SUMMARY:

• Senior Salesforce Consultant Over 6+ years of experience in I.T., 5 + Years working as Salesforce Business Analyst and ERP Consultant in Salesforce.com. CRM, Salesforce/SFDC/force.com, Apttus, Quote to Cash, Apex, Pardot,Campaign Management, Lead Management, Account Management, Case Management, Quote, Forecasting, and Call Center, Visual force, 3rd party integration, API, SOQL, SOSL, SaaS, PaaS, CRM software, Sales cloud.
• Experienced in working with clients to map out their existing Business Processes and providing system - based solutions that increase efficiency and reduce operating costs & also Experienced in Scoping Phase, Gap Analysis, Testing, and Implementation Phase.
• Strong Requirements gathering experience using JAD Sessions & Conducting User Interviews, and preparing functional documents like Use Cases, Software Requirements Specifications (SRS) & Experience creating custom objects and integrating existing desktop and web apps with legacy mainframe systems.
• Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages & Implemented pick lists, dependent pick lists, lookups, junction objects, master detail relationships, validation and formula fields to the custom objects.
• Extensive knowledge of Salesforce.com implementation cycle in Sales, Marketing, Service and support modules Skilled in customizing standard objects like Accounts, Contacts, Opportunities, Products, Price books, Cases, Leads, Campaigns as per client's need.
• Experience in data migration from ACT, Excel, MS outlook and Legacy Systems using Data Loader, Import Wizard, Informatica Data Loader, and Cast Iron & Expert in generating and analyzing custom reports and dashboard for management and various business unit personnel to provide detail information on key performance indicators.
• Developed process enhancements through automations including Workflow, Approval Processes, and Escalation Rules & Strong knowledge & experience working in teams implementing Agile Methodologies & Knowledge in Salesforce.com SFA, Force.com Apex Classes, Apex triggers, Integration, Visual force, Force.com API, SOQL, and SOSL.
• Analyzed, administered, developed and tested various custom Salesforce Implementations that were built on Force.com platform using Visual force pages, apex classes, triggers, Web services & Lightning Components.
• Collaborated with senior management, IT and business users to understand the vision, scope a solution, create functional/technical specifications and assist in release planning for salesforce.com implementation & Possess comprehensive understanding of CRM business processes like Campaign Management, Lead Management, Account Management, Case Management, Quote, Forecasting, and Call Center.
• Participated in Discovery/Scope meetings and facilitated brainstorming sessions by serving as a Liaison between different stakeholders such as business users, Technical Architect, Development & QA teams of various cross-functional groups.
• Discover, analyze and refine end user requirements by reviewing existing HLS/BRD documents and interviewing various business users' groups in Sales, Marketing and Service teams & Proactively serves as representative for the steering committee of the General Ledger Operation and Adaptation group by participating in meetings to discuss short and long term projects.
• Facilitate identification & streamlining business processes, work flows of the organization & Data setup w.r.t to Salesforce.com implementation & Manage and monitor dependencies on other teams/external projects to ensure potential issues and impediments are identified and are resolved ahead of time.
• Worked closely with product owners to have product backlog prioritized, ensured appropriate acceptance criteria is built into along with persistent acceptance tests in place and user stories are ready for sizing.
• Recruited, mentored, monitored and provided technical leadership and guidance for Onsite and Offshore teams & Facilitated agile ceremonies such as PI Planning, Sprint Planning, daily stand-ups, sprint review & sprint retrospectives, etc.
• Administered and Validated Salesforce Sandboxes & Created Roles, Profiles & Users; Defined role hierarchies & sharing rules & Created & tested various page layouts for standard/custom objects using record types and assigned to specific profiles.
