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Salesforce Business Analyst Resume

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Dallas, TX

SUMMARY

  • Around seven years of experience as Salesforce Business Analyst, also experience in Administration, Configuration and Support of Salesforce CRM application and hands on experience in business requirements analysis, interviewing business users for documenting use cases, business requirements documents (BRDs) and functional specifications (FRDs).
  • Experience in working with Eclipse IDE with Force.com Plug - in environment for writing Business logic in Apex Programming Language, Target App Exchange Product and Salesforce Mobile Experience.
  • Familiar with Business Process Modeling (BPM) and its techniques such as Flow chart, Functional flow Block diagram, Control flow diagram, Gantt chart, BPMN 2.0, UML and EPC.
  • In-depth knowledge of the Software Development Life Cycle (SDLC), Six Sigma, Agile, Waterfall, PM methodologies
  • Excellent experience in using Oracle 9i/10g, SQL Server 2000 and SQL databases and Familiar with Stored procedures, Triggers and Functions using PL/SQL and AJAX.
  • Good knowledge on mobile applications like Salesforce and SalesForce classic.
  • Hands on experience in using Data loader for data management in force.com platform and good knowledge in cast Iron and Informatica.
  • Expertise in using Six Sigma methodology attempting to improve effectiveness and efficiency for the sake of process improvement
  • Skilled SFDC Administrator, with over years of experience across various industries and an expert in end user .
  • Experience in SalesForce.com Apex Classes, Apex triggers, Visual force, Force.com API, complex SOQL&SOSL queries, also order tracking's etc.
  • Oversaw salesforce.com Org administration, often carrying out many of the administrative duties such as adding workflows, validation rules, applying change sets to and validating application upgrades.
  • Actively participated in full life cycle implementations. Experience in building reports and dashboards, customizing them as per user requirements. Strong knowledge of marketing, sales and service clouds.
  • Well versed in analyzing CRM business processes that include Forecasting, Campaign management, Lead Management, Role Hierarchy, Territory Management, Order Management, Account Management, Case Management and merging management in a multi-tier environment.
  • Have extensive experience in implementation of Custom Objects, Custom Tabs, Workflow Rules, and Role based Page Layouts and Record Types, Approvals, Assignment Rules.
  • SalesForce.com experience in creating Object, Field, Record Types, Page Layout, Security Controls, Queues, Group and Analytical Snapshots.
  • Experience in creating formula fields, validation rules, roles, profiles, users, security and sharing settings and experience with user/ role/ profile management.
  • Hands on experience in conducting Joint Application Development (JAD) sessions with End-users, SMEs, Developers, QAs and other stakeholders for project meetings, walkthroughs and customer interviews.
  • Experienced in Salesforce data migration from ACT, Excel, MS outlook and Legacy Systems using various data migration.
  • Provided ongoing salesforce.com maintenance and administration services including periodic data cleansing, custom objects, workflows
  • Hands on experience in using Salesforce Data loader for data management in platform and good knowledge in cast Iron and Informatica.
  • Expertise in the Apex Triggers to ensure the correct data entries in to the system and added, configured workflow rules, time triggered workflows, email templates resulting into effective web to lead communication with customers and partner portals.
  • Experience in working with Eclipse IDE with Salesforce Plug-in environment for writing Business logic in Target App Exchange Product and Salesforce Mobile Experience.

TECHNICAL SKILLS

Business Tools: MS Visio, MS Project, MS Access, MS Office Suite, Visual Paradigm, Doors, Erwin Data Modeler 4x, Business Object (Crystal Reports)

Salesforce.com: Salesforce Admin, Objects, Workflows, Approvals, Formulas, Automation, Validation Rules, Relationships, Page Layouts, Email Templates, Roles & Profiles, Reports & Dashboards, Security and Sharing rules, AppExchange, Apex DataLoader, Salesforce Sandbox configuration, Force.com, Force.com Explorer, Data Loader.

Salesforce Technologies: Apex Classes, Apex Triggers, SOQL, SOSL, Visualforce Pages / Components, Design of Custom Applications, Workflows and Approval processes, Reports and Dashboards.

Salesforce Tools: Sales cloud, Service cloud, Radian6, Force.com Explorer, Apex Data Loader, Force.com Excel Connector, Force.com Platform (Sandbox and Production).

