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Salesforce Consultant - Service Cloud Resume

3.50/5 (Submit Your Rating)

Arlington, TX

PROFESSIONAL SUMMARY:

  • Salesforce Consultant and Project management professional responsible for delivering Salesforce consulting and cloud computing strategies across Sales and Service areas. Experienced in Business Process Modeling, Business Process Improvement, requirement gathering, elicitation, evaluation, analysis, Salesforce configuration, customization and Project Coordination across the project lifecycle.
  • Highly skilled and results - oriented professional with 7 Years of diverse experience as Business Analyst in Supply Chain, Banking, Retail and Manufacturing domain.
  • Exceptional understanding of business process analysis, requirement specification gathering, analysis and documentation.
  • Extensive expertise in Salesforce.com (SFDC), on-demand CRM tool.
  • Experience in translating the customer’s requirements using SFDC best practices and crafting a solution that support their process and functional requirements.
  • Expert in generating and analyzing Custom reports and Dashboard for management and various business unit personnel to provide detail information on key performance indicators.
  • Experience in proactive planning, strategy, testing, implementing and maintaining mission critical CRM, Sales and marketing systems.
  • Worked on various salesforce.com standard objects like Accounts, Contacts, opportunities, Products, Price books, Cases, Leads, Campaigns, Reports and Dashboards.
  • Have in depth Knowledge and understanding of CRM business processes like Forecasting, Campaign Management, Lead Management, Order Management, Account Management, and Case Management.
  • Expertise in SFDC Administrative tasks like creating Profiles, Roles, Users, Page Layouts, Email Services, Approvals, Workflows, Validation rules, Reports, Dashboards, Tasks and actions.
  • Ability to work with business analyst team to become familiar with the application requirement to analyze and recommend efficient solution within Sales force configuration changes in support of enhancement requests.
  • Requirements gathering, Surveys/Questionnaire development, Business Requirement Documents (BRD), Functional Requirement Documents (FRD)
  • Use Cases, Activity Diagrams, Sequence Diagrams, Data Flow Diagrams and strong knowledge of Unified Modeling Language (UML), Joint Application Development (JAD) and Joint Requirement Planning, GAP Analysis, Requirement Traceability Matrices (RTM)
  • Extensive experience in Agile Methodology of Software Development Life Cycle (SDLC), Scrum Methodology of software engineering processes.
  • Conducting Walk-through sessions for Business users and Development teams
  • Conducting UAT, Smoke Testing and Post Production Validation (PPV)
  • Validating and Monitoring Defects using various defect-tracking tools
  • Advanced Excel (Pivot tables, What if Analysis, and Macros)
  • CRM systems such as Salesforce.com
  • Salesforce.com Skills: Force.com IDE, Visual force, Workflow & Approvals, Reports, Dashboards, Account Management, Contact Management, Lead Management, Opportunity Management, Sales, Salesforce Content Management System (CRM Content).
  • Involved in all phases of Software Development Life cycle(SDLC), which involves requirement gathering, requirement analysis, functional design, implementation and enhancement of projects in salesforce.com
  • Experience in implementation of salesforce.com applications like the Sales, Marketing, Service and support Modules.
  • Exceptional interpersonal, listening, organizational time management, communication and presentation skills.
  • Ability to multitask, manage details and execute effective follow through in a highly dynamic environment.

TECHNICAL SKILLS:

SALESFORCE.COM: Salesforce CRM, Salesforce Admin, Service Cloud Console, SSO, Apex Language, VisualForce (Pages, Component & Controllers), Salesforce.com Data Loader, Workflow & Approvals, Reports, Custom Objects, Custom Tabs,Workbench, Email Services, SalesForce offline Edition, Analytic Snapshots, Case Management System, SOQL, SOSL, Data loader

RDBMS: MS Access, Oracle.

OPERATING SYSTEMS: Windows95/98/ XP/2000/2007, Sun Solaris 8.0, Unix, Linux.

DATABASE TOOLS: Oracle 10g/9i/8i, SQL Server Profiler, Query Analyzer

METHODOLOGIES: Waterfall, Agile (RUP & Scrum), SDLC, ITIL, Risk Analysis, Gap Analysis.

BUSINESS MODELLING TOOLS: Microsoft Visio, Clear Case, Rational Rose

DEFECT TRACKING TOOLS: Rational Clear Quest, Quality Center, JIRA

REQUIREMENTS MANAGEMENT TOOLS: Rational Requisite Pro

DATABASES: SQL Server, MS Access, Oracle Server

PROJECT MANAGEMENT: Microsoft Project, Microsoft Office, Agile Wrap

EXPERIENCE:

Confidential, Arlington, TX

Salesforce Consultant - Service cloud

Responsibilities:

  • Working as a Salesforce Admin by providing day to day end user training and support for Salesforce.com users.
  • Worked with various salesforce.com objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards.
  • Worked with the sales operations team, product management team and other stakeholders to capture requirements.
  • Worked with functional leads to transform and develop new requirements into design, implementation.
  • Conducted requirement discovery workshops to understand user goals and communicate Salesforce technical capabilities and limitations.
  • Created business and functional requirement documents.
  • Worked with the development team to review and resolve design issues and get required clarifications from business team.
  • Administrated and monitored the company's Salesforce sales cloud application by creating 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.
  • Maintained and gave permissions to communication templates based on Profiles.
  • Used App Exchange Tool called Click Tool to integrate with other applications to know the survey of the product.
  • Used Lightning Process Builder to automate business process by provided a visual representation.
  • Migrated data from legacy CRM systems in batch or one-time using Data Loader.
  • Created Reports and Dashboards as per the customer requirements.
  • Worked on Record Types, Validation Rules, Triggers and Page Layouts.
  • Imported accounts and contacts data through Import Wizard.
  • Involved in integration activities of Salesforce.com to Zuora and Click tool.
  • Worked on data migration from databases to SFDC using Data Loader.
  • Build the organization's role hierarchy by adding the Roles as per the organization structure and created custom profiles to satisfy the organization's hierarchy.
  • Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow & Approvals.
  • Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports.
  • Created custom Reports based on business need and associated them to Dashboard.

