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Salesforce Business Analyst Resume

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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

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