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Salesforce Consultant Resume

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Los Angeles, CA

SUMMARY:

  • Over 7+ Years of IT experience in Salesforce.com CRM (SFDC) and Force.com platforms as administrator and Developer.
  • Project experience in upgrades, enhancements, migrations, full life cycle implementations and production support assignments.
  • Excellent understanding and hands - on experience on taking multiple projects through the entire Software Development Life Cycle (SDLC) with Waterfall and Agile methodologies.
  • Strong working experience with various SFDC standard objects like Accounts, Contacts, Opportunities, Products and Price books, Cases, Leads, Campaigns, Reports and Dashboards.
  • Extensive experience on Customizing various objects, fields, role-based page layouts based on different Sales Processes, Tabs, Record Types, Reports, creating Report folders and granting custom access, creating custom Dashboards for various users.
  • Excellent understanding and experience in data modeling involving Master-Detail Relationships, Lookup Relationships and Junction Objects for creating and mapping one-many and many-many relationship.
  • Proficient in administrative tasks like creating profiles, roles, users, company hierarchy and various teams.
  • Efficient at creating and working on Workflow Processes, Approval Processes, Process Builder which are some of the fundamental underpinning capabilities of Salesforce.
  • Worked extensively on various component parts of Salesforce like Emailing, Calendaring, Apex, Real time Analytics, Reporting, creating customized Dashboards.
  • Hands on experience creating and mapping various formula fields and writing custom Validation Rules.
  • Experience working with data migration and updates through the tool APEX Data Loader in (SFDC) and Information on Demand. Involved in data cleansing, data mapping and migrating the data from legacy systems to SalesForce.com Objects and fields.
  • Used the delegated administrator's functionality to manage users in specified roles and all subordinate roles, assigned specified profiles to those users, and log in as users who have granted login access to administrators.
  • Proficient at partnering with business users in understanding the business requirements and various production and post go-live issues, finding the root cause of the issue and working closely with the development team to resolve the issue in production environment.
  • Conducted various Business and functional requirements gathering workshops and produced work flow processes and diagrams using Microsoft Visio and other Microsoft Suite Applications.
  • Extensive experience in training the business users and preparing the production hand-off document for post go-live support.
  • Extensive experience supporting multiple projects post go-live by resolving tickets as per their severity status.
  • Comfortable working in geographically dispersed implementation teams on worldwide rollout.
  • Clear and concise communication with different IT teams and business personnel.
  • Excellent analytical, conceptual and problem-solving skills to evaluate business problems identify the root cause and apply knowledge to offer solution.
  • Ability to adapt and learn quickly, Self-Motivated, Self-Started and a Team Player.

WORK EXPERIENCE:

Salesforce Consultant

Confidential, Los Angeles, CA

Responsibilities:

  • Worked on Salesforce.com customizations using Apex (classes, triggers and web services) and Visualforce that consists of several new data integrations and customizations are done to B2B Salesforce.com.
  • Migrated data from external sources and performed insert, delete, upset, export operations on millions of records.
  • Developed Visualforce Pages to customize the view and functionality of the Knowledge Articles that were required by the Organization.
  • Worked on various Salesforce.com standard objects like Accounts, Contacts, Cases, Opportunities, Products, Opportunity Line Items, Leads, Campaigns, Reports and Dashboards.
  • Customized page layouts, search layouts to organize fields, custom links, related lists, and other components on record pages.
  • Extracted the data from Salesforce.com application into the external databases (Oracle 10g) for generating large data reports using the Informatica on Demand.
  • Used SOQL & SOSL for data manipulation needs of the application using platform database objects.
  • Developed Workflow Rules, Time-Dependent Workflow Actions, Email Alerts and Field Updates.
  • Created and maintained User Roles, Security, and Profiles that was required for the Salesforce Knowledge implementation.
  • Developed Cast Iron orchestrations that are used to synchronize data between Salesforce.com and web service endpoints.
  • Implemented and Consumed Knowledge Base Dashboards & Reports AppExchange for providing Reports and Dashboards that monitors the Knowledge Base.
  • Involved in data mapping and migration of data from legacy systems to Salesforce.com Objects and fields.
  • Involved in migrating the data from Oracle database to Salesforce application using Apex Data Loader.
  • Used Force.com developer toolkit including Apex Classes, Apex Triggers and Visualforce pages to develop custom business logic.
  • Implemented Sales cloud and incorporated the enhanced features as required to streamline the business process.
  • Implemented Salesforce Service cloud and Opportunity Management (Case management, Entitlement management, Product & price book, High volume customer portal, Partner portal, Visualforce sites) for business support and technical support for its channel customers.
  • Conducted Requirement gathering workshops and interviews with business user teams spread over the Sales, Marketing and Customer service.
  • Created gap analysis document, clearly identifying the data, business process and work flows of the organization with respect to salesforce.com implementation.
  • Performed the Risk Analysis and Cost Assessment for the Project implementation.
  • Customized various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports.
  • Created new custom objects, assigned fields, custom tabs, components, custom reports.
  • Developed field & page layout customization for the standard objects like Account, Contact, and Leads.
  • Maintained and gave permissions to communication template based on Profiles.
  • Modified Record Types, Validation Rules, Triggers and Page Layouts to suit business requirements.
  • Build the organization's role hierarchy by adding the Roles as per the organization structure and created
  • Custom profiles to satisfy the organization's hierarchy.
  • Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow & Approvals.
  • Developed and Customized salesforce.com application based on the user needs.
  • Created the workflows for automated lead routing, lead escalation and email alert.
  • Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured there sharing settings.
  • Involved in Accounts Merging, maintaining Public Groups.
  • Created Reports and Dashboards as per the customer requirements.
  • Created custom Reports based on business need and associated them to Dashboard.
  • Customizing the existing Apex classes and Visual Force pages for better performance.