Environment: Salesforce.com platform, Apex, Visual Force, Components and Controllers, Data Loader, Workflow and Validation Rules, Reports and Report Types, Custom Objects, Tabs, Email Services, Security Controls

Confidential, San Antonio, TX

Salesforce Consultant - Service cloud

Responsibilities:

  • Performed System Testing, UAT Testing, Production Testing, and Regression Testing along with administrating Salesforce .com banking needs.
  • Made significant changes to Page Layouts and user Interface.
  • Wrote Test Scripts based on the business.
  • Worked with the client Project Manager to run through the UAT Scripts post deployment.
  • Written complete Test Scripts and UAT Script Templates.
  • Written Incidents whenever a defect has been identified performing localization testing and validating text strings with localization houses in multiple languages.
  • Worked with various salesforce.com objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards.
  • Developed and configured various Custom Reports and Report Folders for different user profiles based on the needs in the organization.
  • Created and deployed Several Reports using salesforce.com platform.
  • Developed and deployed workflows and approval processes for opportunities and products / assets management.
  • Performed data migration and manipulation using Salesforce.com tools and integration using salesforce.com APIs Created various profiles and configured the permissions based on the organizational hierarchy requirements.
  • Administrated and monitored the company’s Sales force CRM application
  • Executed Test Cases and updated the Test Results in Excel.
  • Customized tabs for among different business users groups and business centers.
  • Involved in Designing and Development of Workflow Rules, Validation Rules and Customizations within Salesforce.
  • Utilized internal defect tracking tool to log and track application defects and feature requests in the current release under test.
  • Prepared Daily report summary about the test executions and bugs found for the team worked.
  • Verified that the corresponding defect fixes perform correctly, and ensure that any other features impacted by the code.

Environment: Salesforce.com platform, Apex, Visual Force, Components and Controllers, Data Loader, Workflow and Validation Rules, Reports and Report Types, Custom Objects, Tabs, Email Services, Security Controls, HTML, CSS, JQuery, JavaScript, Rest & Soap api web services.

Confidential

Salesforce Business Analyst

Responsibilities:

  • Actively involved in the resolving of production issues.
  • Conducted feasibility study, gap analysis, and provided recommendations to implement Salesforce CRM compared to other CRM platforms.
  • Configured Salesforce Automation (SFA) for account management, opportunity management account and contact management. 
  • Migrated data from ACT CRM to Salesforce CRM using Informatica On Demand. 
  • Wrote triggers in SOQL to make complex validation process. 
  • Developed Custom Objects, Custom Reports and configured Analytical snapshots to dump the data into on a regular basis for sales, performance and lead generation statics. 
  • Added custom fields and validations to new and existing objects and added custom functionality using custom controllers and custom extensions. 
  • Designed and developed User Interfaces for Salesforce users as per requirements. 
  • Used Workflows to govern data flow across various objects. 
  • Defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects. 
  • Customized reports and dashboards according to the users hierarchy and access level
  • Customized Websites and created email templates to enable Web-to-lead and Email-to-lead process.
  • Used sandbox for testing and migrated the code to the production instance in installments.
  • Expert in Validation Rules, workflows and Visualforce pages.
  • Extensively involved in deploying application to various environments.
  • Responsible for dealing with Profiles and system administrator activities.
  • Responsible for Mobile, Content & Chatter configuration management
  • Created various Reports (summary reports, matrix reports, pie charts, dashboards and graphics) and Report Folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports for different user profiles based on the needs of the organization.
  • Created workflow rules and defined related tasks, time-triggered tasks, email alerts and field updates to implement business logic.

Environment: SaleForce.com platform, Data Loader, HTML, Sandbox Data Loading, RUP, UML, Load Runner, MS-Project, MS Visio, Java, MS Office, Windows XP, JIRA.

Confidential

JR Business Analyst

Responsibilities:

  • Strong error detection, analytical and problem solving skills.
  • Ability to manage large databases successfully, and compile, extract or analyze data as per the requirement
  • Involved in assisting the Project Manager in planning, scheduling, and controlling projects based on schedules and requirements outlined by the business.
  • Collaborated in building a business analysis process model using Rational Rose, RequisitePro, and MS Visio.
  • Conducted workflow, process diagram, data process diagram, and data process workflow and gap analysis to derive requirements for existing systems enhancements for the web based drug ordering system.
  • Assist in analysis and reporting of data collected from a variety of sources to produce reports, assessments, and incident briefs on various activities for business groups decision-making
  • Create Data Flow, Process Flow and Entity Relationship Diagrams for the Data Warehouse
  • Create I-Learning training materials for the Data Warehouse system to internal users
  • Collaborate with project managers, business analysts and developers
  • Present system documentation to the Corporate Business Support Team members

Environment: Scrum, UML, HP Quality centre, WinRunner, Rational Clear Quest, Windows, MS Office, XML, TOAD, Ultra Edit, Rational Rose, Rally, TFS, JIRA, Rational Unified Process (RUP), UML, Dreamweaver, Rational Test Manager, DOORS, WinRunner HTML.

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