SUMMARY

• Around 10 years of experience in I.T., 7 + Years working as Salesforce Business System Analyst and ERP Consultant in Salesforce.com/Sales cloud. Worked with S2S integration as well.
• Reviewed/Prepared of test documents including BRD/FSD, QA/UAT Test Plans, Test Scripts, Use Cases and all project artifacts
• Led project efforts for preparation/approval of test plans, test scripts testing matrices and all QA/UAT project documentation.
• Experienced in working with clients to map out their existing Business Processes and providing system - based solutions that increase efficiency and reduce operating costs
• Experienced in Scoping Phase, Gap Analysis, Testing, and Implementation Phase
• Strong Requirements gathering experience using JAD Sessions & Conducting User Interviews, and preparing functional documents like Use Cases, Software Requirements Specifications (SRS).
• Experience creating custom objects and integrating existing desktop and web apps with legacy mainframe systems.
• Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
• Implemented pick lists, dependent pick lists, lookups, junction objects, master detail relationships, validation and formula fields to the custom objects.
• Also worked with end to end regression and functional testing of all system components of the application and identifying test scripts for automation.
• Prepared and approved of QA/UAT Test Plans, Test Scripts and coordination of all testing activities including defect tracking and issue remediation using Quality Center.
• Possess comprehensive understanding of CRM business processes like Campaign Management, Lead Management, Account Management, Case Management, Quote, Forecasting, and Call Center.
• Extensive knowledge of Salesforce.com implementation cycle in Sales, Marketing, Service and support modules
• Skilled in customizing standard objects like Accounts, Contacts, Opportunities, Products, Price books, Cases, Leads, Campaigns as per client’s need.
• Experience in data migration from ACT, Excel, MS outlook and Legacy Systems using Data Loader, Import Wizard, Informatica Data Loader, and Cast Iron.
• Expert in generating and analyzing custom reports and dashboard for management and various business unit personnel to provide detail information on key performance indicators.
• Developed process enhancements through automations including Workflow, Approval Processes, and Escalation Rules.
• Experience in SalesForce Testing and Administration spanning all facets of package software and SaaS application implementation.
• Strong knowledge & experience working in teams implementing Agile Methodologies.
• Knowledge in Salesforce.com SFA, Salesforce.com Apex Classes, Apex triggers, Integration, Visual force, Force.com API, SOQL, and SOSL.

TECHNICAL SKILLS

Programming Skills: APEX, C, C++, JAVA, .NET.

Web Tools: HTML, Concepts of JAVASCRIPT, SOSL, SOQL, AJAX.

SFDC Tools: Data Loader, Connect Offline, Salesforce to Salesforce, Apex Explorer

Force.Com: Apex Custom Controllers and Extension, Apex triggers, S-controls, SOQL, SOSL, Ajax Toolkit, packaging and migrations, Force.com IDE (Eclipse).

Development Tools: Eclipse

Operating Systems: Windows 9X, XP, 2000, Vista.

PROFESSIONAL EXPERIENCE

Confidential -Los Angeles, CA

Salesforce Business System Analyst

Responsibilities:

• Created Custom objects and fields- Leads, Marketing, Campaign, Dashboard, Sales, and Account etc.
• Configured security and organizational hierarchy for sales for Salesforce implementation.
• Customized page layouts for Salesforce standard and custom objects.
• Configured Reports for custom objects and associated them to Dashboard.
• Involved in Design and development of Workflows rules, triggers, validation rules and other customizations with Salesforce.
• Administered Salesforce CRM applications for Sales, Marketing and Support Departments. Involved in creating multiple analytical reports, with varying degree of complexity.
• Created APEX triggers, classes, test methods and visual force pages to implement custom functionality.
• Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into salesforce.com, checking for integrity of the data.
• Used SOSL and SOQL queries during the data migration and custom development.
• Developed S-Controls to manage sales plan call sheets within Salesforce, capturing prep data and call activity.
• Customized agile methodology in a service based, reverse mortgage specialized for seniors.
• Analyzed the business processes for the three divisions in the organization that are using sales force.
• Redesigned the old sales force architecture to new design based on best practices.
• Organized business and end user meetings for discovery, business needs gathering and gap analysis.
• Focused on Cycle time reduction during the process between the leads through opportunities, processing, funding, underwriting and till post-closing.
• Prepared and review UAT test artifacts (Test Plans, Test Scripts, Traceability matrices, etc.) with Project Stakeholders.
• Collaborate with all project teams including Project Management, Development, Business Partners regarding Set up visibility securities like roles, profiles, field level securities. Set up person accounts in sandbox.

