Data Analyst/salesforce Ba Resume
Nyc, NY
SUMMARY
- Salesforce Implementation Consultant/Administrator/BA with 7+ years of experience in IT Industry.
- Extensively exposed to creating objects, fields, Record Types, workflows, approval processes, Escalation rules, Assignment rules, validation rules, Email services, data migration activities, custom page layouts, custom fields and other standard functionality.
- Extensive experience in Creating Roles, Profiles, Email Services, Page Layouts, Workflow Alerts, Actions, and Approval Processes.
- Experienced to maintain, enhance and create workflows and validation rules.
- Extensive knowledge about Salesforce setup menu, Configuration, custom Application Development, Administration, Data Migration and Deployment of applications to Force.com platform.
- Experienced in managing the data, Forecasting, Campaign Management, Contacts, Leads, Opportunities, Quotes and Dashboards.
- Work experience in Eclipse IDE with Force.com Plug - in for writing business logic in Apex programming language.
- Expertise in using Force.com Web services API for implementing web services in the application for access to data from different users.
- Proficient in implementing business logic and batch process in backend using Stored Procedures and Functions.
- Proficient in generating triggers, Apex Visualforce Pages, Visualforce Classes using APEX/JAVA Scripting.
- Database Design, Development experience with Microsoft SQL Server 2000/2005 and Oracle 11g/10g/9i that includes developing SQL Queries, Stored Procedures, Views, User Defined Functions and Triggers.
- Processed maps, activity diagrams, business rules, vision, (UML diagrams and Use Case specifications) using appropriate software such as, MS Visio, MS Word.
- Worked closely with Business users in improving their business processes using SFDC
- Expertise in Software Development Life Cycle (SDLC) including analysis, requirement gathering, architecture design, development, enhancements, testing, deployment and maintenance of applications.
- Extensively participated Business Analysis at various organizations and arrived at various techniques for Requirements Analysis and Management.
- Around 4 years’ experience as a Business Analyst activities with skills in Business Analysis, Data Analysis, Requirement Analysis, and Business Modeling
- Worked on Waterfall and Agile-Scrum methodologies.
- Experienced in creating reports using Crystal Reports, other reporting tools from Sales force.
- Possess excellent communication, interpersonal and analytical skills along with can - do attitude. Excellent Presentation, time management & organization skills. Good team player and a fast learner by adapting to the conditions.
- Proficient in creating and refreshing sandbox and deploy data between sandbox and production environment.
- Hands on Experienced in database development using SQL/PL-SQL in MS-SQL and Oracle.
- Good knowledge with Client/Server architecture and Object-Oriented design techniques.
- Create user setup, various profile, roles, setting up OWD and configure the permission by designing security and sharing rules at object, field and record level for different users at different levels of organizations and setting up access network, login and IP range access to the users.
- Efficiently communicate the requirements to Developers and Administrators.
- Create custom reports, Dashboards, business cases and business processes report types advanced search functionality, tabs, tags, page layout customization and create custom links based on user requirement.
- SFDC admin certification in progress.
TECHNICAL SKILLS
- Salesforce.com CRM
- Apex Classes
- Visual force
- Apex Data Loader
- Apex triggers
- SOQL
- SOSL
- Force.com IDE (Eclipse)
- Apex Data Loader
- Apex Explorer
- Workbench
- VisualForce Pages
- Schema builder
- HTML
- JavaScript
- XSLT
- AJAX
- CSS and JQuery
- Java
- JavaScript
- SQL
- Apex
- C
- XML
- HTML
- Visual force
- Oracle 9i/10g (PL/SQL)
- MS-SQL server
- Eclipse 3.4
- Informatica on Demand
- Data Loader
- SFDC
- MS Office
- UML
- SCRUM
- Agile
- Visio
- MS Exchange
- HTML
- XML
- SQL Server
- Citrix Meta frame.Microsoft Visio
- Microsoft Office 2003/2007
PROFESSIONAL EXPERIENCE
Confidential, NYC NY
Lead SFDC Consultant
Responsibilities:
- Gathered requirements for the Opportunity Design Win business process.
- Developed several Apex Triggers, Classes and Apex API based - Java classes during the project lifecycle.
- Administrated and monitored the company’s Salesforce CRM application.
- Created Roles, Profiles, Access Settings, Workflow Rules, Validations, creation and modification of fields and page layouts.
- Worked on Email to case Functionality.
- Created Triggers on three different frames Case Comments, Attachments, Email messages and integrated them into a single frame-Custom Related list where the content was chronologically ordered.
- Experienced of transform the customer experience and build great customer connections with Service Cloud. From the contact center to self-service communities, social media and beyond, changing the game in customer service through Service Cloud.
- Interacted as a liaison between Users and different teams involved in the application development for better understanding of the business and IT processes.
- Excellent experience in integrating a third-party application with Salesforce Chatter via Web Services.
- Experienced and tested the integration with Developer Edition Account, which requires Security token appended with password while connecting.
