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Salesforce Admin/business Analyst/developer Resume

San Francisco, CA

SUMMARY:

  • 9+ years of professional experience in Application Software Designing, Business Analysis, Financial Analysis, Development, Testing and Implementation including Salesforce CRM Platform as a Configurator, Administrator and developer with experience in Apex Coding Language.
  • Extensive experience in SFDC implementation and customization, and an In - depth understanding of SFDC CRM business processes.
  • Proficient with Sales Cloud, Service Cloud, Call Center, Force.com, Chatter collaboration and App-exchange on Salesforce.
  • Experience in creating Business Requirements Documents (BRDs), Project Plans, Functional Requirement Specifications document (FRD), Use Cases, User Stories, Activity Diagram, Sequence Diagram, Requirement Traceability Matrix and Test Plans.
  • Designed junction objects for relationships (lookup and Master-detail) and implemented various advanced fields like Pick lists, Custom Formula Fields, Field Dependencies, Work Flows rules, and Approval Processes for automated alerts, field updates, and Email generation according to application requirements.
  • Excellent Skills to support strategic planning, goal setting, enhance decision making, and improve customer service (CRM).
  • Expertise of UML in visualizing and documenting the artifacts using Use Cases, Use Case Diagrams, Activity diagrams, Architecture Diagram development, Class diagrams, Data Flow Diagrams, Process flow, Business Flow Diagrams, Sequence Diagrams using MS Visio
  • Experience in data migration using Salesforce Data Loader.
  • Performed Integration of SFDC with external Web Service API’s.
  • Proficient in business CRM processes like Forecasting, Campaign Management, Lead management, pipeline Management, Account Management and Case management.
  • Strong knowledge of SDLC process and experience working in teams implementing Agile Scrum Methodologies.
  • Functional knowledge of Investment Banking, Portfolio management, insurance industry
  • Proficient in complete, RUP, WATERFALL and AGILE story mapping/Client/server architecture providing a well-balanced understanding of business relationships, business requirements and worked for technical solutions to help the team at all levels until final product release.
  • Experience with Iterative Software Development Life Cycle (SDLC) Process as per Rational Unified Process (RUP), involved in inception, elaboration, construction & transition phases using rational tools like RequisitePro, ClearCase, ClearQuest during various phases of RUP.
  • Understand, analyze and design business process and workflows with the objective of providing recommendations for the best use of technology for improvement.
  • Experienced Facilitator and Meetings Coordinator with excellent inter-personal and conflict resolving skills.
  • Excellent Understanding and Knowledge of Financial Statements, Options, Equities, Futures, Cash Flows, Financing Structures, Capital Management, Portfolio Analysis, Stock Valuation, Bonds, Derivatives.

TECHNICAL SKILLS:

SFDC Technology: Apex Custom Controllers and Extensions, JavaScript, Apex Triggers, VisualForce Pages, Force.com IDE (Eclipse), Agile Scrum, BigMachine, Packaging and Migrations, SOQL, SOSL, Data Loader, Connect Offline, Apex Explorer, Informatica-on-demand; Java, C++, SQL, ASP.Net; MS Windows 98/2000/XP/Vista, Linux/Unix, Macintosh; MySQL, SQL Server 2000/2003, Oracle 9i, 10g; HTML, XML.

PROFESSIONAL EXPERIENCE:

Confidential, San Francisco, CA

Salesforce Admin/Business Analyst/Developer

Responsibilities:

  • Responsible for full system development lifecycle in Salesforce cloud from the first day on till couple of major deployments.
  • Designed, developed and implemented lead management system and a collaborative community app called Access GE using Salesforce platform.
  • Designed and implemented various Email templates for Auto-Response to customers.
  • Experience with efficient way of performing development work and have developed good judgments regarding when to Not use codes
  • Created Campaigns to send thousands of emails at a time using just an email alert workflow and a trigger
  • Developed complex formulas to calculate response times and show flags reminding customer service reps to respond to customer quries in due time.
  • Worked on developing customer portal for Developed an Application for portal users
  • Prepared reports and dashboards for executive levels as well as manager levels
  • Worked with Setup Audit Trail to gather information about client usage and then Migrated Accounts, Leads, Contacts, Opportunities and sales data from external systems into Salesforce.com instance using Data Loader.
  • Created custom VisualForce page as well as few extensions to standard page, Apex classes and test methods in accordance to the requirements that the standard page would not suffice.
  • Designed Dynamic approval process with records to be routed based on lookup fields on the record and in accordance to the approval matrix.
  • Designed and modified Approval processes and created Approval steps which used email alerts and field updates.

