We provide IT Staff Augmentation Services!

Sr. Salesforce Consultant Resume

Santa Monica, CA


  • Around 9 years of experience in design, development, implementation and testing of applications using Salesforce.com/ Force.com platform and Oracle Applications.
  • Experience in Salesforce.com customization/ custom application development using Force.com platform and administering Salesforce.com.
  • Guided Salesforce.com Project and Administrative Team to key decision in moving forward with Salesforce Communities vs. Custom experience.
  • Experience as Salesforce.com Business Analyst in Business Requirements Analysis, Requirement gathering and Gap Analysis, SFDC Visual Force Pages, Triggers, Validation rules, sharing rules, Web services, Tabs, Custom Objects, Reports and Dashboards.
  • Gathered Functional Requirements and Testing scenarios for the Salesforce Service Cloud and Communities Implementation.
  • Excellent communication and assisting capabilities in conducting interviews with clients, surveys and Joint Application Development (JAD) & (JAR) session for gathering user requirements and understanding of the business process.
  • Strong experience in working with No SQL databases like MongoDB as well as RDBMS databases such as MySQL and Oracle.
  • Gap Analysis: Strong gap analysis capabilities which involves determining, documenting and approving the variance between business requirements and current capabilities.
  • Designed and analysed Business Process Model, Uses Case model and test procedures based on RUP methodology using Rational Rose.
  • Converted Process information, client wish lists and Salesforce Standard functionality into a Requirements Traceability Matrix for development team to use in the Build Phase.
  • Provided functional and technical guidance of Salesforce Best Practices for Implementation to Business Project Leadership.
  • Experienced in Object Oriented Analysis/ Design/ Development/ Testing and Implementation, Client/Server Architecture.
  • Experienced on implementing Apex classes, Visual Force Pages, Apex Components and Controllers, Triggers, and working with Force.com IDE.
  • Responsibilities include design business process, partnering on configuration, customization, user provisioning, data migration, and report/dashboard design
  • Participate in cross - functional teams to address strategic business issues involving Customer Relationship Management (CRM) and sales operations.
  • Experience in analysing business specification documents, developing test plans, defining test cases, developing and automating test scripts.
  • Effort Estimation, Test Planning, resource allocation, budget, risk and mitigation plan, training.
  • Black-box, white-box, Unit Testing, Configuration testing etc. including mobile (iOS and Android).
  • Mobile/ Tablets testing (iOS and Android), Requirement Validation, Acceptance, Conformance, Compatibility (Cross Browser testing), Functional, Unit, Integration, Regression, User Acceptance Testing, Control, GUI, Back-end, Smoke Testing, database, BI reporting.
  • Experienced in developing User Interface, Page Layouts, Tabs, Custom fields, Custom objects, Validation Rules, Triggers, etc.
  • Worked on Salesforce CRM platform on different environment of SFDC such as Sales and Service Clouds.
  • Used Scribe application to integrate business solutions to Salesforce.com and configure and provide ease of modification as business processes change
  • Good understanding in CRM business process such as Case Management and Partner portal (Partner Relationship Management)


Platform: Apex Language, Apex Classes, Apex Triggers, SOQL, SOSL, Visual Force (Pages, Components & Controllers), S-Controls, Apex Web Services, AJAX, Workflow & Approvals, Dashboards, Reports, Analytic Snapshots, Custom Objects, Force.com Eclipse IDE Plug-in.

Languages: Java, C, XML, HTML5, SQL, JavaScript

Database: Oracle 10g/9i, MS SQL Server 2005/2000, UDB DB2, MySQL, MS Access 2007/2000

J2EE Technologies: JSP2.0, JSF, JNDI, Servlets, JDBC, EJB, Java Beans, AWT, Swings

