashboards, worked with the Elicitation techniques used for gathering the requirements which are interviewing, document analysis, introspection from the client and SME’s.
  • Worked on an Confidential for Templates in which we Build upgradeable and customizable AppExchange apps. Utilize templates to get the perfect design for the dashboard also worked on the Layouts to optimize the dashboard for different devices.
  • Integrated SFDC and AppExchange partners such as CPQ/Apttus, worked on Configure Price Quote process involved Pricing, Quoting, and Orders etc.
  • Developed several custom components for various functional needs which do not support standard functionality like controllers, Visualforce pages, custom related lists, VF email templates leveraging the functionalities provided by Apttus CPQ.
  • Implemented Quote-to-Cash solution using APTTUS CPQ with complex functionalities for business logic. User Management, Marketing Content Management, with knowledge of the Apttus CPQ, Involved in CPQ (Configure, Price& Quote) design and mapped to the Salesforce custom objects and involved in Apttus Advanced Workflow Approvals.
  • Involved in use case creation for product creation, Agreement, Renewals and Approvals for CPQ implementation
  • Worked with Managed packages from APTTUS CPQ and involved in integrating APTTUS business logic with current system, generated the quotation word document from the Salesforce.com by using the feature of Apttus.
  • Involved in performing bulk data migration from legacy system to Oracle big machines CPQ cloud, involved in end to end testing and configuration enhancement for the CPQ and CLM functionalities.
  • Worked in APP Exchange Integration of CPQ to configure and ensured accuracy related to pricing & quoting, maintained its tool updated with latest functionality by Installing Apttus Configure Price Quote releases, created road map with project planning, resourcing, strategizing Confidential and CPQ solution.
  • Created modern Enterprise Lightning Apps combining Lightning Design System, Lightning App Builder and Lightning Component features.
  • Worked in development of Lightning components and Lightning Design System along with modifying the Visualforce Pages to work in both Classic and Lightning environment.
  • Worked on Lightning Process builder flows, Connect API, Chatter and quick Action, Implemented Community Cloud lightning components in working ability for conversion of visual force pages into lightning.
  • Practiced with the new Lightning Design System (LDS) which helps to quickly and easily create modern enterprise apps using Lightning App Builder and Lightning Components Performed.
  • Experienced in migrating the standard and custom objects in standard experience to lightning experience. Upgraded some Apps from Salesforce Classic to Lightning Experience to develop rich user interface and better interaction of pages. Used field level security along with page layouts to manage access to certain fields.
  • Implemented and Consume both Restful and SOAP web services depending on the design need of the project.
  • Actively involved in Full - life cycle implementation and two Support projects. Worked on PICOF Integrations for the vendors like ADP, NGA and Ceridian.
  • Worked on custom visual force pages and associated Apex extension controllers and standard page layouts based on record type, Created and maintained a CRM database, implemented and managed data migration to the Salesforce platform, and integrated multiple third-party applications to improve retention and analyze donor data with custom reports and interactive dashboards for board members.
  • Provides demos and user on new Salesforce capabilities including Einstein.
  • Worked on Analytics dashboards and reporting, worked closely with Business Users in improving their business processes by suggesting the best practices that are possible through Salesforce.com -the world's first commercial Software as a Service (SAAS) application running in Cloud Computing Environment.
  • Worked on Workflows & Process Builder for automation, Worked on Integrations using Rest Ape to drop the .csv file with salesforce ids on the SFTP server and notify SQL server.
  • Provided support ongoing Salesforce.com maintenance and administration services including periodic data cleansing, custom objects, workflow and triggers.
  • Used MS teams for collaboration & participated in regular code reviews before deployments.
  • Migrated active knowledge articles from Right now to Salesforce and Cases & Contacts from Right now to Salesforce.
  • Implemented of Batch Classes, Scheduled Classes as part of the Business Requirement, worked on workflows & process builders for various automation for knowledge management.
  • Worked on communities’ configurations and published Lightning parent components to customize the community.
  • Worked on Case Management for Web to Case forms for case creation & updating using Lightning Components, also on the project management and business analysis of software deployments.
  • Worked on Apex Triggers, Apex Class for automation of the business process on Account, Contact, Opportunity and Custom Objects, Wrote an Apex Trigger on Contact for cross-object field update for reporting purposes, enhanced Apex Class and Visual Force Page to create a custom Related List, showing activities for selected contacts or clients.
  • Implemented Email-to- Case, Case Escalation rules, Case Assignment rules for service request automation, created new User Accounts and assigned Profiles as per their role in role hierarchy.
  • Worked on translating several Visual Force pages to lightning framework.
  • Initiated data-driven campaign plans for increasing donor engagement and collaborated with other SaaS providers to learn and apply new technological advantages.
  • Worked on SOQL and SOSL for querying required data sets from different custom objects and performed DML operations with consideration of Governor Limits.
  • Performed out of Box configurations customization activities Page/Search/Compact Layouts, Record Types, Dependent Pick Lists, Formula, Roll-up summary fields, Validation rules, Workflows and Approval process.
  • Worked as administrator to maintain Application Level Security and involved in discussions to implement System Level Security configured Single Sign-on.
  • Worked with Data Loader for data migration and performed Insert, Update, Import and Export operations.

