SUMMARY:

• 11 years’ experience in Information Technology in which 6+ years of Experience working as Salesforce Business Analysis, Administration, and Declarative Development - Sales, Marketing & Service Cloud
• Experience in Identifying, developing and documenting Business and Functional Requirement Specification (BRS & FRS)
• Expert in understanding Complex Business Process and collecting Business Requirements from Various Stakeholders and Business Users.
• Experience in collaborating with cross functional team and responsible for increased adoption among SFDC users.
• Liaison between Sales & Marketing teams and Development (IT) team in delivering the projects.
• Plan & Execute End user training on new features and creating user documentation.
• Sales Cloud - Accounts, Contacts, Opportunities, Price Book, Product & Quote Management.
• Service Cloud - Case Management, Queues, Email to Case, Web to Case, Escalation Rules. solution Management
• Marketing Cloud - Campaign Management, Web to Lead, Lead - Conversion, Qualification, Scoring and Territory Management.
• User Administration - Users, Profiles, Roles, Permission Sets, Groups
• Automation - Build custom Applications, Create custom -Objects, Fields, Tabs, Buttons, Links & page Layouts.
• Experience in understanding Complex workflows, Creating Workflows, Process Builder, Approval Process.
• User Security - Managing Object level, Record Level & Field Level Security, Sharing Setting, Role Hierarchy and Organization Wide defaults.
• Experience in creating Data Models, Entity Relationship models and Look-up, Master-Detail, & Many-to-Many (Junction Objects) Relationships.
• Knowledge in developing client-specific solutions on force.com platform using Apex classes and Triggers, Visual Force Pages, Force.com IDE, SOQL, SOSL.
• Import Wizard, Data Loader, AppExchange, Salesforce
• Steelbrick & HubSpot
• Reports - Custom Reports, Conditional highlighting, Advance filters, schedule reports
• Dashboards - Custom Dashboards, Build Dynamic Dashboards
• Debug Logs & Email Logs, Manage Packages
• View Set-up Audit Trails, Password Policies, Code Coverage
• Schedule Jobs, Apex Jobs, Bulk Data Loads.
• Migrated Code base from Sandbox to Production Environment using migration tools like: ANT & Change Sets
• Facilitated successful Release of Code from Engineering to Production by proactively & relatively working with CAB Team, Development, QA & Operations.
• Conduct Post / Pre-Release Reviews, Implementation Reviews to identify improvements to processes and procedures over time.
• Experienced in web technologies like HTML, XML and SOAP
• Experience working on Agile Methodologies
• Experience with Managing the complex data Experience in Integrating AppExchange Applications with Salesforce.
• Experience with subscription, billing, invoicing and can take control of sales process from Quote to Cash.

PROFESSIONAL EXPERIENCE:

Confidential, San Francisco, CA

Sr. Salesforce Analyst

Responsibilities:

• Work closely with Sales & Marketing Org Heads to gather requirement on new Business Process & Functionalities
• Worked on Various Salesforce standard objects like Accounts, Contact, Leads, Campaigns, Opportunities, Tasks, Dashboards & Reports.
• Created Dashboard for CXO level Executives.
• Worked on Salesforce Data Integrity and Data Governance.
• Identified the integration issues with Salesforce & Custom ERP (called Thincloud)
• Created Page Layouts - Account, contact, Opportunity Objects & Tasks
• Created Roles, Profiles, Field level security and Object Level security.
• Used SOQL & SOSL for data manipulation needs of the application using platform database objects
• Developed Lead Assignment Rules, Escalation Rule, Auto Response Rules, Email to Case, Web to Case & Web to Lead.
• Worked on HubSpot to create Marketing campaigns like Email, Blog Posts & Social Media.
• Overall responsible to plan, develop, coordinate and lead software release activities with application and support teams beginning with the Software Testing phase till production implementation.
• Created Workflow Rules / Process Builder to Automate the AR Alerts, Revenue Alerts based on Deal Size, Gross Profits.
• Developed various Workflows, Approval Process, Email Alerts, and Validation Rules to validate the data and optimize business logic.
• Performed AS-IS and TO-BE GAP Analysis and documented it.
• Performed User Acceptance Testing (UAT).
• Documented - Business Process, System Integration, Build/ Release and User Training Document.

Tools: / Technologies: Salesforce Enterprise Edition, Visualforce, Apex, Github, HubSpot, Data Loader, Change Sets, Cirrus Insight, Drop Box, Microsoft Office Suite, Visio, Jira, Funnel Source, Custom ERP(Thincloud).

