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Salesforce Business Analyst Resume

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Houston, TX

SUMMARY

  • Business Analyst with over 7 years of experience with focus on Salesforce.com, ERP, data analysis, requirement gathering, technical documentation, database development and software validation
  • Strong Knowledge in Salesforceadministration and customization, data validation, sales, marketing, customer service and support development team
  • Proficient in SFDC administrative tasks like creating users, roles, profiles, page - layouts, email services, approvals, workflows, validation rules, reports and dashboards
  • Experience in approval processes for automated alerts, field updates, custom objects and tabs, and security controls
  • Experience in maintaining, enhancing and creating workflows and validation rules.
  • Strong experience in creating executive dashboard to display open, closed leads in SFDC
  • Experience in managing reports, data migration, testing and support
  • Documenting business requirements, technical requirements and Use Case diagrams to make the requirements easy to understand for Salesforce Developers.
  • Experience in Software Development Life Cycle (SDLC) methodologies and Object Oriented analysis
  • Experience in Data Analysis including analysis of root cause for Incident and Problem Management
  • Extensive experience in creating test plans, test cases and performed User Acceptance Testing (UAT)
  • Knowledge of Agile development practices and assessment
  • Worked very closely with the offshore team across the SDLC
  • Development experience in various platforms like MS Office, Visio documenting tool and Windows (XP, NT, 2000, 98, 95) and Salesforce.com Sandbox and Development environments
  • Oracle developer with in depth noledge in writing SQL, PL/SQL programs, Packages, Stored procedures, Functions and Triggers to automate the interface processes for daily/incremental loads
  • Extensive experience in working in TOAD tool
  • Strong analytical and problem solving skills with ability to work within team environment and independently when needed
  • Proficient in learning new technologies and quickly adapting to new environment

TECHNICAL SKILLS

Languages: PL/SQL, HTML and UML

Databases & Tools: SQL Server 2005 & 2008, Oracle Data Integrator(ODI) Oracle 9i,10G,UNIX

Salesforce Technologies: Workflow & Approvals, Reports, Dashboards, Analytic Snapshots, Case Management Automation, Custom Objects

Oracle Modules: CRM( Field Service), Oracle Financials(AR,GL,AP)

Business Modeling Tools: Microsoft Visio, UML

Collaboration Servers: SharePoint 2007, SharePoint 2010

SDLC Methodologies: Water Fall, Lean and Agile Methodology

Load Testing/Defect Tracking Tools: Load Runner, Test Director

Certification: Programming with PL/SQL

Others: MS Office (Outlook, Word, Excel, PowerPoint)

PROFESSIONAL EXPERIENCE

Confidential, Houston, TX

SalesForce Business Analyst

Responsibilities:

  • Performed the detailed analysis of functional and technical requirements; designed & deployed the custom objects;
  • Identified the lookup and master-detail relationships; and created the junction objects. Demonstrated ability to translate customer requirements into specification.
  • Provided data access reports to Compliance and Security ensuring dat data and roles are properly defined and transparent.
  • Conducted feasibility study, gap analysis and provided recommendations to implement Salesforce CRM compared to Onyx, and Siebel CRM on Demand.
  • Developed Visual force Pages to include extra functionality and wrote Apex Classes to provide functionality to the visual force pages.
  • Designed and deployed Custom tabs, validation rules, Approval Processes and Auto-Response Rules for automating business logic.
  • Created workflow rules and defined related tasks, email alerts, and field updates.
  • Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.
  • Implemented Email-to-Case, Web-to-Case entry and manual case entry for entering customer's cases in Cases Tab.
  • Used field level security along with page layouts to manage access to certain fields.
  • Introduce SalesForce Mobile for the corporate Blackberry and iPhone users in order to use several tools on the go.
  • Used Force.com developer toolkit including Apex Classes, Apex Triggers and Visual force pages to develop custom business logic.
  • Worked on various Salesforce.com standard objects like Accounts, Contacts, Cases, Leads, Campaigns, Reports and Dashboards.
  • Developed and configured various Reports and Report Folders for different user profiles based on the need in the organization.
  • Created custom Dashboards for manager's home page and gave accessibility to dashboards for authorized people.
  • Integrated the Web Services for extracting the data from external systems to display in the pages ofSalesforce.com.
  • Used the sandbox for testing and migrated the code to the deployment instance after testing.
  • Involved in authoring Business Requirement Documents (BRD) into System Requirement Specifications (SRS) and identifying interface and business process specification.