• Configured, enhanced & tested Email templates, Forms, Assignment rules, Auto response rules, Approval processes, Process builder & Generated various Custom fields, Picklists & Dependent Picklists, formulas and Validation Rules & Used Data Loader, Data Import Wizard & Workbench to upload data from external files into different Orgs.
• Defined & tested email alerts, related tasks, field updates to automate manual processes and generate workflow rules for automated lead routing, lead escalation & Designed Custom Links, Search Layouts to organize fields, Page Layouts, Related Lists, and additional components on a record detail and edit pages.
• Enhanced and Tested Custom Objects, Visualforce Pages, Apex Classes, Triggers and services & Created Change Sets to deploy code from Dev Sandbox to Full Data Sandbox/Production using ANT & Troubleshooted issues and identified root cause to resolve defects and implement optimal solutions.
• Provided Support for UAT, Pre and Post Production & Spearheaded various testing initiatives for Salesforce Implementations & Created Master Test Plan/Test Strategy documents; Defined and established QA/defect workflows.
• Provided technical leadership & guidance by conducting workshops and jump-start training sessions & Facilitated Sprint planning by defining Test Objectives and plans for each sprint, Assessing QA Level of Effort (LOE's) and determining Team Capacity.
• Baselined Test Plans and Test Cases for each sprint by analyzing Story testing requirements by reviewing Features, User Stories and Acceptance criteria; brainstorming with business and technical stakeholders for further elicitation and analysis.
• Identified and maintained candidate test cases for System/Integration testing; Smoke/Regression Testing; Performance/Load Testing; UAT and Production validation & Created and maintained Traceability matrix by associating User Stories/design artifacts to test cases.
• Led different types of Performance Testing efforts such as Performance Benchmarking, Stress, Load and Endurance/Soak testing using LoadRunner and JMeter by Creating Work Load Models, Performance Test Strategy based on System Usage Information (SUI).
• Responsible for supporting day to day SF Marketing Cloud operations and cross-channel digital marketing Campaigns & Proficient with Contact Builder, Journey Builder, Email Studio and Interaction Studio & also Measure and report performance of all digital marketing campaigns, and assess against goals & Built out Marketing Journeys in Journey Builder and Email & SMS campaigns
• Spearheaded code reviews/refactoring of automation scripts to make sure that scripts are enhanced with necessary transactions and rendezvous points, parameterization, correlation of dynamic data, image & text verification check points, etc.
• Customized various salesforce.com objects like Campaigns, Leads, Accounts, Contacts, Opportunities, Cases, Chatter, Reports and Dashboards & also Skilled in customizing standard objects like Accounts, Contacts, Opportunities, Products, Price books, Cases, Leads, Campaigns as per client's need.
• Configured & tested salesforce.com Profiles, Role-Hierarchies, Security access, Email services, Assignment rules, Workflow rules, Process Builder, Email templates, Auto Response rules, Approval processes & also accessed general ledger system and financial reporting systems to pull actual financials for use in trending and forecasting analyses.
• Environment: Salesforce Sales Cloud, Service Cloud, Marketing Cloud, Non-Profit Cloud, Data Loader, Workbench, Apex, SOSL, SOQL, SOAP & REST API, Azure, Seibel, MS SQL, Lightning Components, Visualforce, ANT, GIT.
• Working on IT/Marketing projects between various businesses, IT, Web Transformation and CRM marketing teams & define and gather requirements, leading the projects from initiation through deployment ensuring that all project management methodology documents are delivered in a timely manner, on schedule and within budget
• Working with Subject Matter Experts to develop high quality functional and technical solutions & technical guidance on Salesforce Marketing Cloud (ExactTarget), automation, reporting, data structure and APIs & also provide regular program/project updates to business stakeholders and IT leadership & Created additional documentation (Confluence), document requirements, and data flow diagrams in Visio.

