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Salesforce Admin/business Analyst Resume



  • Around 9+ years of experience as a Business Analyst dealing with versatile business solutions in domains like Healthcare, Insurance, Telecom & Financial
  • 6 years of experience as Salesforce Business Analyst in Business Requirements Analysis, Requirement Gathering, Gap Analysis
  • Experience with full Business Requirement Gathering, Gap Analysis, Business Process Management Life Cycle and Software Development Lifecycles (SDLC)
  • Extensive experience working on custom objects, custom fields, Pick list, and role based page layouts, Workflow Alerts and Actions and Approval Workflow, Validation Rules, Approval Processes, Custom Tabs, Custom reports, Report folders, Report extractions to various formats, Snapshots, Dashboards, and Email generation according to application requirements
  • Assessed risk tolerance and Risk - Management goals to recommend solutions optimally suited to client needs
  • Experience in using BPM tools and in creating Crystal Reports
  • Strong Requirements gathering experience using JAD Sessions &Conducting User Interviews, and preparing functional documents like Software Requirements Specifications (SRS)
  • Experience using MS Visio, MS SharePoint, Rational Unified Process (RUP), and Advanced MS Excel.
  • Experience with Requirement Traceability Matrix (RTM), System Life Cycle (SLC) and Root Cause Analysis
  • Defined Test Cases, reviewing and maintaining Test scripts, analyzing bugs, interaction with team members in fixing errors and User Acceptance Testing (UAT).
  • Expert in using MS Visio to create UML diagrams: Activity, Process, Sequence, and Use cases
  • Responsible for developing point of concepts using Balsamiq Mock up tool&Snagit
  • Have knowledge & experience working on Conga composer
  • Knowledge of Agile Technology, writing user stories and Sprint planning for Scrum
  • Experience in Data import and Export using Data Import Wizard and Data Loader
  • Extensive experience with Configuring and Developing custom objects, layouts, reports, data analysis and migration of CRM data from legacy systems into SFDC
  • Provided customer with serviceMaxto control and monitor field service activities to increase revenues, control cost, and turn post-sales service into a competitive advantage


Project Management Tool: MS Project

Business Modeling: MS Visio, Enterprise Architect (EA)

Business Management Tools: Six Sigma, Process improvement

Defect Tracking Tool: Mercury Quality Center 9.2, JIRA.

Requirement Management Tools: Rational Requisite Pro

Salesforce.com: Workflows and Approvals Email Templates, Formulas, Validation Rules, AppExchange, Eclipse, and Salesforce.com.

Databases: Oracle 10g/9i, My SQL

Methodologies: Agile, Scrum

Operating Systems: Windows 2003/XP/2000/NT/98/95, MS-DOS, Linux.

CRM: Siebel 8.0/7.8/7.7, Siebel Client Applications, Siebel Tools, Configuration

Siebel Modules /Verticals: Siebel Finance, Siebel eCommunication, Siebel eClinical, Siebel Call Center, Siebel ePharma


Confidential, PA

Salesforce Admin/Business Analyst


  • Working on data integration from ERP (SAP) and other Source Systems
  • Experience in Business process, Data Analysis, Data Profiling, Data Migration and Data Integration
  • Created new custom objects, assigned fields, custom tabs, components, custom reports
  • Worked on creating Profiles, Roles, Permission Sets and Organization Wide Defaults
  • Worked on Solution document and reviewed it with the business
  • Solved/clarified the issues/concerns related to the Solution document
  • Reviewed and signed off IT QA test plan document
  • Writing test scripts for user stories
  • Reviewing of Scope, Business & Design documents
  • Data Mapping from ERP & source systems to Salesforce.com
  • Importing & Exporting data from Salesforce.com
  • Continuous interaction with the business in order to gather additional/new fields to match with the data fields from legacy systems

Environment: Salesforce.com, Data Mapping, MS Suite, Sandbox (Development, Production), HP ALM

Confidential, CA

Salesforce Admin/Business Analyst


  • Experience in gathering functional/technical requirements from Business users and supporting them in understanding salesforce functionality
  • Provided support & training to Business users in building their salesforce system
  • Experience in writing user stories, develop workflows and schemes in JIRA
  • Supporting BAT and UAT with testers
  • Worked on Salesforce marketing wrt Campaign management
  • Responsible for Sprint backlog stories in JIRA
  • Responsible for conducting Sprint Pre-planning & Sprint backlog review meetings
  • Conduct analysis on Backlog stories and prioritizing & sizing them for the future sprint
  • Manage security, users, roles, profiles, groups, queues, sharing rules, permissions and permission sets in salesforce
  • Used Conga composer to retrieve data from any standard or custom objects in salesforce to populate customize word document, presentations etc to distribute those files to our source systems
  • Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage Workflow & Approvals
  • Worked on Process builder depending on requirement Workflow & Approvals
  • Participate in QM testing such as integration and regression testing
  • Worked on Wave Analytics for implementing new strategies and giving immediate access for business, sales, service & marketing teams
  • Expert in generating and analyzing custom reports and dashboard for management and various business unit personnel to provide detail information on key performance indicators
  • Excellent communication and inter-personal skills, accustomed to working in both large and small team environments