Business Skills: Business Definition Requirements, Business Process Analysis, Gap Analysis, Use Case Modeling & Analysis, Business Environment and Market Research Analysis

Databases: Oracle 10g/11g; Oracle Seibel, SQL Server 7.0 & 2000; Access 2000, MS SQL Server, MySQL, DB2, TOAD.

Programming Languages: UML (Use case, activity diagram, sequence diagram, data flow diagram, component diagram), C, C++, HTML, Java, SQL, Jquery, PL/SQL, ASP.NET,CSS3Clear Case, MS SharePoint, Documentum, Filenet

Methodologies: Agile Modeling, Scrum, SDLC model, Waterfall model, Spiral model, Use Cases, JAD

Content Management Tools: Clear Case, MS SharePoint, Documentum, Filenet

Operating Systems: Windows XP/95/98/NT/2000, Mac OS X, DOS, UNIX, Linux

Web Technologies: HTML, CSS, JavaScript, XML, AJAX, Web Services, WSDL, SOAP

Testing Tools: Win Runner, Load Runner, Test Director, Quick Test Pro, PR Tracker

PROFESSIONAL EXPERIENCE

Confidential, Dallas, TX

Salesforce Business Analyst

Responsibilities:

  • 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.
  • Imported BRDs into HP Quality Center ALM for project management, development and testing.
  • Worked on the Eclipse SDK framework to develop the Code and Deploy the Application by Integrating to the Tomcat Server.
  • Created a sync of contacts, email alerts, events and tasks between Salesforce to Outlook and Outlook to Salesforce successfully.
  • Worked in an Agile/Scrum development environment.
  • Performed detailed analysis of business and technical requirements and developed the Apex classes using other Platform based technologies like Visualforce, Force.com IDE.
  • Extensive use of Web Services APIs, REST-based Web Service APIS, Bulk API, Metadata API, and Force.com SOAP
  • Used Apex Data Loader for migrating records to Salesforce as a backend process.
  • Used IDE for creating, modifying, testing, and deploying Force.com Application and identifying business requirements and documented them in High Level Design document (HLD).
  • Interacted with Business Stakeholders to gather the requirements and Implement these requirements on Force.com Platform.
  • Implemented Agile methodology and SCRUM framework for rapid development.
  • Customized Salesforce.com Fields, Page Layouts, Record Types, Queues, and Profiles and make the same changes in test and production boxes.
  • Involved in writing, documenting and testing trigger and batch programs using Apex on the Salesforce.com Platform.
  • Data migration and updates through the Apex Data Loader in Sales force.com and coordinate with the test team and provide the application flow demo before the test team start the System Testing.
  • Worked on various Salesforce.com standard objects like Case Management, Accounts, Contacts, Content, Reports and Workspaces. Trained, mentored, and provided career development for two junior Salesforce administrators.
  • Creating a batch Apex class which copies the bulk records from history tables of each detail object inserts them into the Global History object.
  • Analyzed all the customizations and developments and tried to suggest possible ways for the new enhancements that we get from the Sales people.
  • Designed reports in Excel for Directors and Cross-functional teams on status of trends of incidents reported, cross-d with existing defects stored in HP Application Lifecycle Management tool (ALM) to provide root cause analysis of why incidents are recurring and alerted the Development team to resolve.
  • Worked with various Salesforce objects like Accounts, Contacts, Leads, Campaigns, Reports, and Opportunities and developed various Custom Objects, Tabs, Entity-Relationship data model, validation rules, Components.
  • Created workflow rules and defined related tasks, time-triggered tasks, email alerts, field updates to implement business logic.
  • Extracted the data from Salesforce application into the external databases (Oracle 10g) for generating large data reports. Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.
  • Created various Reports (summary reports, matrix reports, pie charts, dashboards and graphics) and Report Folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports for different user profiles based on the organization's need.

Confidential, Jacksonville, FL

Salesforce Business Analyst

Responsibilities:

  • Performed multiple roles as SalesForce business analyst and administrator in the project and work closely with line of business LOB (Finance, GL, AP, Risk, Legal & Compliance) to document processes, develop business requirements and to prepare detailed use case documents & user specifications(stories).
  • Created UML diagrams such as Business Flow Diagrams, Use Case, BPM and Activity Flow in coordination with technical team using MS-Visio
  • Utilized HP ALM Quality Center Software
  • Deployed configurations and code between Salesforce environments through various deployment tools like Force.com IDE, Snapshot, Ant Scripts, Cruise Control, and Change.
  • Led and support teams in using test tools(HP QC/QTP, ALM), defect tracking tools and other test support tools
  • Prepare detailed test plans to execute the test cases in Scrum/agile environment to support the requirements freeze, soft code freeze and hard code freeze before every sprint/release
  • Build Apex classes implementing SOQL statements within Force.com IDE to manage interaction with the database.
  • Used Force.com Eclipse IDE plug-in to manage, author, debug and deploy Force.com applications in the Eclipse development environment.
  • Identified and prepared Use Cases, BPM, Activity Diagrams using Rational Rose according to UML methodology
  • Successfully maintained requirement regulations and traces in ALM II; adhered to HP documentation guidelines.
  • Identify business logic and prepare Business Process Modeling (BPM) diagrams, Use Case Scenarios, Use Case Stories
  • Review and understand business requirements as they apply to the Salesforce.com platform.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization and provided support for ongoing salesforce.com maintenance and other administration services including periodic data cleansing, workflow and approvals.
  • Worked with Role Hierarchy, Users, Profiles Territory Management, Sharing Rules, Record Types, Email Templates and Approval Process in SF.
  • Involved in Business Process Redesign and its documentation
  • Used Informatica cloud service to integrate the data between systems. Uploaded the new data to SF using the updated test data and used SQL server to fetch the data base extracts to complete database testing.
  • Used Chatter.com to follow co-workers and to receive updates about project and customer status. Create and manage dashboards and folders in SalesForce.
  • Implemented general customizations and configurations in SFDC required for the user interface to function as designed per the requirements.
  • Worked extensively through Agile development methodology by dividing the application into iterations.
  • Prepared User stories, Mockup Demo, Business Requirement Documents, and Use Case Document. and customize Salesforce for Underwriter Management & Opportunity Management.
  • Created custom profile & setup Sales users, created Functional Design Document and Solution Design Document and worked with Global Channel Operations teams to continuously enhance Salesforce.com to improve productivity.
  • Implemented customizations configurations in Service cloud and worked with and managed offshore Developer team, supporting with SalesForce ticket with Unity.
  • Create User Test Scripts and assist business with UAT and performed system testing and configured Echo-Sign Apps and Contract Template, migrated Metadata from sandbox to Production.

Confidential, San Francisco, CA

Salesforce Business Analyst

Responsibilities:

  • Worked on various standard objects like Accounts, Contacts, Cases, Opportunities, Products, Opportunity Line Items, Leads, Campaigns, Reports and Dashboards.
  • Analyzed and documented business processes through workflows and business process modeling (BPM) techniques
  • Worked on the SDLC process, which included requirements, design, analysis and testing via utilizing agile methodology.
  • Create business process models, as needed using Business Process Modeling Notation (BPMN), Use case diagrams or other UML-based diagrams.
  • Gathered User and Business requirements through interviews, brainstorming sessions and documented.
  • Reviewed and gathered requirements from the Subject Matter Experts (SMEs) and Stakeholders using various elicitation techniques and produced Scope Management Documents, Business Requirements Document (BRD), Functional Requirement Document (FRD).
  • Extensively used UML to draw Business Process Flow, Use Cases Modeling, Sequence, Sequential diagram and Activity Diagrams
  • Performed GAP Analysis on the requirements, identified the gaps using outcome analysis, and documented the GAP Analysis report.
  • Prepared business process models; used Visio to create use case diagrams
  • Involved in preparing the initial Wireframes for front end GUI interface for Salesforce customization
  • Prepared the Design document for Salesforce interface. This involved JAD session with the SMEs as well as the development teams of the various LOB's to understand their existing systems to define processes that adhered to all the requirements laid out in the BRD.
  • Created various documents such as Use Cases, Business Flows and Work Flow diagrams for effective plans.
  • Employed UML methodology to carry out the business process modeling (BPM) to develop the business architecture, data flow models
  • Responsible for analyzing project goals, breaking down what needs to be created and attempting to engage users so that definite requirements can be defined.
  • Reviewed system requirements and assisted testing team in Test Plan and Test Cases for testing the functionality.
  • Wrote SQL statements to extract data from the tables to validate data flow
  • Participated in User Acceptance Testing (UAT).
  • Created user stories to work with technical team for the implementation of agile methodology.
  • Acted as a primary Liaison between various groups Like Compliance, Legal, Operations, Technology and the development teams for this project
  • Participated in Smoke Tests and Post Production Validation (PPV).

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