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Sr. Salesforce Consultant / Salesforce Administrator Resume

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Plano, TX

SUMMARY:

  • Over 7 years  of experience in I.T., 6 + Years working as Salesforce Administrator / Consultant and ERP,CRM Consultant in Salesforce.com, expertise in Configuring, Customizing, Custom Development
  • Administration and Integrating 3rd Parties into Salesforce, experienced in working with clients to map out their existing Business Processes and providing system - based solutions 
  • Possess comprehensive understanding of CRM business processes from Sales to Customer Service.
  • Expertise in Salesforce.com, Salesforce Declarative Programing, Data loader Apex Classes, Apex triggers, Integration, Visual force, Force.com API, SOQL, and SOSL.
  • Working with different aspects of Web Services (API, XML, WSDL, SOAP, REST, SSI) & web integration with SDFC.
  • Experience working on Standard Object, Custom objects, Fields, Link, automating process flows and integrating existing desktop and web apps with legacy mainframe systems.
  • Extensive knowledge of Salesforce.com implementation cycle in Sales, Marketing, Service and support modules.
  • Worked with Salesforce1, CPQ, Steelbrick, Apptus, Pardot, Mailchimp, mobile into Salesforce org and created several Connects apps.
  • Strong Database (RDBMS) development experience in writing SQL queries, functions, stored procedures, triggers, and views in Oracle/SQL Server. 
  • Skilled in customizing standard objects, workflows, profiles, workflow rules, validations, field creations, escalation policies, auto-assignments, roles, sharing rules and reports.
  • Strong knowledge about Sales cloud, Service cloud, Marketo configuration and customization and good understanding with Client/Server architecture, Object-Oriented design techniques and web application design.
  • Experience in data migration from ACT, Excel, MS outlook and Legacy Systems using Data Loader, Import Wizard, Informatics Data Loader, and Cast Iron.
  • Worked with Data Analysis, Dash Boards, Data Migration & Data Loader, scripting.
  • Expert in generating and analyzing custom reports and dashboard for management and various business unit personnel to provide detail information on key performance indicators.
  • Developed process enhancements through automations including Workflow, Approval Processes, and Escalation Rules.
  • Experience in Salesforce Testing and Administration spanning all facets of package software and SaaS application implementation.
  • Experience in Object Oriented Analysis and Design (OOAD) and understanding of the Salesforce architecture and SOA based EAI standards order to provide guidance and direction to the customer.

SKILLS:

SFDC: Data Loader, Connect Offline, Salesforce to SalesForce, Apex Explorer, Apex Custom Controllers and Extension, Apex triggers, S-controls, SOQL, SOSL, Ajax Toolkit, packaging and migrations, Force.com IDE (Eclipse).

Frameworks: Spring, Struts, Hibernate, .NET Operating

Programming Skills: APEX, C, C++, JAVA, .NET.

Web Tools: HTML, Concepts of JAVASCRIPT, SOSL, SOQL, AJAX.

Systems: Windows 9X, XP, 7 and Linux

Utilities: MS-Office Suite, MS Project 2005.

EXPERIENCE:

Confidential

Plano, TX

Sr. Salesforce Consultant / Salesforce Administrator

Responsibilities: 

  • Full cycle salesforce.com implementation and customization including business process analysis, requirement gathering, application configuration & object creation, training and post - implementation administration.
  • Maintain data integrity at the point of entry, cleansing and de-duping data using matching rules, validation rules, merging and mass deleting records.
  • Involved in organizational migration from Salesforce Classic to the Salesforce Lightning Experience, including identifying existing functionality unsupported by Lightning and planning department based migration.
  • Hands-on experience working with Salesforce CPQ, Wave Analytics and Lightning to an extent. 
  • Investigated incidents touching all Sales-related applications, including: Salesforce.com, CPQ (IBM Sterling quoting tool), Mastermind (billing system), and DocuSign .
  • Worked with Steel brick CPQ on App exchange for pricing sales quotes and assisting Sales representatives in providing multiple quotes easily.
  • Proficient in using ETL tools viz. Data Import Wizard, Apex Data Loader & Dataloader.io.
  • Created profiles and implemented Object and field level security to hide critical information on the profile users and created test scenarios on Sandbox environment and used Force Component Deployment Wizard for migrating data between IDE and Sandbox environment. 
  • 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. 
  • Used IDE for creating, modifying, testing, and deploying Force.com Application and identifying  business  requirements and documented them in High Level Design document (HLD). 
  • Encourage user adoption by measuring, one-one training and educational documentation, troubleshooting user access and visibility issues, permissions etc.
  • Compile reports and create dashboards, custom list views & page layouts according to business needs and for ad-hoc purposes.
  • Experience with Apttus WPA for workflows and approval processes along with CPQ matrices based on geo location and currency exchanges. 
  • Continuous administration and automation of Salesforce.com including creation and customization of objects, fields, record types, workflow rules and page layouts
  • Participate in cross-functional meetings for requirement gathering and support issues, proficient in using tools such as Microsoft Excel for data scrubbing and manipulation
  • Experienced in the process of adding, configuring and managing third party apps from the AppExchange.
  • Created presentations for the Executives for further adoption of the Salesforce platform and to leverage the same for the Post Termination and the Post Repossession processes.
  • 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.
  • Created Custom objects and fields- Leads, Marketing, Campaign, Dashboard, Sales, Account etc.
  • Configured security and organizational hierarchy for sales for salesforce implementation.
Confidential

