Sr. Salesforce Business Systems Analyst Resume
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Richmond, VA
SUMMARY
- Solution oriented Salesforce Administrator/Business Analyst who approaches each challenge as an entrepreneur.
- Able to visualize data and its related analysis as social commodity in today’s workplace.
- Proven salesforce/CRM process and project management operator that builds flexibility into all projects. Strives to make all communication free flowing and supportive.
- Experienced “player - coach” that leads from the front while training, mentoring and building the best team.
- Experience and keen flexibility allows for excelling in a fortune 100 company or helping a startup succeed in the federal arena.
- Bridging business users and IT a specialty. Sound business acumen, good communication skills, and computer skills.
- Have always been able to multitask and cope up with pressure easily. Can work well on a team with different cultures and often take a leadership role.
- Consider my skills to be extremely strong in the terms of Business Analysis as always have been able to accept each challenge and adapt each opportunity as a learner and have been able to successfully accomplish it by using the past experience and adapting modern methodologies, as well learning from all.
- Over 9 years of experience working in the IT Industry and analyzed the feasibility of system and develops requirements for Salesforce Team new systems and enhancements to existing systems; ensuring the system design fits the needs of the user.
- Coordinate with system Architects, Developers and system/product owners for those systems which will integrate with SalesForce.com using a combination of both waterfall and agile methodologies.
- Worked with Commercial business Stake holders to translate their business needs
- Involved in project to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system.
- Lead planning meetings, analysis development, test inspections, and other project meetings throughout project life cycle.
- Working with user group for requirement gathering throughout the planning and implementation.
- Worked closely with testing team to create test case scenarios for ALM automation
- Provide Gherkins for testers aiding to 100% automation.
- Contributed to migration from Siebel CRM to Salesforce.com system by: analyzing as-is system and processes; gathering information regarding to-be state; drafting data migration requirements and functional requirements (business rules, reports, alerts, approvals, sales pipeline stages).
- As a Business Analyst worked closely with core sales team and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of Salesforce.com(SFDC).
- Experience in creating the Validation Rules, Approval Process and workflows for automated lead routing, lead escalation and email alerts. Handled Salesforce.com administration/configuration, daily support & maintenance, and reporting analytics for Sales and Support teams.
- Strong knowledge in Case Management. Experienced working in Cross-functional teams, identifying business requirements and supporting sales/marketing efforts.
- Implemented security and sharing rules at object, field, and record level for different users at various levels of organization. Hands on experience implementing Security/Sharing rules, Configured permission sets, Field level Security, Record level Security, Profiles, Role sand resource monitoring at different hierarchical level of Organization.
- Lead planning meetings, analysis development, test inspections, and other project meetings throughout project life cycle.
- Working with user group for requirement gathering throughout the planning and implementation.
- Experience in writing SQL queries.
- Develop reports, dashboards, and processes to continuously monitor data quality and integrity.
- Created and deployed several reports using Salesforce.com platform.
- Experienced in using Excel to create Pivot tables, VLOOKUP functions and accessing multidimensional cubes from Excel.
- Experience in working closely with the Project Manager in order to get the team on the right track
PROFESSIONAL EXPERIENCE
Confidential, Richmond, VA
Sr. Salesforce Business Systems Analyst
Responsibilities:
- Conducted Grooming session with the business team to provide the requirements also did an in-depth analysis of the requirements
- Did an analysis on the feasibility of the given requirements from Business end and also helped in facilitating the on-going progress.
- Helped in facilitating Business requirements form the Business to the Tech Teams,
- Helped in creating Automation Testing scripts & Gherkins for the Testing team working on ALM for automation.
- Designed SDFC Objects, Page Layouts for business needs
- Helped in migrating the data from SRM to the Sales Platform
- Played an integral part in re-designing of existing Object Model to newer model by minimizing the number of Layouts and clicks and made it easy for the end user.
- Helped in creating documents and data dictionary for the End users
- Partnered with the Product Owner and helped in putting forward the Sales Force interface for their usage and helped in training.
- Was involved in creating a platform for collaboration between the different teams to make sure the whole Sales platform was aligned.
- Involved in creating stories in Jira & Version One and helped in maintaining the backlog accordingly.
