We provide IT Staff Augmentation Services!

Salesforce & Cpq/clm Consultant Resume

SUMMARY

  • 8+ year of experience in IT - 5+ years were spent in Salesforce.com Business System Analysis, Administration, development including analysis, modeling, design, coding, testing and implementation in various business domains with experience focussed in the enterprise software industry in environments with automated commission payments, CRM, sales operations, Service, marketing and quote to cash processes.
  • Experienced in working with clients to map out their existing Business Processes and providing system-based solutions that increase efficiency and reduce operating costs.
  • Firsthand experience in CRM integration, development and deployment of custom integration solutions. Confident in creating/troubleshooting/modifying Apex code and Visual Force pages.
  • Experienced in Salesforce/Apttus CPQ (Configure Price Quote) and CLM (Contract Life Cycle management) package configurations and customizations as part of (QTC) Quote to Cash process.
  • Strong Requirements gathering experience using JAD Sessions for BRD documentations & Conducting User Interviews, and preparing functional documents like Use Cases, Software Requirements Specifications (SRS).
  • Detail-oriented individual with the ability to quickly ramp up on new projects, business situations, and technologies.
  • Experience in using Apex code to implement complex business logic in Callback classes in Apttus CPQ managed packages within Governor Limits.
  • Involved in development of test classes and test methods to ensure maximum code coverage in production instance as part of Test Driven Development(TDD) document.
  • Analyzed Marketing, Sales, Customer Service and Customer Support business processes used by customers and provided recommendations to improve the processes using Salesforce.com.
  • Acquainted with using lightning components for UI design and I am enthusiastic to constantly upgrade myself with new releases and updates of Salesforce.com.
  • Ability to juggle and prioritize multiple tasks within a collaborative team environment
  • Proficient in Administration setup, Apex, Visualforce and SFDC dev tools (Eclipse IDE, Force.com)
  • Demonstrated ability to improve efficiency of business processes with both technology and process improvement methodologies
  • 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, Data Loader, and Cast Iron.
  • Experience in integrating Salesforce.com applications with other applications with emphasis on Web Services (XML, WSDL, SOAP, REST).
  • Involved in developing client-specific solutions on Force.com platform using Apex classes, Triggers, Visualforce, Force.com IDE, SOQL and SOSL.
  • Internet Architecture and Cloud Computing Concepts.
  • Hands-on designing Custom Objects, Custom Fields, Pick List, and Role based Page Layouts, Workflow Alerts and Actions, Validation Rules, Approval Processes, Auto-Response for automating business logic, Territory Assignment rules, Custom Tabs, Custom Reports, Report Folders, report extractions to various formats, design of Visualforce Pages, Record Types, Dashboards, Flows(Visual), Process Builders for like Email generation and using the out of box features of salesforce according to application requirements.
  • Worked in teams for full-cycle projects to complete consulting projects on time and deliver outstanding consulting services to Salesforce.com clients
  • Well versed with Sales cloud, Service cloud, and Custom Cloud, Chatter, salesforce1 and App Exchange applications.
  • Documented enhancements, prepared materials and conducted trainings for knowledge transfers in the organization.
  • Comfortable with Agile and Waterfall methodologies.
  • Handled bulk data migration and integration using Apex Data Loader.
  • Good understanding of Object Oriented Design (OOD), UML, MVC, multi-tiered architecture and distributed architectures.
  • Used GIT Bash for REST Integration and GIT Version Control.
  • Acquainted with apps like with apps like Remedyforce, Marketo, Docusign, Echosign and Conga Composer etc.
  • Possess strong written and verbal communication skills with a personable attitude.
  • Willing to relocate: Anywhere
  • Authorized to work in the US for any employer

TECHNICAL SKILLS

Salesforce Technologies: SFDC Certified Force.com Developer, Salesforce CRM, Salesforce Automation(SFA), Apex Language, Apex Classes/Controllers, Apex Triggers, Lightening, SOQL, SOSL, Visual Force Pages / Components,Lightning, S Controls, Apex Web Services, AJAX, Workflow & Approvals, Dashboards, Analytic Snapshots, Case Management Automation, Custom Objects.

