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Salesforce Consultant Resume

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Calabasas, CA

SUMMARY:

  • Around seven years of experience in information technology with experience in all the phases of SDLC (Analysis, Design, Development, Administration, Testing, Implementation and Support) in various software Applications using Salesforce (CRM) and Mainframe.
  • Experienced with real estate, healthcare, manufacturing and Banking industries business needs and blending them with the package based solutions to meet all the variety of IT needs of each customer.
  • Experience with Salesforce CRM technology as an admin and developer. Worked in various project environments like Customer Portal, E - commerce website, Healthcare.
  • Hands on experience on SalesForce.com developer toolkit (force.com IDE), Triggers, Visual Force Pages, data migration and working knowledge of Apex classes, Controllers, SOQL & SOSL.
  • In-depth understanding of Cloud computing services SAAS, PAAS, IAAS applications including CRM business process like SFA (Salesforce Automation).
  • Experienced in analyzing business requirements, Entity Relationship diagram and implementing them to Salesforce custom objects, Junction objects, master-detail relationships and lookup relationships.
  • Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into salesforce.com, checking for integrity of the data.
  • Designed and implemented a Project management app "SAAS PMO" on salesforce.com to create new business requests, enquiries, log defects, resource vacation, release calendars and project status reporting
  • Experienced in admin modifications like Creating Roles, Profiles, Email Services, Page Layouts, Workflow Alerts and Actions, and Approval Workflow.
  • Strong Salesforce development experience with Apex Classes, Triggers, Controller Classes, Visual force pages and Integrating with external sources by developing SOAP, RESTful Apex Web Services for inbound calls to Salesforce.
  • Worked on customization of Sales Cloud schema by customizing standard objects like Leads, Accounts, Contact and Opportunity, Products.
  • Extensive knowledge in Cloud Platform in all three IaaS, PaaS & SaaS models. Good understanding of SAAS, PAAS and IAAS cloud computing services like Heroku, Jitterbit.
  • Good experience in working on Eclipse IDE with Force.com Plug-in for writing business logic in Apex programming language.
  • Extensive experience in lead, case management web-to-lead, Web-to case, Email-to-case.
  • Implemented security and sharing rules at object, field, and record level for different users at different levels of organization.
  • Proficient in Data Migration from Traditional Applications to Salesforce using Import Wizard and Data Loader Utility.
  • Well versed with project development life cycle, System Business Process Analysis, Requirements Study, Fit-Gap Analysis and Post-implementation support.
  • Experienced in requirement gathering and estimating the hours of work based on the requirement from the client and maintaining the quality documents for all the work done till the end of the cycle.
  • Expertise in data modeling, design and development of mainframe applications using COBOL, CICS, IMS, DB2, JCL, VSAM.
  • Experience in working with client specific solutions like Salesforce.com Sandbox deployments, Force.com IDE, Eclipse IDE, SOQL, SOSL and various production environments
  • Proficient in CMM Level 5 standards, METHOD I, and quality aspects.
  • Experience in Software Testing Projects, SQL Server, web technologies including HTML, XML, CSS, JavaScript and SOAP.
  • Installed Apps from App Exchange, Configured and maintained user Security Permissions in compliance with organizational needs.

TECHNICAL SKILLS:

Sales force Technologies: Workflow & Approvals, Validation rules, Triggers, Reports, Dashboards, Analytic Snapshots, Case Management Automation, Custom Objects, Wave Analytics, and Lightning.

Service Cloud: Cases, Solutions, Ideas, Customer Portal, Customer Self Service portal, web to case, email to case

Data Migration Skills & Tools: Data Analysis, Data Cleansing, Data Normalization, Data Migration, Salesforce.com Data Loader

Configuration Skills: SFDC Standard Object Configuration: Campaigns, Leads, Accounts, Contacts, Opportunities, Forecasts, Products, Assets, Contracts, Cases, Solutions, Ideas, and Custom Object Development Field creation, Page Layout creation/editing, Related list customization, Record Types, Field Level and Object level security, role hierarchies, sharing models, Reports, Dashboards, Formula Fields and Cross Object, Formula Fields.

