Salesforce Business Analyst Resume
NJ
SUMMARY
- I am a Business Analyst with 7 years of IT experience and 4 years of Salesforce experience with an earned reputation for meeting demanding deadlines and delivering critical solutions for Client/Server and Web based applications.
- As a Business Analyst along with the backing of the hard earned Master of Business Administration (MBA), I have relentlessly and successfully pursued my goal of shifting the paradigm from technology - focused systems to business-focused systems. I have significant experience in the field of Business Analysis, develop and test distributed client server, internet and intranet applications on heterogeneous environments.
- Exceptional ability to maintain and build client relationships, frequent meetings one on one with clients, able to comfortably converse with all facets in the client organization.
- Full Software Development Life Cycle (SDLC) experience.
- Set up Traceability Matrices based on the business rules in MS Excel.
- In depth understanding of AS-IS and TO-BE business processes and experience in converting these requirements in to technical specifications for preparing test plans.
- Extensive experience gathering business requirements, forming technical specifications & gap analysis
- Proficient in conducting Joint Application Development (JAD) Sessions with IT Groups and Project Team Members, conducting Gap Analysis and documentation of Use Cases and User Stories.
- Well versed in analyzing CRM business processes that include Account Management, Lead Management, Role Hierarchy, Case Management and Campaign management.
- Experience in administration, configuration, Implementation, and Support of Salesforce CRM and Salesforce SFA applications based on Apex Language and leveraging Force.com Platform, SAAS (Software as a Service) application running in Cloud Computing Environment.
- Experience in Salesforce security using Roles, Profiles, User Creation, Email Services, and Page Layouts.
- Hands on experience in using Data loader for data management in force.com platform.
- Ability to organize, document and track changes and defects.
- Involved in some formal review meetings with project teams and developers to report, demonstrate, prioritize and suggest resolution of issues discovered during testing.
- Facilitated UAT with stake holders and business users.
- Possess excellent communication, interpersonal and analytical skills along with can - do attitude.
- Strong work ethic with desire to succeed and make significant contributions to the organization.
TECHNICAL SKILLS
Salesforce.com: Apex Classes, Apex Triggers, Visual Force Pages, Apex Web Services, Dashboards, Reports, Custom Objects
Tools: Apex data loader, Excel Connector
Database: Microsoft SQL Server
Operating Systems: Windows XP/ VISTA/7/ NT/ 2000/ 2003
Web Services: SOAP, WSDL, XML
Web Technologies: HTML, DHTML, HTML-5, CSS, JavaScript
Languages: Apex, C, SOQL, SOSL
SDLC Methodologies: Waterfall, Iterative, Agile Scrum
PROFESSIONAL EXPERIENCE
Confidential - NJ
Salesforce Business Analyst
Responsibilities:
- Developed a deep understanding of the firm’s overall CRM strategy and various programs and initiatives in the CRM space for the Wealth Management Group.
- Developed an in-depth understanding of AS-IS and TO-BE business processes and expertise in translating these requirements.
- Responsible for leading user requirement gathering session and transforming Business Requirement Specs (BRS) into Software Requirement Specification (SRS) and developing Traceability Matrix.
- Conducted many Joint Requirement Planning sessions (JRP), interviews and workshops with clients/stake holders and Joint Application Developments (JAD) with dev team.
- Administered, configured, maintained Salesforce.com application user profiles, roles, assigning permissions, created custom apps & fields, custom reports, custom formulas, and field history tracking, users, page layouts, lookup fields, standard related list, et al.
- Defined workflows and set up workflow rules, tasks and alerts and created workflow approvals.
- Integrated the Web Services for extracting the data from external systems.
- Responsible for performing the UAT Testing with Business Partners and troubleshoot any issues that they might encounter.
- Performed testing in the Production environment and signed-off on the integrity of the project deployed.
- Conducted the defect review meetings with developers and other technology partners to understand the crux of the defect and the potential resolution.
- Extensive experience in coordinating with on-site & off-shore teams and taking the project to successful deployment.
Confidential, Columbia, MD
Salesforce Business Analyst
Responsibilities:
- Involved in gathering Customer requirements from business user teams spread over Sales, Marketing and Customer service.
- Acting as a liaison between the development team and the management team to resolve any conflicts for requirements. Working with vendors, business users & management.
- Involved in CRM processes like Design, development, planning, testing and integration of Salesforce
- Cloud services, data and accounts.