Confidential, Mountain View, CA

Sr. Salesforce Analyst

Responsibilities:

• Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Cases, Activities, Dashboards and Reports.
• Implemented security settings, object level security, field level and record level security
• Created Tab permissions, Record Type and Page Layout permissions
• Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.
• Customized Company Profile, Security Controls and Communication Templates of the organization as per the organization requirements.
• Participating in Technical architecture meetings in design and development.
• Created various Custom Objects and Custom Fields
• Used SOQL & SOSL for data manipulation needs of the application using platform database objects
• Developed Case Assignment Rules, Escalation Rule, Auto Response Rules, Email to Case, Web to Case & Web to Lead.
• Creating web services using Apex to integrate data from different platforms in to force.com.
• Created Workflow Rules, Workflow actions and time dependent actions
• Configured Validation Rules based on business requirement
• Successful implementation of Apex Classes, Web Service (SOAP), and Apex Triggers as and when required during SFDC implementation.
• Implemented pick lists, dependent pick lists, lookup and master detail relationships
• Managed all new user set-ups and deactivation, including following approval process and transferring ownership of account/contact/opportunities for deactivated users.
• Designed and developed Salesforce Automation based Application on Force.com Platform in SFDC environment with Apex programming language at backend and Visual-Force pages as user interface.
• Created various Reports and Dashboards based on company’s requirement
• Worked as a liaison between the users and the various teams involved in the application development for the better understanding of the business and IT processes.
• Salesforce Application Training to End users and created a user guide document.

Tools: / Technologies: Salesforce unlimited Edition, Visualforce, Apex, Web Service -SOAP, REST, XML, Process Builder, Data Loader, Talend, Eclipse IDE Plug-in, Force.com Microsoft Office Suite, Visio, HTML, ANT migration Tool.

Confidential, Torrance, LA

Sr. Salesforce Consultant (Business Analyst)

Responsibilities:

• Worked closely with Stakeholders on gathering and implementing feature requests.
• Administered and maintained Salesforce platform.
• Created and configured Salesforce workflow rules, page layouts, record types, fields, validation rules, user profiles, triggers, reports, Process Builder, and more.
• In-house training and knowledge transfer.
• Managed sandboxes and deployed to Production using change sets.
• Involved in API/Web Service design and developing technical specifications for the Salesforce (SFDC) application
• Conducted bulk data migrations using Import tools.
• Worked on Salesforce platform technologies: Visualforce pages, Apex, Sites.com.
• Experience in working with Marketing Cloud applications
• Extensive experience in driving requirement gathering sessions involving cross functional teams and business unit leaders such as senior VPs, directors etc.
• Worked on Steelbrick CPQ - Managing Price Books, Products, Discounts & Approval process, Subscriptions, Quote Management.
• Worked on Agile methodologies for various projects and participated in standup meetings and other required meetings such as planning, status and update meetings.
• Experience in creating Business Requirement Documents, User Stories, Use Case Diagrams, and Process Flow Diagrams etc.
• UsedForce.com IDE for creating, modifying, testing, and deploying Force.com Application.
• Salesforce integration with ERP System(SAP).
• Deployed Code using Change sets and Force.com ANT Migration Tool.
• Risk mitigation planning and documentation identifying key issues and risks, dependencies and create backup plans. Manage checkpoint conference bridge while duty managing a deployment.
• Provided training to the internal users and helped them in getting used to the application, generated reports and save them for the further access to the users.

Tools: / Technologies: Salesforce Enterprise Edition, Visualforce, Apex, Web Service (SOAP), Process Builder, Data Loader, Google Apps, Slack, HTML, Eclipse IDE Plug-in, Force.com ANT, Cirrus Insight, Price Book, Steelbrick CPQ, SAP

Confidential, Deerfield, IL

Salesforce Administrator / Business Analyst

Responsibilities:

• Worked closely with the marketing / sales team of the organization and helped them manage sales opportunities and marketing events using Salesforce Automation.
• Experienced in working on Salesforce Campaign Management and Lead Management process.
• Performed the role of Lead SFDC Administrator during project in an unstructured environment.
• Designed and developed project documentation using MS Office.
• Experienced in working with both Salesforce Sales Cloud and Service Cloud.
• Worked on various standard Salesforce objects like Accounts, Opportunities, Campaigns, Leads, Contacts, Cases, Reports and Dashboards.
• Worked closely with Sales & Marketing teams for Data Integrity.
• Developed Apex Classes, Controller Classes and Apex Triggers for various functional needs in the application.
• Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.
• Developed various SFDC Custom Applications, Custom Objects, Tabs, Custom Reports and Dashboards.
• Created profiles and implemented object level, field level and record level security.
• Developed various Workflows, Approval Process, Email Alerts, and Validation Rules to validate the data and optimize business logic.
• Performed AS-IS and TO-BE GAP Analysis, and documented it.
• Performed User Acceptance Testing (UAT).
• Created custom labels and used them in validation rules to parameterize the validation rules.
• Created record types and page layouts and assigned page layouts to the record types.
• Created custom report types and generated report using the report types.