- Involved in the meetings with Business process owners, SME (subject matter experts) and Marketing team for Requirements gathering.
- Conducted 3-Amigo grooming sessions with the development team as well as Testing team to facilitate the Agile practices and make sure the requirements were clearly distributed among the team.
- Conducted internal training sessions for business users on Salesforce technology functionalities, especially with respect to reports and dashboards.
- Analyzed different business reports and guided the team on deployment and customization of those reports in Salesforce.
- Worked on designing different custom dashboards for various user groups based on their business functionalities and needs.
- Worked with two full Agile teams using Version 1 and then moved over to Jira
- Created User stories, stacked up the backlog, added the actors, plugged in the requirements and made sure the scope of the Sprint is set to right level.
Confidential, Richmond
Sr. Salesforce Business Systems Analyst
Responsibilities:
- Performed in-depth analysis of business practices and provided recommendations on ways to improve the processes.
- Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.
- Worked on Sales cloud and service cloud.
- Experience working on Case Management, captured cases from the company's website and customer emails.
- Created case sharing model and assigned cases to users according to the role hierarchy.
- Escalated cases according to the case priority
- Created Case Queues which automatically assign cases to a specific user or group of users based on predefined criteria
- Provided testing scripts and Gherkins for automation.
- Worked on Record Types, Validation Rules and Page Layouts.
- 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.
- Conducted brainstorming sessions with the development team to actively involve them during the requirements stage level analysis.
- Created workflow rules and defined related tasks, time triggered tasks, email alerts, field updates to implement business logic.
- Created a sync of contacts, email alerts, events and tasks between Salesforce to Outlook and Outlook to Salesforce successfully.
- Created Email Templates and Mail Merge Templates and was involved in doing the mail merge for different standard and custom objects.
- Worked on various AppExchange products according to the needs of the organization.
- Worked on various Salesforce.com standard objects like Case Management, Accounts, Contacts, Content, Reports and Workspaces.
- Worked towards preparation of requirements management plan, business and functional requirement documents.
- Outlined the organization hierarchy and created profiles, roles accordingly in Salesforce; worked on visibility and security settings around them as required by the business.
- Involved in mapping the fields between the current reporting system and Salesforce using data loader.
- Performed import and export operations to load customer data and other master data using data loader.
- Conducted internal training sessions for business users on Salesforce technology functionalities, especially with respect to reports and dashboards.
- Analysed different business reports and guided the team on deployment and customization of those reports in Salesforce.
- Worked on designing different custom dashboards for various user groups based on their business functionalities and needs.
Confidential, Atlanta
Salesforce Business Systems Analyst
Responsibilities:
- As a Salesforce Admin and Business Analyst worked closely with core sales team and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of Salesforce.com (SFDC).
- Providing ongoing salesforce.com maintenance and administration services including periodic data cleansing, custom objects, workflow.
- Migrating Applications with Salesforce.com using an ETL tool to make sure that the migrations takes place without any loss of Data and it is stored in correct Data base.
- Worked on Service cloud, tracking customer inquiries, escalating issues requiring specialized support and monitored client's productivity.
- Implemented SFDC Sales Cloud, Created Group, Deal Rooms provisioning and marketing teams
- Worked with the testing team to create automation test scripts
- Used Data Loader for insert, update, and bulk import or export of data from Salesforce.com Objects. Used it to read, extract, migrate and load data from comma-separated values (CSV) files.
- Migrated Data from traditional software to Salesforce.com
- Responsible for Data load and migration operations using Force.com Apex Data Loader.
- Complete bulk imports and migration of data using Apex Data Loader.
- Used Jitterbit cloud data loader to load files and update the database from traditional to salesforce platform.
- Defined lookup and master-detail relationships on the objects and created junction objects.
- Designed and deployed Custom objects, Entity-Relationship data model, validation rules, Page layouts, Custom tabs, Components, to suit application needs.
- Defined lookup and master-detail relationships on objects.
- Developed automated workflows and approval processes for opportunities, quote discounts, and lead routing.
- Created various profiles and configured permissions based on organizational hierarchy requirements.
- Create and Customize Custom Objects, Formula Fields, Cross-Object Formulas, Roll up summary fields, validation rules, dependent picklists and complex page layouts.
