Salesforce Business Analyst Resume
3.00/5 (Submit Your Rating)
SUMMARY
- Highly motivated Professional with 5 plus years of experience as Salesforce Business Analyst working with offshore and onsite modules.
- Good working knowledge and experience with CRM Sales Cloud Functionalities in Enterprise Edition.
- Implemented new and existing functionalities declaratively (Point and click) and with code when needed.
- Experienced in working with clients to map out their existing Business Processes and providing system - based solutions that increase efficiency and reduce operating costs.
- Excellent communication, interpersonal skills and ability to work both individually and in a group.
- Proficiency in SFDC Administrative tasks like creating Profiles, Roles, Users, Page Layouts, Formulas, EmailServices, Approvals, Workflows, Validation rules, Reports, Dashboards, Tasks and actions.
- Expertise in customizing standard Objects, Accounts, Contacts, Opportunities, Cases, Leads, Campaigns, Reports and Dashboards.
- Implemented security and sharing rules at object, field and record level for different users based on Organizational hierarchy.
- Experience working with Salesforce tools: Force.com IDE, Developer Console,Force.com Data Loader, Agile Environment.
- Experience in working with client specific solutions like Salesforce.com Sandbox deployments, Force.com IDE, Eclipse IDE, SOQL, SOSL and various production environments.
- Extensive experience in activities related to SFDC, Saleforce.com setup, Configuration, customization, Administration, Data Migration and deployment of applications to Force.com platform for large user groups
- Worked on on-demand reporting and user-based dashboards.
- Synchronized with the business process review meetings and multiple teams for ascertaining standardized workflow processes.
- Participated in the training sessions provided by the Salesforce team.
TECHNICAL SKILLS
Programming: C, C++, Unix, SQL, Visual Force, HTML, CSS, Apex
Databases: Oracle 10g
Salesforce Tools: Salesforce.com(Sales Cloud), Apex Data Loader, Import Wizard, Salesforce for Outlook, Chatter Desktop Tool, AppGate, eclipse, Force.com IDE
Ticketing Tools: ITSM, Service Now
Other Analysis Tools: Advanced MS Excel Skills, qlik view, Tableau, Open Office, MS Office, outlook, crystal reports, Bex Analyzer, PowerPoint
PROFESSIONAL EXPERIENCE
Confidential
Salesforce Business Analyst
Responsibilities:
- Provided day-to-day administrative support for the salesforce platform users.
- Strong Requirements gathering experience, onducting User Interviews, and preparing functional documents like Software Requirements Specifications (SRS).
- Managed user setup, created profiles, roles, groups, views, queues, permissions, sharing rules, validation rules, pick lists.
- Created ad-hoc reports and dashboards depending on the requirements from the users.
- Experience in complete security model by using Profiles, Permission sets, Organization wide settings, roles, Owner based sharing rules, criteria based sharing rules, Manual sharing.
- Extensively used Apex Data loader, import wizard, Excel Connector for doing CRUD operations and data migration on Salesforce.com platform.
- Customized page layouts for Opportunity, Contacts and Accounts depending upon user roles and groups.
- Implemented Data segregation through Record Types and Field level security.
- Performed Excel data analysis using VLookup, pivot tables, formulas, data validation, Conditional formatting, graph and chart manipulation as per client requirements.
- Effectively created the Pick lists, dependent Pick lists and junction objects to establish the connectivity among objects.
- In charge of conducting the UAT with the Business users, and gathering feedback and providing the same to the Development team.
- Logged and tracked identified system problems through resolution.
Confidential
Salesforce Administrator/Business Analyst
Responsibilities:
- Managed hierarchies, roleprofilesand user access privileges in a multi-organizationsalesforce.com instance.
- Experience in designing of Dashboards, reports, Data Validation and various other components as per the client and End User requirements.
- Worked with Custom Integration of Workflow & Approvals, Reports, Custom Objects and Tabs, Sharing rules, Security Controls, Sandbox data loading.
- Worked on moving data from external legacy system intoSalesforceapplication using Apex Data loader & CSV files (for insert, update, and bulk import or export)
- Worked effectively to ensure that the data is protected and is made available to the authorized users by customizing the user Roles, Role hierarchies, Profiles and Sharing settings.
- Ensured Data Quality by cleaning data, checking on Duplicate records as necessary.
- Developed different Visual Force Pages to suit to the needs of the application using different Visual force components.
- Downloaded and installed AppExchange packages like Dupe-Catcher
- Implemented Chatter inthe Organization for users collaboration.
- Facilitated efficient communication between upstream and downstream systems during UAT phase of the project.
- Coordinated and transferred knowledge to offshore team (5 members).
- Used Service Now as the ticketing tool and chatter for the user communications.
Confidential
Salesforce Administrator
Responsibilities:
- Managed all new user set-ups and deactivations supporting over 2000+ salesforce users, worked on cleaning and merging of Duplicate data
- Performed administration tasks like creating/customizing Roles, Profiles and Permission Sets.
- Efficiently worked with standard Salesforce.com objects like Accounts, Contacts, Leads, Casesand Opportunities.
- Proactively developed and managed complex workflows, approvals, validation rules, assignment rules,formulas, page layouts, list views and templates.
- Created and modified different page layouts and assigning page layouts based on record types in the application.
- Worked in Workflow rules and Workflow approvals, created actions like Email alert, Field Update and Outbound Message.
- Created and customized Reports and Dashboards as requested by the business users.
- Maintained weekly data exports for data backup and recovery.
- Worked on Salesforce for outlook implementation and giving support to users.
- Trained internal and external users on using Salesforce functionality.
- Deployed application from Sandbox to Production using Change Sets.
- Involved in Single-sign-on SSO and salesforce for outlook integration and documented all the process.
- Involved in Discussions with Business Analyst and Project Managers to provide best solutions possible in Salesforce for the requirements collected.
- Maintained the client relationship by communicating the daily statuses and weekly statuses of the project.
- Used ITSM as the ticketing tool for all the user communications.
Confidential
SFDC Admin
Responsibilities:
- Involved in Salesforce Application Setup activities and customized the apps to match the functional needs of the organization.
- Implemented public access settings for restricted login hours, and restricted login IP ranges on Profiles, Groups, Queues and Sharing Rules.
- Implemented Profiles, Roles, Users, Page Layouts, Reports, Dashboards, Tasks and Events.
- Strong experience in working with Security framework, Dashboards and Reporting modules.
- Created/Generated Reports by extracting data from database into Excel, csv files for various data requests.
- Defined the lookup relationship and master-detail relationship on the objects that helps in associating the records and defining a parent-child relationship in which the master object controls certain behaviors of the detail object respectively.
- Worked closely with the Development team during deployments, integrations and Go-Live support.
- Used Changesets to deploy components into different environments (from Dev Sandbox to Production systems) and performed pre and post deployment activities before and after validating the changesets.
- Experience in Dealing with Salesforce Support calls incase of any Salesforce Org issues.
- Extensively usedDataloaderfor CRUD operations like Import, Export, Upsert, Update and Delete.