Salesforce Tools: Eclipse, Apttus CPQ/CLM,Force.com Eclipse IDE Plug-in, Force.com Explorer, Apex Data Loader, GIT Bash, Force.com, Workbench, Force.com Platform (Sandbox and Production)

Other Programming Languages: Java, JavaScript, Anuglar.js, Bootstrap, JQuery, HTML, XML, DHTML, C, C++, C#.

Databases: MS SQL Server 2000/2005, PL/SQL, RDBMS, Oracle 8i/9i/10g, MS Access, and MySQL

Operating Systems: Windows NT / 2000 / XP Pro / Vista, Windows Server 2000 / 2003 / 2008 , Linux

PROFESSIONAL EXPERIENCE

Salesforce & CPQ/CLM Consultant

Confidential

RESPONSIBILITIES:

  • Analyze and Understand business requirements of project and communicating with supervisors and other coworkers on the business requirements to optimize, improvise and achieve the targets in time.
  • Worked in Sales Cloud and its add-on called CPQ which starts where Sales cloud ends to optimize and fasten the completion of the deal.
  • Was responsible for performing all tasks required to develop, implement, and support the Salesforce.Com application integration of the Apttus CLM Quote to Cash App Exchange product.
  • Designing, configuring, developing, testing and supporting the stack as a core team member on an agile team.
  • Design, develop and implement solutions for the Salesforce/Apttus CPQ/CLM system deployed on the Salesforce platform
  • Involved in the development of Salesforce CPQ using APIs and Callback classes for creating pricing constraint rules and configuration of the price book and custom coding of the web services into the pricing system for turbines from internal systems etc.
  • Monitoring and analyzing the defects in the build and SRP documentation and debugging if needed to resolve and close the issue ASAP.
  • Involve in System requirement study, design and build (developing) processes to achieve the full life cycle implementations.
  • Review coding done to advance application upgrade, extension, or other development. Analyze application for data integrity issues.
  • Develop test protocols or plan for testing revised application and review test results.
  • Ability to configure Product, Price book, Quotes and Proposal, Approval Process and other keyCPQfunctionalities.
  • Implemented CPQ solution using Apttus CPQ & Contract Management for various customers in industries.
  • Involved in Lightning Grid design to see parent and cross object fields in a single grid layout with features like inline editing, selected mass update, multiple child records view on the same parent records using pagination.
  • Configure and Customize the Salesforce (lightning) platform involving development of Apex Classes, Controller classes, Visualforce/lightning pages (UI) and Apex Triggers for automating, testing and debugging the applications.
  • Interacted with the Salesforce.com and Apttus premium tech support team on a regular basis.
  • Exploring, configuring and customizing the third party applications like Apttus X-Author for Excel/Word, Grid Buddy, Conga Action Grid, Nintex Docgen and Agile Accelerator on Salesforce Platform.
  • Perform Independent Unit testing, System and UAT Testing which includes required validation test cases and also UAT support when needed.
  • Involve in the setup and administration of the System like creating and managing Users, Roles and Groups, handling the Record level and Field Level Security, Controlling Workflow rules, Validation rules, triggers using custom settings, load the data to Salesforce using data loader on scheduled basis and also deployments into different Sandboxes (environments).