Tools: /Technologies: Unlimited Edition Salesforce.com, Flow, workflow, Change Sets, Pardot, Dataloader, Github, Slack, Service Now, Microsoft Office Suite, SharePoint, Visio.

Confidential

Salesforce Analyst

Responsibilities:

• Worked as the Salesforce Admin and Business Analyst involved in the implementation of a Sales & Recruiting application built on the Salesforce platform.
• Analyzed the requirements and converted the business requirements into technical requirements relating to the application. Collaborated with C-Suite Executives and Cross Functional Teams.
• Prepared business requirements document and functional specification documents in the form of user stories, and screen mock-ups using Microsoft Visio.
• Performed user administration by creating and maintaining user Roles, Profiles, Permission Sets.
• Collaborated with cross functional teams such as HR, Marketing, Outside Sales/ Inside Sales, Accounting and IT to support the business process within the organization and help audit user activities.
• Developed a comprehensive CRM strategy, defining Salesforce as the standard tool in both Sales Cloud and Service Cloud.
• Implemented Standard objects such as Opportunities, Accounts, Leads, Quotes, Contacts, Cases, Chatter, Documents, Reports and Dashboards and developed Custom Objects.
• Developed and implemented Workflows, Approval Process, Email Alerts, Field Updates, Validation Rules, for various functional needs in the application.
• Defined and finalized the processes for Marketing, Campaign Management, Lead generation and Lead conversion.
• Responsible for project timelines and reported to Management on Project schedule and cost.
• Proactively worked with development & QA team in planning Sprints and release management schedule, Check list on Pre-Release activities.
• Implemented the end-to-end security model, based on Roles hierarchy, Profiles, Field Level and Record Level Security.
• Worked on Ad-hoc requests and Production issues daily ensuring minimal impact.
• Created Custom Dashboards and reports based on Business user requirements.
• Created complete Documentation of all Implementation including creation of User Guides and Technical Specs.

Tools: /Technologies: Enterprise Edition Salesforce.com, ANT Migration Tool, Dataloader, import wizard, Microsoft office suite, Visio, SharePoint, Mailchimp.

Confidential

Associate - Marketing & Sales

Responsibilities:

• Coordinated with users to determine requirements and prepared design documents Performed detailed analysis of technical and business requirements Reports and Opportunities.
• Closely worked with SalesForce.com consultants while implementing CRM Application
• Involved in Salesforce.com application setup activities and customized the apps to match the functional needs of the organization.
• Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings
• Developed and Customizing salesforce.com application based on the user needs. Developed fields, page layout and customization for the standard objects like Account, contact, Leads. Maintained and gave permissions to communication templates based on Profiles Integrated workflow rules dashboards for leadership team.
• Some of the dashboards are Weekly fortnight, Previous Month, Current Month and Next month - Service Offerings
• Undertake Internal CRM and Salesforce.com marketing database clean up the data for each sales team.
• Ability to take strategic executes decisions on campaign planning, customer segmentation and revenue goals to be achieved.
• Influence Support campaign execution, account based marketing, lead generation, lead nurturing.
• Define metrics; measure, track, analyze and regularly report on the effectiveness of overall campaign.
• Develop metrics, analyze customer response, and identify and apply best practices to continuously improve CRM/direct marketing efforts.
• Effectively collaborate with colleagues and CRM/Demand Generation Operations.
• Develop and maintain long-term campaign data strategy and work in tandem with stakeholders.
• Maintain database integrity and synchronization of marketing systems Salesforce. Create campaigns and pass lead management group leads.

Confidential

Sr. Inside Sales Executive

Responsibilities:

• Creating campaigns through Data management, BDE support, CRM enrichment activities, Lead management support.
• Attaching contacts to related campaigns and updating their status.
• Create Reports for marketing manager on quarterly basis and do comparative analysis actual vs projected.
• Identifying prospective clients from databases.
• Maintaining database, handling day to day research activities of Internal CRM Tool.

Confidential

Sr. Lead Management Executive

Responsibilities:

• Lead Generation for Software services through – Phone and Email.
• Mapping the companies in assigned territories of North America.
• Qualifying the database of companies from the first list of contacts.
• Identifying prospective clients from databases.
• Gathering required information (like IT landscape and requirements) from prospects for Teleconference / demos.
• Manage, maintain and updating the call responses in CRM (Salesforce).
• Research and building up prospects lead database