Salesforce Administrator Resume
Frisco, TX
SUMMARY
- 8+ years of total IT experience, wif around 5+ years of experience in Salesforce.com as an Administrator/ Business Analyst / Developer.
- APTTUS - configure quote and contract management application handling and Integrated APTTUS CPQ module wif Salesforce
- Proficiency in administrative tasks like creating profiles, roles, users, email services, Approvals, Workflows, Reports, Dashboards, Developed Formula fields, Work Flow rules, Validation rules
- Designed various custom objects, custom fields, role based page layouts, custom Tabs, custom reports as per teh requirements
- Implemented various advanced fields like Picklist, Custom Formula Fields, Field Dependencies, Validation Rules, Work Flows, and Approval Processes for automated alerts, field updates, and Email generation according to application requirements.
- Extensive Experience in customization of Reports based on user and organizational requirement.
- In-depth understanding of SFDC CRM business processes and documentation of processes.
- Interacted wif various business team members to gather teh requirements and documented teh Business and Software Requirements.
- Experience in identifying, planning and implementing new SFDC features and functions (new screens, workflow, custom objects, reports, and apex code) to meet business requirements.
- Hands-on experience in analysis, design, development, and testing of teh SFDC application.
- On hand experience in creating executive reports for clear visibility of contacts and activities.
- Trained team/individuals to customize reports whenever necessary.
- Developed exception reports and applied logic to create different reports to capture all exceptions for management to deal wif.
- Helped management wif aging reports to make process run faster and understand time duration in different stages.
- Experience in designing of Dashboards, reports and various other components as per teh client and application requirements.
- Knowledge in SFDC development using Visual Force Pages, Visual Force Components, and SOQL.
- Experience in setting up Partner Portal to increase channel sales. dis was more focused on Salesforce automation to improve lead conversion rate.
- Implemented Salesforce DevelopmentCycle covering extensively in Sales Cloud, Service Cloud and Call Center.
- Experience in setting up customer portal for better service process and solution management.
- Experience in analyzing business requirements, entity relationships and converting to Salesforce custom objects, lookup relationships, master-detail relationships, many to many relationships.
- Designed various custom objects, custom fields, role based page layouts, custom tabs as per teh requirements.
- Proficient in designing Custom Formula Fields, Field Dependencies, Validation Rules, Field mapping, Work Flows, Approval Processes for automated alerts, field updates, and
- Email generation according to application requirements and assignment rules.
- Used SOQL & SOSL for data manipulation needs of teh application using platform database objects
- Interacted, Documented and shared teh requirements wif team for implementations
- Experience in Data Migration using Data Loader
- Knowledge about Apex Trigger, Apex Class, Controllers and Controller Extensions, Components and Test Methods
TECHNICAL SKILLS
Salesforce Technologies: Apex Trigger, Apex Class & Apex Web Service, SOQL, Visualforce (Page, Component & Controllers), change sets, Custom Object, Workflow & Approval Process, Reports & Dashboards
Custom Integration: Security Controls and sharing setting rules, OWD's, Workflow & Approvals, Assignment rules, Field updates, Reports & Dashboards, Custom Objects, Custom settings, Custom labels and Tabs, Email Services, profiles and Role Hierarchy, Look up, master and many-to-many relationships, Record types, permission sets, report types, queues and governing limits.
Force.com tools: Apex Data loader, App Exchange Package & Custom Application and Sandbox data loading
IDE: Eclipse, and Force.com Eclipse IDE plug-in
PROFESSIONAL EXPERIENCE
Confidential, Frisco, TX
Salesforce Administrator
Responsibilities:
- Experience in complex handling APTTUS - Configure, Quote and Contract management application
- On hand experience in creating executive reports for clear visibility of contacts and activities.
- Developed exception reports and applied logic to create different reports to capture all exceptions for management to deal wif.
- Helped management wif aging reports to make process run faster and understand time duration in different stages.