- Worked extensively on Test Director to track Project status, monitor workload and detect issues including defect submissions and enhancement requests
- Developed case diagrams, business flow diagrams, activity diagrams
- Prepared the training materials and trained the end users. Tested security privileges of the application for individual users as well as group access
- Involved in walkthroughs and meetings with customers and development team to discuss related issues. Trained and mentored junior team members.
- Prepared project reports for management and others
- Deployed solutions that support customer business processes and requirements using Salesforce.com applications.
- Involved in development of Time-based Workflow Rules, Validation Rules, and other customizations with Salesforce.com
- Assigned workflows for Lead conversion, transfers, merging duplicates, managing web-to-lead to track responses to online campaigns.
- Used the sandbox for testing and migrated the code to the deployment instance after testing.
- Customized dashboards to provide daily forecasts and track opportunities, deal registrations and customer engagement.
- Migrated data from MS Excel / CSV files 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.
- Interact with individuals from the business and IT teams to capture and refine the requirements for the project, document solution design, and provide project management support as necessary to ensure projects are delivered on time and within budget.
- Designed custom components, used them in Visual Force pages along with AJAX for partial page refresh.
Skills: Salesforce.com, Eclipse IDE, Data Loader, Apex Explorer, Apex, Visual Force
Confidential, Atlanta GA
Sr. SFDC Consultant
Responsibilities:
- Interacted with various business user groups to gather the document requirements.
- Created Web to lead for partner on online transactions.
- Developed Queues for the specific leads based on the lead assignment rules.
- Created Triggers on three different frames Case Comments, Attachments, Email messages.
- Worked on Salesforce Customer Portal to provide an online support channel for Tripwire customers, allowing them to resolve their inquiries without contacting a customer service representative
- Excellent experience in integrating a third-party application with Salesforce Chatter via Web Services.
- Implemented the logic to find the existing matches for the account, contact and opportunity.
- Wrote various queries in generating reports using combination of custom objects and standard objects.
- Experienced of transform the customer experience and build great customer connections with Service Cloud.
- From the contact center to self-service communities, social media and beyond, changing the game in customer service through Service Cloud.
- Designed and deployed Entity-Relationship data model, Validation rules, Approval Processes and Auto-Response Rules for automating business logic.
- Used Force.com developer toolkit including Apex Classes, Apex Triggers and Visualforce pages to develop custom business logic.
- Performed administration tasks as needed, managing custom fields, integration and data cleanup.
- Involved in security levels and privileges by customizing Salesforce.com Profiles and Roles.
- Involved in setting up field level access for each custom object created based on the user’s role within the organization.
- Worked with field & page layout customization for the standard objects like Account, contact, Leads.
- Involved in customizing custom objects, tabs, fields, page layout as per the business need.
- Worked on moving data from external legacy system into Salesforce application using Informatica cloud, Apex Data loader& CSV files.
- Used the sandbox for testing and migrated the code to the deployment instance after testing.
- Worked on Unit testing, for the customizations and developments done during the project.
- Experienced and have good knowledge about all the core BA skills-documentation, eliciting and revising requirements,
- Experienced of Retirement (plan, sponsors, and participants) about buyers and sellers of plans.
- Excellent have strong knowledge of Outlook and how it integrates with Salesforce.
- Excellent strong communications and written skills.
- Have good knowledge and understanding of campaign management.
- Experienced in BA with Salesforce implementations from Insurance and financial services.
- Provided the training to the internal business users to use the application and develop their own custom reports.
- Prepared user manual and technical support manual.
- Developed Assignment rules, Escalation rules to enable proper routing of cases to the case team members.
- Imported data from excel sheets in to Leads, Accounts, Contacts and Opportunities using Data Loader and Import Wizard.
Skills: Saleforce.com platform, Visualforce Pages, Custom Component, Custom Controllers, Workflow & Approvals, Custom Objects, Custom Tabs, Page Layouts, Cast Iron, Data Loader, SOSL, SOQL.
Confidential, Richmond VA
SFDC Consultant
Responsibilities:
- Interacted with various business user groups for gathering the requirements for Salesforce implementation and documented the Business and Software Requirements.
- Performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of SalesForce.com (SFDC) and using other Platform based technologies like Visualforce, Force.com API, and Web Services.
- Created various profiles and configured the permissions based on the organizational hierarchy requirements.
- Customized tabs for among different business users group and Business centers.
- Developed Apex Classes & Triggers for different requirements and customizations.
- Developed various Custom Reports and deployed them for different business user levels.
- Customized tab worked with various standard objects like Reports, Dashboards, Campaigns, Cases and Solutions.
- Designed various types Email templates for auto response to customers and set outbound messages
- Designed, Implemented and deployed the Custom objects, Page layouts, Custom tabs, Components to suit to the needs of the application.
- Developed workflow rules for various tasks and Email alerts as per the requirement.
- Developed Approval process for the application by implementing custom formulas in different stages of approval.
- Experienced and have good knowledge about all the core BA skills-documentation, eliciting and revising requirements,
- Experienced of Retirement (plan, sponsors, and participants) about buyers and sellers of plans.
- Excellent have strong knowledge of Outlook and how it integrates with Salesforce.