Coppell, TX

Salesforce Business Analyst / System Analyst

Responsibilities: 

  • Create process flow documentation (current state, future state mapping), as well as create SOPs for the new technology.  
  • Function as a process and system analyst  - identifying potential efficiency gains using LEAN methodology, Six Sigma standards, etc.  
  • Integrated SFDC with Marketo Tool to make Marketing process easy to access Leads and opportunities. 
  • Created and customized record types to different pick list fields, links, related lists, and other components on page layout for Apttus AppExchange app in SFDC. 
  • Used Marketo for Automation marketing of products and to get immediate response for leads.
  • Worked in Salesforce and gather requirements for CRM conversion from SAP to SFDC.
  • Extracted the Salesforce.com CRM information into BI Data Warehouse using Force.com API Informatica to provide integration with oracle financial information to perform advanced reporting and analysis. 
  • Data migration, system requirements gathering, and assessing change management deliverables.   
  • Identify test case scenarios, author test scripts, create UAT schedule, and execute test scripts.  
  • Create and deliver training material with a focus on Change Management, creating excitement around the new platform, while remaining honest about first iteration capabilities and delivering the final, optimistic vision with future iterations.  
  • Implemented pick lists, dependent pick lists, lookups, junction objects, master detail relationships, validation and formula fields to the custom objects.
  • Participate in brain storming and Q&A sessions to create & document process flows, document As-Is and To-Be state process flows, product backlogs and user stories
  • Maintain relationship with developers, project managers and quality assurance analysts, created sprint backlog and manage user stories.
  • Work with users, product owners, team leaders and other stake holders to prioritize the high-level capabilities listed in the product backlog items.
  • Successfully elicited, documented, prepared and managed business requirements package for stakeholder sign-off and delivery to technical teams
  • Security, sharing and user access provisioning including user management, profiles, roles, permissions, page layouts, sharing rules, assignment rules and queues.
  • Available to the Clinical team at all times as a system expert, training partner and IT liaison.
  • 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

Dallas, TX

Business Systems Analyst

Responsibilities:

  • Conducted administrative duties which include working with C - level executives, system administrators, and end users to gather their business requirements then developing customized solutions to meet their need.
  • Interacted with business operations, understand business model, involved in gathering requirements, communicated business process, translated needs into salesforce terms, developed data model, defined objects and relations.
  • Performed complete analysis of existing systems in organization and corresponding business process for sales and marketing.
  • Developed functional specifications document for Accounts and Opportunities module leading the business tracks.
  • Defined Lead assignment rules based on Territory management rules, responsible for product validations with business for accounts and opportunities.
  • Configured standard salesforce objects and custom objects as per business needs implementing validation rules and formula fields.
  • Gathered requirements for all automation workflows as per business requirements and translated in to salesforce business terms.
  • Involved in requirements gathering for account assignment rules for account owner for various geographies and defined them using sharing rules.
  • Defined several workflows including creating tasks, email alerts, outbound messaging and field updates for accounts and opportunities module.
  • Closely implemented the automated sales process with developers and responsible for getting product approval from business owners.
Confidential

Norwalk, CT

Salesforce Business Analyst

Responsibilities:

  • Liaison between the business client and technology team developers, system architecture, and QA Testers.
  • Gather requirements through interviews with the client and referring to existing documentation and procedures.
  • Administered Salesforce CRM applications for Sales, Marketing and Support Departments. Involved in creating multiple analytical reports, with varying degree of complexity.
  • 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.
  • Translate business requirements into functional specifications and creating High Level Design documents
  • Perform GAP Analysis of the as-is and to-be system, design wireframes using MS Visio.
  • 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.
  • Customized agile methodology in a service based, reverse mortgage specialized for seniors.
Confidential

Chicago, IL

Business Analyst

Responsibilities:

  • Gathered user and business requirements through open - ended discussions, brainstorming and prototyping and create BRD document using MS Word.
  • Utilized Waterfall methodology to configure and develop process, standards and procedures.
  • Knowledge and understanding of key E-commerce functions like site browsing and navigation, checkout flow, order fulfillment, payment processing, order shipment, inventory management and order management.
  • Created Wireframes and Mock ups for the UI/UX designers to give an idea of the webpage layout.
  • Performed Gap analysis by identifying existing technologies, documenting the enhancements to meet the end state requirements.
  • Participated in design, development, testing, and deployment of front end applications as well as reports.
  • Facilitated JAD sessions with management, users and other stakeholders to define the project and to reduce the time frame required to complete deliverables.
  • Prepared Business Requirement document and then converted Business requirements into Functional Requirements Specification
  • Analyzed business requirements and segregated them into Use Cases.
  • Created Use case diagrams, activity diagrams using MS Visio according to UML methodology thus defining the Data Process Models.
  • Involved in integrating data from disparate sources into a data warehouse using ETL and applied analytical/BI skills to develop existing business reports, thus reducing the time to generate these reports manually by doing complete automation.

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