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Salesforce Administrator/business Analyst Resume



  • Over 8 years of IT experience in the CRM space with in - depth knowledge of Salesforce objects, Sales Performance Management, Sales Forecasting, and Case Management processes
  • 5+ years of experience in analyzing business requirements, preparation of Business Requirement Documents, configuration, administration, testing,, rollout and user support
  • Extensive experience in using Lead Management & Conversion, Sales Territory Management, Case Management and User Management
  • Experienced in supporting AP, AR and GL modules in Oracle eBusiness Suite
  • Experienced in various phases of Software Development Life Cycle (SDLC) including Configuration, Development, Testing, and Rollout
  • Implemented SalesForce, configured and maintained user security and accessibility using Roles, Profiles, Permission Sets and Sharing Rules in compliance with organizational needs
  • Designed Salesforce Custom Objects, Triggers, Workflows and Approval Processes with automated alerts and field updates according to application requirements
  • Developed Lookup Relationships, Custom Formula Fields, Field Dependencies, Validation Rules
  • Designed Reports, DashBoards, Page layouts, Visualforce Pages to organize fields, custom links, related lists and other components on record Detail and Edit pages
  • Migrated data using Apex DataLoader, DemandTools and Informatica Cloud
  • Expertise in performing data migration from applications like Oracle EBusiness Suite and legacy Salesforce instances
  • Knowledgeable in Salesforce integrations with Marketo, CongaComposer, InsideSales, ZoomInfo, Chargent and Gainsight
  • Skilled in establishing priorities, self-monitoring progress and updating stakeholders and teams on status
  • Excellent communication and interpersonal skills, accustomed to working in both large and small team environments


CRMs: SFDC, Oracle CRM

ERPs: Oracle eBusiness Suite, Upgrade of Oracle projects

Scripting and Programming: SOQL, SOSL, PL/SQL, SQL Plus, TOAD, VB, HTML, C

Database: Oracle 11G, SQL Server, Access

Projects: Microsoft Project & other M/S tools

Operating Systems: MS Windows 98/2000/XP/Vista, Linux/Unix

Integrations: Confidential, Marketo, Conga, iSell, ZoomInfo, InsideSales, Chargent


Salesforce Administrator/Business Analyst

Confidential, CA


  • Supported Sales Operations and Customer Service Teams using Jira Ticketing System
  • Implemented Partner Portal/Communities for SMB & Enterprise Partners
  • Presented cost-benefit analysis on ZoomInfo versus iSell to senior management and helped select ZoomInfo
  • Implemented Marketo, ZoomInfo, and Conga Composer
  • Developed and implemented Sales Pipeline process in Salesforce
  • Streamlined document presentation to customers on billing/payment using Conga Composer
  • Reconfigured Chargent setup to connect appropriate objects in Salesforce
  • Tightened security by privatizing OWDs for Custom Salesforce Objects and giving appropriate users access through Roles, Profiles, Permission sets and Sharing rules
  • Migrated data from legacy instance into a separate instance for new business
  • Using Apex Data Loader, uploaded Serial tracking information of devices sold to customers
  • Set up workflows, approval processes, validation rules, formulas, dependent picklists and new record types
  • Administered user onboarding/offboarding
  • Downloaded Top 100 companies in verticals like Healthcare, Hospitality, Auto Dealerships into Salesforce using VLOOKUPs with ranks as Leads; Also updated existing leads/accounts with appropriate ranks

Business Analyst/Salesforce Administrator

Confidential, CA


  • Responsible for interpreting business requirements and configuring Salesforce to meet business needs
  • Configured the application for users with various job responsibilities and provided appropriate access to data using Profile, Role, Permission Set and Sharing Rules
  • Configured various Reports and Dashboards for Marketing, Sales and Support organizations
  • Managed territory remapping and sales personnel changes using Lead/Account Transfers and Lead Assignment rules
  • Developed triggers and modified Visualforce pages and email templates
  • Performed testing of changes including integration test and User Acceptance test in SandBox before creating change set and deployment to production organization
  • Developed Case Assignment Rules when the cases were required to be rerouted to different queues

Business Analyst/SFDC Support

Confidential, CA


  • Developed Business Requirement Document for Sales Analysis application
  • Reviewed the requirements with business team and prioritized requirements for phased delivery
  • Supported users on Oracle Finance module and Customer Support module
  • Developed, trained and supported on a HelpDesk application
  • Developed Matrix Reports and Dashboards to show sales by Product, Territory, and Customer Industry
  • Designed Page layouts, workflow rules, workflow tasks, emails alerts and Field Updates to track customer related tasks and activities
  • Migrated data using Apex DataLoader and Informatica Cloud
  • Collaborated with other team members during development, testing and rollout phases

Business Analyst/ SFDC Admin

Confidential, SFO, CA


  • Responsible for gathering requirements for a Case Management System and implementing the same on salesforce.com platform
  • This application took into account various types of cases requiring multiple Page Layouts depending on Record Types and Profiles
  • Created custom Reports and Dashboards to show Case Management metrics such as changes waiting for response/resolution for more than certain number of days
  • Maintained data cleanliness and accuracy by adding custom validation rules, custom formulas , reports and dashboards
  • Developed alerts using workflow and custom Email Templates
  • Demonstrated ability to effectively work in team environment with varying skill set levels

Business Analyst/SFDC Administrator

Confidential , S unnyvale, CA


  • Conducted requirement gathering sessions with business stakeholders to customize CRM Portal
  • Reviewed design components with team members and included review comments into the design specifications
  • Developed workflow processes for automated notifications on business conditions
  • Created Custom page layouts and Mini Page layouts to organize fields, related lists and other details on a record detail and edit page
  • Performed Administration tasks like User Management, Data Management, creating and managing roles and profiles
  • Developed Validation rules to prevent bad data from being entered
  • Have good working knowledge in querying salesforce.com database using SOQL & SOSL queries
  • Designed Page layouts, workflow rules, workflow tasks, emails alerts and Field Updates to track customer related tasks and activities
  • Designed summary, matrix reports, report folders and dashboards based on business metrics required
  • Scheduled reports to be delivered on daily, weekly and monthly basis

Business Systems Analyst/Admin

Confidential, Fremont, CA


  • Identified business team for defining requirements for a new eLearning system
  • Developed Entity-Relationship data model required for new objects and custom fields
  • Reviewed mock-ups with users to get acceptance before full development and configuration
  • Utilized use cases to demonstrate functionalities in the new system
  • Developed test scripts for end to end testing and assisted users in testing the system
  • Configured the application for users with various job responsibilities and provided appropriate access to data
  • Created reports to analyse data based on region, size and ethnicity
  • Reviewed data for accuracy, completeness and integrity

Business Analyst/IT Support

Confidential, San Jose, CA


  • Conducted systems requirement study and created Business Requirement Documents for Sales Forecasting
  • Created test scenarios and assisted users in User Acceptance Test
  • Escalated system issues to Systems Management and Engineering team for adequate and timely responses
  • Developed Visual Basic programs for creating an Incident Management application
  • Trained users in navigating through the application to enter Incidents and run reports
  • Performed User Administration tasks in Oracle ERP
  • Developed custom reports using Crystal Reports
  • Supported Oracle ERP users in identifying and resolving system related issues
  • Assisted in enforcing use of proper policies and procedures of IT Help Desk

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