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Salesforce Admin/business System Analyst Resume

Stamford, CT


  • Salesforce Business Analyst professional with 8+ years of experience in handling complex IT projects in CRM and Financial sectors. Highly responsible for custom Salesforce.com and work closely in Software Development Lifecycle processes (SDLC).
  • Participate in requirement gathering by following various requirement elicitation techniques and collect requirements from stakeholders and business users and documented BRD, FRD, URS and Use Cases.
  • Worked in Agile and waterfall methodologies and delivering the project more effectively.
  • Performed Gap analysis and as - is and to-be process flows in the project.
  • Worked on creating UML diagrams, activity diagrams and architecture diagrams on MS Visio and documenting the requirements in a clear and effective manner.
  • Worked especially in sales and marketing cloud and has experience in smart phone apps as well.
  • Monitor, track and modify the current sprints in the project and keep the sprint updated with any changes from stakeholders.
  • Assisted testing team in creating test plan, test cases, and used Quality Center for Defect Tracking.
  • Responsible for delivery of assigned module/components/phases of a project.
  • Communicate significant changes to the website with the appropriate stakeholders before, during and after release.
  • Strong understanding skills in Group insurance, retirement and sales processes.
  • Designing and implementation of declarative functions and lightning components.
  • Monitoring new SF release features and providing documents for the recommended changes and customizations.
  • Train other BA’s on the tools we use including JIRA, Confluence, Google Analytics, Salesforce, Rally, etc.
  • Coordinate User Acceptance testing (UAT) and conduct Offshore testing with TCOE.
  • Continuously identify and implement CRM business process improvements and changes, in close coordination with IT, including third party add-on solutions or other connected software applications, including marketing automation and business intelligence analytics.
  • Designed, developed and deployed Apex Classes, Triggers, Packages for various functional needs in the application.
  • Created email templates, approval processes, approval page layouts and defined approval actions on them to automate the processes.


Project Methodologies: Agile (Scrum), Waterfall, Six Sigma lean

Computer Skills: Salesforce.com, MS Access, Excel, Office, PowerPoint, Visio, SharePoint, Google Analytics, Software Design tools, Tableau, Confluence, JAVA, Informatica, SOAP UI, Infragistics UI, REST API, Apex API, AJAX toolkit, CAD, Ansys & SQL

Defect and Bug Tracking: HP-ALM, Quality Center, JIRA and Rally

Databases: SQL Management Studio, Cloud

Analytical skills: Gap Analysis, Forecasting, SWOT analysis, Risk Assessment, Process Mapping, Process Modeling, Documentation and Problem Solving


Confidential, Stamford, CT

Salesforce Admin/Business System Analyst


  • Worked in Agile Methodology by assigning Sprints to crack the milestones.
  • Involved with all the phases of Software Development Life Cycle (SDLC) methodologies throughout the project life cycle.
  • Developing, designing and defining Salesforce components to support business processes.
  • Gathered analyzed, documented business and technical requirements from both formal and informal sessions and validate the needs of the business stakeholders.
  • Involved in User Acceptance Testing (UAT) and Test Execution.
  • Created documents Requirement Traceability Matrix (RTM) and Lessons Learned, Change Request Form, Test Case.
  • Worked on MS Visio to develop Workflow, Process diagram and Gap analysis to derive requirements for existing systems enhancements.
  • Prepared Business Process Models that includes modeling of all the activities of the business from the conceptual to procedural level.
  • Customized APPTUS for Pricing and Quote and Contract according to the Client CRM Vendor Services.
  • Participated in Project planning and keeping management in alignment with scope of the project.
  • Partnered with internal business teams in defining business processes and associated system requirements.
  • Responsible for all the activities related to system configuring Data Loader, uploading data in CSV files into Salesforce.com, checking for the correctness of the data and worked with Exact Target automation.
  • Migration of Configuration and Development changes from Sandbox to Production.
  • Created Custom fields and created page layout to organize fields, related lists, and other components on record detail and edit pages.
  • Created Custom tabs, Profiles, Permission sets, Sharing settings
  • Coordinated with cross-functional teams to ensure effective utilization of Salesforce platform.
  • Created Custom fields, pick lists and dependent pick lists to the custom objects.
  • Analyzed and updated Custom Profiles as required for the business needs and implemented Object level, Field level and Record level security.
  • Created Security rules and public groups and assigned users based on their roles.

Environment: Salesforce.com, MS Visio, Sharepoint, MS Office and Access, Windows 7.