Confidential -San Francisco, CA

Salesforce.com Business System Analyst/ Business Analyst

Responsibilities:

• Worked with team who administrated and monitored the company’s Salesforce CRM application.
• Created the workflows for automated lead routing, lead escalation and email alert
• Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.
• Involved in gathering customer requirements from business user teams spread over the Sales, Marketing and Customer service.
• Involved in creating gap analysis document, clearly identifying the data, business process and work flows of the organization with respect to salesforce.com implementation.
• Developed and Customizing salesforce.com application based on the user needs.
• Developed field & page layout customization for the standard objects like Account, contact, Leads.
• Maintained and gave permissions to communication templates based on
• Performed Data Analysis and migrated data from SQL Server database to sales force.
• Involved in Accounts Merging, maintaining Public Groups.
• Created Reports and Dashboards as per the customer requirements.
• Worked on Record Types, Validation Rules, Triggers and Page Layouts.
• Worked with senior team members to analyze of each product and its competitor, to integrate new product, and optimize existing products
• Created custom Reports based on business need and associated them to Dashboard.
• Customizing Company Profile, Security Controls and Communication
• Worked on Templates of the organization as per the organization requirements.

Confidential -San Francisco, CA

Systems Analyst

Responsibilities:

• Liaison between the business client and technology team—developers, system architecture, and QA Testers
• Gather requirements through interviews with the client and referring to existing documentation and procedures
• Translate business requirements into functional specifications and creating High Level Design documents
• Perform GAP Analysis of the ‘as-is’ and ‘to-be’ system
• Extensively engaged in managing the project SharePoint and create a structured and logical project document repository
• Create Data Flow diagrams and process flow diagrams to facilitate better system understanding
• Responsible for redesigning the Artificial Intelligence (AI) SharePoint to make it more user-friendly
• Conduct surveys and interviews to identify areas of improvement in the SharePoint
• Design wireframes using MS Visio
• Work closely with Project manager to keep track of timeline and budgeting
• Managed testing effort for QA and UAT teams.
• Tracked user responses to keep count and direct issues to support team
• Create Production Support Handbooks as part of the Case Management initiative for various Vendor Systems to provide Level 3 Support
• Communicate with Vendor Managers to establish communication channels for different Vendor Applications
• Identify and communicate with Vendor Application points of contact to retrieve crucial support information
• Document procedures to engage vendors for Level 3 Support
• Liaison between Access Management Team and Level 3 Support—involved in Case Management Initiative as part of the Project New BAC
• Executed Deployment of 8000 associates into CRM Roles to become OCC (Office of the Comptroller of Currency) Compliant
• Extensively use MS office communicator and MS Live Meeting to conduct and participate in various project meetings

Confidential -Michigan

Senior Business/Systems Analyst

Responsibilities:

• Experience in daily customer service through telephone and email communication. Provided basic, premier, and administrative level support for users of the Salesforce application.
• Conducted administrative duties which include working with C- level executives, system administrators, and end users to gather their business requirements then developing customized solutions to meet their needs
• Interacted with business operations, understand business model, involved in gathering requirements, communicated business process, translated needs into Salesforce terms, developed data model, defined objects and relations.
• Performed complete analysis of existing systems in organization and corresponding business process for sales and marketing.
• Developed functional specifications document for Accounts and Opportunities module leading the business tracks.
• Defined Lead assignment rules based on Territory management rules.
• Responsible for product validations with business for accounts and opportunities.
• Conducted several technical design solutions meetings to sense possible difficulties that might arise for development team along with architects.
• Configured standard Salesforce objects and custom objects as per business needs implementing validation rules and formula fields.
• Gathered requirements for all automation workflows as per business requirements and translated in to Salesforce business terms.
• Implemented approval process for deal registration process which involve several approvals from sales managers.
• Involved in requirements gathering for account assignment rules for account owner for various geographies and defined those using sharing rules.
• Involved in defining roles and profiles for internal users.
• Defined several workflows including creating tasks, email alerts, outbound messaging and field updates for accounts and opportunities module.

Environment: MS Access, UAT coordinator, UML, MS Visio 2008, Microsoft Office 2008, MS Project, Visual Studio 2008 professional, MS Expression 2008, Visual Source Safe, Salesforce.com, Apex Classes, VisualForce Pages, Data Loader, Workflow Alerts, Approvals, Validation Rules, Sharing rules, Reports, Standard & Custom Objects, Tabs, Email Templates, Roles, Profiles, HTML, Force.com IDE..