Confidential, Lansing, MI

Salesforce Developer/Administrator

Responsibilities:

  • Performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of SFDC and other Platform based technologies like VisualForce, Force.com API and Web Services.
  • Worked with a set of related objects and complex set of interconnected fields in those objects.
  • Developed Triggers that would account for deletion, bulk-safe and with exception handling and wrote respective test classes with a minimum of 85% code coverage.
  • Designed and created VisualForce pages
  • Experienced in querying Salesforce tables using SOQL & SOSL queries using Force.com Explorer.
  • Created Many-to-Many relationships and created Junction objects between the existing Group and Persons account to classify Persons Account based on their employment status at an organization.
  • Worked with field & page layout customization for the standard and custom objects like tabs, fields, pick lists, rollup summary as per the business need.
  • Created Tab permissions, Record Type permissions and Field Level Security to implement Component-based security.
  • Worked with Organization Wide Defaults, Role Hierarchies, Sharing Rules and Manual Sharing to implement Record-based sharing.
  • Designed and modified Approval processes and created Approval steps which used email alerts and field updates.
  • Collaborated Chatter Desktop for the Organization

Tools: & Technologies: Saleforce.com platform, Drawloop, VisualForce (Pages, Component & Controllers), Apex Language, DML statements, SOQL, SOSL, JavaScript, Data Loader, HTML, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Sandbox data loading, Eclipse IDE Plug-in, Windows, Custom Fields, Time based triggers, Triggers, Workflows Rules, Validation Rules, Chatter Desktop

Confidential, San Francisco, CA

SalesForce Configurator/Developer/Administrator

Responsibilities:

  • Interacted with various business user groups for gathering requirements for Salesforce implementation and documented the Business and Software Requirements.
  • Extensively involved in moderating JAD sessions with different business units and application development team.
  • Designed Use Case Diagrams and Use Case Specification documents based on requirements gathered.
  • Created the company profile, set up new users, defined roles and set up public groups, Involved in setting up field level access for each custom object created based on the user’s role within the Organization.
  • Utilized Apex Classes, Controllers and Apex Triggers for various company specific functional needs in the application.
  • Developed Triggers with bulk-safe and exception handling and have a minimum of 85% code coverage
  • Used Data Loader for Data Migration in force.com platform
  • Involved in Implementation and Design of Campaigns, Cases, Issues, Product and Orders Management and Product Rejection module.
  • Configured visual workflows for price quotes
  • Generated Tabular, Summary and Matrix reports to create Standard and Custom reports.
  • Worked with Approval processes that used Email Approvals and Parallel Approval steps
  • Used Process Visualizer to study Approval steps.
  • Created Dashboards and Dashboard Components and implemented multiple levels of Dashboards and scheduled Dashboard refresh.
  • Created Many-to-Many relationships and created Junction objects to implement Roll-up Summary fields to aggregate data from child records on the parent.
  • Designed Validation Rules along with Roll-Up Summary Fields to maintain data quantity and data consistency.

Tools: & Technologies: Force.com platform, Visual Force (Pages, Component & Controllers), Visual Work flows, Apex Language, JavaScript, DML statements, SOQL, SOSL, Data Loader, HTML, Chatter, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Sandbox data loading, Eclipse IDE Plug-in, Custom objects and Fields, Time based triggers, Workflows Rules, Validation Rules.

Confidential, Columbus, OH

Salesforce.com Administrator/Developer

Responsibilities:

  • Created user Roles and Profiles, security controls and shared settings.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Created business requirement document (BRD), functional (FDDs), technical requirement specification (TDDs) for application development
  • Created Use Case Survey documents in close coordination with Rational Unified Process mentors and drove the approval process across project stakeholders through review meetings.
  • Conducted GAP analysis between “As is” system functionalities and “To Be” system expectations, created GAP Metrics.
  • Conducted Joint Application Development (JAD) sessions with IT teams . Identified the Key Changes, and participated in Stakeholder Management meeting for effective communication.
  • Developed various Custom Objects, Tabs, Components and VisualForce Pages.
  • Designed various Custom Reports and Dashboards for different user profiles based on the need in the organization.
  • Worked with the development team to implement Apex Classes, Controller Classes and Apex Triggers for various functional needs in the application.
  • Interacted with the Salesforce.com premium tech support team on a regular basis.
  • Worked on various SFDC standard objects like Accounts, Contacts, Leads, Reports and Dashboards.
  • Implemented field level security, profiles and audit trail setup.

Tools: & Technologies: Saleforce.com platform, Visual Force (Pages, Component & Controllers), Apex Language, JavaScript, Data Loader, HTML, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Sandbox data loading, Eclipse IDE Plug-in, Windows, Custom Fields, Time based triggers, Triggers, Workflows Rules, Validation Rules, Agile Scrum, Chatter

Confidential, CA

Salesforce.com Administrator/Developer­­­

Responsibilities:

  • Developed Apex triggers, Apex classes and test classes working around the governor limits.
  • Designed Apex Before Insert, Before Update, After Insert and After Update Triggers.
  • Involved in querying Salesforce tables using SOQL & SOSL queries using Force.com Explorer.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Involved in analysis of functional and technical requirements; created the custom objects, formula fields, lookup and master-detail relationships.
  • Created various Reports (summary, matrix, tabular and dashboards) to assist managers to better utilize Salesforce as a sales tool
  • Conducted stakeholders’ interviews, gathered requirements, and analyzed the requirements using Rational Requisite process.
  • Authored Business Requirement Documents (BRDs) for the new system after requirements analysis.
  • Used UML to model business requirements and logically convert them to functional requirements.
  • Performed GAP analysis (As-Is & To-Be) and software traceability support.
  • Designed Use Cases, Activity Diagrams, Sequence Diagrams and Object Oriented Databases using Rational Rose.
  • Worked on design and development of Relational Database Management System (RDBMS) and reduce the redundancy by data normalization using Oracle Server.
  • Implemented security and sharing rules at object, field, and record level for different users at different levels of organization. Also created various profiles and configured the permissions based on the organizational hierarchy and created public groups.
  • Developed Assignment rules, Escalation rules to enable proper routing of cases to the case team members.
  • Imported data from excel sheets in to Leads, Accounts, Contacts and Opportunities using Data Loader and Import Wizard.
  • Configure multiple Outlook settings for various users and perform field mapping and matching criteria and other advanced settings based on the requirements
  • Wrote various queries in generating reports and Dashboards using combination of custom objects and standard objects
  • Performed administration tasks as needed, managing custom fields, integration and data cleanup
  • Involved in security levels and privileges by customizing Salesforce.com Profiles and Roles
  • Developed Salesforce.com site and customer portal for various organizational units and partners

Tools: & Technologies: Force.com, BigMachine, DocuSign, JavaScript, Apex Codes, Apex Data Loader, Import Wizard, Informatica, Eclipse IDE, Controllers, Visual Force Pages, XML, Triggers, Security Controls, SOQL, SOSL, Excel, Custom objects and Fields, Time based trigger, Workflows Rules

Confidential

Business Analyst

Responsibilities:

  • 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.
  • Gathered and documented the requirements that are critical to the business mission and using those requirements to design application software.
  • Gathered requirements for generating account balance and transactions reports for a full year.
  • Gathered requirements for linking the card payment system to the centralized payment system.
  • Used RequisitePro to document requirements, associated change requests with requirements and connected requirements with Use cases.
  • Documented business workflows textually as well as in UML diagrams according to RUP for the stakeholder review.
  • Supported IT unit creating functional specification documents for the design, development and implementation of strategic projects.
  • Created use case scenarios and documents work flow and business process
  • Supported the assigned project manager with creating detailed project plans assisting in developing, scheduling and tracking project timelines.
  • Analyzed and documented Business requirements and detail design of the software for full understanding of the business.
  • Conducted JAD sessions to allow different stakeholders to communicate their perspectives with each other, resolve any issues and come to an agreement quickly.
  • Performed feasibility, adaptability study and risk analysis to identify the business critical areas from the user perspective.
  • Product: Mergers and acquisition CRM ( It is a cloud solution that manages clients and the transactions process (both buy side and sell side) by providing all M&A functionality and workflows required in the industry. M&A Cloud is built on Force.com, the leading cloud platform from salesforce.com).
  • Served as an SME for creation of buy side M&A process for the CRM.
  • Liaised with business and functional owner during risk engineering and high-level review sessions to derive and execute action plans, meeting deadlines and standards.
  • Interfaced with business users to prepare and update Business Process Requirements (BPR) and Software System Requirements (SSR). Created test cases and test scripts.
  • Ensured all artefacts complied with corporate SDLC Policies and guidelines.
  • Prioritized outstanding defects and system problems, ensuring accuracy and deadlines were met.
  • Performed GAP analysis of business rules, business and system process flows, user administration, and requirements.
  • Developed use case with UML for new product functionality.

Tools: & Technologies: Saleforce.com platform, Visual Force (Pages, Component & Controllers), Apex Language, JavaScript, Data Loader, HTML, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Sandbox data loading, Eclipse IDE Plug-in, Windows, Custom Fields, Time based triggers, Triggers, Workflows Rules, Validation Rules, Agile Scrum, Chatter

Confidential

Financial Analyst

Responsibilities:

  • Lead the process of financial requirement gathering, setting up of database, creation of standard equity research sheet for the client.
  • Prepared the standard equity research sheets for Financial and Industrial sector for linking if financial model.
  • Prepared the synopsis for the most important financial ratios for Industrial and financial sector.
  • Worked as an SME’s to ensure that the standard equity research sheets are in compliance with U.S GAAP
  • Conducted JAD sessions in gathering and synthesizing business requirements and translated into functional and non-functional requirements (FRD) to be used as input to the functional design specifications.
  • Based on the request process (i.e. Manual or Automation) had to route the requirements as Request forms/ Use case document respectively.
  • Involved in entire SDLC process including analysis, design test plan, development and testing of the CMP products for each transitioned application.
  • Extensively used UML, RUP, Use cases, GAP analysis, Root cause Analysis and Traceability Matrices to ensure quality requirements. Exported data to Excel and MS Access for regulatory reporting and summarizing.
  • Worked extensively with Oracle databases and wrote teradata SQL queries for data extraction, data feeding, data analysis, and data mapping.

Tools: & Technologies: Investment Banking, Agile/Scrum, Java, SQL, RMS, MS Access, MS Project, Data Warehousing, Data Cleansing, MS Excel, User acceptance testing (UAT), XML, MS SharePoint, Rational Clear quest, Use cases, UML, MS Office, Requisite Pro.

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