Confidential, Philadelphia, PA

SalesForce Business Analyst

Responsibilities:

  • Led Requirements Planning, Elicitation and Analysis activities while interacting with Stakeholders and documented Business Requirements related to Marketing, Sales and CRM systems of various SBUs.
  • Acted as liaison between client business and Group IT team to translate the business requirements into technical roadmap and communicating it through the functional specifications document.
  • Prepared Test Plans & Functional Test Cases and coordinated/involved with Group IT team & End Users to conduct Unit Testing & UAT.
  • Led Gap Analysis studies while studying the CORE and non-CORE functionalities of in house CRM-SPADE with cloud applications-Salesforce.com & Oracle on-demand. Assisted in Business Case development of Salesforce.com; studying the feature, functionality case and cost benefit analysis study during the process.
  • Prepared Solution Designs to indicate proposals meet the functional specifications developed through Requirements analysis, Solution assessment and validation with the internal stakeholders.
  • Modeled the applicable business process using UML especially through Activity, Sequence, Class and State diagrams
  • Involved in data analysis of Sales pipeline & Sold, Lost, Dropped, Qualified Out opportunities and Marketing data to conduct Data Quality check theirby improving the current system in terms of Business Rules, Validations & Application changes/enhancements
  • Conducted CRM application releases for SPADE and Salesforce.com twice a year to include the changes and enhancements agreed during the course of Change control & Release management and assessed impact.
  • Worked closely with Marketing & Sales Organizations to create and implement a consistent and effecting Marketing management process in the CRM Application.
  • Rule sets & Guidelines documents prepared/ readdressed across all the objects/entities in the application.
  • Led activities related to CRM Road Map initiatives including evaluating the platforms to understand the scalability of existing CRM to Mobile Applications and Outlook CRM.

Confidential, San Jose, CA

Business Analyst

Responsibilities:

  • Understanding Integration scenarios, design to develop Apex/Visual force according to the business requirements.
  • Facilitated data imports/exports, data cleansing, Data categorization and data integrity projects.
  • Developed ad-hoc reports as requested by user groups or stakeholders or portals and performs analysis on data as required.
  • Worked on Migrating contracts from different platforms to New Instance of Salesforce.
  • Developed various Visual force Pages, Apex Triggers to include extra functionality and wrote Apex Classes and Controller to provide functionality to the visual pages.
  • Analyzed business needs, distinguish between needs and wants, identify gaps between business needs and standard application functionality.
  • Conducted JAD sessions with management, different 3rd part vendors, users, commercial and other stakeholders for open and pending issues to develop specifications.
  • Gatheird 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.
  • Wrote Apex Trigger, Visualforce pages, JavaScript, Web services design and development and donor databases integration for websites.
  • Implemented the requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse.
  • Worked on various AppExchange products according to the needs of the organization.
  • Worked on various Salesforce.com standard objects like Case Management, Accounts, Contacts, Content, Reports and Workspaces.
  • Developed Apex Classes, Controller Classes and Apex Triggers for various functional needs in the application.
  • Partner portal, customer portal Implementation & attended Dream Force events to get the real-time integration with business partners.
  • Worked with business analyst to develop project implementation and develop plans including user interfaces.
  • Developed and supported Extraction, Transformation and Load process (ETL) using Informatics.
  • Created many Email Templates and Mail Merge Templates and was involved in doing the mail merge for different standard and custom objects.
  • Created a sync of contacts, email alerts, events and tasks between Salesforce to Outlook and Outlook to Salesforce successfully.
  • Customized Chatter now for profiles for different users and configuring with Facebook and Twitter.
  • Created workflow rules and defined related tasks, time triggered tasks, email alerts, filed updates to implement business logic.
  • Created many Approval Process needed in the different stages of the application.
  • Developed many Report Types and created various Reports (summary reports) using the Report Builder according to the need of the organization.
  • Communicated regularly with the SFDC designated super users to support them in their role and provide information and training on new features and functionality.
  • Resolved the Cases and support the team on urgent bases, implementation and working with real-time troubleshooting.

Confidential

Data Analyst

Responsibilities:

  • Used SSIS to migrate databases such as Oracle and Access database, flat files to centralized SQL server destination. Involved in Developing, Monitoring and Deploying SSIS packages and successfully created dynamic configuration packages in SSIS.
  • Implemented slowly changing dimension on 500,000 records dat took 11minutes to complete. Improved the performance by replacing it with checksum to 8minutes.
  • Designed DTS/SSIS Packages to transfer data between servers, load data into database, archive data file from different DBMSs using SQL Enterprise Manager/SSMS on SQL Server 2000/2005 environment, and deploy the data. Used Event Handlers for Exception Handling in SSIS packages.
  • Generated reports on wealth information, account information, research reports using ad hoc reporting to be used by the clients and advisors.
  • Developed Report Models using report builder and distributed reports in multiple formats using SQL Server Reporting Services (SSRS) in Business intelligence development studio (BIDS). Created Queries in T-SQL, Stored Procedures, and Views to store the data of clients, advisors.
  • Created User Defined Functions, Triggers to store data into appropriate tables as and when data arrives and created indexes to the tables dat have least updating to improve the query performance.
  • Conducted performance tuning by using SQL Profiler and index tuning wizard. Involved in Creation of Crystal Reports, Created ODBC Connections and database Connections.
  • Created many complex Stored Procedures/Functions and used them in Crystal Reports directly to generate reports on the fly Scheduled, maintained, and supported the distribution and access to reports through Crystal Server.

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