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Salesforce Implementation Specialist Resume

SUMMARY

  • Salesforce.com Administrator with a demonstrated history of working in the Information Technology Financial Service, Marketing, Sales, Travel and Service Industry
  • Experience working with stakeholders and upper management, identifying gaps, and working across multiple departments
  • Good experience in data migration using Salesforce dataloader.
  • Experience in configuration and customization of Salesforce.com CRM application based on the customer plan.
  • Skilled in Salesforce Databases configuration for Lightning, Classic, CPQ, Integration, Inventory, Sales Cloud, Service Cloud, Implementation, CTI Softphone configuration, Analytics, Power Point, Excel, SQL, and Data Management
  • Experienced in Large and Small Group Training
  • Strong Business Engineering and Design professional who is Task Driven and skilled Technical Support

PROFESSIONAL EXPERIENCE

Salesforce Implementation Specialist

Confidential

Responsibilities:

  • Managed relationships with clients to ensure business processes were documented and implemented in scalable Salesforce architecture via user stories
  • Mass Data migration from legacy systems including oracle, access, excel,
  • Managed Data Integration from SQL to Salesforce including error management, mapping and security
  • Creating inventory management objects for supply chain in Salesforce associated with opportunity for wholesale
  • Creating Salesforce reports and email notifications for demand increases
  • Mass and triggered marketing campaigns for leads and existing Accounts in Salesforce via Marketo and Pardot administration
  • Developed Sales Cloud configuration in alignment with business and Sales process for scale
  • Creating Service Cloud configuration to align with SLA to reduce infractions
  • Design and configuration of security measure for data access and reporting
  • Team management and development with 1 on 1, large group and training materials
  • Maintained AGILE process with user stories, UAT, QA and change management
  • GAP analysis and development user story reconciliation

Salesforce Lead Administrator | Business Analyst

Confidential

Responsibilities:

  • Managed relationships with clients, internal teams and all stakeholders for PactSafe and D&B in a full lightning environment
  • Payment processing configuration
  • Gathering Business Requirements from International Divisions to merge standard operating procedures in Salesforce
  • Implemented Lightning Custom Opportunity Details tab for custom calculations of commission
  • Created Lightning test cases and training documents for CPQ use in the Production environment
  • Orchestrated and Implemented Data infrastructure transfer from legacy system
  • Legacy data reconciliation via Vlookups, data loads and Pairing
  • Account Hierarchy remediation via validation rules and Filter Criteria
  • Resolved Grandfathered Contract Product availability with Price Rules and Contracts via CPQ
  • Created additional CPQ Product Rule validation, configuration and Conditions updates
  • APEX Trigger and Class Creation for Custom object Lead Conversion transfer to Account for CPQ account validation of Quote line product save errors
  • Lightning Components and page layout updates
  • Custom object validation rules
  • Optimization of Email Campaigns by use of A/B testing
  • Creating and maintaining trigger based Email Campaigns via pardot
  • Maintained and Updated SOP for departments requesting feature updates in Salesforce on release.
  • Price book for CPQ, CPQ configuration updates, Workflows, Process Builder, Flows, New Objects, CPQ Price Rule updates, SQL Queries, writing test cases, price tables, product record loads.
  • Custom Lightning Opportunity Button to elicit Pactsafe E - Signature application with product documents attached
  • Custom HTML email signature
  • Salesforce App modification and updates
  • CTI Softphone user allocation and configuration updates.
  • Utilizing JIRA user stories to communicate and coordinate project status and release dates
  • Effectively communicated Salesforce feature updates configuration request progress, testing, training sessions and release dates to maintain and solidify stakeholder and end user confidence and prolonged use of solution.
  • Prepared Power Point presentation of status and changes of stakeholder updates and training modules

Salesforce Lead Administrator | Junior Salesforce Developer

Confidential

Responsibilities:

  • Managed relationships with clients, internal teams and all stakeholders
  • Implemented Database Backup routine
  • Custom integration with legacy payment database
  • Utilized best fit items from Financial Force and Marketing Cloud Salesforce
  • Payment processing custom object for recurring and late payments
  • Created Custom Apps for Sales Agent, Sales Manager, Inventory and Finance departments
  • Online Payment Processing via Chargeant
  • Payment update validations to auto add late payments for live calls reducing the inconsistency of charge application
  • Group and One on One C-level and Senior Management engagement to receive, report project details and maintain deliverables schedule from thought to inception and growth.
  • Created and Maintained Custom Validation Rules, Fields, Workflows, Process Builder and Formula field
  • Lightning UI page layout and Opportunity Journey creation and updates
  • Record and file security via permission sets, sharing, validation, page layouts and profiles
  • APEX Trigger, Class and Test Class Updates for third party integration
  • Increased marketing and branding in Quote template and signature updates
  • Third party integration maintenance and updates with SQL Developer
  • Analyzed current sales and service workflows encompassing them into Salesforce
  • Maintained AGILE like process to ensure quality of resultant builds, QA and UAT
  • Communication in written and verbal form to all stakeholders
  • New user onboarding and set up
  • Salesforce for Outlook Maintenance and updates, preventing duplicate contact creation, contact and record matching emails addition to opportunities and accounts.
  • Reporting updates to include Lightning Dynamic Dashboard Home Screen with alternate end user statistic reporting.
  • Lightning app updates, journeys, custom buttons and page layouts
  • Project Management to include what if and growth potential
  • Delivered comprehensive sales, sales management, service, service management, inventory management and sales forecasting applications for a financial institution.
  • Training material created and distributed via power point, word, hands on and small group training sessions
  • Collaboration testing with Salesforce.com for new version of Lightning for Outlook for MAC(IOS) platform
  • CTI Softphone vendor updates in salesforce and workstation system requirements for Lightning UI