- Created custom controllers implementing complex code for retrieval from Salesforce to Visual Force pages.
- Conducted daily scrum stand-ups with onsite and offshore team.
- Implemented the requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse
- Designed, and deployed the Custom Objects, Custom Tabs, Validation Rules, Workflow Rules, Auto-Response Rules, and Page Layouts to suit to the needs of the application.
- Created Visual force email templates, New Templates, Mail Merges and also automated Email Process to send installation instructions to new and existing customers
- Integrated Apex with External services by making callouts that used SOAP and WSDL.
- Used Apex Data types, Variables, Expressions, Assignment statements, Conditional statements, Loops, SOSL an SOQL queries, and Exception statements to invoke Apex triggers
- Creation of custom fields, field dependencies, tabs, applications, home page components.
- Developed and deployed workflows and approval processes for opportunities and products/ assets.
- Mass delete/transfer records using Data Management.
- Monitored and resolved the Service Requests, specifically, visibility issues involving Custom Profiles, Public Groups, and Sharing Rules.
Confidential, Wilmington, DE
Salesforce Business Analyst
Responsibilities:
- Created Custom objects and fields- Leads, Marketing, Campaign, Dashboard, Sales, Account etc.
- Configured security and organizational hierarchy for sales for salesforce implementation.
- Customized page layouts for Salesforce standard and custom objects.
- Configured Reports for custom objects and associated them to Dashboard.
- Involved in Design and development of Workflows rules, triggers, validation rules and other customizations with Salesforce.
- Administered Salesforce CRM applications for Sales, Marketing and Support Departments. Involved in creating multiple analytical reports, with varying degrees of complexity.
- Created APEX triggers, classes, test methods and visual force pages to implement custom functionality.
- Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into salesforce.com, checking for integrity of the data.
- Used SOSL and SOQL queries during the data migration and custom development.
- Developed S-Controls to manage sales plan call sheets within salesforce, capturing prep data and call activity.
- Customized agile methodology in a service based, reverse mortgage specialized for seniors.
- Analysed the business processes for the three divisions in the organization that are using sales force.
- Redesigned the old sales force architecture to new design based on best practices.
- Organized business and end user meetings for discovery, business needs gathering and gap analysis.
- Focused on Cycle time reduction during the process between the leads through opportunities, processing, funding, underwriting and till post closing.
- Set up visibility securities like roles, profiles, field level securities. Set up person accounts in sandbox.
Confidential, CA
Test Analyst
Responsibilities:
- Responsible for analyzing business requirements, creating scenarios/conditions and test plans from the documents and finally created detailed test cases that would completely satisfied the objectives set in software certification process.
- Reviewed Specified Business Documents and prepared the detailed Test Plans, and Test Cases based on Use-Cases and Requirements, and executed test scripts to verify actual results against expected results.
- Created test plans, test cases with the help of application scenarios, in order to match with the Functional Specifications According to the Business Requirements.
- Written Test Cases and Performed Manual Testing like GUI, Functionality, System, Integration, Regression, UAT, and Black Box testing and performed Positive/Negative, testing for system validations.
- Identified the reusable areas and prepared/developed automation VB scripts in Quick Test Pro (QTP).
- Tested the application functionality and developed test scripts to perform functional and regression testing using QTP.
- Performed data accuracy, data validation, and data integrity testing by querying the database using SQL Queries to check the data table in the Server.
- Tracking the defects and prepared status summary reports with details of executed, passed and failed test cases and reported defects through Quality Center.
Confidential
System Analyst
Responsibilities:
- Met with client groups to determine user requirements and goals. Utilized RUP to configure and develop process, standards, and procedures and create a Business Requirement Document.
- Facilitated Joint Application Development (JAD) sessions to identify business rules and requirements and documented them in a format that can be reviewed and understood by both business people and technical people.
- Derived Functional Requirements Specifications (FRS) based on User Requirement Specifications (URS).
- Reviewed test plans, test cases, test case execution using specification documents and Rational Test Manager.
- Documented requirement traceability matrix in RequisitePro for traceability of requirements through test cases.
- Involved in walkthroughs and meetings with development team to discuss related issues.
- Used Rational Rose to design and develop Use Cases, Activity Diagrams, and Sequence Diagrams using UML.
- Facilitated User Acceptance Testing with the stakeholders and the business users and the errors discovered were fixed and then verified via regression testing.
- Frequently updated the requirement and defect status as per the current status of the project.
- Reporting and presentation of key components and milestones to Top Management