Salesforce Administrator Resume
Pleasanton, CA
SUMMARY:
- 5+ years of experience in Salesforce platform - includes CRM Administration (Need Analysis, Configuration, Documentation, Training, Reporting, Project management, and Deployment) - Full SDLC experience(s), Sales/Service/Marketing cloud, and Business Analytics.
- Experienced in developing interactive Visual Force pages with Apex (Data forms, Site, Custom Page Layouts) along with HTML and CSS.
- Experienced in Salesforce Integration with 3 rd party apps on AppExchange and through REST API.
- Managed Salesforce Data Migration using Data load tools- Apex Data Loader and Workbench.
- Positively driven-possessing strong Information gathering, Analytical, Logical, Organizational, Self-motivation, Detail orientation, and excellent Communication skills.
TECHNICAL SKILLS:
Salesforce Technologies: Entitlement Management, Profiles, Workflows & Approvals, Reports, S-Controls, Sales Cloud, Service Cloud, Marketing cloud, Wave Analytics, Business Process(s), Communication Templates, Record Types, Visualforce, Dashboard(s), Translation Workbench, Schema Builder, App Builder, Visual Flows, Security Controls, Sandbox Management, Data Management, Chatter, Change Sets, Force.com.
Integration: Google Apps, Quick Books, JIRA, HipChat, Confluence, Call Fire, DocuSign, Social for Chatter, Timba Surveys, Mail Chimp, SAML Google: Salesforce, Webex, Workday, and Workplace
Languages: HTML, Apex
Database: MS Access
Other Tools/Apps: MS Office, Dropbox, Selenium, Visio, Echo Sign
PROFESSIONAL EXPERIENCE:
Confidential, Pleasanton, CA
Salesforce Administrator
Responsibilities:
- Proficient in gathering business requirements, Solution analysis, configuring on Salesforce platform- includes Clicks & some codes in a bi-weekly agile release environment using JIRA, pushing configurations to branches (GIThub), and deploying changes.
- Configuration to Implementation, responsibly managed Service contracts with Entitlements and Visual Flows to gain insight and improve on issues on our product; tracking frequency, time matrix, reason matrix; followed by initiatives to improve.
- Design to Implementation, effectively setup the Contract Management: Fields to Permission sets, Workflows, Action Plan, Approval Process, Revisions, Status and respective reports.
- Implemented Collaborative Forecasts for Executive Teams to track their performance against Quota, and track forecasts by Report Snapshot.
- Standardized & saved time by automating the process across departments of emails to Customers, Employees, and Partners with use of Communication Templates, S Controls, and Case Management (Email to Case/Web to Case, Phone to Case) by using Workflow Rules & Approval Process.
- Designed, Configured, and Implemented the Marketing Cloud features: Social Media Marketing, Email Marketing, Customer Data platform, and Journey Builder.
- Proficiently assured accurate data access using OWDs, Profiles, Roles, Permission sets, Record Types, Page Layouts to people in concern maintaining teams.
- Responsible for reporting directly to CEO, created and managed One-Click visibility to corporate’s performance including Confidential and Techsofy (India) by using Reports & Dashboard along with managing frequent requirements from Sales Team(s).
- Responsibly designed & Implemented Business Processes - Sales (Opportunity), Lead, Support, Solution, and Entitlement - and respective Workflows & approvals via Process Builder; Record Types, Profiles, Page Layouts.
- Configured and Implemented Service Cloud- Standard & Branded Templates, Service Reports & Dashboards via Service cloud Launch Pad including features like Social Customer Service, Knowledge Base, Communities, and Live Agent.
- Design to Implementation, Customer Support Community to provide Self Service via Knowledge Articles and Solutions to customers and Support Team.
- Configured, Organized & Implemented Territories to provide relevant access to accounts, contacts, opportunities, and cases- to people in concern, assured proper use of Tagging.
- Followed best SDLC practices for development and deployment by understanding the functional requirements, creating Sandbox, maintaining Versions, Configuring, Testing (Unit, Functional, and Acceptance), and Deploying the changes to production environment through Confidential software (of course, possess hands on experience with Change Sets as well).
- Increased efficiency of Sales Teams; utilized Rollup Summary/Master Detail relationship for Accounts, Contacts, and Opportunities objects.
- Designed & Implemented Visual Flows to automate the process of assigning records of inactive user to active one.
- Utilized External Objects to make data of TechSofy available on Confidential ’s instance on demand.
- Implemented & Encouraged Data Integrity across the platform from includes but not limited to- Country & State Picklists, Standardizing fields formats.