- Experience in creating bucketing and formula fields as requested to achieve desired reposts for management.
- Executive reporting to help analyze and quality control check.
- Handled individual reports training for users to teach importance and customizations of reports.
- Trained team/individuals to customize reports whenever necessary
- Developed quality control reports to compare process and flow of work.
- Customized teh Dashboards to teh track usage for productivity and performance of business centers.
- Used field level security along wif page layouts to manage access to certain fields
- Worked closely wif testing to identify bugs in teh application and fixed teh bugs identified during testing.
- Experience in testing changes in sandbox before moving it to production using change sets or manual update
- Set up workflow automation to ensure manual data entry was restricted and auto filed for certain fields.
- Experienced in analysis, design and implementation using MVC Architecture
- Developed Visual force pages according to teh client requirements
- Developed several Apex triggers, Apex classes, Controllers and Test methods during teh project lifecycle
- Involved in testing and development during teh project and always made sure to have 80-100% test code coverage before deployment
- Experience in setting up security settings for access changes for internal and partner users and folder accesses and handled partner portal for making changes to security settings
- Migration of data integration process: data massaging, and uploading data from individual data external sets using data loader into Salesforce
- Experience in cleaning data using reports and data loader for mass updates.
- Trained users on SFDC functionality related to their job duties
Environment: Saleforce.com platform, Apex Language, Visualforce (Pages, Component & Controllers), Salesforce.com Data Loader, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls, Sandbox, SFDC Admin/Developer.
Confidential
Salesforce Consultant
Responsibilities:
- Collaborated wif business users and product managers in teh development of new business requirements and enhancement requests by accurately capturing all stakeholder positions and translating them into system specifications.
- Implemented Salesforce Development Cycle covering Sales Cloud, Service Cloud, Call Center, Chatter & App-exchange applications.
- Worked extensively on salesforce.com standard objects like Accounts (Person and Business), Contacts, Opportunities, and Cases.
- Experience in complex handling APTTUS - Configure, Quote and Contract management application
- On hand experience in creating executive reports for clear visibility of contacts and activities.
- Developed exception reports and applied logic to create different reports to capture all exceptions for management to deal wif.
- Helped management wif aging reports to make process run faster and understand time duration in different stages.
- Experience in creating bucketing and formula fields as requested to achieve desired reposts for management.
- Interacted wif various Business users to gather enhancement requirements and involved in scrum meetings.
- Analyze business requirements, procedures, and problems and tan apply sound technological concepts and provide logical solutions to each (me.e. identify, recommend and resolve)
- Implemented lead and case management through web and email sources and setup auto- response rules upon submission.
- Involved in administering, configuring, maintaining Salesforce.com application user profiles, roles, Permissions, generating security tokens, validation Rule, upgrade installation.
- Set up chatter for faster communication between organization and maintained security of sharing documents or information.
- Created workflow rules and defined related tasks, time triggered tasks, email alerts, field updates to implement business logic.
- Defined lookup and master-detail relationships on teh objects and created junction objects to establish connectivity among objects.
- Customized teh Dashboards to teh track usage for productivity and performance of business centers and their sales teams.
- Implemented Salesforce Development Cycle covering extensively in Sales Cloud, Service Cloud and Call Center.
- Developed various Custom Reports and deployed them for different business user levels.
Environment: Saleforce.com platform, Apex Language, Visualforce (Pages, Component & Controllers), Salesforce.com Data Loader, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls, Sandbox, SFDC Admin/Developer.
Confidential, Chicago, IL
Salesforce Administrator
Responsibilities:
- Expertise in setting up admin related tasks such as creating users, assigning profiles and roles to different business processes as per requirement and managed queues for data assigning.
- Implemented case management to convert all cases customers raise though mostly email as well as web forms.
- Created new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports
- Customized standard objects like Accounts, Opportunities, Contacts, Leads, Campaigns, Reports and Cases.
