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Salesforce Business Analyst Resume

GA

SUMMARY:

  • Over 6 years of experience working in the IT Industry and analyzed the feasibility of system, and develops requirements for Salesforce Team new systems and enhancements to existing systems; ensuring the system design fits the needs of the user.
  • Coordinate with system Architects, Developers and system/product owners for those systems which will integrate with Sterling and Salesforce.com using a combination of both waterfall and agile methodologies.
  • Worked with Commercial business Stake holders to translate their business needs
  • Involved in project to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system. .
  • Working with user group for requirement gathering throughout the planning and implementation.
  • Worked closely with testing team to create test case scenarios for ALM automation
  • Provide Gherkins for testers aiding to 100% automation.
  • Contributed to migration from Siebel CRM to Salesforce.com system by: analyzing as - is system and processes; gathering information regarding to-be state; drafting data migration requirements and functional requirements (business rules, reports, alerts, approvals, sales pipeline stages).
  • As a Business Analyst worked closely with core sales team and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of Salesforce.com (SFDC).
  • Experience in creating the Validation Rules, Approval Process and workflows for automated lead routing, lead escalation and email alerts.
  • Handled Salesforce.com administration/configuration, daily support & maintenance, and reporting analytics for Sales and Support teams.
  • Strong knowledge in Case Management. Experienced working in Cross-functional teams, identifying business requirements and supporting sales/marketing efforts.
  • Implemented security and sharing rules at object, field, and record level for different users at various levels of organization. Hands on experience implementing Security/Sharing rules, Configured permission sets, Field level Security, Record level Security, Profiles, Role sand resource monitoring at different hierarchical level of Organization.
  • Lead planning meetings, analysis development, test inspections, and other project meetings throughout project life cycle.
  • Working with user group for requirement gathering throughout the planning and implementation.
  • Develop reports, dashboards, and processes to continuously monitor data quality and integrity.
  • Created and deployed several reports using Salesforce.com platform.
  • Experienced in using Excel to create Pivot tables, VLOOKUP functions and accessing multidimensional cubes from Excel.
  • Experience in working closely with the Project Manager in order to get the team on the right track
  • Great interpersonal and communication skills, focused, self-motivated, organized, quick learner and team oriented.

PROFESSIONAL EXPERIENCE:

Salesforce Business Analyst

Confidential, GA

Responsibilities:

  • Participated in the Discovery phase of the project.
  • Served as a liaison between the business team and the development team.
  • Gathering requirements data, verifying requirements and creating business requirement specifications (BRS).
  • Worked towards Requirement elicitation and logging them as User stories in Agile Accelerator
  • Proficient in utilizing Salesforce out-of-box functionality for customizations and defining user security model
  • Experienced in creating Custom Objects, Profiles, Security Access, Security Access, Approval Process, Validation Rules, Process Builder, Workflow Rules, Sharing Rules, Permission Sets, Data Validation, Sales, Marketing, Customer Service and Support Administration
  • Adapt at all the phases of Software Development Lifecycle (SDLC) using Agile methodologies
  • Well versed at Business Requirements Gathering, Translating Requirements into Specifications and application Design.
  • Experience in designing and implementing workflows.
  • Experience working with cross-functional teams.
  • Ability to look at the big picture, breakdown a complex project into simpler tasks and drive them to success.
  • Ability to analyze a project and summarize/interpret to the leadership team.

Environment: Salesforce.com CRM implementations involving requirements gathering, solution design, business process configuration, training, reporting, and data migration. Good knowledge in using salesforce.com platform.

Salesforce Business consultant

Confidential, CA

Responsibilities:

  • Conducted Grooming session with the business team to provide the requirements also did an in-depth analysis of the requirements
  • Did an analysis on the feasibility of the given requirements from Business end and also helped in facilitating the on-going progress.
  • Helped in facilitating Business requirements form the Business to the Tech Teams,
  • Designed SDFC Objects, Page Layouts, Triggers for business needs
  • Helped in migrating the data to the Sales Platform
  • Played an integral part in re-designing of existing Object Model to newer model by minimizing the number of Layouts and clicks and made it easy for the end user.
  • Helped in creating documents and data dictionary for the End users
  • Partnered with the Product Owner and helped in putting forward the Sales Force interface for their usage and helped in training.
  • Was involved in creating a platform for collaboration between the different teams to make sure the whole Sales platform was aligned.
  • Involved in Creating stories in Jira & Version One and helped in maintaining the backlog accordingly.
  • Involved in the meetings with Business process owners, SME (subject matter experts)
  • Conducted internal training sessions for business users on Salesforce technology functionalities, especially with respect to reports and dashboards.
  • Analyzed different business reports and guided the team on deployment and customization of those reports in Salesforce.
  • Worked on designing different custom dashboards for various user groups based on their business functionalities and needs.
  • Worked with two full Agile teams using Version 1 and then moved over to Jira Created User stories, stacked up the backlog, added the actors, plugged in the requirements and made sure the scope of the Sprint is set to right level.

Environment: Salesforce.com CRM implementations involving requirements gathering, solution design, business process configuration, training, reporting, and data migration. Extensive knowledge in using salesforce.com platform.

