Salesforce Business Analyst Resume
Eagan, MN
SUMMARY
- Salesforce Certified Business Analyst with 8 years of IT experience in SalesForce.com CRM platform as an Analyst.
- Expert level skills in interacting with Business users to analyze and understand the Business Process requirements.
- Experience in capturing, analyzing and documenting requirements.
- Expert in CallidusCloud.
- Worked extensively on various salesforce.com standard objects like Accounts, Contacts, Opportunities, Products, Cases, Leads, Campaigns, Reports and Dashboards.
- Good experience in designing of custom objects, custom fields, role based page layouts, custom Tabs, custom reports, report folders, report extractions to various formats, Snapshots, Dashboards, Controllers & Triggers and various other components as per the client and application requirements.
- Experience in creating the Validation Rules, Approval Process and workflows for automated lead routing, lead escalation and email alerts.
- Implemented security and sharing rules at object, field, and record level for different users at different levels of organization.
- Strong working knowledge in Sales, Marketing, Customer Service, Analysis and Support Administration.
- Experience with SQL Server, Oracle, and MySQL databases.
- Experience with tools like Force.com Explorer, Force.com Data loader.
- Experience in all phases of Software Development Life Cycle (SDLC)
- Responsible for developing Training videos, presentations and Documentation and training the end users.
- Ability to work under pressure and deliver stiff targets with time management, excellent analytical and problem solving skills.
- Ability to quickly adjust priorities and the ability to take on projects with limited specification and an effective team player with extensive creativity.
- Ability to quickly adapt and learn, work in - groups as well as independently with minimum supervision. Highly dedicated, quick starter and Excellent at solving complex problems under strict deadlines
TECHNICAL SKILLS
SF Technologies: Apex Triggers, Apex Classes, SOQL, SOSL, Visual Force Pages, S-ControlsApex Web Services, Workflow & Approvals, DashboardsReports, Analytic Snapshots, Custom Objects.
Languages: JAVA, J2EE, Apex, C, SQL, HTML
Web Technologies: HTML, CSS, AJAX, Java script.
Web Services: SOAP, Cast Iron, WSDL, XML
Databases: Oracle, Microsoft SQL Server, SQL & PL/SQL.
Operating Systems: Windows XP, Windows Vista, NT, 2000, 2003.
Project Management: Waterfall, Rational Unified Process (RUP), Agile, SCRUM.
PROFESSIONAL EXPERIENCE
Confidential, Eagan, MN
Salesforce Business Analyst
Responsibilities:
- Involved in Business requirement meetings like gathering information for IT team and also analyzing the information provided by Business.
- Maintained multiple user roles, security, profiles, workflow rules, etc.
- Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
- Used CallidusCloud to optimize the lead to money process to close more deals for more money in record time and for sales effectiveness and sales performance management.
- Work on Incidents that are assigned to Contact Center.
- Developed Custom Objects, Custom Reports and configured the Analytic Snapshots to dump the data on regular basis for the Case statistics.
- Created and deployed Several Reports using salesforce.com platform.
- Developed and deployed workflows and approval processes as per business requirements.
- Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
- Created a Customer portal so that the customers can submit Cases.
Environment: Saleforce.com platform, Visual Force (Pages, Component & Controllers), Apex Language, Data Loader, HTML, Java Script, S-Controls, Dashboards, Reports, Production environment, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls, Sandbox data loading, Eclipse, IDE Plug-in
Confidential, Sunnyvale, CA.
Salesforce Business Analyst
Responsibilities:
- Involved in various activities of the project, like information gathering, analyzing the information, documenting the functional and non-functional requirements.
- Designed, developed and deployed validation rules for various functional needs in the application.
- Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
- Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
- In Administrative function, created profiles and implemented Object level, field-level and record-level security.
- Provided support on ongoing salesforce.com maintenance, Analysis and administration services including periodic data cleansing, custom objects, workflow and Triggers.
- Created email templates and inbound emails for the clients and customers.
- Used Dashboards to keep in track the percentage of sales.
Environment: Saleforce.com platform, Apex, Visual Force, Controller extensions, Data Loader, HTML, Workflow & Approvals, Reports, Cases, Custom Objects, Custom Tabs, Email Services, Security Controls, Cast Iron, SOAP, Sandbox data loading, Windows XP, Eclipse IDE Plug-in, Sandbox, Test Classes.