Environment: Salesforce.com, JIRA, Conga composer, Apex, VisualForce, Data Loader, Process Builder, Sandbox (Development, QA, Production), MS Suite

Confidential, Virginia Beach, VA

Salesforce Business Analyst


  • Involved in Analysis, design, development and implementation of Salesforce.com applications
  • Experience with Business Requirements, Functional Requirements and Non-Functional Requirements gathering
  • Experience in writing user stories, develop workflows and schemes in JIRA
  • Configuring the layout & design, managing user & group management, project management, configuring fields & screens, workflows & server administration in JIRA
  • Experience using Conga composer by merging data from standard or custom objects, create or deliver documents, presentations & reports using data in salesforce
  • Experience with Insurance domain with registration, evaluation and approval documents
  • Worked on various Life Insurance functions such as Product Development, New Business, Policy Administration, Claims, Distribution channel management
  • Supporting BAT and UAT with testers.
  • Identifying Business rules and documenting application requirements.
  • Coordinated with team members and conducted departmental meetings to ensure project safety
  • Worked on Process builder depending on requirement Workflow & Approvals
  • Coordinated with vendors and legacy application team for integrating data flow with Salesforce as centralized system
  • Worked with health care insurance coverage along with the integration of finance department
  • Integrated with legacy system using REST API to maintain Synchronization.
  • Designed and developed retriggering rules and mechanism for data and transient errors.
  • Built custom sharing rules and role hierarchies for 6000+ user base.
  • Worked with Production support team and fixed the issues on On-Demand basis.
  • Helping the client with Fund Management issues, Channel Budget Management, Partner visibility with the help of PRM
  • Prototyped the current system with requirement and presented mockup it with Proof of concept Design
  • Developed custom search functionality for accounts and contacts using SOSL
  • Enabled and used API only user for performing regular updates from legacy system using REST API
  • Worked on Sales cloud and Service cloud with Salesforce.com
  • Generated in-depth Root Cause Analysis reports in relation to critical events
  • Designing and analyzing to unearth the real, often unknown reason why a business problem is happening and then to propose a viable solution to fix it using Root Cause Analysis
  • Developed triggers for complex workflow rules working around the governor limits.
  • Developed custom edit and detail page for accounts due to complex business requirements (immediately after making updates, legacy system window had to open respecting SSO).
  • Created multiple record types based on the category of clients.
  • Based on the business requirements, created multiple custom objects and fields (created lookup fields to maintain relationship between objects).
Environment: Saleforce.com platform, Apex, Visualforce, Data Loader, HTML, Java Script, Workflow & Approvals, Custom Objects, Custom Tabs, Email Services, Security Controls, Sandboxes(Developer sandbox, Configuration only, Full sandbox) Eclipse IDE Plug-in, Windows XP.

Confidential, San Diego, CA

Salesforce Business Analyst


  • Managed team to implement the documented requirements and reports, assisting in all configuration activities
  • Worked closely with Business Users and requirements gathering, analyzing the requirements, documenting the functional and non-functional requirements
  • Responsible for integration and development project plans and designs for various releases like SIT, BAT, UAT and production Sandbox (environment)
  • Performed one time data migration to get Accounts and Contacts data into salesforce.com.
  • Coordinated work assignments with developers and Administrators throughout the product development life cycle.
  • Identifying the underlying cause of failures or difficulties in accomplishing business analysis work with Root Cause Analysis
  • Experience using BPM tools like MS Visio, Six Sigma, Process management, etc…
  • Delivered business process models and derived Process Improvement initiates that met IT application requirement process.
  • Designed and developed workflow rules, validation rules, and customizations within SalesForce.com.
  • Developed Apex classes, Visualforce components and extensions.
  • Created various Reports (summary reports, matrix reports, pie charts, dashboards) to assist managers to better utilize Salesforce as a sales tool.
  • Created templates, approval processes, approval page layouts and defined approval actions on them to automate the processes.
  • Integrated the web services by generating the necessary stubs from the WSDL files for extracting the data from external systems to display in the pages of salesforce.com
  • Email to case functionality to helps customers get fast answers to questions and to receive automatic notifications when content of interest is created or updated. This feature ensured that the employees always received up-to-date information.
  • Build applications using the Eclipse IDE.
  • Used SOQL & SOSL for data manipulation needs of the application using platform database objects.
  • Participate in design meetings and contribute to technical approach.
  • Implemented search, filtering, and tagging features to make it easier for sales to locate relevant marketing content and documents in SalesForce.com CRM Content.
  • Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.
  • Used the sandbox for testing to ensure minimum code coverage for the application to be migrated to production.
  • Performed the roles of Salesforce.com Analyst/ Developer and Administrator in the organization.
  • Customized information on accounts, contacts, and opportunities and tracked related tasks and activities.