Salesforce & Apttus CPQ/CLM Consultant

Confidential - Eagan, MN

Responsibilities:

  • Participate in requirements and solution design workshops with IT and business stakeholders
  • Configured the Contract management and revenue management with using of Apttus CPQ.
  • Working on a sales transformation project, Apttus deployed on the Salesforce platform.
  • Designed and Developed complex approval processes for Apttus.
  • Assist with validation of requirements gathered from the business
  • Involved in integration ofSalesforce CPQ/CLM with third-party domain (AEM) using webservices supporting team to implement the ecommerce functionality.
  • Worked on various AppExchange products according to the needs of the organization.
  • Designed and build compensation metrics, reports, and tools to inform compensation program decisions and forecast, report, and/or analyze compensation business outcomes.
  • Partner portal, customer portal Implementation & attended Dream Force events to get the real-time integration with business partners.
  • Worked with business analyst to develop project implementation and develop plans including user interfaces.
  • Communicated regularly with the SFDC designated super users to support them in their role and provide information and training on new features and functionality.
  • Experience in Quote-to Cash tool and CPQ integration with DocuSign.
  • Partner portal, customer portal Implementation & attended Dream Force events to get the real-time integration with business partners.
  • Worked with business analyst to develop project implementation and develop plans including user interfaces.
  • Created many Email Templates and Mail Merge Templates and was involved in doing the mail merge for different standard and custom objects.
  • Involved in using Apex Classes, Controller Classes and Apex Triggers for various functional needs in the application.
  • Worked with business analyst to develop project implementation and develop plans including user interfaces.
  • Co-ordinated the migration of CPQ hierarchical system to salesforce from legacy system using Mover Application.
  • Communicated regularly with the SFDC designated super users to support them in their role and provide information and training on new features and functionality.
  • Involved in business and technical grooming sessions and provided solutions for various stories.
  • Worked on projects involving varioussalesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports, and Opportunities. Developed various Custom Objects, Tabs, Entity-Relationship data model, validation rules, Components and Visual Force Pages.
  • Used SOQL & SOSL with in Governor Limits for data manipulation needs of the application using Force.com Explorer.

Environment: Pricing Rules, callback Classes, APIs, CPQ/ CLM, X Author for Word, X Author for Excel, Saleforce.com platform, Apex, Visual Force (Pages, Component & Controllers), Pages, Data Loader, HTML, Doc E-sign, Java Script, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls, SOAP, REST.

Salesforce/Apttus Consultant

Confidential

Responsibilities:

  • Experience in daily customer service through telephone and email communication. Provided basic, premier, and administrative level support for users of the Salesforce application.
  • Worked on Sales cloud Implementations along with CPQ/CLM functionalities.
  • CPQ was implemented for their global operations and interfacingApttuswith theirSalesforce application.
  • Conducted administrative duties which include working with C- level executives, system administrators, and end users to gather their business requirements then developing customized solutions to meet their needs
  • Experience developing solutions for the Salesforce Contract Lifecycle Management (CLM) system including X-Author for Word/Excel, development of clause libraries and contract templates.
  • Worked on Order Management and Billing / Revenue Recognition.
  • I configured product and pricing setup using CPQ/Product consoles which include price ramps, Price Matrix, Price Rulesets, price list items, tiered pricing and asset pricing.
  • Implemented complex Pricing rules and customizations by new code / modification of existing code in callback classes like pricing and validation callback to name a few.
  • Used X-Author tool for Data Migration interfacing Salesforce, CLM with Templates for contract generation and on Agreement object.
  • Worked on Apttus Order Management and Apttus Billing / Revenue Recognition.
  • I used X-Author for excel/word to map the static clauses to respective fields in Salesforce and DocuSign for Quote approvals.
  • Worked closely with business partners to realize the full capabilities of Salesforce.com CRM using sales and service clouds.
  • Developed the scope and vision documents that defined the primary goals, objectives and scope of the project.
  • Created Service request forms and Templets using Remedy-force third party application for Case and Ticket creation and customized the Remedy force console for case/ticket management.
  • Revamped the Roles and Profiles based on the Organization’s role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.
  • Designed the Outage Alert Pages using HTML, CSS, JQuery, JavaScript and Bootstrap replicating and improvising what’s there in share point.
  • Worked with Visualforce Pages, Custom Controllers, Extension Controllers, Apex Coding, Apex Classes, Apex Triggers. Customized Visualforce pages and modified the code for restricting some countries which they are not willing to do the business.
  • Worked with various Salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports, and Opportunities.
  • Developed various Custom Objects, Tabs, Entity-Relationship data model, validation rules, Components and Visualforce Pages.
  • Created page layouts, search layouts to organize fields, custom links, related lists and other components on record detail pages and edit pages.
  • Developed and built the Workflow,FlowandProcessBuilderactions to manage and fully automate all required internal businessprocesses.
  • Used SOQL & SOSL queries with in Governor Limits for data manipulation needs of the application using in workbench and Force.com Explorer/ Developer Console.
  • Created profiles and implemented Object and field level security to hide critical information on the profile users.
  • Worked on Salesforce products when interfacing with engineering and product development team members.
  • Created test scenarios on Sandbox environment and used Force.com Component Deployment Wizard for migrating data between Force.com IDE and Sandbox environment.

