SUMMARY:

• Skilled Salesforce certified Administrator with 3+ years of technical experience as Salesforce Administrator
• Adept in analyzing information system needs, evaluating end - user requirements, custom designing solutions, integrating with other software's and troubleshooting any problems in the process.
• Work with users to develop requirements for various initiatives, document those requirements, and build an implementation plan.
• Ability to interact effectively with business users, to gather & analyze requirements.
• Troubleshooting tickets and escalated issues with Salesforce.com.
• Experience in working with Both Agile and Scrum Environments.
• Strong problem-solving skills, ability to multi-task, create and maintain custom reports and dashboards for sales and business teams.
• Good communication, collaboration & team building skills with deftness in training and supporting End Users.
• Experience in configuring Salesforce.com by creating profiles, roles, users, custom objects, various types of custom fields, links, buttons, record types, Junction objects, master-detail relationships, lookup relationships, role-based page layouts, custom Tabs, custom reports, Snapshots, Dashboards, security and sharing rules, Validation rules, email services, Chatter, Web-to-lead, Web-to-case, Email-to-case, Tasks and actions.
• Experience in Using Visualforce language to create visual force pages as per the business need.
• Hands on experience working on the developer part of salesforce by using SOQL, SOSL, Apex, Visual force Languages.

PROFESSIONAL EXPERIENCE:

Salesforce Admin/ Analyst

Confidential, Dallas Texas

Responsibilities:

• Daily Standup meetings where all the salesforce team meets up and have a go around on what each individual was working on for that particular sprint and what’s the progress on that story, and we used to discuss the parking lot item if anyone is facing any impediments in their tasks.
• Extensively worked on creating workflow rule by assigning tasks to the record owners based on the necessary conditions to follow up with a particular record, alerting the users with workflow emails wherever necessary and also written some batch classes in order to automate the deletion of records.
• Created custom fields of all types in all across the standard objects in sales and service cloud, and also in the custom objects.
• Created different workflow rules assigning tasks to the users, sending alerts to the users and also updating the required fields as requested by the stakeholders.
• There were also scenarios where I used the process builder functionality to achieve the True/False kind of requirements for the workflow email alerts.
• Created Dashboards using all different Dashboard components for the reports created by sales users.
• Created new users as per their hierarchy in the organization.
• Created Approval Process as per the requirements for the end users.
• Building Reports including Tabular, summary, Matrix and joined Reports.
• Made customizations to the VF Pages whenever required which included changing the size of a VF page, Adding scroll Bars.
• Also used App Exchange to use the applications in a right way to help the org to work in a faster and simpler manner focusing on increasing the performance and efficiency for the end users
• Different applications I installed were configuration workbook to quickly extract Salesforce metadata in Excel files, ex. Field Level Security, Profile permissions across objects, fields etc, Page Layouts, Permission set assignments, Apex, Visualforce. It also offers tools like Org Comparator, and Impact Analysis.
• Engage Reports Engage Team reports allows you to analyze data from the emails your reps send from Engage for Gmail, Engage for Outlook (this is a pilot feature) and via Engage Campaigns,
• Marketing Cloud Connected App Package provides connectivity to Salesforce Marketing Cloud,
• Field Trip Ever wish you could run reports on the standard and custom fields you have in salesforce? Take a Field Trip This utility lets you analyze the fields of any object, including what percentage of the records (or a subset of your records) have that field populated.
• Adobe Sign to Adobe Sign Contract Management, Quote2Win Quote 2 Win™ is the only native Salesforce.com sales effectiveness solution that improves your sales process flow, enhances quoting accuracy and increases overall profitability. Quote2Win eliminates the need for cumbersome pricing spreadsheets by dramatically enhancing the standard Saleforce.com quoting, price book creation and management functionality. For the first time, serve up account-specific pricing and discounting guidance automatically in quoting screens. Accelerate pricing approvals with line-item and total deal scores. Win more profitable business, faster. Pardot, Form Assembly for AppExchange, B ox for Salesforce.
• Written batch class and scheduled it for automating the deletion of leads that are not converted and been in the org for more than 12 Months and also written a test class for the same.
• Uploading the change sets with all the necessary components including all the customizations made along with the inclusion of profiles to different sandboxes at the End of sprints. And validating the uploaded change sets in the target Organizations and deploying them and moving the same till production and deploying the change sets as per the release date.
• Taking Part in the sprint Planning, Retrospective and Backlog Refinements Meetings along with other salesforce team members (admins, Developers) along with the Scrum Master and product Owner. And assigning the tasks to different users and discussing the complexity in the task and rating the hours as required.
• Used Data loader API for Loading Data from a CSV file also used data import wizard.
• Created various permission sets where ever Necessary as requested by the end users for having access to different reports.
• The org had 200 Users in total so had good hands on experience on User management with different functionality’s including creating queues, roles, profiles, permission settings, Public groups.