Environment: Saleforce.com platform, Apex, Visualforce, Salesforce.com Data Loader, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls, HTML, Java Script, Java, Web Services, WSDL, Sandbox, Eclipse IDE Plug-in.

Confidential, Miami, FL

SFDC Business Analyst


  • Worked jointly with Business Analysts in gathering requirements and implementing new functionalities and reports for scholastic.com
  • Communicated with accountants, product managers and I/T staff regarding data requirements and business requirements involving new reports or applications.
  • Maintained and provided support for existing tools and applications used in the analyses of information
  • Worked with administrators to extract data as requested, performed analysis with the sales and marketing team to understand the company and sales growth
  • Interfaced regularly with the senior management to produce timely & valuable results
  • Documented detailed user needs and program functions
  • Developed Program Plan against Agile principles, for multiple simultaneous projects.
  • Analyzed the business requirements, business logics and rules and translated them to use cases.
  • Developed business models, designed the transactions, data flow and use case diagrams for website enhancements using Storyboarding.
  • Reviewed the change requests and new requirements, ensure the business documents are updated.
  • Reviewed test plan and developed test scenarios to ensure that the business scenarios are covered
  • Participated in Joint application development (JAD) sessions
  • Added alarm system to the dashboard to indicate the failures on the website
  • Extensively worked with MS Office, MS Visio and MS Project for documentation; Assist with coordination, planning and scheduling during the project development and implementation phases
  • Analyzed performance reports, point out the problem areas and troubleshoot the issues.
  • Coordinated with Administrators, Business Analysts, Subject Matter Experts and QA Team.

Environment: Saleforce.com platform, Apex, Visualforce, Data Loader, HTML, Java Script, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls, Eclipse IDE Plug-in, Windows XP.

Confidential, San Diego, CA

Business Analyst


  • Assisted Project Manager in developing Scope/Vision Documentation and Project Plan, tracking project progress.
  • The Project was implemented based on Agile Scrum methodology.
  • Utilized MS Project to present the project data in versatile views as Gantt charts, pivots, calendars, network diagrams and task sheets.
  • Evaluated resource workloads, critical paths, bottlenecks, resource availability and resolved over-allocations.
  • Created Business Requirements Document and converted into System Requirement Specifications Document tying well with the design
  • Analyze existing interfacing systems and understand various technologies involved.
  • Performed extensive System Analysis and Gap Analysis for the various business specifications
  • Developed AS IS and TO BE models for business process mapping.
  • Conducted data analysis, requirements gathering sessions and cost/benefit analysis in order to align information technology solutions with business initiatives.
  • Responsible in Detailed analysis, plans, diagrams and verification procedures.
  • Experienced in gathering, analyzing and documenting Functional requirements.
  • Responsible for Bug free delivery of Sales and Service Oriented applications developed on (Salesforce.com) Force.com Platform.
  • Responsible for maintain the Off Shore Teams and Onsite Teams.
  • Manage ongoing support requests and administrative needs of users.
  • Develop Reports, Dashboards, and processes to continuously monitor data quality and integrity
  • Attended project meetings, Off-Shore meetings, release meetings and QA status meetings for the Project
  • Assist users with report design and management.
  • Actively involved in gathering specifications and requirements from development personnel prior to System Testing and developed detailed manual test scripts in HP Quality Center.
  • Involved in performing the Unit Testing in the Apex based environment on force.com Platform.
  • Writing the test cases and performing tests on Triggers and Visualforce Pages developed on force.com platform.
  • Experienced in using Apex Data loader, for exporting and importing the data from SFDC.
  • Performed testing on Custom settings and email notifications and email-templates.
  • Testing the Security setting for users based on Profiles

Environment: MS Office (MS Word, MS Excel, MS PowerPoint, MS Visio), MS-Project, Windows 2000, SWOT analysis, Clear Case, Clear Quest.


Software Analyst


  • Translated end user specifications into functional and technical design documentations
  • Prepared accurate and detailed requirement specifications documents, user interface guides, and functional specification documents.
  • Generate daily/weekly/monthly reports using Excel’s lookups and pivot tables
  • Ensured documentation is accurate and meets standards for quality, coverage, format, and style
  • Worked closely with Developers, System Engineers, and Project Managers to translate functional designs into technical design documents.
  • Involved active interaction with network and development teams - business and technology teams
  • Managed any change requests related to the working project plans daily to meet the agreed deadlines.
  • Mapped Supply Chain Business Processes and liaised with consultants and users to ensure proper mapping and Seamless Interfacing.
  • Assisted Developers in Data Modeling using Entity Relationship Diagrams (ERD)
  • Used SQL queries to create/modify/delete data.
  • Delivered system Use Cases for services and user interfaces
  • Interacted with Technical Teams to prioritize Bugs and identify Design and Development Errors

Environment: MS Office (MS Word, MS Excel, MS PowerPoint, MS Visio), MS-Project, Windows 2000, SWOT.

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