Salesforce Business Analyst

Confidential, PORTLAND, OR


  • Worked on CPQ Speeds Proposal for Quote generation and creates estimate proposal for orders that look great.
  • Used Apttus CPQ to configure price and quotes for the organization based on regional prices, managed CPQ process from both SFDC opportunity and Excel.
  • Provided support to create new users, deactivate users, modify security and sharing settings for users also with Apttus CPQ to oversee design, estimating, citing, rebates, motivating forces, and recommendations on any gadget
  • Worked on Data Migration using Jitterbit data loader from legacy system AS 400 servers to SQL server to Salesforce & back and forth. Worked on Apex Triggers to perform the DML operations for various automation processes.
  • Involved in various stages of Software Development Life Cycle (SDLC) including analysis, requirement engineering, architecture design, development, enhancements, testing.
  • Designed, developed and deployed Apex Classes, Controller Classes and Apex Triggers for various functional needs in the application.
  • Extensively involved in business requirement gathering and Design of process flows and objects.
  • Involved in Salesforce.com Application Setup activities and customized the applications to match the functional needs of the organization.
  • Worked on the ExactTarget Marketing Cloud Tool which is integrated with Sales Force to send emails to Customers.
  • Used agile methodology to understand the existing system and the current business process and methods to identify deficiencies and areas for improvement and enhancement
  • Participated in end to end implementation of Sales Cloud, Service Cloud and custom force.com cloud.
  • Facilitates sessions with the technical team to analyze requirements and conduct a detailed fit-gap analysis
  • Worked on Salesforce Community cloud like how to engage with employees, customers, partners.
  • Created page layouts to organize fields, related list and other details on a record detail and edit page.
  • Designed and customized Visualforce pages using extension controllers, custom controllers and standard controllers.
  • Used Community Cloud to build deeper relationship with customers to provide better service and assist them through online also Restructured Community Cloud configuration and improve customer service responsiveness from an average of 2-days to 2-hours.
  • Worked on a comprehensive CRM strategy, defining Salesforce as the standard tool in both Sales Cloud and Service Cloud for the client.
  • Involved in data mapping and data Migration from Oracle database to SalesForce.com and Migrated leads, accounts and contacts to the Sales Cloud with help Jitter bit.
  • Designed and deployed Custom tabs, validation rules, Approval Processes and Auto-Response Rules for automating business logic.
  • Developed Apex triggers, asynchronous classes and test methods to achieve user's desired functionality.
  • Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.
  • Customized the Dashboards to track usage for productivity and performance of business centers and their sales teams.
  • Worked on various Salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Reports and Opportunities.
  • Suggested various inputs to align the development of Salesforce Lightning Community website for marketing using Lightning components, SDLS, Lightning events, HTML5, CSS, Lightning controllers according to client needs.
  • Created various profiles and configured the permissions based on the organizational hierarchy requirements.
  • Created workflow rules and defined related tasks, email alerts, and field updates.
  • Used SOQL & SOSL for data manipulation needs of the application using platform database objects.
  • I have been part of the Service cloud and integration.
  • Involved in Data Migration from Traditional Apps to Salesforce Using Data Loader Utility.
  • Used Salesforce Chatter to provide real time notifications of changes in accounts, leads and opportunities to help sales and service teams to be more efficient.
  • Customized the entire Salesforce.com applications to in corporate the business requirements which involved creating Web Forms and processing the data in SFDC with the extensive usage of Web services API.
  • Used Force.com developer toolkit including Apex Classes, Apex Triggers and Visualforce pages to develop custom business logic.
  • Created custom Dashboards for manager's home page and gave accessibility to dashboards for authorized people.
  • Used Data loader to load the records on to the force.com platform.
  • Implemented Salesforce Development Cycle covering Sales Cloud, Service Cloud, Call Center, Chatter & App-exchange applications.
  • Made new feature enhancements on Service cloud console view and developed some Visual force components.
  • Created UI Pages using lightning app builder, Created reusable UI components with lightning component framework.
  • Involved in migrating the data from Oracle database to Salesforce application using Apex Data Loader.
  • Involved in Data Migration from Traditional Apps to Salesforce Using Data Loader Utility, Performed Data Migration from home grown legacy system to Salesforce CRM.
  • Working experience in Unit Testing, for the customizations and developments done during the project.
  • Extracted the data from Salesforce.com application into the external databases for generating large data reports using the Informatica on Demand.
  • Implemented data migration using Informatica on demand and data loading using Data loader, import wizard.
  • Used the sandbox for testing and migrated the code to the deployment instance after testing.
  • Involved with Salesforce.com Premier Support and handled the support cases with the help Salesforce.com support.

Business Analyst

Confidential, New York City, NY


  • Implementing the Salesforce applications using Agile Scrum Methodology that involves the iterative development methodology.
  • Involving in various activities of the project, like information gathering, analyzing the information, documenting the functional and nonfunctional requirements by interacting with Management and Business Analysts.
  • Working with various Standard Salesforce objects like Accounts, Contacts, Cases, Opportunities, Leads, Campaigns, Reports and Dashboards etc.
  • Configuring Custom fields, Objects, Tabs, Page layouts, Record Types, Relationships, Custom Buttons, Custom Settings, Custom Labels, Reports, Dashboards, Assignment rules, Escalation Rules and Approval processes as per the business requirement to suit the needs of the application.
  • Designing and Developing Validation, Workflow rules and defined related actions - tasks, field update, Email alert, time triggered tasks to implement business logics.
  • Creating and modifying user profiles, roles, public groups and permission sets as per the requirement.
  • Implementing role hierarchies, sharing rules and record level permission to provide shared access among different users.
  • Created relationships in Requirement Traceability Matrix linking Business Requirements to Functional requirements and Functional Requirements to Systems Requirements.
  • Conducted Joint Application Development (JAD) sessions with IT groups. Identified the Key Changes and participated in Stakeholder Management to communicate effectively with them.
  • Designing, customize and modify software applications to meet the standards performing technical and impact analysis of enhancements.
  • Determined Use Cases to support requested change/business needs and for justification.
  • Created complex JIRA workflows including project workflows, field configurations, screen schemes, permission schemes and notification schemes.
  • Developed business architecture using requirements such as scope, processes, alternatives, risks and executed functional documents using Agile methodology.

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