Environment: Saleforce.com platform, Force.com IDE, Apex, Visual Force (Pages, Component & Controllers), GIT Bash, Data Loader, HTML, Doc E-sign, Java Script, Flows, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls, SOAP, REST, Sandbox data loading, ANT tool, HTML, CSS Java Script, jQuery, Boot-strap etc.

Salesforce & CPQ Consultant

Confidential - Chicago, IL

Responsibilities:

  • Closely worked with other SalesForce.com consultants while implementing the solutions for the needs of organization.
  • Managed sales cloud Project scenarios test template, TDDs and created reports using Jira
  • Worked on Apttus products when interfacing with Sales, product development team members and the legal Team.
  • Involved in Steel Brick CPQ (Configure, Price& Quote) design mapping to the Salesforce custom objects including Apttus Advanced Workflow Approvals.
  • Resolved all customer issues, negotiated contract terms to balancebusinessand client needs, completed customer proposals for new opportunities, and led status presentations for executive management.
  • I also worked on Steel brick CPQ Workflow approvals, and created constraint rules and validation rules for the implementation of pricing and business rules on the Cart page
  • Involved in bulk data migration and integration using Apex Data Loader, SOAP, REST Web Services.
  • Generated internal/external reports and managed contract data requirements for customer deliverables.
  • In charge of conducting the UAT with the Business users, and gathering feedback and providing the same to the Development team
  • Created contract templates along with the salesforce email templates and integrated with EchoSign for digital signature process
  • Developed Apex Classes, Controller Classes and Apex Triggers for various functional needs in the application.
  • Worked on SFDC Administrative tasks such as creating Profiles, roles, Users, Page Layouts, Permission sets.
  • Extracted the data from Salesforce.com application into the external databases (Oracle 10g) for generating large data reports.
  • Customized CompanyProfile, Record Types, Security & Access Controls and Communication Templatesas per the organization requirements.
  • Created workflow rules and defined related tasks, time triggered tasks, email alerts, field updates to implement business logic.
  • Developed and built the Workflow,FlowandProcessBuilderactions to manage and fully automate all required internal businessprocesses.
  • Created Email templates, approval processes, approval page layouts and defined approval actions on them to automate the processes.
  • Used SOQL & SOSL with in Governor Limits for data manipulation needs of the application using Force.com Explorer.
  • Extracted the data from Salesforce.com application into the external databases (Oracle 10g) for generating large data reports.
  • Worked with several App exchange tools like Action Plans, Strike Address verification, Conga Composer on sales cloud.
  • Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.
  • Created profiles and implemented Object and field level security to hide critical information on the profile users.
  • Created test scenarios on Sandbox environment and used Force.com Component Deployment Wizard for migrating data between Force.com IDE and Sandbox environment.
  • Created various Reports (summary reports, matrix reports, pie charts, dashboards and graphics) and Report Folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports for different user profiles based on the organization’s need.
  • Developed functional specifications document for Accounts and Opportunities module leading the business tracks.
  • Extensively use MS office communicator and MS Live Meeting to conduct and participate in various project meetings
  • Worked on Apttus Order Management and Apttus Billing / Revenue Recognition
  • Used Force.com IDE for creating, modifying, testing, and deploying Force.com Application.
  • Provided post-implementation support for sales cloud applications to assist end users in creating reports, dashboards and certain Administration tasks including creating and maintaining user profiles and privileges.

