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Salesforce Business Analyst /administrator Resume

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Milwaukee, WI


  • Over 9 years of experience as Salesforce Business Analyst and Consultant in Salesforce.com.
  • Experience in analyzing business requirements, preparation of Business Requirement Documents, configuration, administration, testing, training, rollout and user support.
  • Experience on writing user stories and Sprint planning for Scrum.
  • Experience in creating Use Case Diagram and Document, Behavior Diagram (Sequence Diagrams, State Chart Diagram and Activity Diagrams) based on UML (Unified Modelling Language).
  • Excellent experience in using SQL Server and SQL databases and Familiar with Stored - procedures Triggers and Functions using PL/SQL and AJAX.
  • Strong technical background with good understanding in software development/enhancement in Salesforce.com.
  • Experience in querying salesforce.com database using SOQL & SOSL queries using Force.com Explorer, Data Loader, Excel Connector and Workbench.
  • Designed Reports, Dashboards, and Page layouts, Visual force Pages to organize fields, custom links, related lists and other components on record Detail and Edit pages.
  • Implemented Salesforce, configured and maintained user security and accessibility using Roles, Profiles, Permission Sets and Sharing Rules in compliance with organizational needs.
  • Designed Salesforce Custom Objects, Triggers, Workflows and Approval Processes with automated alerts and field updates according to application requirements.
  • Experience on Salesforce modules objects like Campaigns Management, Leads and Opportunities.
  • Developed Lookup Relationships, Custom Formula Fields, Field Dependencies, Validation Rules.
  • Experienced in SalesForce.com Apex classes, Apex triggers Integration, Visual force pages, force.com API.
  • Proficient in implementing Sales Cloud, Service Cloud, Open CTI/Support/Call Centre and Collaboration (Chatter) Clouds, Communities and Sites using Force.com platform inSalesforce.
  • Experience with the integrating SFDC and AppExchange partners such as MARKETO, CPQ/APPTUS.
  • Hands on experience on Salesforce Lightning for Customizing Reports and Dashboards for business use.
  • Have good knowledge on ETL technology, with focus on data designing, data extraction and data loading using required transformations.
  • Experienced in Scoping Phase, Gap Analysis, Testing, and Implementation Phase.
  • Strong experience working in Software Development Life Cycle (SDLC) using various methodologies including RUP, Agile, Waterfall, and other client specific internal methodologies.


Salesforce: Configuration, Lightning, OBM, Apttus

ETL Tools: Data Loader, Salesforce-to-Salesforce, Apex Explorer, Import Wizard

Business Tools: MS Visio, MS Project, MS Access, MS Office, Business Objects

Business Skill: Business Requirements Analysis, Business Process Analysis, Gap Analysis

Methodologies: RUP& Business/Data Modeling,Agile, Scrum

Languages: SQL, SAS


Confidential, Milwaukee, WI

Salesforce Business Analyst /Administrator


  • Gathered, documented and analyzed data and information; developed and executed training materials and training activities to high-level operators.
  • Created user stories and documented processes during the project to ensure all user functionality is migrated.
  • Worked in Agile Methodology with daily Scrum meetings, Updating/Discussing issues and best solutions.
  • Used SQL queries to create/modify/delete data and delivered Use Cases for services and user interfaces.
  • Performed data integrity and manipulation tasks such as merging duplicate records and establishing proper ownership of existing accounts and contacts in accordance with sales territories.
  • Provided day-to-day end-user support (including system configuration, complex formulas and system maintenance) and helped users with proactive best practices to enhance and increase their knowledge ofSalesforce.com.
  • Worked on ApttusCPQconfiguration and integration.
  • Worked on translating several Visualforce pages to lightning framework.
  • Deployed Custom objects, tabs, Components, validation rules based on the needs and requirements of the application.
  • Designed page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
  • Enhanced in Communities by adding new fields, field sets using Salesforce lightning.
  • Created workflow rules and defined related tasks, time triggered tasks, email alerts and field updates to implement the business logic.
  • Developed the Apex triggers, Apex classes, Visual force page, custom settings.
  • Provided on site client training, documentation and data setup.
  • Configured and scheduled several reports and dashboards to meet reporting requirements.
  • Successfully executed bulk Data load operations using Import Wizard, Data Loader, ETL etc.
  • Designed various types of email templates for auto response to customers.
  • Outlined the organization hierarchy and created profiles, roles accordingly in Salesforce; worked on visibility and security settings around them as required by the business.
  • Served as liaison between customers and team developers to overcome applications issues and maintain business relationships.

