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Salesforce Consultant Resume

Boston, MA


  • Accomplished IT professional with over 6 years of experience in Business Analysis, System Engineering, and Project Management, design, development and testing of software applications.
  • Configured business rules and implemented complex business rules in Salesforce for complex workflows.
  • Strong Knowledge in Salesforce Administration and Customization, Data Validation, Sales, Marketing, Customer Service and Support Development team.
  • In preparation for the implementation phase of the Enterprise Document Management project, responsible for developing a test plan and test cases that cross check functional requirements against the new On Base imaging system.
  • Experienced in configuring, customizing and implementing Salesforce solutions.
  • Performed extensive user requirement analysis, system engineering, onshore & offshore developers liaisons & project management, production support and application testing
  • Designand implement process document.
  • Proven track record of test management for multipleSalesforceprojects including integration services to 3rd party applications
  • Developed a detailed Test and EvaluationStrategy(T&Estrategy) that included test entrance and exit criteria, testing environment, risk assessment and mitigation plans, defect managementstrategyand build managementstrategy.
  • Collaborate with Process Champions in developing future day - in-the-life processes leveraging the On Baseimaging solution; includes process reengineering and implementation of document imaging best practices.
  • Experienced in Data Migration from other applications to Salesforce using Data Loader.
  • Familiar with Salesforce 1 app, SalesforceLightning, Contact Management, Opportunity Management, Lead Management, Reports and Dashboards, Sales Forecasting, Workflow and Approvals, Sales Analytics, Partner Management and Marketing Automation.
  • Proven ability to deliver Salesforce features and functionality that have transformed businesses sales operations, support desk, project office and other custom business workflows.
  • Experience in developing SalesforceCRM App Exchange applications, Service cloud and Sales Cloud Functionalities and also good in configuring and administratingSalesforceCRM environment.
  • Experience in Salesforce integration with other tools like Timetrade andOnBase
  • Performed SWOT analysis resulting in a clear understanding of the organization's position in the market.
  • Work with clients to understand theirbusinessand be the liaison between the client and technology team.
  • Experience in recognizing and understanding the various design models, includingBusinessProcess Modeling (BPM), UML diagrams, detailed design entity-relationship (ER) diagrams, and data flow diagrams.
  • Ensured on-time and on-budget performance of the assigned efforts to the mutual satisfaction of the business partners.
  • Worked on Project Release & UAT notes & helped stakeholders/businessto perform User Acceptance Testing (UAT).
  • Used Test Case reports to track the progress of test case planning, implementation and execution results.
  • Extensive experience in documenting Business Requirements Document (BRD), Use Case Specifications and Functional Specifications, Systems Design Specification (SDS) and Systems Requirements Specification (SRS).
  • Extensive exposure to Software Development Life Cycle (SDLC) phases including Initiation, Planning andDesign, Execution and Construction, monitoring and control and closing.
  • Excellent analytical and problem solving skills coupled with good communication skills


Salesforce Consultant

Confidential, Boston, MA


  • Analyzed, researched and helped fix complex reporting and data problems in existing reports and processes.
  • Business lead for the implementation of the Guidewire System.
  • Work on developing UI inSalesforce.com like profiles, role, user setup, permission, public groups, sharing rules customizations etc for sales and service cloud
  • Analyzed, researched and helped fix complex reporting and data problems in existing reports and processes.
  • Created product rules and gathered requirements for the implementation of discounts, rating inputs, and reports for implementing Guidewire Policy Center. Presented functional documents to the Guidewire team for implementation
  • Worked onOnBaseEnterprise Content Management System including configuration, workflow and deployment.
  • Thoroughly performing business analysis for monthly business review (MBR), collaborating with web developers to make sure content and esthetics of application is in sync, addressing issues (any CR's) and creating test plans according to the business requirements.
  • Set up the environment for data initialization for existing Contacts and Leads inSalesforcefor seamless integration with MDM system
  • Set up the environment for sending Privacy information fromSalesforceto MDM Contact Cloud System
  • Managed client’sSalesforceinstances using the standard aspects ofSalesforceSetup.
  • Designworkflows for the system to help operations team work the alerts and cases.
  • Functioning as point of contact for Studying/Gathering historical data and collaborating with Product Managers to set and execute roadmaps by identifying risks, base line acceptance criteria, acknowledging deliverables.
  • Created extensive workflow diagrams, Screen designs, Use Case Diagrams, Activity Diagrams, Sequence Diagram and ER diagrams using MS Visio.
  • Did extensive step by step analysis and ran Data processing containing hundreds of complicated steps to produce data reports and also updated the existing documentation accordingly.
  • Facilitated several JAD sessions with stakeholders to identify requirements and Cost/Schedule estimate.
  • Performed extensive Data mapping between source files and target fields in the backend database.
  • Partner in creation of business requirements for AML, Fraud Risk detectionstrategyand rule definition.
  • Designworkflows for the system to help operations team work the alerts and cases.
  • Designed and deployed various ETL packages to migrate thedatacoming from flat file, Excel, XML and SQL Server and to synchronize daily transactiondata.
  • Generated different types of reports from SQL Server and OLAP EnterpriseDataWarehousing.
  • Gather requirements by conducting meetings with seniormanagementteam and coordinating white boarding sessions, brainstorming and documenting requirements.
  • Conducted JAD sessions and user interviews at both in-house and client locations, gathering and analyzing requirements using Rationale tools.
  • Designed, deployed and maintained SSRS reports. Created new ETL process to extract, transform and load data from different sources to data ware house.