Version Control Tools: VSS, CVS, Win CVS, Rational Clear Case, Sub Version


Sr. Salesforce Consultant

Confidential, Santa Monica, CA


  • Improved customer productivity through effective of Salesforce CRM technology; uncovered customer pain points & gaps in CRM best practices & presented information about Salesforce functionality to diverse audiences.
  • Setup & configure custom fields, objects, reports, & dashboards to help companies optimize their use of time & data, with initial & reimplementation of Salesforce.
  • Clean data with pre-implementation & within Salesforce with preventative measures to assist clients with data quality moving forward with Salesforce.
  • Implemented Service Cloud including: Service Console, Customer Portal & Communities, Case Feed, Knowledge Base & Entitlements.
  • Worked on maintaining the functional areas of accounts, contacts, leads, campaigns, opportunities, quotes, activities dashboards and Process knowledge of Sales and Service Clouds.
  • Provided support ongoing Salesforce.com maintenance and administration services including periodic data cleansing, custom objects, workflow and triggers.
  • Worked on Salesforce Lightning (Lightning Design Systems, App Design and Lightning Components).
  • Worked on designing and developing Lightning Community Builder and developed Lightning Components.
  • Assisting in migrating existing functionalities from Salesforce classic interface to lightning interface.
  • Perform detailed analysis of business and technical requirements and developed the Apex classes using other Platform based technologies like Visualforce, Force.com IDE.
  • Integrated with external system using Web Services Callouts for cleansing the Address and save the data in the pages of Salesforce.com.
  • Integrated the SOAP and REST based Web Services for extracting the data from external systems to display in the pages of Salesforce.com.
  • Experience as an administrator of both the Sales Cloud and the Service Cloud to implement and deliver
  • Attended daily scrum, sprint planning retrospective meetings & followed the agile scrum practices, implemented improvement to process, demonstrated solutions & incorporated feedback changes.
  • Demonstrated out of the box Salesforce capabilities & proposed business process changes to take full advantage of Salesforce capabilities.
  • Trained unpractised users & management for on-boarding & new features, customizations & functionality. Developed user manual & other training documents.
  • Worked on Service cloud, Sales Cloud, supported cases, developed workflows and triggers for automated case resolutions.
  • Gathering requirements from Users to create stories and add implementation details for the stories.
  • Sound experience in integration of Salesforce.com applications using SOAP and REST Web Services.
  • Hands on experience in writing/manipulating the Salesforce.com platform data queries using SOQL, SOSL queries and worked with large volume data manipulation.
  • Involved in Salesforce.com application setup activities and customized the apps to match the functional needs of the organization.
  • Designed and developed the Custom Objects, Page layouts, Custom tabs and Components to suit the needs of the application.
  • Created lookup and master-detail relationships on the objects and created junction objects and various advanced fields like Pick list, Field Dependencies, Custom Formula, Sharing rules for automated alerts, field updates and Email generation.