Business Modeling Tools: CASE Tools, MS Visio, MS- Project

Design/Development methodologies: Agile-Scrum, Waterfall

PROFESSIONAL EXPERIENCE:

Salesforce Consultant

Confidential, Calabasas, CA

Responsibilities: -

  • Involved in Salesforce.com application setup activities and customized the apps to match the functional needs of the organization.
  • Implemented SFDC CRM to deliver various reports in departments of Sales, Administration and Marketing etc.
  • Helped development team to develop APEX classes, controller classes and APEX triggers for various functional needs in the application and deployed workflows and approval processes for opportunities and products/assets management.
  • Implemented Community Cloud lightning components in working ability for conversion of visual force pages into lightning.
  • Handling Informatica Cloud's Salesforce connectivity to integrate SaaS applications, On-premise systems and enterprise databases.
  • Involved in special projects & Ad-hoc analysis relating to, but not limited to new product launches, software/SaaS tool launches, and organizational process changes.
  • Gather and analyze GIS software requirements. Design and implement custom GIS, Emergency Response, Land Owner Tracking and Regulatory Compliance SaaS applications.
  • Leverage SaaS sales and marketing tools to generate new leads, routinely follow-up with established prospects.
  • Involved in CRM process like Design, development, planning, testing and integration of Salesforce Cloud services, data and accounts.
  • Worked with various Salesforce.com objects like Accounts, Contacts, Leads, Opportunities, Reports, and created custom objects based on Business need.
  • Designed and implemented a Project management app "SAAS PMO" on salesforce.com to create new business requests, enquiries, log defects, resource vacation, release calendars and project status reporting
  • Working with different platform Software as a Service (SaaS), Platform as a Service (PaaS), and Infrastructure as a Service (IaaS)
  • Proficiency in Salesforce Application Development tasks including the design of custom objects, applications, and business logic using the declarative capabilities of the Force.com platform such as Visual Workflow (i.e. Flow) and Process Builder.
  • Implemented Salesforce Sales Cloud, Service Cloud, and Pardot Marketing Automation on time and on budget.
  • Involve in the development of APEX Classes controllers and APEX Triggers for various functional needs in the application.
  • Administered Salesforce.com SFA setup, which involves modifying roles and profiles, creating/modifying dashboards/reports and managing users.
  • Used Sales Force Automation (SFA) for Sales Lead Management, Opportunity Management, Account and Contact Management, Data Quality Management, and Approvals and Workflow.
  • Special projects & Ad-hoc analysis relating to, but not limited to new product launches, software/SaaS tool launches, and organizational process changes.
  • Helped developers to develop various custom objects, tabs, components and Visualforce Pages and controllers and created and deployed several reports using salesforce.com platform.
  • Involve in the Marketing Automation efforts using Pardot and Rolled out and support SalesForce.com and Steelbrick CPQ to Field Sales and supporting roles.
  • Migrated the data from ACT, Excel, MS outlook and Legacy Systems using Data Loader, Import Wizard, Data Loader to Salesforce using Apex Data Loader also integrated the web services by generating the necessary stubs from the WSDL files for extracting the data from the home-grown applications by using the home-grown web services.
  • Integration to and from Salesforce with AWS, Oracle and required legacy systems and Build and maintain SQL, Excel queries for data analysis and extraction.
  • Configured various Custom Reports and Report Folders for different user profiles based on the need of the organization.
  • Worked on integration of two instances using Apex REST API call-outs and parsed JSON responses provided by third-party systems connected via REST inside Apex classes.
  • Implemented Salesforce Sales Cloud, Service Cloud, and Pardot Marketing Automation on time and on budget.
  • Helped in creation, approval and use of Test Plans, Test Cases, Test scripts and Defect Reports over the years across multiple projects. Working experience in Sales Cloud, Service Cloud and CTI integration.
  • Designed, and deployed the Custom objects, Custom tabs, Entity-Relationship data model, validation rules, Workflow Rules, Auto-Response Rules, Page layouts, Components, Visualforce Pages to suit to the needs of the application.
  • Developed and maintained SFDC analytical reports for management review and planning for accurate forecasting purposes.
  • Work with Informatica ETL development team to build two-way communication from Oracle to Salesforce.com DB.
  • Monitored the company's Salesforce CRM application and created the workflows for automated lead routing, lead escalation and email alert.
  • Created Email templates in Text, HTML and visual Force necessary for the application.
  • Facilitated and led group discussions to elicit requirements in Joint Application Development (JAD) sessions by communicating with documented business requirement document working prototype and work flow diagrams.

