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Salesforce.com Business Analyst/ Administrator Resume

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Sparks, MD

SUMMARY

  • Over 7+ years of IT experience with around 5+ years of experience in the Salesforce.com Business Analyst.
  • Proficient 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
  • Extensive experience in gathering Business/Functional user requirements, creating Use Cases as per user requirements, developing/designing UML diagrams such as Activity, Class, and Sequence diagrams in addition to creating Business Requirements Document (BRD).
  • Hands on experience implementing Security/Sharing rules, Configured permission sets, Field level Security, Record level Security, Profiles, Roles and resource monitoring at different hierarchical level of Organization
  • Skilled in customizing standard objects like Accounts, leads, Opportunities, Cases and Campaigns as needed.
  • Expertise in Sales force Data Validation, Sales, Marketing, Customer Service and Support Administration
  • Experience in creating Web - to-Case, Email-to-Case to generate new Cases; creating junction objects, advanced fields like pick lists and formula fields.
  • Strong knowledge in customized Case Management with Escalation Rules, Workflow, Approval Process, Validation Rules, Reports and Dashboards.
  • Proficient in Data Migration from Traditional Applications to Sales Force using Data Loader Utility, Informatica On Demand and Cast Iron.
  • Experienced working in Cross-functional teams, identifying business requirements and supporting sales/marketing efforts.
  • Lead planning meetings, analysis development, test inspections, and other project meetings throughout project life cycle.
  • Experienced in using Excel to create Pivot tables, Vlookup functions and accessing multidimensional cubes from Excel.
  • A very well-organized, goal-oriented and highly-motivated person with excellent analytical, reasoning and problem solving skills.
  • Great interpersonal and communication skills, focused, self-motivated, quick learner and team oriented.

TECHNICAL SKILLS

Methodologies: RUP, SDLC, Agile

Business Modeling Tools: Microsoft Visio 2013. SAP, Bloomberg

Project Management: Microsoft Project 2013, Microsoft Office 2013.

Databases: Oracle 9/8i, MS SQL Server 7.x/2000, MS-Access.

Web Technologies: Microsoft FrontPage.

Multimedia: Adobe Photoshop and Fireworks.

PROFESSIONAL EXPERIENCE

Confidential, Sparks, MD

Salesforce.com Business Analyst/ Administrator

Responsibilities:

  • Liaised between the client and the development team with respect to the gathering and communication of functional business requirements for systems development.
  • Actively involved in documenting requirements, designed UML and use-case diagrams.
  • Perform analysis of existing systems and documented the related business concepts, process flows, data elements definitions and calculations, and screen and report layouts.
  • Lead discussions with the team about feasibility and effective way of leveraging Saleforce.com CRM features.
  • Prepared comprehensive Functional Requirements Documents (FRDs) for the project based on business requirements, priorities and scope.
  • Interfaced with business users to prepare and update Business Process Requirements, Software System Requirements.
  • Worked on other product documents like release notes, user guides, support guides.
  • Understanding and leveraging SFDC CRM processes for help with pre-sale activities.
  • Business processes streamlining and processes re-engineering.
  • Worked on various salesforce.com objects like Accounts, Contacts, Leads and Opportunities.
  • Created various custom Reports and Dashboards as per the customer requirements.
  • Worked on Record Types, Validation Rules, Triggers and Page Layouts.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Provided support for ongoing salesforce.com maintenance and other administration services including periodic data cleansing, workflow and approvals.

Environment: Windows XP, Enterprise Architect, MS-Office 2013, MS Visio 2013, Visual Basic MS SharePoint 2013, .Net Platform 4.5, UML, MS SQL Server, SQL Server, Agile, Visual Studio. EDI

Confidential, New York, NY

Salesforce.com Business Analyst/ Administrator

Responsibilities:

  • Predominantly played the role of Salesforce.com Business Analyst and Administrator.
  • Lead planning meetings, analysis development, test inspections, and other project meetings throughout project life cycle.
  • Laid a methodical approach for requirements gathering and BR Document generation.
  • Developed various Custom Objects, Tabs, validation rules on the objects and tabs.
  • Develop reports, dashboards, and processes to continuously monitor data quality and integrity.
  • Created and deployed several reports using Salesforce.com platform.
  • Created Custom fields, pick lists, dependent pick lists, and validation formulas to the custom objects.
  • Created profiles and implemented Object and field level security to hide critical information.
  • Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.
  • Created test scenarios on Sandbox environment and migrated code to deployment upon successful testing.
  • Coordinated with an offshore development team for the SFDC release updates.
  • Worked on configuration and security aspects of Sales force.
  • Worked with groups, participated in Requirement Gathering Sessions & JAD Sessions to define their needs and developed an action plan and specification document.
  • Used Apex Data Loader to migrate data such as accounts, campaigns.
  • Configured user Roles, Profiles, sharing settings, organization wide defaults based on updated hierarchical requirements.
  • Maintained processes of CSV import file updates for customer records into Accounts, Contacts using Data Loader and Import Wizard.