Salesforce Administrator

Confidential, Portland, OR.

Roles and Responsibilities:

• Customization of SF apps, objects (standard, custom, external), fields, record types, layouts.
• Managing Salesforce instances: Creation, customization, configuration and maintenance of standard and custom objects Platform Workflow & Approvals, Reports, Standard & Custom objects, Tabs, Security Controls.
• Worked on customizing standard objects accounts, contacts, opportunities, products, price books, cases, leads, campaigns, reports and dashboards.
• Worked as Salesforce admin support governing user account creation, personal information setup, password reset, Roles & Profile creation, user group creation, updating company profile, Network access setup.
• Proficient in security and sharing rules at object, field, and record level for different users at different levels of organization.
• Created new user accounts, roles, profiles and sharing settings.
• Involved in setting up field level access for each custom object created based on the user's role within the organization.
• Hands on experience in Apttus CLM/CPQ to streamline configuration also to ensure pricing and quoting accuracy.
• Worked on Apttus support project to solve ongoing bugs/issues/enhancements
• Created custom objects, Batch APEX, SOSL & SOQL queries, Visual force Pages, Triggers, Validation rules to help track internal help desk cases and lead qualification.
• Worked on Different salesforce applications like Conga Suite, Dupe Catcher, Cirrus Insight, Map anything, Inside sales, Data.com, Insight Squared, Desk.com, Get Feed Back, Rollup Helper, Jitter bit, Docusign
• Created various Reports and Report Folders to assist managers to better utilize Salesforce system as a sales tool and configured various Reports and for different user profiles based on the need in the organization
• Worked with field & page layout customization for the standard objects like Account, contact, Leads.
• Involved in customizing custom objects, tabs, fields, page layout as per the business need.
• Created pick lists, dependent pick lists, validation and formula fields
• Defined lookup and master - detail relationships on the objects and created junction objects to establish connectivity among objects.
• Created the workflows for automated lead routing, lead escalation, alerts.
• Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
• Created templates, approval processes, approval page layouts and defined approval actions on them to automate the processes.
• Imported excel based customer information records in to accounts, contacts and assets using Data Loader and import wizard.
• Used import wizard for insert, update, of data from Salesforce.com. Used it to read, extract and load data from comma separated values (CSV) files
• Created various reports (Summary reports, matrix reports, joint reports), pie charts, dashboards
• Worked on customization of Sales and Service cloud and configured Web-to-Lead, Email-to-case, Assignment, Escalation and Auto-response rules.
• Worked on customization of Sales cloud objects Leads, Accounts, Opportunity, Products and Price books, implemented, and configured Web-to-Lead, Assignment rules, custom lead conversion, Account Teams in sales cloud.
• Manage cases within Salesforce for daily troubleshooting
• Create and maintain Visualforce forms utilized by users for sales and activity
• Used the sandbox for testing and migrated the deployment instance after testing.

Salesforce Business Administrator

Confidential

Responsibilities:

• Gathering requirements collects information and coordinates for all departments.
• Customization of the Organization's Profile, creation of custom objects, custom fields, formula fields as per the Requirement.
• Managing customer data: Data duplication identification and resolution, ongoing audits to uncover and resolve data integrity issues, bulk imports of data, batch reassignment of accounts and opportunities based on organizational changes.
• Reports, Requirements Work Plans, Business Requirements Documents, Use Cases, Process Flows.
• Actively participated in all phases of the software development life cycle.
• Creation of Page layout for custom objects as well as standard objects for respected Profiles.
• Evaluates data entry, import processes, and ensures proper data quality standards along with Apex Data Loader.
• Documentation of all project stages, including but not limited to presentations, requirements, use cases, user stories, flows, program documentation and technical documentation.
• Design, manage, and execute on Salesforce configuration projects of varying complexity to ensure the smooth operation of our day - to-day function.
• Works closely with management and other department heads to accomplish requested deliverables using Salesforce.com CRM application.
• Configures and integrates Salesforce.com with AppExchange applications.
• Interacting with the end users for testing of the application
• Configure and Set up relationship between various objects
• Building Enhanced Dashboards in SFDC.