Confidential - Woonsocket, RI

Salesforce Business Analyst

Responsibilities: -

  • Created process flow documentation (current state, future state mapping), as well as create SOPs for the new technology.
  • Implemented SFDC Sales Cloud, Service Cloud, Web Services, Created Group, Deal Rooms provisioning and marketing teams.
  • Assisted in integrating extensive healthcare database, Definitive Healthcare, into Salesforce account and contacts list to populate leads for 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.
  • Learned and mastered third party applications that Prognosis uses to support its business (e.g. MS Office, JIRA, Harvest, Box, Zendesk, Hootsuite, Squarespace, Definitive Healthcare, Salesforce)
  • Worked on agile scrum environment and world's first commercial Software as a Service (SAAS) application running in marketing Cloud Computing Environment.
  • Gathered and analyzed GIS software requirements. Design and implement custom GIS, Emergency Response, Land Owner Tracking and Regulatory Compliance SaaS applications.
  • Used Sales Force Automation (SFA) for Sales Lead Management, Campaign Management, Opportunity Management, Account and Contact Management.
  • Integrated Salesforce into mailing campaign platform to keep track of customer response and activity through mass email campaigns.
  • Worked with various salesforce.com objects Lead, Account, Contact, Opportunity, Campaign, Cases, Solutions Standard objects & Custom Objects.
  • Created Public Groups, Queues, Permission Sets, Profiles, Users &Security Settings based on role hierarchy. Involved in Data Migration from three Legacy Systems to Salesforce.
  • Implemented Salesforce Service Cloud & Opportunity Management (Case Management, Entitlement Management, Product & Price Book, High Volume Customer Portal, Partner Portal, Visual Force Sites) for business support and technical support for its channel customers.
  • Worked with SOQL, SOSL queries with Governor Limitations to store and download the data from Salesforce.com platform database.
  • Connected with Salesforce representatives for new software products and features to maintain updated layout of account details
  • Worked in Salesforce and gather requirements for CRM conversion from SAP to SFDC.
  • Worked cross functionally with engineering, marketing, business development and product management teams to build and evaluate business scenarios to support SaaS product roadmap and key investment decisions.
  • Supported the Sales Team from the Lead Conversion process, Opportunity tracking, Account Management, Custom Quote Generation, Approval Process for the revenue involving the Discount matrix, Email notification of the deal stages, validation rules for governing the integrity of the Deal.
  • 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.
  • Worked on agile scrum environment and world's first commercial Software as a Service (SAAS) application running in marketing Cloud Computing Environment.
  • Implemented pick lists, dependent picklists, lookups, junction objects, master detail relationships, validation and formula fields to the custom objects.
  • Web to Case, Web to Lead, Case escalation Process, Case Management, Account management and Lead Management.
  • 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.
  • Maintained the functional areas of Campaign management, Leads, Account, Contacts, Opportunities, Cases, Benefit Agreements, Groups, Tasks, dashboards, and reports.
  • Organized business and end user meetings for discovery, business needs gathering and gap analysis.
  • Experience with Apttus WPA for workflows and approval processes along with CPQ matrices based on geolocation and currency exchanges.
  • 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.
  • Experienced in managing the data, Forecasting, Campaign Management, Contacts, Leads, Opportunities, Quotes and Dashboards.
  • Manage users, Public Groups, Profiles, and Roles within the Salesforce.com CRM, this involved designating access to the applicable user within the user hierarchy/Territory.
  • Expertise with Administration and Configuration of Salesforce.com CRM to populate and maintain data.
  • Worked on Salesforce.com SFA, Force.com Apex Classes, Apex triggers, Integration, Visualforce, Force.com API, SOQL, SOSL.
  • Designed User Interface-level wireframes detailing interaction models and user experience using Axure. Worked on various salesforce.com standard objects like Accounts, Contacts, Cases, Opportunities, Products, Opportunity Line Items, Leads, Campaigns, Reports and Dashboards
  • Created use case diagrams using MS Visio to show interaction between the actors and the use cases as well as to demonstrate the relationship between the use cases