Environment: Windows 2000/XP, Microsoft Office, Rational Requisite Pro 7.1.2, MS Office 2010, SQL Server2010, Agile, MS Project 2010,MS FrontPage 2003, MS Access 2010, EDI, Document 2.0.,UML. VB.NET, ASP.NET

Confidential, New York, NY

Salesforce.com Business Analyst/ Administrator

Responsibilities:

  • Involved in project as a Business Analyst to understand the business needs and objectives of the system and interacted with the end client/ users and stakeholders, involved and gathered requirements for the integrated system
  • Worked with user group for requirement gathering throughout the planning and implementation
  • Worked with various salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports, and Dashboards.
  • Developed various Custom Objects, Reports, Tabs, Components and Visual force Pages and Controllers for different user profiles based on the need in the organization.
  • Developed Salesforce.com custom application using Apex, Visual force and AppExchange.
  • Configured the Analytic Snapshots to dump the data on regular basis for the sales performance and lead generation statistics.
  • Created page layouts, validation rules, email templates, workflows, approval processes and lead assignment rules as per the Business requirements.
  • Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
  • Creating and managing profiles, roles, visibility settings.
  • Used Apex classes and Visual force pages to customize customer portal.
  • Implemented and used Salesforce.com web services to transfer data.
  • Moved data from SAP to SFDC using Informatica on demand tool. And also did the data migration
  • Used the sandbox for testing and migrated the code to the deployment instance thereafter.
  • Performed user acceptance testing by conducting and leading Surveys

Environment: Windows XP, MS Office, System testing, MS Visio, SDLC, UAT, Agile, MS Project, BPMN, File Net, MySQL

Confidential, New York, NY

Salesforce.com Business Analyst/ Administrator

Responsibilities:

  • Interacted with various business team members to gather and document the requirements for Sales force Interface development and documented them.
  • Involved in creating Gap analysis document identifying the data, business process and work flows of the organization with respect to SalesForce.com implementation.
  • Involved in Salesforce.com application setup activities and customized the apps to match the functional needs of the organization. Implemented SalesForce.com platform and Force.com IDE Plug-in using Eclipse.
  • Got to work on various SalesForce.com Standard objects such as Accounts, Contacts, Leads, Campaigns, Reports and Opportunities.
  • Designed and implemented Custom Objects, Page layouts, Custom tabs and Components to suit the needs of the application.
  • Created Profiles and Roles based on Organizational role hierarchy, implemented Record-Level and Field-level security and configured their sharing settings.
  • Designed different Communication templates.
  • Created Workflow rules and defined related tasks, email alerts, and field updates to automate various manual processes.
  • Assisted the QA team in formulating a comprehensive test plan for the project.
  • Customized the Dashboards to track usage for productivity and performance of business centers and their sales teams.
  • Involved with SalesForce.com Premier Support.com and handled the support cases with the help of SalesForce.com support.
  • Implemented data migration using Informatica on demand and data loading using Data loader, import wizard.

Environment: Windows XP, MS Office, System testing, MS Visio, SDLC, UAT.

Confidential

Business Analyst

Responsibilities:

  • Conducted JAD with SMEs, Business users and Stake holders to gather requirements.
  • Understood Equity research, Asset management and trading process.
  • Wrote and maintained Business Requirements Documents (BRD) and functional Requirements Documents (FRD).
  • Understood the Business process and wrote Business rules document.
  • Interacted with the user community & SMEs to enhance understanding of the Asset management and portfolio management.
  • Performed Functional and Regression tests.
  • Collected Metrics and performed Statistical Process Analysis.
  • Interacted with system developers to resolve questions and discrepancies in BRD.
  • Developed business Use Cases & Activity Diagram using Visio for a better understanding of the user community.
  • Involved in the Water fall methodology in all phases of the project.

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