Environment: Apex, Steel brick, Visual Force, CSS, Java Script, Bootstrap, GIT Bash, Data Loader, HTML, Inside sales telephonic plug-in, Doc E-sign, Java Script, Flows, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls, SOAP, REST, Sandbox data loading, Ecommerce Integration and APIs.

Salesforce, CPQ/CLM Consultant - Production Support

Confidential - Cincinnati, OH

Responsibilities:

  • Hands on experience in Apttus CPQ to streamline configuration also to ensure pricing and quoting accuracy.
  • Created test scripts, analyzed the user/business requirements(BRD), functional specs, use case documents and created the test cases for System testing and TDD documents as part of Test Driven Development methodology.
  • Conducted weekly meeting with Sales Ops team and discussed the need to add a field in Salesforce to track the time to follow up from a lead.
  • Involved in group for requirement gathering throughout the planning and implementation.
  • Responsible for Apttus CPQ/CLM packages installations and data settings in Dev sandbox.
  • Done shopping Cart customizations using config-settings and embedding newly developed custom visual-force pages.
  • Created test scripts, analyzed the user/business requirements, functional specs, use case documents and created the test cases for System testing.
  • Conducted weekly meeting with Sales Ops team and discussed the need to add a field in Salesforce to track the time to follow up from a lead.
  • Involved in CPQ (Configure, Price& Quote) design and mapped to the Salesforce custom objects and involved in Apttus Advanced Workflow Approvals.
  • Involved in Salesforce.com Sales cloud Application Setup activities and customized the apps to match the functional needs of the organization.
  • Document procedures to engage vendors for Level 3 Support.
  • Worked with various salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Cases, Solutions, Forecasts, Reports, and Dashboards for sales cloud applications.
  • Developed and configured various Custom Reports and Report Folders, Dashboards for different user profiles based on the need in the organization.
  • Maintained data cleanliness and accuracy by adding custom validation rules, custom formulas, reports and dashboards.
  • Involved in developing Visual force pages and the Front End (UI) for customer portals using Java,XML,CSS,HTML, JavaScript,AngularJS,Bootstrap, JQuery and AJAX Technology.
  • Implemented UI lightning design along with visual force pages for latest custom page design.
  • Wrote up a plan to get the estimated time and resources needed, and who should get involved to resolve complex issues.
  • Proficient with Data Conversions/Updates/Migrations using various apps/tools
  • Extensively involved in system integration & validation portions of the system/product development life cycle.
  • Led weekly status meetings and staff meeting discussing with developers and business analysts about bugs, finding the bugs, filing the bugs and coordinating with developers in fixing the bugs.
  • Good proficiency with reports, dashboards,processbuilder, visualflows, and change sets.
  • Used the sandbox for testing and migrated the code to the deployment instance after testing.
  • Involved in bulk data migration and integration using Apex Data Loader, SOAP, REST Web Services.
  • Used AppExchange tools Dupe Catcher, Dupe Blocker, Dupe Eliminator to enables users to identify, block and dedupe leads, accounts, contacts, and person accounts in real-time at the point-of-entry.

Environment: SaleForce.com platform, Visual Force (Pages, Component & Controllers), Apex Language, Triggers, Data Loader, HTML, Java Script, APPTUS, Eclipse IDE, Subversion, Pages, Data Loader, Visual Flow & Approvals, Custom Objects, change Sets, Custom Tabs, Email Services, Security Controls, SOAP, REST, Sandbox data loading.

