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Salesforce Lead Consultant Resume

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Folsom, CA

SUMMARY

  • Over 5 years of extensive experience as Functional Analyst and Project Management Skills with Solid Understanding of Business Requirements, Business Process Flow, Testing and Production Support of Salesforce.com CRM platform using Apex, Visual force and Data Transformation tools.
  • Experience in the complete life cycle of project development (SDLC) and working with Agile Scrum Methodologies.
  • Expert with substantial experience in Salesforce Administration, Operational Analytics and Quality Assurance with emphasis on Process Improvement.
  • Hands on experience with Salesforce Products: Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud and Analytics Cloud.
  • Experience in SFDC development using Apex Classes, Triggers, Components, Reports, Force.com IDE, Eclipse with SOQL, SOSL and Force.com plug - in.
  • Strong Confidential gathering business requirements by conducting User Interviews and JAD Sessions.
  • Proficient in authorizing Business Requirements Document (BRD) into System Requirement Specifications (SRS) and Business Process Specifications.
  • Experienced in working with clients to map out their existing Business Processes to Salesforce and provide system-based solutions to increase efficiency and reduce operating costs.
  • Extensive understanding of CRM business processes like Campaign Management, Lead Management, Account Management, Case Management and Forcecasting.
  • Extensive understanding of CRM Service Cloud business process like Case Management, Entitlement Management, Knowledge Base, Live Agent, Lightening Console, Communities, Idea Exchange and Call Center.
  • Extensive experience in designing of Custom Objects, Custom Fields, Custom Page Layouts, Workflows, Relationships, Look-ups, Dependent Pick Lists, Role based Page Layouts, Work flow alerts, Validation Rules, Approval Processes, Custom Reports, Custom Tabs, Report Folders, Designing Visual Force pages, Record Types, Formula Fields and email generation according to application requirements.
  • Hands on experience in using ETL tools for migrating Data from legacy systems to Salesforce and managing large data volumes.
  • Hands on experience in integrating Salesforce with other local servers using Informatica Cloud.
  • Managed Business Partner expectations and promoted Project Communication between Development Team and Business Partners.
  • Provided technical oversight for multiple projects Confidential a time, including sharing expertise on standards, guidelines and design patterns for Salesforce.com Application based on industry best practices.
  • Experience with exclusive focus on CRM-Sales & Marketing Applications like Marketo and End to End Marketo Integration with Sales Force Automation (SFA).
  • Comprehensive knowledge of Software Development life Cycle (SDLC) and Six Sigma, having thorough understanding of various phases like requirements, Analysis/Design, Development and Testing.
  • Have good working knowledge in querying salesforce.com database using SOQL & SOSL queries using Force.com Explorer.
  • Developed and configured various Dashboards, Custom Reports and Report Folders for different user profiles based on the need in the organization.
  • Experience in creating Service Cloud Console, configuring Omni-channel, developing Force.com sites, enabling and using Customer Portal and Partner Portal.
  • Experience working with salesforce.com sandbox and production environments and knowledge on deployment of components using Standard Salesforce Change Sets and Force.com IDE.
  • Competent in analyzing and creating Narrative Use Cases, Use Case Diagrams, Activity diagrams, Class diagrams, Data/Flow/Navigational flow diagram using UML Tools like MS Visio.
  • Extensive working with integration features such as callouts, future methods, REST and SOAP API’s.

TECHNICAL SKILLS

Salesforce.com Technologies: Salesforce Process Builder, Flows, Salesforce CRM, Apex Language, Apex Classes/Controllers, Apex Triggers, SOQL, SOSL, Visual Force Pages / Components, Custom Settings, Apex Web Services, Workflow & Approvals, Process Dashboards, Analytic Snapshots, Case Management Automation, Custom Objects, Apex Data Loader, SOAP, REST Services.

Salesforce Tools: Eclipse, Force.com Eclipse IDE Plug-in, Force.com Explorer, Force.com Data Loader, Force.com Platform

Languages: Apex, SOQL, PL/SQL

Web: HTML, XML, CSS,XSD, JSP, JavaScript, AJAX, J/query

IDE: Eclipse, RAD and Force.com Eclipse IDE plug-in

ETL Tools: Informatica on Demand, Cast Iron, Pentaho

Operating Systems: Windows NT/2000/ XP/7

PROFESSIONAL EXPERIENCE

Confidential, Folsom, CA

Salesforce Lead Consultant

Responsibilities:

  • Responsible for the Planning, Analysis, Design and Implementation of Salesforce business applications and process improvements.
  • Lead steering committee meetings with the client and be the escalation point for client communications.
  • Architect complex technical Cloud CRM solutions for Trimble’s Enterprise Instance.
  • Responsible for Environment Management.
  • Integrated multiple technologies like Microsoft Team Foundation Server, Service Now, and Interactive Intelligence with Salesforce.
  • Designed and developed advanced customizations utilizing Salesforce.com and Force.com.
  • Managed Technical project team members (onshore and offshore).
  • Conducted workshops, worked closely with clients, to help business understand tradeoff between code and configuration.
  • Worked with Salesforce Business Analysts to Map functional requirements to Salesforce functionality and features.
  • Disseminate best practices on solution positioning and delivery.
  • Conducted workshops for junior team members in Salesforce.com technology, Force.com, Integration Technologies, and Salesforce.com best practices
  • Manage offshore resources and provide technical specs to developers
  • Support pre-sales activities inclusive of participating in sales calls and proposal development
  • Create and manage projecttimelines to ensure on-time and on-budget delivery
  • Effectively manage all aspects of projects and client communications.
  • Implemented Salesforce Service Cloud Lightening Console.
  • Developed and Configured Knowledge Base Articles, Data Categories, KB Approval Process, Live Agent Buttons and Live Agent Configurations.
  • Integrated Live Agent Button Code in Salesforce Communities and external websites.
  • Created Custom Report Types for Live Agent Transcripts and Live Agent Sessions.
  • Implemented Public Knowledge Base (PKB) in Communities

Environment: Force.com Platform, Force.com IDE, Eclipse, Microsoft Project, JIRA, Jitterbit, Data Loader, Address Doc, Interactive Intelligence CTI Integration, Version One Integration and TFS Integration.

Confidential, Boston, MA

Salesforce Consultant

Responsibilities:

  • Developed and analyzed functional requirements with stakeholders according to Software Development Lifecycle (SDLC) and internal standards to ensure business needs are well understood, clearly defined, and properly aligned with overall project scope.
  • Worked with developers and vendors to translate functional requirements into software products and clarify the vision of technology solutions.
  • Managed multiple small and/or medium sized projects ensuring project deliverables are brought in on time and within budget, while meeting client and business objectives.
  • Ensured projects and work requests are properly scoped and estimated.
  • Gathered user and functional system requirements via workshops, interviews and workflow storyboards and working with stakeholders and project teams to prioritize collected requirements.
  • Analyzed change requests for existing applications and projects implementing new applications and creating process models, specifications, diagrams and charts to provide direction to the project teams.
  • Tracked the status of requirements throughout the project lifecycle, and redefining them as necessary.
  • Implementation support services Confidential various SDLC stages like custom development and production support.
  • Implemented platform security based on the Organization security, Session security and Network-based security (Using IP address).
  • Implemented Single Sign On and Login Flows.
  • Deployed Apex using Force.com IDE, Force.com Migration Tool and Web Services API.
  • Created Many-to-Many relationships and created Junction objects to implement Roll-up Summary fields to aggregate data from child records on the parent.
  • Integrated the existing MARS system with Force.com using Informatica and Cast Iron.
  • Worked on Salesforce Integration with MARS Legacy CRM.
  • Worked on Salesforce integration with third party computer-telephony integration (CTI) systems provided by Avaya.
  • Used Avaya Softphone to integrate with Salesforce.
  • Worked with ETL Informatica tool to load data from Salesforce to legacy system.
  • Implemented Map Anything Application from AppExchange.
  • Used TIBCO as middleware for the integrations with external systems.
  • Developed Apex Batches to process the bulk records on a daily basis.
  • Developed Apex Triggers, Apex Classes, Test Methods, Maintaining Roles and Profiles.
  • Data migration and updates using the tool Apex Data Loader in Salesforce.com
  • Providing Support to Day - to - Day issues.

Environment: Force.com Platform, Force.com IDE, Eclipse, Subversion, SOAP API, REST API, Data Loader, XML, SQL Database, Cast Iron, Informatics, Map Anything.

Confidential, Chicago, IL.