Confidential, Memphis, TN
Salesforce Business Analyst
Responsibilities:
- Worked closely with sales team and business users and performed detailed analysis of business and technical requirements. Designed the solution by customizing various standard objects of Salesforce.com (SFDC).
- Worked on various Salesforce.com standard objects like Accounts, Contacts, Cases, Opportunities, Products, Opportunity Line Items, Leads, Campaigns, Reports and Dashboards
- Designed and deployed the Custom objects, Custom tabs, Entity-Relationship data model, Validation rules, Workflow Rules, Auto-Response Rules, Page layouts, Components, Visual force Pages to suit to the needs of the application.
- Customized page layouts for Opportunity, Contacts and Accounts depending upon user roles and groups.
- Used Data Loader for insert, update, and bulk import or export of data from Salesforce.com subjects. Used it to read, extract and load data from comma separated values (CSV) files.
- Developed and configured various Reports and Report Folders for different user profiles based on the need in the organization.
- Involved in data mapping and migration of data from legacy systems to Salesforce.com Objects and fields.
Environment: Salesforce.com platform, Force.com Sites, Apex, Visual force (Pages, Component & Controllers), Pages, Data Loader, HTML, Java Script, CSS, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Sandbox data loading, Eclipse IDE Plug-in.
Confidential
Salesforce Business Analyst
Responsibilities:
- Interacted with various business team members to gather and document the requirements.
- Worked with variousSalesforce.com objects like Accounts, Contacts, Leads, Opportunities, Reports, and created custom objects based on Business needs.
- Developed and configured various Custom Reports and Report Folders for different user profiles as per business requirements.
- Developed and deployed workflows and approval processes.
- Provided administrative level support for users of theSalesforceapplication.
- Responsible for mass delete/transfer records using Data Management.
- Created custom links, formulas, Layouts, workflow and approval processes. Set both object-level and record level security.
- Monitored and resolved the Service Requests, specifically, visibility issues involving Custom Profiles, Public Groups, and Sharing Rules.
- Defined Custom Profiles, User Permissions and created Custom Sharing Rules for Record owners with"Read-only"Permissions granting client-requested Create/Read/Update/Delete capabilities.
- Created and customized detailed reports with filters, conditional highlighting, custom subtotals and charts.
- Provided support on ongoing Salesforce.com maintenance, Analysis and administration services including periodic data cleansing, custom objects, workflow, campaign management, Triggers.
- Provided the training to the internal business users to use the application and develop their own custom reports.
- 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.
Environment: Salesforce.com Enterprise Edition, Profiles, Role hierarchy, Workflow & Approval processes, Data Loader, Reports, Custom Objects, Custom Tabs, Data Management, Lead processes, Record types.
Confidential
Salesforce Business Analyst
Responsibilities:
- Created and handled sales reports (Salesforce), activity reports, forecasting, referral summaries and other miscellaneous ad hoc reporting.
- Produced Salesforce reports monitoring group progress.
- Gathered analyzed, documented business and technical requirements from both formal and informal sessions and validate the needs of the business stakeholders.
- Administrated Salesforce CRM applications for sales, marketing and Support Departments. Involved in creating multiple analytical reports, with varying degree of complexity
- Performed Requirement Analysis and developed Use Cases, Activity Diagrams using Rational Rose
- Worked on Data migration from legacy system to Salesforce using Data Loader and CSV files
- Involved in creating business processes and modeling diagrams using Rational Unified Process (RUP).
- Worked on proposals, Products and Quotes
- Worked on Case-Management system through which cases generated form the portal is directed to Users in queues to better assist the customers.
- Successfully conducted JAD sessions, which helped synchronize the different stakeholders on their objectives and helped the developers to have a clear-cut picture of the project.
- EnabledChatterfor the Organization and to effectively communicate with the users in the Organization
- ImplementedPick lists, created Custom Objects, defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects.
- Created various Custom Reports for standard objects as well as custom objects to give complete detail overview of Customer (Account) Orders and Renewal Forecasting.
Environment: MS SQL Server 2008, MS Visual Studio 2008, Microsoft Office 2003 Professional (Outlook, Word, Excel, Visio, Access), Microsoft SharePoint 2003, Salesforce, API.