Environment: Salesforce.com, Apex Classes, Triggers, Controllers, Visualforce, Force.com, SOSL, SOQL, Sales Cloud, Service Cloud, Page layout, custom links, Roles, Cast Iron, Service Max, Data Loader, Data Migration, Dashboard, Informatica, Oracle, Windows.

Salesforce Consultant

Confidential, SFO, CA

Responsibilities:

  • Worked closely with business partners to realize the full capabilities of Salesforce.com CRM.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Proactively created Apex Triggers and Apex classes and also developed and managed complex workflows, approvals, validation rules, assignment rules and system triggers.
  • Developed Visualforce Pages to include extra functionality and wrote Apex Classes to provide functionality to the visual pages.
  • Used Salesforce Automation (SFA) for Sales Lead Management, Campaign Management, Opportunity Management, Account and Contact Management.
  • Designed and deployed Custom tabs, validation rules, Approval Processes and Auto-Response Rules for automating business logic.
  • Designed and developed UNIX shell scripts as part of the ETL process to automate the process of loading, pulling the data for testing ETL loads.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Created page layouts, search layouts to organize fields, custom links, related lists and other components on record detail pages and edit pages.
  • Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
  • Designed, implemented and developed the Custom Objects, Page Layouts, Custom Tabs, and Components to suit to the needs of the application.
  • Defined Lookup and Master-Detail relationships on the standard and custom objects.
  • Implemented Pick Lists, Dependent Pick Lists, Lookup, Junction Objects, Master-Detail Relationships, Validation, and Formula Fields to the custom objects.
  • Implemented Apex Classes and Triggers to link them to manage the Workflows implemented in the system.
  • Used Force.com platform for developing feature rich and user-friendly Visual force pages for enhancing Salesforce UI.
  • Used email services to update data in Salesforce on email reply.
  • Developed Workflow Rules, Time Triggered workflows for various business requirements.
  • Implemented the requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse.
  • Made new feature enhancements on Service cloud console view and developed some Visualforce components.
  • Used SOQL & SOSL with consideration to Governor Limits for data manipulation needs of the application using platform database objects.
  • Responsible for Unit testing and performance testing of SFDC API/Web Service.
  • For maintaining the correctness of the data have also done various Data loading operations such as uploading, Inserting, exporting using Data Loader & Import Wizard in Salesforce.com.
  • Developed and configured Dashboards, Ad hoc Reports and Report Folders for different user profiles based on the need in the organization.
  • Designed the solution by customizing various standard objects of Salesforce.com (SFDC) Service Max.
  • Performed tasks for Data Migration like Data mapping and Data loading.
  • Involved in Data mapping specifications to create and execute detailed system test plans. The data mapping specifies what data will be extracted from an internal data warehouse, transformed.
  • Worked on Agile and Scrum Methodology for Salesforce custom app implementation.
  • Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into Salesfoce.com, checking for correctness of the data.
  • Supported end users and helped them in getting used to the application, generated reports and saved them for further access to the users.

Environment: Salesforce.com, Apex Classes, Triggers, Controllers, Visualforce, Force.com IDE Plug-in, SOSL, SOQL, Custom Tabs, Custom Links, Service Cloud, Sales Cloud, Service Max, Data Loader, Data Migration, CSV, Agile, Windows.