Confidential, Jamesburg, NJ

Salesforce Business Analyst

Responsibilities: -

  • Work with Account/Client facing teams to gather requirements for client specific customizations to the B2C website Salesforce CRM.
  • Interacted with the Salesforce.com premium tech support team on a regular basis.
  • Created Salesforce.com application setup activities and customized the apps to match the functional needs of the organization.
  • Customized Marketing Campaigns, Campaign Hierarchies, Lead Queries, Assignment rules, Web-to-Lead and Auto-Response rules.
  • Interacted with various business team members to gather the requirements and documented the requirements.
  • Used Tab permissions, Record Type permissions and Field Level Security to implement Component-based security (Profiles).
  • Worked with Dynamic Apex to access Objects and Fields, execute dynamic SOQL, SOSL and DML queries.
  • Generated various salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports, and Dashboards.
  • Worked on various aspects of CRM techniques like Campaign management, Order management, Account management, Case management and Forecasting.
  • Used Service Max in a SaaS model to complete field service functionality and automated the process for the quote to cash by connecting and synchronized front and back office application using the visual process designer
  • Skilled at working on Eclipse IDE with Force.com Plug-in for writing business logic in Apex programming language.
  • Gathered and analyzed GIS software requirements. Design and implement custom GIS, Emergency Response, Land Owner Tracking and Regulatory Compliance SaaS applications.
  • Created Pro-Service landing page using Pardot and involved in Product Configuration and created customized business rules as per user requirements.
  • Installed and implemented third party application like Aptus and used SOQL & SOSL for data manipulation needs of the application using platform database objects.
  • Customized the entire Salesforce.com applications to in corporate the business requirements which involved creating Web Forms and processing the data in SFDC with the extensive usage of Web services API.
  • Worked on various Salesforce CRM objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards plus custom objects.
  • Managed accounts and leads within Salesforce and used Force.com Eclipse IDE plug in to develop Apex classes and Triggers.
  • Evaluated all SaaS vendor operational practices, security and system architectures.
  • Interacted with users, gather empirical data to establish adoption level, gathering requirements, defining business rules, mapping requirements to Vanilla Salesforce, Performing gap analysis, and feasibility study.
  • Integrated the Web Services for extracting the data from third party internal systems to display in the pages of salesforce.com.
  • Worked across various SFDC implementations covering Sales Cloud, Service Cloud, Call center, Chatter & App-exchange applications.
  • Created four different support groups based on record types in salesforce.com application to handle partner cases.
  • Designed, implemented, unit test, maintained, and troubleshoot various applications and integrations with Salesforce.com.

Confidential

Business Analyst

Responsibilities: -

  • Analyzed user requirement and impact on exiting system caused by proposed changes and defined business needs.
  • Defined and documented the scope of the project & developed Project Plans, Project Analysis and Project Deliverables.
  • Worked with Salesforce team on continuous basis to discuss and document various business needs, requirements, development of the application, and to discuss and resolve any issues, changes, or problems during various phases of the SDLC.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Implemented the requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse.
  • Worked with various salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports, Dashboards
  • Created Custom Objects, Custom Reports and configured the Analytic Snapshots to dump the data on regular basis for the sales performance and lead generation statistics.
  • Used the sandbox for testing and migrated the code to the deployment instance after testing and interacted with the Salesforce.com premium tech support team on a regular basis.
  • Delivered the comprehensive Functional Specifications and System Design Specifications (SDS) and System Requirement Specification (SRS).
  • Created Use Cases and used MS Visio/UML to model Use Case Diagrams, Activity Diagrams, and business for the applications design.
  • Participated in Daily Agile Scrum "Stand-up", Biweekly Sprint Planning and Retrospective sessions and update the team on status of upcoming User Stories and helped development teams to break down large user stories for execution.
  • Conducted User Acceptance Testing (UAT) and collaborated with the QA team to develop the test plans, test scenarios, test cases, test data to be used in testing based on business requirements, technical specifications and/or product knowledge.
  • Worked closely with the Developers and Engineering Teams in the review and modification of the product and its specifications.
  • Designed Business Process Flow (as-is system) and System Process Flow (to-be system) Diagrams using MS Visio to better understand the daily flow of the business.
  • Gained knowledge of the financial domain including Equity trading, Technical analysis and fundamental analysis.
  • Supported the development, tuning, and debugging of database servers (MS SQL & MS Access), stored procedure, triggers, functions and backup recovery procedures and control procedures.
  • Facilitated various JAD sessions with development architects and business leads to develop both high-level and detailed application architecture to meet business needs.
  • Introduced Agile and RUP methodologies to reflect liquid nature of front-office improving time-to-market.
  • Worked collaboratively with the User Group, User Experience Analysts, and System Analysts to help document custom and system modifications.
  • Involved in the development of Traceability Matrix for maintaining/updating current and new system requirements using MS Excel.
  • Gathered business and system functional requirements and translated them into BRDs and FRD documents, traceability matrix, use cases as well as test plans and user acceptance criteria.
  • Defined and developed Use Case Diagrams and documented business functionalities into detailed Use Case Specifications.
  • Involved in the development of use cases from requirements and created UML diagrams such as use case diagrams, activity diagrams and sequence diagrams
  • Created Test Plan with list of test cases to be developed and test strategy and scope and executed test cases manually and identified bugs.
  • Performed GAP and Risk analysis of existing system and evaluated benefits of new system and validated technical designs created by IT developers against functional specifications.

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