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Salesforce Business Analyst Resume

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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.

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