Confidential, Seattle, WA

Salesforce Business Analyst


  • Interacted with various business user groups for gathering the requirements for Salesforce implementation and documented the Business and Requirements.
  • Followed Waterfall methodology and worked in an onsite - offshore Model.
  • Handled Multiple Projects during the tenure.
  • Attended stand-up and requirement meetings on daily basis and organized walkthrough meetings with Dev & QA teams on weekly basis.
  • Conducted various brain storming sessions with other systems/teams to accomplish the integration requirements. This involved communicating with various other internal teams within Confidential and external vendors.
  • Created various BRDs, FRDs, data translation, data mapping and interface specification documents.
  • Worked with UI/UX designers in building screen mockups and presenting them to the stakeholders for approvals.
  • Partnering with programmers, testers and training resources on solution and maintenance.
  • Rolled out the first Salesforce Lightning Implementation Project for Confidential .
  • Document and coordinate audit controls and PCI requirements depending upon the specific functional area.
  • Worked on various Salesforce.com standard objects like Accounts, Contacts, Opportunities, Products, Quote, Activities, Reports and Dashboards.
  • Created workflow rules and defined related tasks, time triggered tasks, process builder, email alerts, field updates to implement business logic.
  • Created email templates, approval processes, approval page layouts and defined approval actions on them to automate the processes.
  • Worked with development team and the business to convert the Business Requirements to Technical Specifications and interacted with testing team to assist during the testing phase.
  • Handled various production support issues and defects on day-to-day basis and updated JIRA and HPQC accordingly.

Environment: Salesforce.com, JIRA, Force.com, Informatica, Agile methodology, MS Office, MS project, Outlook and Google docs.

Confidential, San Jose, CA

Salesforce Business/Data Analyst


  • Creating object wise detailed data migration designs and mappings.
  • Developing designs and strategies for overall data migration from company's existing Salesforce org to new salesforce org developed for enhanced user experience with lightening functionalities.
  • Provide Technical support to Business owners during the implementation on new services.
  • In depth technical analysis on data structures, patterns, behavior and backend functionality of salesforce standard objects.
  • POC (Proof of Concept) on the solutions of migration of traditional Notes and Attachments from existing org to new org's Salesforce Content Notes and files objects.
  • Managing salesforce releases and maintain configuration workbook.
  • Designed Informatica transformation logics to support the multiple data variations as per the business requirement.
  • Building maps and partitioned SOQL queries in Informatica tool to support the large volume objects data migration. Monitoring bulk jobs throughout the loads and fixing the rejected records and errors on the fly.
  • Worked in Agile SDLC model with a team of 6 along with coordination of internal teams which includes 40+ members.
  • Unit testing field level mapping transformations, high-level designs and supporting the data migration testing team. Deployments to various test environments and Production environment using ANT and Snap shot.
  • Release management, User set ups and keeping prod and test environments in sync by doing code comparisons and generating comparison reports using Snap Shot tool.

Environment: Salesforce.com, SOQL, MS Office, ANT, Snap Shot, Agile methodology, Data analytics, Tableau, REST API, Informatica

Confidential, Minneapolis, MN

Salesforce Business Analyst


  • Worked on various salesforce.com standard objects like Campaigns, Leads, Accounts, Contacts, Opportunity, Territory Management, Reports and Dashboards
  • Created different workflow rules and Approvals, Email Templates to run the Territory Assignment rules.
  • Implemented the CPQ (Configure Price Quote) best business practices to improve the overall CPQ experience for the business stakeholders.
  • Partner portal, customer portal Implementation & attended Dream Force events to get the real-time integration with business partners.
  • Designed, and developed the Custom objects, Formula fields, validation rules, Page layouts, Components, Visualforce Pages to suit to the needs of the application.
  • Perform detailed analysis of business and technical requirements and developed the Apex classes using other Platform based technologies like Visualforce, Force.com IDE
  • Designed, developed and deployed Apex Classes, Triggers, Packages for various functional needs in the application.
  • Customized Salesforce.com Fields, Page Layouts, Record Types, Queues, and Profiles.
  • Designed the Custom Visualforce pages for Lead conversion, merging duplicates.

Environment: MS Office, Salesforcec.com, Visio, Sharepoint, Excel, Visualforce, force.com, Apex, Endeca, SQL, HP ALM, Quality Center.


Salesforce.com Admin/QA Analyst


  • Identified key accounts in the ERP/ E-Commerce system and stored the data in cloud.
  • Dealt with prospective clients’ senior management and made high level sales and software presentations in all major trading zones.
  • Handled the task of building 8 major accounts in Europe, South East Asia and North America regions.
  • Involved at all levels of the sales process from initial contact through to implementation and customization of the standard packages.
  • Involved with all pricing and responding to any RFP received.
  • Specified preferred hardware and communications that were open to the clients.
  • Helped organize and run the trade shows in major metros.
  • Responsible for taking the backup and sandbox creation and maintaining sandboxes.
  • Configured sales and service console to meet the needs of the business users.
  • Testing of the data validation/integration of the source system with SFDC.
  • Testing and validating the full-fledged functionality for the development accomplished by developer like workflows, Approval processes, Validation Rules, custom fields, Email alerts, Workflow rules and Visualforce pages.
  • Used JIRA to keep updated with bugs and save the user stories with testing results.

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