- Excellent strong communications and written skills.
- Have good knowledge and understanding of campaign management
- Experienced in BA with Salesforce implementations from Insurance and financial services. Implemented Case Management Automation to track and solved Customer’s Issues.
- Implemented Email-to-Case, Web-to-Case to enter generated cases to Case Object.
- Performed the role of support engineer for the internal users and helped them in getting used to the application, generated reports and save them for the further access to the users.
- Well versed in cloud technology and on-premise infrastructure integration for Salesforce.com using Force.com platform, XML and third party packages.
- Supported the data migration activities for migration the data from various business sources with the support of Salesforce.com.
- Administrated the company’s Salesforce.com CRM Application.
Skills: Saleforce.com platform, Apex Language, Visualforce Pages, Data Loader, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Windows XP.
Confidential
SFDC Admin/Salesforce BA
Responsibilities:
- This product is suitable to be used by small to medium sized businesses.
- Administrated and monitored the company’s Salesforce.com CRM application.
- Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow & Approvals.
- Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.
- Responsible for enabling network-based security and organization-wide list of trusted IP address.
- Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports.
- Worked with the customers to identify their information requirements and guiding them through the established conversion process and procedures.
- Reported to Sales Operations Director. Accountable for the administration of Salesforce.com, overall reporting of sales data, commissions, RFP (Requests for Proposals) requests and legal contracts.
- Ensured customer satisfaction by communicating the benefits of the new Salesforce application and resolving issues before, during, and after conversion.
- Communicated on day to day basis with Financial Advisors to resolve any conversion issues and or navigation issues with theirSalesforce.
- Provided the security and visibility of data through roles and profiles and gave premier support to the different Salesforce users upon request.Installation of chatter.
- Identified gaps and created a method for ensuring timely and accurate commission pay outs.
- Used Salesforce.com to facilitate Dashboard/Reports development, Lead Management, Campaign management, Content, Contracts, and Customer Service/Cases.
- Created the workflows for automated lead routing, lead escalation and email alerts.
- Interacted as a liaison between Users and different teams involved in the application development for better understanding of the business and IT processes.
- Worked extensively on Test Director to track Project status, monitor workload and detect issues including defect submissions and enhancement requests
- Developed case diagrams, business flow diagrams, activity diagrams
- Prepared the training materials and trained the end users. Tested security privileges of the application for individual users as well as group access.
- Worked on Waterfall and Agile-Scrum methodologies.
- Extensive experience in writing test plans, test matrices, test cases and analyzing test results
- Experience in programming languages like C, C++ and SQL.
- Proficient in Microsoft Office Suite.
- Involved in walkthroughs and meetings with customers and development team to discuss related issues.
- Trained and mentored junior team members. Prepared project reports for management and others
- Migrated data from MS Excel / CSV files to SFDC using Data Loader..
- A well-performed CRM implementation to increase business efficiency and helps hit all strategic targets.
- Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.
- Implemented Case Management Automation to track and solve Customer's Issues. Implemented Email-to-Case, Web-to-Case to enter generated cases to Case Object.
- Transferred Master Accounts, Suspect Accounts and Dependencies in SFDC.
Skills: APEX Data loader, WINDOWS, Crystal Reports. SFDC, MS Office, UML, SCRUM, Agile, Visio, MS Exchange, HTML
Confidential
Data analyst/Salesforce BA
Responsibilities:
- Created Roles, Profiles, Access Settings, Workflow Rules and Validation rules.
- Worked extensively on Accounts, Contacts, Leads, Opportunities, Activities, other Standard Objects and Customized Objects for additional fields and validation rules.
- Created Workflows Approval processes and work flow actions.
- Involved in creating, monitoring, and measuring campaigns with Salesforce.com CRM Marketing.
- Created marketing campaign using exact target, monitor their run and reporting.
- Worked on data migration from databases to SFDC using Data Loader.
- Worked closely with Salesforce team to drive successful implementations of new projects, adoption data quality and best practices of use.
- Assisted in the configuration and maintenance of "Sandbox" environments to facilitate success development and QA testing of new on-demand features and functionality.
- Worked with Enterprise Version to support and set up work flow.
- Assisted in set up work flow and reported development in Salesforce
- Administered and supported CRM application for users in marketing, customer service and sales.
- Implemented Salesforce.com dashboards as per business requirements.
- Created automated Load test scripts using Load Runner.
- Prepared test data for Test Scenarios
- Involved in Generating Quality Center Defect report to give management a clear picture on project status
- Participated in Requirement Analysis and Design review meetings.
- Prepared Test cases for Functional testing, Integration testing and System testing
- Involved in Execution of Test cases for the Verification of Work flow in Salesforce.com
- Worked on Waterfall and Agile-Scrum methodologies.
- Extensive experience in writing test plans, test matrices, test cases and analyzing test results
- Proficient in Microsoft Office Suite.
Skills:Data loader, APEX Data loader, Windows, SFDC, MS Office, UML, SCRUM, Agile, Visio, MS Exchange, HTML, Citrix Meta frame.