Salesforce Lead Administrator | Business Analyst

Confidential

Responsibilities:

  • Implemented and configured several aspects Sales and Service Cloud, Lead Conversion, Mapping, Account Teams, Sales Support Queues, Routing, Role Hierarchy and viewer ship configuration
  • Updates to DNBI Integrations packages
  • Created Custom Buttons for Email to clients from fields on child of a child to the Opportunity object
  • Data Migration from variant SFDC Global instances
  • Migration of outage templates
  • Updated Currency for exchange rate and global reporting
  • Custom Fields including formula, look up, Multi-Select Pick lists, Date - Time and Field history management
  • SFDC Support Team Subject Matter Consultant
  • Maintain integrations with 3rd party Database
  • Implemented Lightning App for Immediate Sales and Retention Department
  • Created Lightning App and user allocation via profiles with Account, Opportunity and lead objects
  • Custom Objects, Custom Fields, Workflows, Process Builder, Change Sets and UAT
  • Data reconciliation via Vlookups, Pairing
  • Analyzed current sales workflows encompassing them into Salesforce
  • Maintained AGILE like process to ensure quality of resultant builds
  • Communication in written and verbal form to all stakeholders
  • Delineating user support and enhancement requests to in house Salesforce Support
  • Trained peers, end users and decision makers via written and oral presentations.
  • Executed deliverables on time.
  • Allocation of developer items to senior developers on project

Senior Salesforce Administrator

Confidential

Responsibilities:

  • Implemented and configured several aspects of Service, Sales and Marketing Cloud
  • Designed Custom recurrent bill notification and account status notification to customers via email and customer portal
  • Configured, Deployed, Implemented and maintained Knowledge, Map Anything and DNBI Integrations
  • Lightning Live agent administration setup, configuration and case routing
  • Product scheduling with bulk Price, Bundles, Discounts, Discount Scheduling and promo code application to charged product price for quoting and promotional rate distribution to customers
  • Product family management to achieve unified sales efforts aligned with marketing
  • Created customer discount approval process for Regional and District Manager deals
  • Instilled Quote record consolidation for merging accounts
  • Maintained and updated Data migration errors and automation with SQL database to ensure congruity
  • Updated Sales teams for commission reporting and distribution
  • Project Management through and until department UAT testing completion
  • Delineation of tasks to complete large projects
  • SOQL Queries and Manual updates of data
  • Training material composition in Lightning and Classic UI
  • Salesforce data entry and process error resolution
  • Custom Profiles, Custom Queues, Formula Fields, Validation Rules, Process Builder, Work Flows, Approval Processes, Custom Reports and Dashboards, Custom Territory Management, Email to Case
  • APEX Trigger Updates
  • Transitioned Exact Target marketing integration to Marketo
  • Integrations with UPS, CRQS, AMS, DNBI, Benefitpoint, Marketo, VidYard, Knowledge and Content combined with manual table updates
  • Custom Lead Sharing rules for zip code distribution with end user editability
  • Database Entry Clean up and Reporting on all metrics
  • Salesforce Database archiving and backup to SQL DB and other Network folders
  • Data Loads to and from SQL, Excel, Marketo, Access, AMS, Benefitpoint, DNBI and other data warehousing utilities on demand
  • Communicated and addressed the needs of all Salesforce users ensuring clear function, instruction and practice
  • Customer portal configuration via Lightning UI
  • Lightning Omni Softphone setup, maintenance and configuration
  • Lightning CTI Softphone bug testing and reconciliation with vendor
  • CTI Softphone configuration and user administration
  • Omni Channel Routing Configuration
  • Lightning page creation and user allocation, training for international customer service rollout
  • Anonymous Apex Code entries for non-scheduled email events

Salesforce Lead Administrator | Chief Technology Officer

Confidential

Responsibilities:

  • Developed and deployed Salesforce solutions for increased product quality
  • Reduced inconsistencies in pricing across company by centralizing quote authorizations in Salesforce
  • Data Migration from excel, linkedin .txt files and Drop Box to and from Salesforce.
  • Designed the communicated business needs reducing costs by 15% with Salesforce
  • Quality assurance and testing for solution lifecycle and growth measures.
  • Invoice email templates and delivery via custom objects and process builder
  • Created mass email marketing campaigns via Pardot to acquire accounts and resources
  • Custom invoice and payment processing objects associated with Chargeant App
  • Data loads to and from Salesforce via .csv and .xls files.
  • Prioritizing tasks and requirements to ensure time sensitive placement and distribution
  • HTML web page creation with web to lead form creation, maintenance, reports and alerts
  • Centralized all media via defining network and providing access with Server 2013 and Exchange
  • Fulfilled all team project assignments increasing revenue by 20% 3rd quarter
  • Performed live technical support, training and wrote use guide for entire company
  • Reported financial and customer trends with custom report types, dashboards and
  • Formulas for past, present and future business projections and measured goals

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