- Created Page Layouts, Record Types, Profiles, Permission sets, security and sharing, Cases, Report Types, Reports and Dashboards, master-detail and lookup relationships.
- Create workflows and Approval processes.
- Developed and maintained validation rules and custom workflow.
- Responsible for performing administrative functions in Salesforce.com CRM such as create/modify pick lists and lookup fields.
- Developed and maintained custom reports.
- Created Users, Roles, Public Groups and implemented role hierarchies, sharing rules and record level permissions to manage to share access among different users.
- Designed and deployed dynamic workflows, validation rules, Approval Processes and Auto-Response Rules for automating business logic.
- Developed and configured various Reports and Report Folders for different user profiles based on the need in the organization.
- Identify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales.
- Submit weekly progress reports and ensure data is accurate.
- Understand the company's goal and purpose so that will continual to enhance the company's performance.
- Responsible for defining the scope of the project, gathering business requirements, doing gap analysis and documents them textually or within models.
- Interacted with the stakeholders by interviewing them, by preparing questionnaire and getting feedback.
- Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
- Granting access to different level of users within the organization and outside the organization in order to ensure the security of the data.
- Granting accessibility to various fields in order to maintain high level of security to the fields.
- Experience with Salesforce.com Reports, Dashboards, Forecasts, Workflows.
Confidential
Business Systems Analyst
Responsibilities:
- Interacted with stakeholders, managed stakeholder responsibilities through continual communication.
- Facilitated meetings with stakeholders through various elicitation techniques like JAD sessions, brainstorming and interface analysis to identifybusinessneeds and rules.
- Established constant communication with the Project Manager and development team during different stages of the agile life cycle.
- Analyzed requirements and created use cases diagrams and activity diagrams using MS Visio.
- Created Use case descriptions and prototype to communicate those businessesneeds to the development team.
- Tracked and managed the requirements using the Requirement Traceability Matrix (RTM) which facilitates to trace the artifacts produced by the team throughout the project.
- Conducted structured walkthrough to conform the elicitation results to end users, developers and managers.
- Prepared training manuals and guidance documents by working withbusinessand technical teams.
- Performedbusinessrequirements traceability testing using the Requirement Traceability Matrix (RTM).
- Analyzed impacts of proposed solutions with the communication of key stakeholders.
- Collaborated with QA team in preparing test data for positive and negative test scenarios as per application specifications and writing test plans.
- Analyzed and evaluated the performance of the application from various dimensions and conducted User
- Acceptance Testing (UAT) for successful implementation.
- Conducted bug triage meetings to prioritize bugs in order to help streamline the QA efforts.
- Used Quality Center for tracking defects that were reported to development team during System testing and UAT.
- Assisted the PM in capturing and reporting project measures to the appropriate stakeholders.
- Managed resources and project timeline using MS project based on Statement of Work.
Confidential
Test Engineer/Business Analyst
Responsibilities:
- Analyzing requirement, FDS documents and understanding business scenarios to ensure the data will meet the business need.
- Involved with warehousing developers for understanding the application functionality and database structural design and workflows.
- Working with BA’s for preparing Test Strategies, Test Plan, developing test scenarios, test scripts/conditions, Test Metric and RTM for the coverage.
- Testing of Mappings and Transformations for validating the Business scenarios.
- Creating test scripts using SQL queries for validating backend data in source and target database.
- Validate the ETL job to extract data from source table to staging area, validate files using UNIX commands.
- Creating ETL Transformation test scripts, ETL test data, test conditions to validate mapping rules, transformation logic & data extraction/load using tool Data Stage.
- Using Quality Center for Test script creation/export, test execution, Bug Tracking, preparation of daily test logs and Defect reporting.
- Working with development team in resolving Defects, presenting the Defect Status reports and to understand the root cause of the defects.
- Participated in calls and regular project status meetings related to testing and providing WSR to onshore team.
- Participate in knowledge sharing sessions regarding product functionalities and testing with other team members.
- Environment: Oracle 11g, SQL Server 2008, Windows XP, Microsoft Project 2000, Data Stage, HTML, Business Objects, MS Excel, SharePoint 2010, PowerPoint, HPQC, MS Visio and MS Outlook