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Salesforce Business Analyst Resume

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SUMMARY

  • 12+ years of IT experience in analysis, design, testing and implementation of enterprise level applications.
  • Over 5+ years of experience in Salesforce.com and Force.com cloud platform with proficiency as Business analyst.
  • Implementation experience of Salesforce.com applications like the Sales cloud, Service cloud, Marketing cloud, Community cloud, Analytic cloud, and Veeva CRM.
  • Experience in Salesforce automation (SFA), Lead to Order management, Sales performance management, Workflow automation, Campaign management, Web2Lead, Mass email, Account segmentation and Content management.
  • Proficient with configuration, customization and support experience on Salesforce.com platform.
  • Extensive experience in designing of custom objects, Custom tabs, Custom fields, Picklists, Page layouts, Salesforce automation using Workflow alerts, Workflow actions, Validation rules, Assignment rules, Approval processes, Auto response rules, Escalation rules, Report folders and Report extractions in various formats.
  • Expertise in managing users, Data management, Generating reports, Dashboards, Communication templates, Tasks and Events.
  • Experience in Salesforce applications leveraging Force.com Platform as a Service (SAAS) application running in Cloud computing environment.
  • Strong experience in implementing data security/visibility rules using sharing rules, Configuring OWD, Creating criteria - based and owner-based sharing rules across the various object and sharing data to a different set of roles and profiles in the organization.
  • Experienced in Software development life cycle models like Agile and Waterfall methodologies.
  • Extensive experience in creating lookup relationships and master-detail relationships on objects.
  • Creation of junction objects to establish connectivity among objects.
  • Experienced in designing, developing and data modeling of SFDC based applications.
  • Knowledge on marketing tools like Pardot, ExactTarget.
  • Deployed salesforce components using meta-data API across various sandbox and production instances using tools like change sets, Eclipse IDE and Ant.
  • API migration experience, using data loader and import wizard to import and export data from salesforce.
  • Excellent communication and interpersonal skills; accustomed to working in both large and small team environments.
  • Proficient in manual testing and automating system testing & UAT on all Salesforce.com cloud applications.
  • Planning for Certified Scrum Master certification.

TECHNICAL SKILLS

Salesforce: SFDC, Salesforce CRM, Workflow rules & Approval process, Case Management, Custom objects, Reports, Dashboards, Process Builder.

Salesforce Tools: Force.com IDE, Force.com API tools (Data Loader), Ant Migration Tool

Operating Systems: Windows NT, 2000, XP Pro, Windows 7, Windows Server 2000, 2003 and Mac.

Databases: Oracle, SQL server, MS Access, SAP.

Methodologies: Agile, Waterfall

Modeling Tools: Artisan and Rational Rose

Testing Tools: Selenium

PROFESSIONAL EXPERIENCE

Salesforce Business Analyst

Confidential

Responsibilities:

  • Engaged with business stakeholders to gather/analyze requirements and map them to solutions that leverage salesforce functionality.
  • Creation of user stories and worked with team members to resolve any issues they have in completing the tasks by providing support and guidance.
  • Testing the user stories and preparation of testing documents for each of the user stories.
  • Conducting product demos after each sprint.
  • Preparation of test scenarios and test scripts for the UAT.
  • Preparation of the training material for the user training.
  • Configured and customized objects, fields, relationships, security settings for standard and custom objects.
  • Created workflow rules & defined related tasks, time triggered tasks, approval process, email alerts, field updates, validation rules to implement the business logic.
  • Created processes using the process builder to implement various business logics.
  • Followed agile methodology for project execution.
  • Worked in the lightning UI.
  • Involved in production deployment using change sets.

Salesforce Business Analyst

Confidential

Responsibilities:

  • Responsible for meeting 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.
  • Providing estimates to the Program Manager based on the FRICE methodology.
  • Hosting workshops to elicit business requirements from Project stakeholders.
  • Analyze and Design matrix information sharing structure for Sales organization using Salesforce.com
  • Advising on Salesforce.com best practices.
  • Drive platform roadmap and adoption of product releases by engaging with business and IT leaders within in the organization and with Salesforce and vendor product teams.
  • Created Custom Objects, page layouts, and search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
  • Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation rules and formula fields to the custom objects.
  • Extensive experience in Salesforce automation (SFA) leveraging the force.com platform.
  • Created workflow rules & defined related tasks, time triggered tasks, approval process, email alerts, field updates to implement the business logic.
  • Created process builder for supporting inbound messages and update bulk child records using process builder and flows.
  • Created security framework within SFDC leveraging user roles, Profiles, Sharing rules and permission sets.
  • Created various reports (summary reports, matrix reports, pie charts, dashboards) and report folders to assist managers to better utilize salesforce as a sales tool and configured various reports for different user profiles based on the need in the organization. Developed and configured various reports and report folders for different user profiles based on the organization initiatives.
  • Responsible for migration of an org into lightning.
  • Implement configuration, customization with salesforce.com on service and sales cloud.
  • Involved in production deployment using Force.com IDE and change set.
  • Reduced code complexity by redesigning application to increase use of out of the box SFDC resources.

Salesforce Business Analyst

Confidential

Responsibilities:

  • Engaged with business stakeholders to gather/analyze requirements and map them to solutions that leverage salesforce functionality.
  • Responsible for driving the User Requirements / Functional Requirement Workshops.
  • Assigned user stories and worked with team members to resolve any issues they have in completing the tasks by providing support and guidance.
  • Salesforce configuration such as custom objects, fields, custom formula fields, field dependencies and look ups.
  • Migration of security framework to SFDC Wave using users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.
  • Designed and deployed custom tabs, validation rules, approval processes and auto response rules for automating business logic.
  • Building data sets from information resources such as SFDC Sales cloud, SAP BW and Oracle in SFDC Wave.
  • Developing dashboards that allow users to slice and dice data generating meaningful insight.
  • Visualization of data over multiple channels such as Web and Mobile using SFDC Wave.
  • Followed agile and waterfall SDLC methodologies for project execution.

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