PROFESSIONAL EXPERIENCE:

Sr. Salesforce Consultant

Confidential, madison, al

• Best-buy previously used GMS (global management system) but they are slowly moving towards revamping the existing GMS to IMN and getting the GMS functionalities to IMN on a release by release basis. I worked on scale labels, a current release and the reporting POC project.
• Worked on SFDC, lightening, data cloud, service cloud, apex base, SQL, web services gearset, SF Apex, Check Marx, Doc-u-sign, tableau, genesis CTI, Informatica, Mavens mate with Sublime text, Eclipse, Grunt compiler, Apex, Visualforce, java script, Angular.js, html5, SOQL, Data loader, change sets.
• Hands on experience with CRM, salesforce.com, force.com, SFDC, Managed Apttus, quote to cash, apex classes, Pardot, Eloqua, CPQ & Also worked on campaign management, lead management, account management, case management, forecasting, call center, visual force, third party integration.
• Proficient in using agile scrum methodologies, performed roles of product owner, scrum master following sprint/standup sessions and used JIRA & version one extensively to write epics, user stories, analyzed the iteration burn down charts and reviewed defects.
• Worked with team on implementation and management control of API, SOQL, SOSL, SAAS, PAAS sales cloud & closely work with business in gathering the requirements, interpreting user's system requirements and defining systems work flows and procedures.
• Extensively worked on the end-to-end SFDC release management using gearset tool including the code deployment, code merge, compare environments, deployment rollback, and static resources migration, seed data / metadata migration from three different vendors as the code is developed through three different organizations.
• Refreshed/managed/maintained developer / partial data/ full sandboxes, org split / merge, data obfuscation, data backups, data copying using sf apex automation tool & worked on retrofitting the changes (both code and configuration changes) to the development and prod fixes / hotfix path containing different orgs using gearset.
• Worked in setting up the check Marx (security tool) server, run the check Marx reports, analyze / review the apex vulnerabilities including SOQL/SOSL injections, client hardcoded domain, privacy violation, client use of iframe to ensure highest level of application security.
• Worked in integrating interactive intelligence CTI to SFDC, define the call center and manage call center users.
• worked on integrating doc-u-sign with salesforce for emailing the envelopes to the members and configured doc-u-sign end-to-end.
• Worked on integrating salesforce with core systems like CUDL, origins etc. for processing the loan/deposit applications of Batelco & Worked with peer on informatica cloud - SFDC mapping, task wizards, & data synchronization/replication and administer.
• Extensively used data loader for insert, update, delete and bulk import or export of data from salesforce.com custom objects & worked with peer in modifying the static resources and compile the same using grunt and migrate to the different orgs., setting up the custom domain / custom URL, remote site settings, custom settings, translation workbench schedule apex schedulers to invoke batch classes at regular intervals based on the client requirement and run as needed and worked on person accounts, membership accounts, loan and share applications custom objects specific to the credit union.
• Create junction objects between person and accounts to establish many-to-many relationships & Created workflows, time-based workflows, email alerts, email templates, process builder, validation rules, queues, views, public groups, sharing settings, permission sets, approval process, reports, dashboards and formula fields. created apex classes, apex triggers, custom controllers implementing complex code for retrieval from salesforce to visual force pages. developed SOQL statements within controllers, extensions and triggers & Created objects, fields, enabled field level security, enabled record types and page layouts. worked extensively in user management, queues, public groups, create new users, profiles, roles, permission sets, network settings - login it ranges to restrict credit union users to access SFDC from remote & support Batelco's production environment on the day to day issues and resolve bugs field on priority basis.
• Proficient in creating and transforming business requirements into software requirement specification (SRS) using MS word and rational requisite pro & we follow an agile delivery model wherein we deliver in multiple sprints for a release & worked with business on design and implementation of product catalog and product attributes to expose on cpq application.
• Maintaining, monitor and synchronize all sandbox metadata and appropriate data sets prior to deployment. owned release process throughout SDLC & managing component movements to production environment using force.com ide, have prior experience of other migration tools like ant, SVN/auto-rabbit as well.
• Worked on Apttus CPQ configuration and integration and responsible creating TDDS, finalizing design & implementation on salesforce security model of access control and data visibility using uses roles, profiles, permissions, public groups, queues, OWD, sharing rules etc.
• Configured and created out of the box page layouts, record types, custom tabs, and validation rules, sales processes, workflows and approvals & Created workflow rules and defined related actions like email alerts, field updates, creating tasks and outbound messages.
• Implemented inbound email handler interface for creation of records in salesforce based on the email received using apex class & created data dictionary and field level mapping of salesforce and Siebel CRM systems for integration and migration, performed data migration using data loader.
• Constant involvement in exploring APEX change apps and using the apps wherever necessary & used apps like Aptos, target, cloud converter, chatter un-follow rules, field trip, conga composer, AKARD, doc-u-sign & created relationships among objects using lookup and master-detail relationships and responsible creating TDDS, finalizing designs and FDDS
• Created various profiles, roles, page layouts, and record types and configured the permissions based on the organization hierarchy requirements & extensive experience on s controls, Visualforce pages and page layouts according to the business requirements.

