Salesforce Business Analyst Resume
GA
SUMMARY
- Over 6 years of experience working in teh IT Industry and analyzed teh feasibility of system, and develops requirements for Salesforce Team new systems and enhancements to existing systems; ensuring teh system design fits teh needs of teh user.
- Coordinate with system Architects, Developers and system/product owners for those systems which will integrate with Sterling and Salesforce.com using a combination of both waterfall and agile methodologies.
- Worked with Commercial business Stake holders to translate their business needs
- Involved in project to understand teh business needs and objectives of teh system and interacted with teh end client/ users and stakeholders, involved and gathered requirements for teh integrated system.
- Working with user group for requirement gathering throughout teh planning and implementation.
- Worked closely with testing team to create test case scenarios for ALM automation
- Provide Gherkins for testers aiding to 100% automation.
- Contributed to migration from Siebel CRM to Salesforce.com system by: analyzing as - is system and processes; gathering information regarding to-be state; drafting data migration requirements and functional requirements (business rules, reports, alerts, approvals, sales pipeline stages).
- As a Business Analyst worked closely with core sales team and performed detailed analysis of business and technical requirements and designed teh solution by customizing various standard objects of Salesforce.com (SFDC).
- Experience in creating teh Validation Rules, Approval Process and workflows for automated lead routing, lead escalation and email alerts.
- Handled Salesforce.com administration/configuration, daily support & maintenance, and reporting analytics for Sales and Support teams.
- Strong knowledge in Case Management. Experienced working in Cross-functional teams, identifying business requirements and supporting sales/marketing efforts.
- Implemented security and sharing rules at object, field, and record level for different users at various levels of organization. Hands on experience implementing Security/Sharing rules, Configured permission sets, Field level Security, Record level Security, Profiles, Role sand resource monitoring at different hierarchical level of Organization.
- Lead planning meetings, analysis development, test inspections, and other project meetings throughout project life cycle.
- Working with user group for requirement gathering throughout teh planning and implementation.
- Develop reports, dashboards, and processes to continuously monitor data quality and integrity.
- Created and deployed several reports using Salesforce.com platform.
- Experienced in using Excel to create Pivot tables, VLOOKUP functions and accessing multidimensional cubes from Excel.
- Experience in working closely with teh Project Manager in order to get teh team on teh right track
- Great interpersonal and communication skills, focused, self-motivated, organized, quick learner and team oriented.
- Working Experience on Sales Cloud with Accounts and Leads
- Experience in Generating Leads. Prospecting and Account Management.
PROFESSIONAL EXPERIENCE
Salesforce Business Analyst
Confidential, GA
Responsibilities:
- Participated in teh Discovery phase of teh project.
- Served as a liaison between teh business team and teh development team.
- Gathering requirements data, verifying requirements and creating business requirement specifications (BRS).
- Worked towards Requirement elicitation and logging them as User stories in Agile Accelerator
- Proficient in utilizing Salesforce out-of-box functionality for customizations and defining user security model
- Experienced in creating Custom Objects, Profiles, Security Access, Security Access, Approval Process, Validation Rules, Process Builder, Workflow Rules, Sharing Rules, Permission Sets, Data Validation, Sales, Marketing, Customer Service and Support Administration
- Adapt at all teh phases of Software Development Lifecycle (SDLC) using Agile methodologies
- Well versed at Business Requirements Gathering, Translating Requirements into Specifications and application Design.
- Experience in designing and implementing workflows.
- Experience working with cross-functional teams.
- Ability to look at teh big picture, breakdown a complex project into simpler tasks and drive them to success.
- Ability to analyze a project and summarize/interpret to teh leadership team.
Environment: Salesforce.com CRM implementations involving requirements gathering, solution design, business process configuration, training, reporting, and data migration. Good knowledge in using salesforce.com platform.
Salesforce Business consultant
Confidential, CA
Responsibilities:
- Conducted Grooming session with teh business team to provide teh requirements also did an in-depth analysis of teh requirements
- Worked on Implementing Sales cloud
- Did an analysis on teh feasibility of teh given requirements from Business end and also halped in facilitating teh on-going progress.
- Helped in facilitating Business requirements form teh Business to teh Tech Teams,
- Designed SDFC Objects, Page Layouts, Triggers for business needs
- Helped in migrating teh data to teh Sales Platform
- Played an integral part in re-designing of existing Object Model to newer model by minimizing teh number of Layouts and clicks and made it easy for teh end user.
- Helped in creating documents and data dictionary for teh End users
- Partnered with teh Product Owner and halped in putting forward teh Sales Force interface for their usage and halped in training.
- Was involved in creating a platform for collaboration between teh different teams to make sure teh whole Sales platform was aligned.
- Involved in Creating stories in Jira & Version One and halped in maintaining teh backlog accordingly.
- Involved in teh meetings with Business process owners, SME (subject matter experts)
- Conducted internal training sessions for business users on Salesforce technology functionalities, especially with respect to reports and dashboards.
- Analyzed different business reports and guided teh team on deployment and customization of those reports in Salesforce.
- Worked on designing different custom dashboards for various user groups based on their business functionalities and needs.
- Worked with two full Agile teams using Version 1 and tan moved over to Jira Created User stories, stacked up teh backlog, added teh actors, plugged in teh requirements and made sure teh scope of teh Sprint is set to right level.