Confidential, San Diego, CA

Salesforce Business Analyst /Administrator


  • Created and documented application requirements by working together with those involved in the development of program enhancements and changes including program staff, programmers, strategic planning and analysis staff and/or outside consultants as needed.
  • Adopted agile methodology of SDLC for requirement, development and testing.
  • Collaborate with Business Sponsor to define scope of projects and timelines associated with completion of project.
  • Created change sets to deploy changes through the environment progression cycle into Production.
  • Managed several ad-hoc excel spreadsheets coming in from various lines of businesses and maintained them up to date by updating formulae, pivot tables and charts.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Worked with development teams to ensure that the development work is aligned with the requirements and is as expected.
  • Configured workflows, approval processes, email templates, record types, page layouts, validation rules, profiles, permission sets and dashboards among other point and click tools.
  • Creation and maintenance of system ETL integrations to Salesforce using Dataloader.io (Sandbox data population, Mass record updates, data management and integrity).
  • Created various custom reports for standard objects as well as custom objects to give complete detail overview of customer orders, renewal forecasting and customer balance report.
  • Implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.
  • Created new custom objects, assigned fields, designed page layouts, custom tabs and components.
  • Implemented escalation rules, automatic case generation and their escalation to development team.
  • Created data flow diagrams and process flow diagrams to facilitate better system understanding.
  • Trained new and existing users on how to use database applications.
  • Planned testing strategy, created and signed off test-script, executed User Acceptance Test.

Confidential, Atlanta, GA

Salesforce Business Analyst /Administrator


  • Conducted meeting with business users to understand new requests, gather the requirements and prepare proof of concepts in sandbox environments.
  • Worked towards preparation of requirements management plan, business and functional requirement documents.
  • Liaison to SFDC Developers to interpret end-user requirements and functionality with code development to ensure successful agile IT releases with no impact to daily operations.
  • Assisted Scrum Master in facilitating Sprint Review, Daily stand-up meeting and Retrospective Meetings.
  • Performed impact analysis for new features including features introduced by standard Salesforce releases.
  • Managed various new products introducing new functionality as they progress through the release cycle involving several sandbox environments and finally to Production environment.
  • Worked with management, staff and end-users to create and manage complex workflow rules, data validation, and triggers.
  • Responsible for all the activities related to cleansing the data, configuring Data Loader, uploading data in CSV files into Salesforce.com.
  • Developed and created customized reports and dashboards.
  • Created and managed custom objects, fields, formulas, validation rules and approval processes.
  • Implemented sales cloud and service cloud to improve customer retention and service delivery process improvement.
  • Conducted brainstorming sessions with the development team to actively involve them during the requirements stage level analysis.
  • Assisted in designing and creation of training material and conducted internal training sessions for business users on Salesforce technology functionalities.
  • Actively involved throughout all steps of the Software Development Life Cycle (SDLC).

Confidential, Iowa City, IA

Salesforce Business Analyst /Administrator


  • Planned and conducted requirements elicitation meetings with the business to collect functional and non-functional requirements relating to client's Salesforce technology enhancement and initiatives.
  • Prioritized and managed projects and initiatives in accordance with the requirements of business needs.
  • Conducted meetings and facilitated collaborative discussions for requirement changes and new functionality needs.
  • Developed project documents like meeting minutes, business process documents, Process workflow diagrams, Screen Mockups, Demo Agendas, Requirement Documents and Data Specifications.
  • Setup of standard Objects-Accounts, Contacts, Opportunities, Reports and Dashboards, Lead and Campaign.
  • Configured workflows, approvals, validation rules, sharing rules, assignment rules, auto-response rules to support various business requirements.
  • Configured and scheduled several reports and dashboards to meet reporting requirements.
  • Created Custom Objects and Defined lookup and Master-Detail relationships on the objects and created junction objects to establish many to many relationships among objects.
  • Created training decks and conducted training for new users to bring them on board with existing business processes and various features of Salesforce.
  • Utilized Apex data loader and workbench to extract and update data to analyse and remediate data issues.
  • Tracked issues and worked with QA team to have them retested after deploying fixes.


Salesforce Business Analyst


  • Interacted with various business user groups to gather the requirements for Salesforce implementation and documented the Business and Software Requirements.
  • Served as help desk for daily troubleshooting and user assistance.
  • Created and maintained user and administrator documentation.
  • Performed data mapping activities to help technical teams perform data migration from excel spreadsheets to other applications such as Salesforce and SAP.
  • Created Workflow Rules, Page Layouts, Approval Process, Tasks, Field Updates, Process Builder and Outbound Messages to manage the Workflow & Approvals.
  • Implemented & maintained reports and dashboards.
  • Worked on various salesforce.com standard objects like Accounts, Leads, Opportunities, Activities, Contacts and Orders.
  • Implemented and deployed Custom objects, Page layouts, Custom tabs, Components to suit to the needs of the application.
  • Worked with marketing team to import leads, create campaigns, and approve campaigns. (Liaison between sales and marketing teams)
  • Created E-Mail Templates.
  • Maintained Salesforce.com application user profiles, roles, assigning permission.
  • Performed communication during the development stage between the SMEs and development team.

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