Sr. salesforce analyst

Confidential, charlotte, nc

• Good expose on apex classes, triggers, visual force pages, custom objects and standard objects, reports, dashboards, workflows & approvals, batch apex, canvas app, scheduler apex and sites.
• Expertise in implementing the security model and sharing rules in sales force and operating worked on CRM, salesforce.com, force.com, SFDC, API, SOQL, SOSL, SAAS, PAAS sales cloud, Apttus, quote to cash, apex classes, Pardot, Eloqua, CPQ, campaign management, lead management, account management, case management, forecasting, call center, visual force, third party integration.
• Worked on role hierarchy of salesforce and roles and profiles and groups and sharing controls and data management, implementation of application using Java script, html & having knowledge in salesforce lightning components and design, good communication and interpersonal skills, effective team member.
• Having knowledge in database concepts, hands-on exposure in all phases of development, support and maintenance of sales force development for industries/business houses & Configure, implement and support of salesforce service cloud CRM based on apex language and leveraging force.com platform, SAAS (software as a service) application running in cloud computing environment.
• Implement service cloud including service console, omni-channel, live agent configuration, case feed, knowledge and entitlements & Enabled aura framework.
• Debugging and analyzing of apex code / generated exceptions using developer console to view debug logs, execute SOQL as well anonymous code and use checkpoints & to prepare documentation covering design, code, errors, and recovery procedures.
• Actively worked as a analyst with stakeholders & agile teams to monitor and prioritize product backlog on an ongoing basis to meet release timelines and value to the business & assisted in identifying, troubleshooting, and resolving defects encountered during various stages of testing and production, including during the deployment and implementation of the code in production environments & worked on data categories and article management.
• Lightning experience, lightning components, process builder, service cloud, omni-channel, life chat agent, case management, data loader & Comfortable working in a group environment as well as an individual developer & worked on retrieval of some data and its functionality from third-party API's and displayed within the lightning component.
• Extensively worked with apex, Visualforce & integration, knowledge of CTI integration & have been working closely with project owners & executives, and led several project initiatives like agile/scrum methodology, CI/CD using Jenkin, code versioning using GitHub/bitbucket.
• Proven ability to apply best practices, work in the salesforce governor limits and devise innovative solutions to meet project's requirements & Worked with managed apex change applications like s-docs & modified unmanaged applications like magic mover to suit the requirement.
• Wrote batch apex classes to give access to account team members across different territories & round-robin lead/case assignment to users belonging to groups for efficient resource utilization & set up account territory management tm 2.0 in salesforce.
• Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages & implemented pick lists, dependent pick lists, lookups, junction objects, master detail relationships, validation and formula fields to the custom objects, web to case, email to case.
• Created and maintained the documentation for application design, data mapping document for migration and integration technical design & by adding aura attributes and aura handlers for events to focus on logic and interactions in lightning applications.
• Worked on a strategic project directly with the strategical team. Provided technical guidance on salesforce marketing cloud (exact target) and marketing automation highlighting pros and cons of each integration. Also reviewed data structure and other email marketing providers for an easier implementation.
• Helped a couple of their clients that were using salesforce marketing cloud by updating amp script and setting up and implementing triggers using marketing cloud connector. Handled all project management tasks associated.

