Salesforce Business Analyst Resume
Coppell, TX
SUMMARY:
- 5 years experience of Salesforce Administrator with of IT experience and proficient in administrative tasks like creating Profiles, Roles, Users, Page layouts, Email services, Approvals, Workflows, Tasks and Actions.
- Excellent understanding of Roles, Profiles, Users, object level security, Field level security, record level security and sharing rules.
- Knowledge in implementing various advanced fields like Pick lists, Custom Formula Fields, Many to Many Relationships, Lookups, Master - Details, Field Dependencies, Validation Rules, Work Flows, and Approval Processes for automated alerts, field updates & Email generation according to application requirements.
- Understanding of Sales cloud and Service Cloud processes and knowledge on Visualforce Pages and Components.
- Experienced in Functional Testing, Positive Testing, Negative Testing, Integration Testing, Regression Testing and User Acceptance Testing (UAT).
- Experience in all phases of Software Development Life Cycle (SDLC) and Software Testing Life Cycle (STLC) and Defect Lifecycle.
- Understanding of CRM business processes that include Forecasting, Campaign management, Lead Management, Order Management, Account Management, Case Management and merging management.
- Sound experience in integration of Salesforce.com applications with external systems using - SOAP and REST Web Services.
- Experience in bug reporting using Quality Center.
- Understanding of salesforce Governor limits and experience in overcoming limitations in Apex classes, Triggers, SOQL and Batch classes .
- Technical knowledge about Salesforce lightning, Lightning Components, Lightning connect lightning Design System.
- Working experience of Quality Assurance methodologies like Waterfall, Agile, V-Model.
- Proficient in Requirement Analysis, Test Planning & Test Estimation, Test strategy, Test Plan, Test case design, Test execution, Defect management, RTM, Test Summary report and Test Closure for all testing deliverables.
- Experience in hands on writing WSDL, SOAP (web services) that supports the Big Machine BMI/SFDC integration. (BMI Integration on salesforce.com)
- Interacted with the Testing and Development team to resolve and follow-up on issues.
- Expertise in Force.com, Visual-force and Apex.
- Coordinate with team members like Business Analysts, Developers and Product owners.
- Regularly assess testing progress and prepare test status report for management.
- Experienced in Database Testing by developing and executing SQL queries to interact with databases.
- Excellent experience in HP Quality Center/ Application Lifecycle Management.
- Experience in using JIRA for logging defects and tracking the defects and Involved in SOAP and REST based web services testing.
- Working in documenting defects with high level of detail, accuracy, and informative recreation steps.
PROFESSIONAL EXPERIENCE:
Salesforce Business Analyst
Confidential - Coppell, TX
- Creating various Page Layouts profiles and configured the User permissions based on the organizational hierarchy.
- Involved in Analysis, design, development and implementation of salesforce.com applications.
- Working with salesforce.com sandbox and production environments and excellent understanding of Sales cloud and Service Cloud processes.
- Working with various salesforce.com standard objects like Accounts, Contacts, Opportunities, Products, Cases, Leads, Campaigns, Forecasts, Reports and Dashboards.
- Worked with Business to obtain requirements thereby designed, implemented, unit tested, maintained, and troubleshoot the application.
- Used Salesforce Lightning Design System (SLDS) for developing Lightning Components, Actions, Event and Server-Side Controller.
- Worked on Custom Objects and fields for transactional and contractual information as a Steel Brick CPQ Business Analyst
- Having a good techno-functional knowledge on different products used by Client.
- Coordinated with vendors and legacy application team for integrating data flow with Salesforce as centralized system.
- Give partners an easy way to register and Track every Lead and with the help of CRM.
- Integrated with legacy system using REST API to maintain Synchronization.
- Interact with various business user groups for gathering the requirements for CRM implementation.
- Implemented Salesforce.com dashboards as per business requirements.
- Designed, Implemented and deployed the Custom Objects, Page Layouts, Custom Tabs and Components to suit to the needs of the application.
- Used Apttus CPQ as it boosts sales effectiveness by guiding users to the best possible quotes for all products, pricing, and channels.
- Developed Assignment rules to automatically redirect leads to Salesforce and assign leads to different users and queues according to the requirements.
- Assigned Workflows for Lead Conversion, Transfers, merging duplicates, managing web-to-lead to track responses to online campaigns.
- Implemented Marketing Cloud and worked with entities Campaign, Campaign Influence, Leads and Contacts. Campaign Management; Sales (Quotation and Contract Management); Complaints and Services; Correspondence (Email & Print)
- Created multiple Approval Processes using Workflows to approve, reject.
- Customized Dashboards to provide daily forecasts and track opportunities, deal registrations and customer engagement.
- Customized Reports to track usage for productivity and performance of business centers and their sales teams.
- Supported end users and helped them in getting used to the application, generated reports and saved them for further access to the users.
- Created Apex methods for the lightning controller and helper methods to perform DML operations on the case records.
- Used the Sandbox for testing and migrated the code to the deployment instance after testing.
- Involved with Salesforce.com Premier Support and handled the support cases with the help of salesforce.com support.
- Supporting BAT and UAT with testers.
Environment: Salesforce Enterprise Edition, Custom/Standard Objects, Custom Tabs, Page Layouts, Workflow & Approvals, Reports, Force.com Eclipse Plug-in, Security Controls.
Salesforce Business Analyst
Confidential - Fort Worth, TX
- Interacted with Business Stakeholders to gather the requirements and Implement the requirements on platform.
- Liaise between business and technical personnel to ensure a mutual understanding of processes and applications.
- Conducted interviews and surveys on business and SMEs to both functional and non-functional requirement.