- Facilitated ease of managing clients; designed & configured the Price Books, Quotes, Revenue Scheduling, and Multiple Currencies, and assured accurate reporting in corporate currency.
- Configured & Implemented, SAML Single Sign on with Google cloud/G suite.
- Redesigned User Permission sets to eliminate the need of buying 3 more licenses by creating & assigning Record Types.
- Removed miscommunication by assuring the Leave process and Product & Services’ discounts are handled in appropriate manner with key decision makers through Approval Process.
- Eliminated manual data entry by effectively importing data and managed de-duplication with use of data migration tools such as Apex Data Loader, Import and Export Wizard, Data.com-and generated New Leads.
- Tracked campaigns’ ROI by setting up & maintaining the Reports & Dashboards; assuring visibility on new business acquired from existing and new clients.
- Configured & Implemented, Salesforce CRM Content to facilitate organized access to materials like Training Videos/Docs, Press Releases, Business/Marketing/Service processes & a lot more by allowing sharing, contribution, subscription, feedback, and deliver to users- to-Leads/Contacts to with the power of Content Delivery and tracked the usage via reports.
- Configured Workspace to establish communication and stay connected within Teams/Intra-Teams across organization.
- Assured hassle free usage and data sync with Call Fire by integrating Salesforce into it where Customer success team could directly input their Notes on the customers while on phone, and leave pre-recorded custom messages- to name a few.
- Being a POC, aided in troubleshooting the problems as they occurred.
- Increased the visibility organization wide into how employees use Salesforce, to name a few, as no of logins, Tasks per user, No of Contacts & accounts added, No. of Cases, and Solutions added by using Adoption Dashboard.
- Facilitated Sales Team ease of operations by using buttons, VF Page, and Cache Offline for Salesforce1 to enable the Sales Team on field.
- Established Custom domain and integrated secure login via SF1 App helping elaborating company standards, creating “Own-it” feeling organization wide.
- Documented the Step by Step configurations and made videos, to train each addition to workforce on Salesforce platform.
- Data Management; proficiently handled Matching & Duplicate rules and Data clean along with utilized SOQL and SOSL queries.
- Responsibly secured the org Data on monthly basis complete DATA Backup organization wide with Reports.
- Hands-on experience with Wave Analytics & Selenium Testing.
- Designed & Implemented Scope Information- sent to customers after completing Overview Demo where potential customers communicate which aspects of Confidential they’d like to check in free POC (Proof of Concept) during selected time period, use cases to be discovered in POC and more; ALL fetched by the use of Visual force page tied to Salesforce site and storing data in our organization. Utilized Custom Controllers, Classes, methods, getter-setters, and HTML5. Controlled access by Permission Sets.
- Designed, Configured, and Implemented Implementation Questionnaire- sent to customers after completing POC, tracking their challenges, long term goals, ALM tools they use and more; ALL fetched with the use of Visual force page tied to Salesforce site and storing data in our organization. Utilized Custom Controllers, Classes, methods, getter-setters, and HTML5. Controlled access by Permission Sets.
- Designed, Configured, and Implemented Customer Support Survey to track customers’ challenges and satisfactory ratings on current Case resolution that helped improving our service (Utilized Site, HTML styling and or Stylesheet(s) as needed); connected via Site and calling other VF page with the help of classes, custom controllers, methods, getter setters, HTML 5.
- Designed, Configured and implemented a Lightening Recruitment App- utilized Schema Builder, lightening components in addition to VF page-Job Application Forum (for End User)- and site to facilitate communication.
- Integrated Confidential proprietary software displaying information on Playgrounds, Implementations and other details using Visual Force and REST API.
Confidential, Milpitas, CA
Salesforce Administrator
Responsibilities:
- Created Reports on business health reporting directly to CEO.
- Customized the CRM- to maintain Data Quality, accurate access to data, and facilitated other business requirements as needed.
- Created Sandbox(s), configured & deployed the changes after manager’s approval to production environment.
- For effective communication between Top tier clients and company, designed & configured Customer Support Community
- Analyzed & Developed matrix on different products in market for a particular solution and help the management take the decision on purchasing.
- Created Price Books & Quotes to facilitate confident business expansion.
- Configured & Designed Adoption Dashboard to keep an overview of Created reports, Logins, and Users’ performance.
- Created & maintained detailed documents on changes in Salesforce org.
Confidential, Mountain House, CA
- Responsible for Purchasing, Sales, Marketing, and Accounting in an effective manner.