Salesforce anaLyst

Confidential, fort worth, tx

• Worked on the core enterprise service cloud salesforce projects spanning across multiple salesforce instances within legal and financial & risk bus & have also administered the salesforce environment & have managed the queue to provide prompt support to end users to resolve issues with salesforce and related applications & conducted weekly demos of new functionality for business stakeholders .
• Conducted gap analysis, gathered requirements in working sessions with business stakeholders and staff, solution design of core functionality of the salesforce CRM system which replaced the old sap ticketing system and enhanced existing SFDC functionality.
• Interfaced with end users to understand feature requirements and/or address support issues and work collaboratively with our analyst and development teams on more complex requests and issues & also delivered projects following agile methodology. translated conceptual business needs into clear JIRA user stories, managed the product backlog and sprint planning
• Performed impact analysis of technical changes on proposed business processes and provided a direction on proposed solution design to minimize salesforce customization and code development . also managed uat for each system release, created test scripts and raised defects, based on user feedback gathered during testing & compiled and present monthly analysis of customer risk, focusing specifically on areas of risk having to do with product development, applying strategic insights to meet customer needs
• Worked on artificial intelligence project based on a 3rd party vendor app that helps with routing, case classification and reduces the AHT and improves CSAT & also updated and maintained data within salesforce to accurately reflect current customer system usage and strategic opportunities & leverage SFDC data reporting to build analytical datasets used by various business groups
• Assisted in developing and continually refine a deep understanding of customer product needs, working with internal stakeholders to translate those needs to a defined product roadmap & collaborate with finance partners to ensure the accurate transfer of knowledge to organizational groups that rely on it the most.

business analyst

Confidential

• Performed the role of business analyst, interacted with various business user groups for gathering the requirements for salesforce.com CRM implementation & documented and shared the requirements with other salesforce.com consultants for further implementation.
• Supported relevant documentation: business requirement document (BRD), functional requirements document (FRD), UML diagrams - use cases, sequence diagrams, process flow charts, and prototypes, such as wireframes & closely worked with salesforce.com consultants while implementing the solutions for the needs of organization.
• Helped use cases, process designs, gap analysis, data mappings, project plans and requirement documentation customized the dashboards to the track usage for productivity and performance of business centers and their sales teams & Customized tabs for among different business users' groups and business centers
• Prepared the workflows for automated case routing, entitlement managements, alerts and other processes & developed various custom reports and deployed them for different business user levels & provided the training to the internal business users to use the application and develop their own custom reports.
• Performed the role of support engineer for the internal users and helped them in getting used to the application, generated reports and saved them for further access to the users & supported the data migration activities for migrating the data from various business centers and business center users with the support of saleforce.com & worked on fetch xml for query expression and reports.
• Involved with salesforce.com premier support and handled the support cases with the help salesforce.com support & administrated and monitored the company's salesforce CRM application & also used the sandbox for testing and performed user acceptance testing.
• Assisted in various reports (summary reports, matrix reports, pie charts, and graphics) and report folders to assist service managers to better utilize sales force and configured various reports and for different user profiles based on the need in the organization.
• Contributed in making customized dashboards for the service representatives and case team members to keep track of the cases assigned to them and to share insight across the company & used informatica on demand to automate bulk data loading & create various profiles and configured the permissions based on the organizational hierarchy.
• Assisted the testing team in regression, progression integration and smoke testing and approved/rejected test cases as and when deemed necessary & assisted in test scripts for all the test cases in pl/SQL & also assisted in process flow diagrams, use case diagrams, class diagrams and interaction diagrams using Microsoft Visio and rational rose.

SKILL:

Data Analysis, Database Management, Project Management, Project Planning, Project Coordination, Financial Analysis, Financial Management, Finance, Reporting, ReportPreparation, QualityManagement, SQL, RiskAssessment, GapAnalysis, Financial,Planning, Excel, Hyperion, Reconciliation, ERP, Accounting, FinancialReporting, Oracle, AccountsPayable, Budgeting, Database Management, CRM,, API, SOQL, SOSL, SaaS, PaaS, CRM software, Sales cloud, Salesforce/SFDC/force.com, Apttus, Quote to Cash, Apex, Pardot,, Campaign Management, Lead Management, Account Management, Case Management, Quote, Forecasting, and Call Center},Visual force, 3rd party integration, Marketing Strategy, Digital Marketing.