Salesforce.com Administrator

Confidential, Wayne, NJ

Responsibilities:

  • Gathered Business and Functional Requirements (BRD, FRD), during JAD sessions, interacted with the stakeholders, developers, Project Manager and SME's to formulate Business Processes.
  • Determined and documented the As-Is and the To-Be (future) business process flows.
  • Worked in Cross Functional team environment, served as a liaison between SME's, Project Manager, and stakeholders to ensure accuracy in the SFDC implementation and other business requirement.
  • Implemented Case-Entitlement-SLA functionality to provide relevant services to bank customers as well as forward inquiries to specialized customer service operators and implemented Web-to-lead functionality to enable lead capturing in real time.
  • Worked as Production Support to help end-users in Login issues, workflows, reports and dashboards, and scheduling processes.
  • Implemented the web to lead functionality and setup the templates for the auto response emails.
  • Customized the Lead rating options as per the company needs and performed the mapping into Account and Opportunity objects necessary for lead conversion.
  • Defined workflow rules, assignment rules for lead assignment in the web to lead case and approval process to ensure authorization.
  • Set up Time dependent tasks and field updates as actions for the respective workflows as required by the Business process.
  • Set up partner portal where partners used Salesforce CRM to submit their deals for registration.
  • Experience handling large databases with activities like Data Integration and Data Cleansing using Salesforce Data Loader, Data.com clean and Informatica Cloud.
  • Imported data using Import Wizard, Apex Data Loader for obtaining Lead and Contacts information.
  • Worked effectively in a team to accelerate the integration on the Epicor ERP system with the Salesforce CRM.
  • Integrated with Epicor to handle financial management and with Gmail to automatically capture customer communications within the activity history in Salesforce.
  • Developed Visualforce custom controllers and controller extensions in apex to customize the pages.
  • Used force.com IDE for developing custom applications.
  • Worked on Apex classes, controllers, controller extensions and developed triggers to make complex validations possible.
  • Used sandbox mode for testing and migrated the code to the production instance in installments.
  • Generated Customer surveys using the 'Click Tools' App at the Lead Conversion stage to equip the sales team with valuable data before interacting with the client, win or loss surveys at the end of opportunity cycle.
  • Optimized the Service Cloud to measure the impact of new product releases, including whether they are increasing or decreasing the number of calls for support.
  • Designed and developed User Interfaces for Sales Force users as per requirements.
  • Created search layouts to organize fields, custom links, related lists, and other components on record pages.
  • Enabled chatter feeds for sharing information within the Sales teams.

Environment: Salesforce Enterprise Edition, Salesforce.com Custom/Standard Objects, Custom Tabs, Page Layouts, Workflow & Approvals, Reports, Eclipse, Force.com Eclipse Plug-in, SalesForce.com sandbox data load, Security Controls.

SFDC Admin

Confidential, New Haven, CT

Responsibilities:

  • Participated in daily scrum stand-ups with onsite and offshore teams.
  • Conducted Impact Analysis, reviewing all the objects and their relationships to the accounts, contacts and to-be-converted child objects to evaluate the scale of the impact.
  • Lead the data analysis to identify all the data conforming and not conforming to initial introduction from the customer, to identify relevant approaches.
  • Conducted KT sessions with the offshore team on daily bases, as well as consultations with the SME and the business users to discuss any identified issues or exceptions in data or mapping processes between SFDC and IC.
  • Used Apex Data types, Variables, Expressions, Assignment statements, Conditional statements, Loops, SOSL an SOQL queries, Locking statements, Transactional control and Exception statements to invoke Apex triggers. Used Batch Apex to build an archiving solution that ran on a nightly basis, looking for records past a certain date and added them to the archive
  • Worked with Ajax toolkit to invoke Apex through anonymous blocks and Public web service methods. Anonymous Blocks that could be compiled and executed using System Log Console, Force.com IDE and Web Services API call.
  • Used SOQL & SOSL for data manipulation needs of the application using platform database objects.
  • Performed data mapping between the two source systems, identified and resolved the gaps in data.
  • Supported the data migration activities for migrating the data from various business centers and business center users.
  • Created new objects and fields in SFDC Developer Sandbox to accommodate test data, export/import of data using Data Loader, created Users for the development team as well as new Profiles with various permissions, Users and Group, Sharing Rules for UAT purposes.

.Environment: Salesforce.com, triggers, Workflow, Validation rules, AppExchange, Report, dashboard, Force.com IDE, Excel, Windows.

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