Sr. Salesforce Business Analyst

Confidential, Melville, NY


  • Audit clients' current use of Salesforce, suggest improvements to facilitate business processes, and train staff.
  • Performed in depth analysis of the integration of salesforce with SQL, explained how salesforce has been integrated with SQL server and from which sources data was coming in salesforce in the absence of any documentation.
  • Executed org customization for standard and custom objects via workflows, formulas, custom fields, page layouts, and record types.
  • Set meetings for Account Executives to close business for Salesforce CRM, Marketing, and Support products.
  • Accomplished and delivered in all project stages and deliverables including requirements analysis, design, development and testing, data migration, integrations, user acceptance testing (UAT), deployment, data modelling, data analysis, defect & user issues resolutions, user training.
  • Good knowledge on Tableau JavaScript API in applying filters, switching tabs, chain calls, etc.
  • Creatively found new business opportunities by building Salesforce dashboards & reports, Leveraged LinkedIn Sales Navigator & Google Alerts.
  • Mentored new employees how to utilize Salesforce application; How to run reports & build dashboards.
  • Successfully accomplished requirement analysis, data mapping, data definitions for various data sources (Salesforce data, Labor demand and supply, requirements gathering sessions with Business Owners.
  • Followed agile methodology, worked on data mapping / definition of salesforce & enterprise data mart, prepared data extract request (DERs) for data extracts from gold source / EDW into Data mart, UAT/QA handoff to business.
  • Created new customer success stories and integrated them to Salesforce.com for internal use, equipping sales teams with customer anecdotes to feature in external facing presentations.
  • Experienced on translating business process into Custom Objects and creating Look-up relationships and Master-detail relationships.
  • Worked on Migration tools Force.com IDE, Eclipse and have knowledge of Change set migration code and configuration from the Dev sandbox to Production.
  • Ability to adapt to any environment such as working with small or large groups or independently and excellent communication skills.
  • Facilitated trainings and demos of Salesforce standard and custom functionality including workflow rules, validation rules, custom objects, custom fields, page layouts, record types, reports, dashboard and list views.
  • Liaise and work closely with the Salesforce R&D team on escalated technical issues and product roadmap changes/ new features.
  • Assisted in the preparation of the Smoke Testing and User Acceptance Testing (UAT) stages including establishing testing scenarios, writing test scripts, and documenting successes and failures to relay to the development team for resolution.
  • Pulled reports from Salesforce on a weekly basis, exported data into Excel, and formatted reports as needed to be shared out with other teams.
  • Used Salesforce Data Loader and Jitterbit Data Loader (wizard-driven import/export tool with drag and drop data mapping, support for create, insert, upsert, delete, hard delete, query and bulk loads) to import and export the data.
  • Worked on various Salesforce.com standard objects like Case Management, Accounts, Contacts, Content, Reports and Workspaces.
  • Specialized in designing custom objects, custom fields, role based page layouts, custom Tabs, custom reports, report folders, report extractions to various formats, design of Visualforce Pages, Snapshots, Dashboards, and various other components as per the client and application requirements.
  • Experience in configuration, implementation and support of Salesforce CRM and Salesforce SFA applications.
  • Conducted Workshops with Business Processes Owners to establish a sufficient level of detail for current and future state processes.
  • Converted Process information, client wish lists and Salesforce Standard functionality into a Requirements Traceability Matrix for development team to use in the Build Phase.
  • Provided functional and technical guidance of Salesforce Best Practices for Implementation to Business Project Leadership.
  • Lead efforts for continuous learning of client and customer operational flow, use and interdependencies of data and products.
  • Responsible for verifying compliance with testing procedures and for test strategy development.
  • Assist QA team on specific activities: test planning, test preparation and scripting, and test execution per defined best practices, standards and procedures for white box and unit testing.

Salesforce Business Analyst

Confidential, Norwalk, CT


  • Conducting extensive functional testing of the pricing and quotation functionality custom built in salesforce called as 'P&L Pricing automation project' - The project involved automation of Bid/quote P&Ls, finance risk assessment, input flows and approval processes.
  • Performed detailed analysis of business and technical requirements and designed the solution by customizing various standard/custom objects of SalesForce.com like Accounts, Contacts, Credit Item, Credit, Reports and Dashboards.
  • Designed Credit Simplification Community for Distributor. Worked on Visualforce Pages, Apex Component and Apex Classes.
  • Stay up to date on all new functionality introduced by Salesforce and how it can benefit our instance.
  • Experience in various stages of Software Development Life Cycle (SDLC) including, Requirement gathering and analysis, Design, Implementation/coding, Testing, deployment and maintenance of web-based object-oriented enterprise applications.
  • Involved in Salesforce real time integration for connecting the end-to-end sales process, seamlessly and consistently.
  • Provide daily support to our colleagues, to include training, basic functionality and navigation, trouble shoot potential system problems.
  • Work with the business on data integrity updates or new data to be loaded using the Salesforce Apex Data Loader.
  • Create new or modify objects, profiles, fields, permissions sets, page layouts, role hierarchy.
  • Created workflow & approval processes, validation rules, Auto-Response Rules, Approval process, email alerts and templates, and field updates.
  • Used Sales Cloud in Preparing and getting approval of design, functional and technical specifications from business.
  • Created various Reports 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 needs of the organization.
  • Create reports, report folder, report types and dashboards making sure the visibility is set for the correct business segment to view.
  • Work with the business to document and gather requirements for new functionality or enhancement requests to current functionality.
  • Integrated the Web Services for extracting the data from external systems to display in the pages of salesforce.com.
  • Modified Opportunity and Pipeline by customizing various stages to help prospect better and enabled forecasting.
  • Integrated the API and Web Services for extracting the data from AIM External systems to display/store in the pages of Salesforce.com using the REST services.
  • Developed several custom reports to better assist managers and report folders to provide report accessibility to appropriate personnel.
  • Created new case records automatically by enabling triggers to process incoming service e-mail requests from customers.
  • Worked on various salesforce.com objects like Accounts, Contacts, Leads and Opportunities.
  • Experience with Managing the complex data Experience in Integrating App Exchange Applications with Salesforce, Informatica On Demand, Mass E-Mail Management, Application management using Force.com Plug-in & Eclipse IDE in Sandbox and Production Environments, Working with different aspects of Web Services (XML, WSDL, SOAP, REST, SSI) & web integration with SDFC.
  • Facilitated workshops to collect As-Is business processes and user stories from stakeholders to generate solutions and product backlog for development sprints.
  • Configured solution to interpret requirements/user stories to fulfill transit business processes.
  • Conducted testing including Unit testing, System testing and generated test scripts for client to run UAT.
  • Building, publishing customized interactive reports and dashboards, report scheduling using Tableau server.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Provided support for ongoing salesforce.com maintenance and other administration services including periodic data cleansing, workflow and approvals.
  • Performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of SalesForce.com like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards.
  • Performed the role of support engineer for the internal users and helped them in getting used to the application, generated reports and saved them for further access to the users.