Environment: Salesforce.com CRM implementations involving requirements gathering, solution design, business process configuration, training, reporting, and data migration. Extensive knowledge in using salesforce.com platform.
Salesforce Admin/ Business Analyst
Confidential, GA
Responsibilities:
- Worked on creating new custom objects and custom fields to accommodate proposed business changes.
- Downloaded and implemented Lead Scoring App from App Exchange for Lead Prioritization and presented teh functionality to teh Business Users.
- Developed various reports and dashboards to view Agent Activity, Dropped Leads, Number of Accounts, Contacts and Opportunities created in specific period etc. for Direct Sales Unit.
- Worked with Import Wizard and Data Loader to upload data to Lead and Call objects in bulk.
- Designed teh Organization wide settings for teh Standard and Custom objects to give different levels of access to teh users.
- Setup meetings with various business teams to gather requirements and design and develop a specific functionality.
- Created Queues to own records, Public Groups to share records, Communication templates to send appropriate notification to teh users.
- Created Validation Rules to check teh accuracy of teh data user have entered and give appropriate message to teh user based on teh validation criteria.
- Prepared deployment checklist, deployment plan and performed deployments using Change Sets.
- Maintained Troubleshooting Guide for Salesforce issues to have immediate solutions.
- Highlighted issues and affected timelines to teh management much in advance to mitigate risks.
- Received customer appreciation multiple times in all-IT meetings for solving critical issues and blockers and for effective communication.
Environment: Salesforce.com CRM implementations involving requirements gathering, solution design, business process configuration, training, reporting, and data migration. Extensive knowledge in using salesforce.com platform
Salesforce admin /Business Analyst
Confidential
Responsibilities:
- Handled Salesforce.com administration/configuration, daily support & maintenance, and reporting analytics for Sales and Support teams
- Interacted with various business user groups, SMEs for gathering requirements for Salesforce implementation & developed and documented teh Business Requirements.
- Developed Business requirement Document, Need Analysis, Functional Specification and User Requirement Documents.
- Created Use Cases, Use Case Scenarios, and Use Case Specifications.
- Escalated unresolved issues to Salesforce Premier Support and published ideas in Salesforce Ideas community.
- Created reports and dashboards to provide Inside Sales and Customer Service KPIs for senior management, Fulfilled miscellaneous reporting requests by developing annual sales plan, quarterly and monthly forecasts, quota setting, and other ad hoc analysis.
- Designed and maintained complex user roles, security, profiles, workflows rules, validation rules and, custom workflows, queues, licenses, capacity and storage management.
- Used detailed knowledge of application features and functions to assess teh scope and impact of business needs throughout analysis and completion of all enhancement specifications for each business partner and cross impacted groups
- Built relationship across multiple technology, operations, services, sales, program and product team to accomplish end goal
- Facilitated requirements gathering cross multiple vendors and organizations
- Performed teh detailed analysis of functional and technical requirements; designed and deployed teh custom objects; identified teh lookup and master-detail relationships; and created teh junction objects.
- Worked with testing team to create teh Test case scenarios
- Implemented security and sharing rules at object, field, and record level for different users at different levels of organization. Also created various profiles and configured teh permissions based on teh organizational hierarchy.
- Created new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports.
- Implemented pick lists, dependent pick lists, validation and formula fields to teh custom objects.
- Implemented teh validation rules on teh objects and tabs, Page layouts, Custom tabs, and Components to suit to teh needs of teh application.
- Implemented teh workflows and approvals for various functional requirements.
- Implemented teh searching and tagging functionality; developed various custom reports and dashboards for data analysis.
- Used field level security along with page layouts to manage access to certain fields.
Salesforce admin /Business Analyst
Confidential
Responsibilities:
- Performed in-depth analysis of business practices and provided recommendations on ways to improve teh processes.
- Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.
- Worked on Sales cloud and service cloud.
- Experience working on Case Management, captured cases from teh company's website and customer emails.
- Created case sharing model and assigned cases to users according to teh role hierarchy.
- Escalated cases according to teh case priority
- Created Case Queues which automatically assign cases to a specific user or group of users based on predefined criteria
- Worked on Record Types, Validation Rules, Triggers and Page Layouts.
- Planned and conducted requirements elicitation meetings with teh business to collect functional and non-functional requirements relating to client's Salesforce technology enhancement and initiatives.
- Conducted brainstorming sessions with teh development team to actively involve them during teh requirements stage level analysis.
- Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
- Created a sync of contacts, email alerts, events and tasks between Salesforce to Outlook and Outlook to Salesforce successfully.
- Created Email Templates and Mail Merge Templates and was involved in doing teh mail merge for different standard and custom objects.
- Worked on various AppExchange products according to teh needs of teh organization.
- Worked on various Salesforce.com standard objects like Case Management, Accounts, Contacts, Content, Reports and Workspaces.
- Worked towards preparation of requirements management plan, business and functional requirement documents.
- Outlined teh organization hierarchy and created profiles, roles accordingly in Salesforce; worked on visibility and security settings around them as required by teh business.
- Involved in mapping teh fields between teh current reporting system and Salesforce using data loader.
- Performed import and export operations to load customer data and other master data using data loader.
- Conducted internal training sessions for business users on Salesforce technology functionalities, especially with respect to reports and dashboards.
- Analysed different business reports and guided teh team on deployment and customization of those reports in Salesforce.
- Worked on designing different custom dashboards for various user groups based on their business functionalities and needs.