Consultant

Confidential - NY & CA

Responsibilities:

  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Created Custom Objects and defined lookup and master-detail relationships on the objects. Also, created junction objects to establish connectivity among objects. Created workflow rules and defined related tasks, time-triggered tasks, email alerts and field updates to implement business logic.
  • Developed various Apex classes, Controller classes and apex triggers for various functional needs in the application. Used Force.com Eclipse IDE for developing Apex Pages, Controller Classes and Triggers for deploying the projects components into different Sandbox Environments.
  • Worked on Sharing Rules based on Role Hierarchies and created manual sharing for accessing records. Worked on different things like Components, Custom Settings, Sites and Static Resources, Debug logs and System Log.
  • Worked on various salesforce objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards.
  • Experience in developing Salesforce.com custom objects and work-flow business rules.
  • Created page layouts, search layouts to organize fields, custom links, related lists and other components on a record detail and edit pages. Developed and configured various custom reports and report folders for different user profiles.
  • Developed and implemented both the time dependent and time independent workflows as per the requirement. Developed and deployed Workflows and approval process wherever necessary. Created profiles, roles and implemented object level, field level and record level security.
  • Used Apttus X -author for Excel for data migration.
  • Designed and implemented various client requirements using Apex controllers, Triggers and Visual Force pages using plugins likeJavaScript,JQueryandBootstrap.
  • Experience in Integration of Salesforce with in-house legacy ERP systems, using Apex Web services WSDL and outbound messaging.
  • Evaluated Data entry, import processes and ensure proper Data quality standards exist for the Salesforce.com application. Created multiple visual force pages for various requirement needs. Used the sandbox for testing and migrated the code to the deployment instance after testing.
  • 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. Involved with Salesforce.com Premier Support and handled the support cases with the help salesforce.com support.
  • Administered and monitored the company’s Salesforce CRM application.

Environment: Salesforce.com platform, Workflow and Approvals, Reports, Custom Objects, Tabs, Email Services, Apex Language, Visual Force Pages, Components and Controller, Apttus CPQ/CLM, JQuery, JavaScript, Bootstrap, Eclipse IDE Plug-in, Data Loader.

Salesforce BI, Developer

Confidential

Responsibilities:

  • Performed the roles of JAVA/J2EE and Web Technologies consultant along with Salesforce Integration.
  • Performed the roles of Salesforce.com Analyst/ Developer and Administrator in the organization.
  • Interacted with various business user groups for gathering the requirements for Salesforce implementation and documented the Business and Software Requirements like HR, Employee and Customer Accounts.
  • Performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of SalesForce.com (SFDC) and using other
  • Platform based technologies like Visual force and Force.com API
  • Performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of SalesForce.com (SFDC) and using other Platform based technologies like Visual force and Force.com API
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Worked on various salesforce.com standard objects like Accounts, Contacts, Cases, Leads, Campaigns, Reports and Dashboards.
  • Implemented case management automation (on Case Object) to track and solve customer's issues.
  • Implemented Email - to-Case entry and manual case entry for entering customer's cases in Cases Tab.
  • Designed, and deployed the Custom objects, Entity-Relationship data model, validation rules, Page layouts, Custom tabs, Components, Visual Force Pages to suit to the needs of the sales cloud applications.
  • Designed, developed and deployed Apex Classes, Controller Classes and Apex Triggers for various functional needs in the application.
  • Developed and configured various Reports and Report Folders for different user profiles based on the need in the organization.
  • Participated in the training sessions provided by the Salesforce team.

Environment: Salesforce.com, S-Controls, Import Wizard, Apex, XML, Controllers, CPQ, Sharing Rules, Workflows, Email Updates, Eclipse IDE, JavaScript, Bootstrap, JQuery, CSS, Web Services API.

Hire Now