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Sr. Salesforce Business Analyst Resume

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Seattle, WA

SUMMARY:

  • 6+ years of experience as a PeopleSoft Functional Consultant and good experience in PeopleSoft HCM (HR, Benefits Administration including ACA Reporting, Time and Labor, Payroll, Commitment Accounting, Position Management, and the e - Modules).
  • Hands on experience in PeopleSoft Application 9.0, 9.1, 9.2 and People tools 8.18, 8.49, 8.5X versions Global Implementations & Production support, Development and Upgrade projects, and data-conversion.
  • More than 7+ years of professional IT experience and solution-focused Business/Data Analyst doing Salesforce implementations, Deployments, Migrations, Integrations, and Supporting on Live applications.
  • Most of my career has been spent working on the Supply Chain, Sales Order, Manufacturing and Logistics, Distribution and financials.
  • Experience in end-to-end product life cycle management, excellent configuration skills, familiarity with administration and security controls, and amazing ability to aid technical team members, developers and support teams, outstanding troubleshoot workflow issues and superior communication skills.
  • Data profiling which means to make it High level SQL statement based on our analysis and prepared mapping document for source and target application according to data governance.
  • Audit the data for improving data quality and determine defects for data and prepare appropriate resolutions.
  • Worked and created different business and technical documentations including BRD, FRD, TDD, RTM, Gap Analysis, Test Cases, Test Scripts, and Project Scope, Training manuals etc.
  • Strong experience in capable of Data Analysis, Technical Lead and Software Development on DW / BI applications and open Systems the Modules I have comprehensive knowledge of are: Supply Chain, Inventory, Manufacturing, GL, AP, AR.
  • Designed & Development custom applications and components using Best Programming Practices of Apex Classes, Apex Triggers, Visual force pages, and Lightning etc.
  • Experience in building reusable UI components with Lightning component framework.
  • Fixed issues with custom Lightning Event Management app on styles & controllers for in-built apps.
  • Extensive experience working on custom objects, custom fields, pick list, Record Types, page layouts, Workflow Alerts and Actions, and Approval Workflow, Validation Rules, Approval Processes, Custom Tabs, Custom reports, Report folders, Report extractions to various formats, Snapshots, Dashboards, and Email generation according to application requirements.
  • Experience in Salesforce Communities, Knowledge Articles, Content/Library, Sales & Service Cloud Features.
  • Conducted feasibility studies & Impact analysis, Cost/Benefit Analysis, Gap Analysis and Risk Analysis.
  • Planned and conducted requirements elicitation meetings with the business to collect functional and non-functional requirements relating to client's Salesforce technology enhancement and initiatives.
  • Possess comprehensive understanding of CRM business processes like Campaign Management, Lead Management, Account Management, Case Management, Quote, Forecasting, and Call Center.
  • Experience creating custom objects and integrating existing desktop and web apps with legacy mainframe systems. Worked with Salesforce communities.
  • Outlined the organization hierarchy and created profiles, roles accordingly in Salesforce; worked on visibility and security settings around them as required by the business.
  • Expertise in lighting experience for creating custom Home, App, and Record page components with light designer.
  • Extensive Knowledge in building Custom Applications that includes administration, configuration, implementation and support experience with Salesforce.com platform.
  • Assisted in designing and creation of training material and conducted internal training sessions for business users on Salesforce technology functionalities.

PROFESSIONAL EXPERIENCE:

Confidential, Seattle, WA

Sr. Salesforce Business Analyst

Responsibilities:

  • 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 Voya and external vendors.
  • Created various BRDs, FRDs, data translation, data mapping and interface specification documents.
  • Created Config-Tech design documents which provided detailed description of various salesforce functionalities implemented.
  • Rolled out the first Salesforce Lightning Implementation Project for Voya.
  • Worked on Data.com Duplicate management and defined various matching and duplicate rules.
  • 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.
  • Worked on Administrative, Visibility & Security tasks such as User management, Creation of Profiles, Roles and Permission Sets, Sharing Rules, Public Groups, Workflow, Activities and Events, Email notification and Template Design.
  • Involved during development of Apex Classes, Controller Classes, Apex Triggers and Visual Force Pages for various functional needs and deployed in DEV, TEST and PROD environments.
  • Created multiple reports and dashboards based on business requirements.
  • Working on test cases during SIT, Functionality, Smoke testing & assisted business users during UAT Testing. Supported Business Users during UAT & Production Checkout.
  • Worked on SOQL and SOSL queries for data analysis and cleanup for implementation Dedupe project.
  • Performed various data load and imports as per the business needs. Coordinated with production support team and provided the mapping documents for futuristic data loads.
  • Experience on Resolving Salesforce Tickets raised from various Business users, Acknowledging, Resolving and closing of salesforce tickets on priority basis and communicating to users.
  • Worked with release management team for performing various post & pre-migration tasks and conducting initial level of BA checkout.
  • Assisted users during the Business Check out and worked on consolidating signoffs from various business markets.
  • Presentations of weekly progress on salesforce developments for Monthly Productions Releases. Involved in discussions with Executive management on weekly project status and overall project progress towards the target.
Confidential, Denver, CO

Salesforce Analyst

Responsibilities:

  • Engaged with business stakeholders to gather/analyze requirements and map them to solutions that leverage salesforce functionality.
  • Responsible for driving the User Requirements / Functional Requirement Workshops.
  • Assigned user stories and worked with team members to resolve any issues they have in completing the tasks by providing support and guidance.
  • Liaised between Sales, Accounting, Marketing, Administrative Support, Finance and Business Intelligence.
  • Salesforce configuration such as custom objects, fields, custom formula fields, field dependencies and look ups.
  • Migration of security framework to SFDC Wave using users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.
  • CRM Management in Salesforce, Design and Implementation of Platform for Salesforce for entire company including Institutional, High Net Worth and Wealth Management Investment Divisions.
  • Maintaining integrity of the database, all data, report design, design implementation and integration.
  • Expand customer base and deposit growth through internal and external sales activities, including investments.
  • Designed and deployed custom tabs, validation rules, approval processes and auto response rules for automating business logic.
  • Worked on Salesforce.com Service Cloud development including SDLC, standard and custom objects, Apex, and Visual force pages.
  • Building data sets from information resources such as SFDC Sales cloud, SAP BW and Oracle in SFDC Wave.
  • Worked on End to End Implementation and Integration of Apttus Contract Management and EchoSign with Salesforce.
  • Developing dashboards that allow users to slice and dice data generating meaningful insight.
  • Assisted in development of marketing materials to support ongoing opportunities for the sales teams at the various accounts.
  • Oversee the sales funnel from when a lead enters Marketo to when it becomes an opportunity in Salesforce, the CRM tool.
  • Data troubleshooting between Marketo & SFDC instances.
  • Developed several PowerPoint decks used to showcase team progress that were ultimately presented to marketing leadership.
  • 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.
  • Worked on Salesforce.com Service Cloud development including SDLC, standard and custom objects, Apex, and Visual force pages.
  • Worked in Salesforce CRM application for Sales, Marketing, and Support departments.
  • Implemented Marketo in detail for setup for users in such a way that campaigns help users to evaluate each marketing activity.
  • Worked on SFDC Sales Cloud, Service Cloud to enhance and track CRM capabilities.
  • Visualization of data over multiple channels such as Web and Mobile using SFDC Wave.
  • Installed and configured Marketo AppExchange app to automate and measure demand generation campaigns that generate more high-quality leads.
  • User Preferences page and Marketo program design and implementation and Followed agile and waterfall SDLC methodologies for project execution.
Confidential, Phoenix, AZ

Salesforce Business Analyst

Responsibilities:

  • Ensure the quality of solutions and be responsible for architecting, documenting and developing technical solutions based on Business requirements and industry best practices.
  • Involved in requirements gathering, analysis and managing them to avoid Scope Creep and suggest necessary changes to overcome technical limitations and follow the best practices.
  • Involved and interacted with various business user groups for gathering the requirements for CRM implementation.
  • Analyzed Business Processes to enhance the Service Console Applications and reviewed it with the client requirements.
  • Planned and conducted requirements elicitation meetings with the business to collect functional and non-functional requirements relating to client's Salesforce technology enhancement and initiatives.
  • Created data flow diagrams and process flow diagrams to facilitate better system understanding.
  • Planning and working on Proof of concepts and eventually leading the team through the transition to Salesforce Lightning.
  • Have a good understanding of aura framework and built components on it.
  • Experience in implementing the Salesforce Lightning Experience.
  • Worked on Salesforce lightening connect to access External Data with the OData 2.0 or 4.0 Adapter for Salesforce Connect.
  • Manage users, Public Groups, Profiles, and Roles within the Salesforce CRM; this involved designating access to the applicable user within the user hierarchy.
  • Worked in Agile methodologies using Scrum in moving the Business functionality from existing legacy application (Scout) to Salesforce CRM for better efficiency and enhancements.
  • Customized Service Cloud console using Salesforce Console Integration Toolkit.
  • Worked on Visual Flows for user interactions, building guided UI for data entry based on decision points and displaying script messages with the Process. Plugin Interface.
  • Worked on Visualforce, Apex Code concepts including Classes, Test Class, Triggers, Batch Apex, Salesforce .com's SOQL, SOSL, Web Services, and Security Model.
  • Worked on parsing SON/ XML data, encrypting and decrypting information using Crypto classes and mapping information to be used in salesforce.
  • Create and maintain custom apps, objects, approval process, formula fields, record types, workflow rules, validation rules, page layouts, Support process for cases, user maintenance including profiles, roles, public groups, queues, permissions and sharing rules.
  • Handling and processing bulk data, images and attachments on the visual force pages following FORCE.COM Programming best practices for better performance of the application.
  • Designed, and deployed the Custom objects, Custom tabs, Entity-Relationship data model, validation rules, Workflow Rules, Page layouts, Components, Visual Force Pages and Approval Process to suit to the needs of the application.
  • Created custom Visual force pages with JavaScript, J Query, Angular JS, JavaScript Remoting, HTML, CSS and Bootstrap.
  • Using Perforce Repository for code maintenance and Bamboo build tool for deployment to various sandboxes and production.
  • Experience in implementing Single Sign on in salesforce using SAML based authentication.
  • Worked on Command Line Data loader to schedule daily exporting of recently modified data in Salesforce.
  • Designed Custom buttons, validation rules, triggers, Approval Processes and Auto-Response Rules for automating business logic.
  • Created workflow rules and defined related tasks, email alerts, and field updates.
  • Configured security and organizational hierarchy. Specifically, roles, profiles and field level securities.
  • Worked on integrating Salesforce with MS SQL database using Capstrom, a third-party app exchange tool.
  • Managed Salesforce.com administration/configuration, daily support & maintenance, and training the Business team to manage Salesforce Administration.

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