- Implemented pick lists, dependent pick lists, lookups, master detail relationships, 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.
- Definedlookupandmaster-detailrelationships on teh objects and created junction objects to establish may-to-many relationships.
- Experience in setting up Partner Portal to increase channel sales. dis was more focused on Salesforce automation to improve lead conversion rate.
- Experience in setting up customer portal for better service process and solution management.
- Implemented teh workflows and approvals for various functional requirements.
- Modification of Lead assignment rules, workflows.
- Used field level security along wif page layouts to manage access to certain fields.
- Developed various custom reports and dashboards for data analysis.
- Developed Apex triggers, controllers, test methods, visual force pages in sandbox and deployed wif more than 85-100% for test code coverage
- Involved in developments and testing during teh project
- Designed User Interfaces for Salesforce users as per requirements
- Allowing users' access to record types and reports in Salesforce.
- Managed Requirement gathering process for new enhancements.
- Involved in create and maintain related documentation (business requirements, training materials, process flow, cases, etc.)
Environment: SFDC.Com, Apex, Visual Force, Apex Explorer, Data Loader, SOQL, Eclipse IDE.
Confidential, Memphis, TN
Salesforce Business Analyst
Responsibilities:
- Interacted wif various business analysts, analyzed teh requirements and developed teh data model to suit complex business needs.
- Created vision, scope, and use case documents, business process models, use case diagrams, activity diagrams, and state chart diagrams.
- Interfaced wif business users to prepare and update Business Process Requirements (BPR).
- Implemented pick lists, dependent pick lists, lookups, junction objects, master detail relationships, validation and formula fields to teh custom objects
- Designed, Implemented and deployed teh Page layouts, Custom tabs, Components, and S Control to suit teh needs of teh application.
- Used custom buttons and links to enhance teh user interface and make data easily available for teh end users
- Performed integration testing to integrate different modules together.
- Worked closely wif testers to identify bugs in teh application and fixed teh bugs identified during testing.
- Used data loader to load teh data from CSV files on to Salesforce.
- Used complex validation rules, cross object formulae, lookup rules, workflows and dynamic approval processes to implement business logic
- Imported data into custom objects from various sources using Data Loader
- Created and deployed several reports for different user profiles based on teh need in teh organization.
- Enhanced many existing logics to improve teh process flow
- Used Sandbox for developments, testing and migrated teh code to production instance after UAT testing using change sets
- Created various reports and setup reports folders to autanticate user based on their profiles (Permissions)
- Explore business requirements, procedures, and troubles and apply technological concepts and provide solutions to each (me.e. identify, recommend and resolve)
- Customized teh Dashboards to teh track usage for productivity and performance of business centers and their sales teams.
- Supported teh data migration activities for migrating teh data from various business centers and business center users wif teh support of Saleforce.com
Environment: SFDC platform, Apex Language, Visual Force, Data Loader, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls, Sandbox data loading.
Confidential, Andover, MA
Business Process Analyst
Responsibilities:
- Gathered requirements by drawing USE CASE diagrams in MS Visio.
- Actively Participated in business and technical reviews of gathered requirements for reports specific to call center agents and customer records.
- Created, updated, modified, and improved technical reports in Excel.
- Reduced margin of error by using conditional formatting and logic functions in Excel spreadsheets.
- Increased speed of project turn-around by writing macros to automate tasks in Excel and Word.
- Used Excel and VBA to automate report creation and streamline complex pricing calculations for use in accounting and marketing reports.
- Assisted in entering project schedules and monitoring progress using MS Project and updating plans as required.
- Developed many Excel applications such as a task organizer dat automated input, organizing, and sorting of daily tasks.
- Created relationships in Requirement Traceability Matrix linking Business Requirements to Functional requirements and Functional Requirements to Systems Requirements using MS Excel.
- Conducted JAD sessions wif QA and Development teams throughout teh SDLC (Agile) to resolve open issues.