- Conducted JAD sessions to create project work plan that includes client input throughout the development process.
- Developed a web-to-lead functionality to Budget .com site which directs leads to Salesforce CRM.
- Piloted thorough document analyses to gain in-depth knowledge of the processes while implementing UML methodologies to design Use Case diagram, Data Flow Diagrams, Activity Diagrams and Sequence diagrams and enabled technical team to identify the key processes.
- Interacted with technical architects to identify and analyze the given information, procedures, decision flows, and evaluated existing procedures.
- Exposure to Salesforce1 and Lighting components and working experience on the Salesforce App Cloud in designing the enterprise apps with the new Lightning Experience which combines the new Lightning App Builder and Lightning Components.
- Participated in cross-functional teams to address strategic and operational issues surrounding CRM and salesforce instance.
- Worked on BRD and SD documents on Steel Brick CPQ Business Analyst
- Documented requirements and other pertaining artifacts in a concise and simple language so that business user and IT technicians can understand and verify that it conforms to regulatory conditions.
- D esigning and building web & mobile interfaces on the Force.com platform using Visualforce, Apex and other available tools.
- Participated in deployment from Sandbox to Production environment.
- Integrated Microsoft Outlook with Salesforce CRM which syncs email, calendar, tasks and reminders.
- Worked on both Salesforce.com Classic and Salesforce.com lightning migration projects for the release .
- Worked as enhancement team member and performed the roles of Salesforce.com Administrator and Developer in the organization.
- Implemented Agile Methodology to improve communications between Product Management and Business to provide more transparency across the departments.
- Executed SOQL queries in workbench and data loader to verify Product/Pricing staging data in SFDC/CPQ.
- Performed APP Exchange Integration of CPQ to configure and ensure the pricing & quoting accuracy
- Using Salesforce Lightning Connect Integration with third party tools.
- Used Sales force Automation Process (SAP), Created workflow rules and defined related tasks, time triggered tasks, email alerts, field updates to implement business logic.
- Created UML diagrams such as Business Flow Diagrams and Activity Flow for better understanding using MS-Visio
- Highly proficient in writing User stories, creating Use Cases, BPMN 2.0, Swim Lanes, Use case diagrams, Decision Modelling, Workflow Diagrams, Sequence Diagrams, and Class Diagrams etc.
- Created custom Report types and Dashboards so that users can generate reports and visualize data on dashboards.
- Undertaking R&D, prototyping and are expected to actively participate in the Salesforce.com community.
- Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.
Environment: Salesforce.com, Eclipse, Force.com Explorer, Sales Cloud, Service Cloud, Apex classes, Triggers, Visualforce pages, Component & Controllers, Workflow rules, Approvals process, Email Templates, Reports, Dashboards, Eclipse, Windows XP
Software Engineer
Confidential
- Worked on a product portfolio in the recruitment sector (RMS) and tested the launch of Green Pelican software solutions.
- Created test plan, test estimation, test scenarios and test cases.
- Execute tests and examine output for validity.
- Design and Execute SQL queries for various test scenarios.
- Used SOQL & SOSL with in Governor Limits for data manipulation needs of the application using Force.com Explorer.
- Executed Test Scripts and logged issues/defects.
- Involved in deploying the CRM tool Salesforce.com to include: business requirement development, dashboard development, report & list view development, process flows and documentation.
- Performed the roles of Salesforce.com Developer and Admin in the organization .
- Create and automate major functionalities using QTP.
- Involved in Salesforce.com application setup activities and customized the apps to match the functional needs of the organization .
- Work with Configure Price Quote (APTTUS-CPQ) Product and Pricing, also understand configuration settings as they relate to business requirements, also good with standard Quote/Proposal creation process.
- Integrating on premise Mainframe Case, CPQ and reporting systems with Salesforce REST APIs.
- Involved in ExactTarget Marketing Cloud subscribers, lists, profile attributes, fuel and emails .
- Migrated data from Legacy Systems to Salesforce CRM using data loader.
- Worked on building and embed Lightning Components in Visual force Page by using new Lightning Out feature by event-driven programming.
- Involved in building Lightning Component using the aura framework.
- Developing salesforce Lightning Apps, Components, Controllers and Events.
- Participate in requirements and design reviews for product enhancements.
- Participates in verification reviews and/or meetings to evaluate documents, plans, code, requirements and specifications.
- Analyzed expected result and actual results to determine the resolution required for test defects.
- Identifies potential design flaws and refers to application team for resolution.
- Interacted with Business Analysts/Developers to gather requirements.
- Assists developers in identifying program and/or system errors.
- Document defects in defect tracking system.
- Implementing integrations with Marketing Cloud and Salesforce and security configurations of Marketing Cloud.
- Worked on BRD and SD documents on Steel Brick CPQ Business Analyst
- Created both positive and negative test cases according to the Business requirements.
- Used SQL queries for backend testing.
- Tests systems for functionality, accuracy, and adherence to specifications by performing systems integration, interface and regression testing.
- Worked with UAT team to validate so that the developed application meets the business requirements and Identified the bugs and interacted with team and developers to resolve them.
Environment: Java Script, Windows XP, UNIX, XML, HTML, Oracle, ASP.NET, SQL Server, Windows XP, SQL Queries, HP, Quality Cen
TECHNICAL SKILLS
SDLC, Java Script, Windows XP, CRM, SOAP, Cloud, UAT, UNIX, XML, CPQ, HTML, BAT, Oracle, Agile, JIRA, ASP.NET, SQL Server, Waterfall, Windows XP, RTM, UML, SQL Queries, V -Model, HP Quality Cen, STLC