Salesforce Business Analyst

Confidential, Baltimore, MD


  • Worked in Administration, Configuration, Implementation and Support of service max and Salesforce applications.
  • Worked with various salesforce.com Standard objects like Accounts, Contacts, Leads, Cases, Reports, and Dashboards.
  • Working on generating various dashboards in Tableau Server using different data sources such as Teradata, Oracle, Microsoft SQL Server and Microsoft Excel.
  • Worked closely with sales team and business analysts and performed detailed analysis of business and technical requirements. Designed the solution by customizing various standard objects of SalesForce.com (SFDC).
  • Document requirements based client interview, business meeting etc. for OMS CRM solutions.
  • Mentor a team of QA engineer's onsite and offshore, setting direction, revising test strategy and supporting documents.
  • Develop and execute Test Scenarios, Test Scripts, test data documents based on Requirements and Design documents mostly in agile environment.
  • Testing Mainframe application (Billing system - GS) using tool Reflection to access mainframe.
  • Part of initial rounds of business review meeting and validate BAU rules for offer configuration for upcoming projects.
  • Holding regular defect triage meetings with internal, vendor development and infrastructure team to review defect impact and proposed resolutions.
  • Performed requirement check on implementation using CRM technology like OMS, salesforce.com and Sales CRM.
  • Analysed customer requirements and translating them into a technical reality that is extendable and maintainable by communicating with Business users.
  • Performed ad-hoc analytics, administration, and configuration of salesforce.com system. Migrated contacts, leads, contracts, and accounts from legacy systems to Salesforce.
  • Assessed and implemented salesforce.com platform database including managing user setup, profiles and roles, customization of objects, fields, record types, page layouts and validation of data.
  • Ensured governance, compliance by interpreting, executing and recommending modifications to the process.
  • Provided post implementation support and made changed by adhering to the client's policies and industry regulations.
  • Integrated Salesforce with other internal applications using SOAP and REST web services by generating the necessary stubs from the WSDL files for extracting the data from other applications.
  • Collaborated with other teams to design and implement Salesforce integration with in house Deals application.
  • Worked on various salesforce.com standard objects like accounts, lead, contact, opportunities, Reports and dashboards.
  • Designed and Developed Apex classes, Apex Triggers, visual force pages, and components as per requirements.
  • Involved in designing approval processes and creating visual work flows to automate certain business flows.
  • Gathered requirements, identified business processes, created user stories, set up internal user-interface.
  • Interacted with various business user groups and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of Salesforce.com (SFDC).
  • Worked on gathering requirements for Integration of Sales force with other systems using SOAP API and outbound messaging.
  • Organized daily Scrum meetings with all the team members to check whether we are in same page.

Hire Now