Salesforce Consultant

Responsibilities:

  • Interacted with business user groups for gathering the requirements for Salesforce implementation and documented the Business and Software Requirements.
  • Developed customer portal and the partner portal for reach out Wireless service.
  • Developed variousCustom Objects, Entity-Relationship data model, validation rules on both custom and standard objects, ComponentsandVisual Force Pages.
  • Developed Apex Classes, Controller Classes and Apex Triggers for various functional needs in the application.
  • Developed validation rules to ensure the featured “assistance program - lifeline” is provided to only one family.
  • Managed search layouts and created page 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.
  • Created templates, approval processes, approval page layouts and defined approval actions on them to automate the processes.
  • Created profiles and field level security to hide critical information on the profile users.
  • Developed Complex Apex Batch Jobs for updating the accounts daily basis and monthly basis.
  • Used XML as data communication between salesforce and the external system.
  • Used SOAP web services for communicating with external systems.
  • Used REST ape for communicating with internal PHP system.
  • Used custom settings wherever possible to avoid SOQL queries.
  • Creating Workflows for field updates to accomplish the business requirements.
  • Providing Support to Day-to-Day issue.

Environment: Salesforce.com, XML, Triggers, Security Controls, third party tools, Import Wizard, Apex, Controllers, Sharing Rules, Workflows, Eclipse IDE.

Confidential, Atlanta, GA

Salesforce Consultant & Analyst

Responsibilities:

  • Worked closely with business partners to realize the full capabilities of Salesforce.com CRM.
  • Provided critical inputs for application design after fact finding by performing meetings with business teams, sales agents.
  • Performed a complete GAP Analysis to identify problems and inconsistencies with the business requirements specification and the existing system.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Worked with Visualforce Pages, Custom Controllers, Extension Controllers, Apex Coding, Apex Classes, Apex Triggers.
  • Used Salesforce Automation (SFA) for Sales Lead Management, Campaign Management, Opportunity Management, Account and Contact Management.
  • Analyzed all the customizations and developments and tried to suggest possible ways for the new enhancements that we get from the Sales people.
  • Automated sharing rules whenever there is a new change in Sales teams instead of using an Apex trigger.
  • Worked with various Salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports, and Opportunities.
  • Developed various Custom Objects, Tabs, Entity-Relationship data model, validation rules, Components and Visualforce Pages.
  • Created page layouts, search layouts to organize fields, custom links, related lists and other components on record detail pages and edit pages.
  • Created workflow rules and defined related tasks, time triggered tasks, 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.
  • Developed Apex Classes, Controller Classes and Apex Triggers for various functional needs in the application.
  • Used SOQL & SOSL with in Governor Limits for data manipulation needs of the application using Force.com Explorer.
  • Worked with several App exchange tools like Action Plans, Strike Address verification, Conga Composer.
  • Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.
  • Created profiles and implemented Object and field level security to hide critical information on the profile users.
  • Created test scenarios on Sandbox environment and used Force.com Component Deployment Wizard for migrating data between Force.com IDE and Sandbox environment.

Environment: Saleforce.com platform, Apex, Visualforce, Salesforce.com Data Loader, Workflow &Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Sandbox.

Confidential, Lafayette, IN

Salesforce Consultant & Analyst

Responsibilities:

  • Facilitated and led group discussions to elicit requirements in Joint Application Development (JAD) sessions by communicating with documented business requirement document working prototype and work flow diagrams.
  • Deployed, configured and supported the prototype application for its demo /UATfor various line of business from various cities, prepared deck for UAT & gathered feedback and followed up with further updates on the prototype and related documents.
  • Developed complete Custom Objects as specified in the scope document.
  • Created Custom fields, pick lists, field dependencies and validation formulas to the custom objects.
  • Created pick lists and page layouts and coupled those using Record Types.
  • Added, configured workflow rules, time triggered workflows, email templates resulting into effective web to lead communication with customers and partners.
  • Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
  • Created profiles and implemented Object and field level security to hide critical information.
  • Implemented Apex Classes & Triggers and linked them to manage the workflows Implemented in the system.
  • Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.
  • Created test scenarios on Sandbox environment and migrated code to deployment upon successful testing.
  • Integrated Salesforce CRM with Siebel CRM explicitly using web services API.
  • Integrated App with Salesforce.com with using SOAP web services API and Web Sphere Cast iron.
  • Integrated the web services by generating the necessary stubs from the WSDL files for extracting the data from the home grown applications by using the home grown web services.
  • Used Apex Data Loader to migrate data such as accounts, campaigns from legacy system ACT.
  • Maintained processes of CSV import file updates for customer records into Accounts, Contacts using Data Loader and Import Wizard.
  • Provided support ongoing salesforce.com maintenance and administration services including periodic data cleansing, custom objects, workflow, campaign management and triggers.

Environment: Salesforce.com, Force.com Platform including Apex Programming Language and Visual force pages, Web Services, Data Loader, HTML, JavaScript, SOQL, SOSL, Force.com IDE, MS Access, Microsoft Office 2008.

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