Salesforce Admin/ Business Analyst

Confidential, GA

Responsibilities:

  • Worked on creating new custom objects and custom fields to accommodate proposed business changes.
  • Downloaded and implemented Lead Scoring App from App Exchange for Lead Prioritization and presented the functionality to the Business Users.
  • Developed various reports and dashboards to view Agent Activity, Dropped Leads, Number of Accounts, Contacts and Opportunities created in specific period etc. for Direct Sales Unit.
  • Worked with Import Wizard and Data Loader to upload data to Lead and Call objects in bulk.
  • Designed the Organization wide settings for the Standard and Custom objects to give different levels of access to the users.
  • Setup meetings with various business teams to gather requirements and design and develop a specific functionality.
  • Created Queues to own records, Public Groups to share records, Communication templates to send appropriate notification to the users.
  • Created Validation Rules to check the accuracy of the data user have entered and give appropriate message to the user based on the validation criteria.
  • Prepared deployment checklist, deployment plan and performed deployments using Change Sets.
  • Maintained Troubleshooting Guide for Salesforce issues to have immediate solutions.
  • Highlighted issues and affected timelines to the management much in advance to mitigate risks.
  • Received customer appreciation multiple times in all-IT meetings for solving critical issues and blockers and for effective communication.

Environment: Salesforce.com CRM implementations involving requirements gathering, solution design, business process configuration, training, reporting, and data migration. Extensive knowledge in using salesforce.com platform

Salesforce admin /Business Analyst

Confidential

Responsibilities:

  • Handled Salesforce.com administration/configuration, daily support & maintenance, and reporting analytics for Sales and Support teams
  • Interacted with various business user groups, SMEs for gathering requirements for Salesforce implementation & developed and documented the Business Requirements.
  • Developed Business requirement Document, Need Analysis, Functional Specification and User Requirement Documents.
  • Created Use Cases, Use Case Scenarios, and Use Case Specifications.
  • Escalated unresolved issues to Salesforce Premier Support and published ideas in Salesforce Ideas community.
  • Created reports and dashboards to provide Inside Sales and Customer Service KPIs for senior management, Fulfilled miscellaneous reporting requests by developing annual sales plan, quarterly and monthly forecasts, quota setting, and other ad hoc analysis.
  • Designed and maintained complex user roles, security, profiles, workflows rules, validation rules and, custom workflows, queues, licenses, capacity and storage management.
  • Used detailed knowledge of application features and functions to assess the scope and impact of business needs throughout analysis and completion of all enhancement specifications for each business partner and cross impacted groups
  • Built relationship across multiple technology, operations, services, sales, program and product team to accomplish end goal
  • Facilitated requirements gathering cross multiple vendors and organizations
  • Performed the detailed analysis of functional and technical requirements; designed and deployed the custom objects; identified the lookup and master-detail relationships; and created the junction objects.
  • Worked with testing team to create the Test case scenarios
  • Implemented security and sharing rules at object, field, and record level for different users at different levels of organization. Also created various profiles and configured the permissions based on the organizational hierarchy.
  • Created new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports.
  • Implemented pick lists, dependent pick lists, validation and formula fields to the custom objects.
  • Implemented the validation rules on the objects and tabs, Page layouts, Custom tabs, and Components to suit to the needs of the application.
  • Implemented the workflows and approvals for various functional requirements.
  • Implemented the searching and tagging functionality; developed various custom reports and dashboards for data analysis.
  • Used field level security along with page layouts to manage access to certain fields.

Salesforce admin /Business Analyst

Confidential

Responsibilities:

  • Performed in-depth analysis of business practices and provided recommendations on ways to improve the processes.
  • Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.
  • Worked on Sales cloud and service cloud.
  • Experience working on Case Management, captured cases from the company's website and customer emails.
  • Created case sharing model and assigned cases to users according to the role hierarchy.
  • Escalated cases according to the case priority
  • Created Case Queues which automatically assign cases to a specific user or group of users based on predefined criteria
  • Worked on Record Types, Validation Rules, Triggers and Page Layouts.
  • Planned and conducted requirements elicitation meetings with the business to collect functional and non-functional requirements relating to client's Salesforce technology enhancement and initiatives.
  • Conducted brainstorming sessions with the development team to actively involve them during the requirements stage level analysis.
  • Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
  • Created a sync of contacts, email alerts, events and tasks between Salesforce to Outlook and Outlook to Salesforce successfully.
  • Created Email Templates and Mail Merge Templates and was involved in doing the mail merge for different standard and custom objects.
  • Worked on various AppExchange products according to the needs of the organization.
  • Worked on various Salesforce.com standard objects like Case Management, Accounts, Contacts, Content, Reports and Workspaces.
  • Worked towards preparation of requirements management plan, business and functional requirement documents.
  • Outlined the organization hierarchy and created profiles, roles accordingly in Salesforce; worked on visibility and security settings around them as required by the business.
  • Involved in mapping the fields between the current reporting system and Salesforce using data loader.
  • Performed import and export operations to load customer data and other master data using data loader.
  • Conducted internal training sessions for business users on Salesforce technology functionalities, especially with respect to reports and dashboards.
  • Analysed different business reports and guided the team on deployment and customization of those reports in Salesforce.
  • Worked on designing different custom dashboards for various user groups based on their business functionalities and needs.

Salesforce admin /Business Analyst

Confidential

Responsibilities:

  • Understanding the Client requirements, project functionalities and conducted JAD sessions
  • Documented functional and non-functional requirements.
  • Worked closely with sales team and business analysts and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects and Custom objects of SalesForce.com (SFDC).
  • Implemented case automation to track and solve customer's issues. This helped to form a common platform to address Business Users issues.
  • Minimized the custom code by using the standard configurations such as Workflows, Validation Rules, and Auto Response Rules.
  • Worked on Accounts, Contacts, Leads, Opportunities and other standard objects and additional fields, layouts and record types for custom objects.
  • Data modeled the Salesforce Application by using Lookup and Master detail relationships on the objects and created junction objects to establish connectivity where ever required.
  • Worked on Roles, Profile, Access settings, and Page Layout features of Salesforce platform.
  • Performed Deployment activities using Change Sets and Eclipse IDE.
  • Prepared functional requirement and design documents.

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