Salesforce Business Analyst

Confidential, Minneapolis, MN


  • Interacted withbusinessusers to get the application requirements/epics and analyzed and streamlined complexbusinessprocesses.
  • Implemented and maintained the license approval process forSalesforceand Service Cloud.
  • Led the change advisory board meetings for theSalesforcepractice.
  • Interacted withbusinessusers to get the application requirements/epics and analyzed and streamlined complexbusinessprocesses.
  • Developed businessstrategiesand implemented innovative product offerings.
  • Worked with architects, developers, designers and users, to implement complete solutions.
  • Authored various Approach documents/User stories using both Agile and Waterfall processes and worked with the Jira tool to manage the documents and process flow.
  • Responsible for the migration project from AS400 system intoOnBasePlatform, mapping, and technical communications and systems management.
  • Configuration and Implementation of What-If module for analysis anddesignof new detection scenarios.
  • Worked on configuration, security and security controls aspects ofSalesforce.
  • Created screen-mockups to review the requirements and provide feedback on the screendesign. Also, used Microsoft Paint to create ad-hoc screen mock-up to review with the users.
  • Provide UAT Support and write up User Manuals for theSalesforceApplications.
  • Responsible for scheduling meetings with users, SME's and stakeholders to identify problems, resolve issues and improve the process to ensure a stable and accurate solution.
  • Performed risk mitigationstrategiesto all phases of development along with involvement with regular walkthroughs and meetings with the system SMEs
  • Worked collaboratively with the User Group, User Experience Analysts, and System Analysts to help document custom and system modifications.
  • Successfully exercised feasibility, GAP and Risk Analysis to identify critical and high-risk areas of the application and provided recommendations which are highly appreciated and has been added to next release
Business Analyst

Confidential, Solon, OH


  • Provided system production support and functionaldesignfor project enhancements.
  • Worked with developers, designers and users, to implement complete solutions. Analyzed Data flow and created complicated Ad-hoc reports and pulled data to address user's requests on a case by case basis.
  • Authored various documents e.g.BusinessRequirement Document andBusinessTest case documents, attribute mapping Documents.
  • Integration/Working experience withONBASE13 Content Management/Record Management tool.
  • DesignExtraction of tables from source database.
  • DesignReplication of extracted tables to target database.
  • Expert in analyzing existing operations and implementing effective systems,strategiesand processes to improve organizational performance.
  • Coordinated the release reviews to obtain feedback from the business andmarketingteams to optimize the flow using Agile/Scrum methodology.
  • Documented user requirements - Business Requirement Document/Functional Requirement Document, program functions, Gap Analysis/Data Dictionary for Data Migrations, Integrations, and steps required to develop or modify for various system solutions.
  • Partnering with project stakeholders to manage requirement change requests throughout the project.
  • Identifies and communicates risks as well as possible solutions for the project.
  • Coordinated the execution of Unit Testing, System Integration Testing (SIT), Performance &Service level testing, and User Acceptance Testing (UAT).
  • Facilitated JAR sessions, JAD session, wrote Status Reports, Oral Presentations, Emails and coordinated extensive communication network through interviews with end users, physicians, Tech team and other non-technical team members.
  • Used Enterprise Architect and exercised UML methodology in creation of UML diagrams such as, Activity and Use Case, Context diagrams

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