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Lead Salesforce Business Analyst Resume

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Austin, TX

SUMMARY:

  • Over 7+ Years of IT experience, includes 5 years of experience in Salesforce CRM Platform. Experienced in all phases of Software Development Life Cycle (SDLC), quality management systems and project life cycle processes.
  • Implementing Apttus s Salesforce.com - based Quote-to-Cash suite of products, including CPQ (configure/price/quote), contract management, revenue and rebate management, and other related solutions.
  • Extensive knowledge in using Salesforce platform. Expertise in Salesforce CRM implementations involving requirements gathering, solution design, business process configuration,, reporting, and data migration.
  • Skilled SFDC Administrator, with over years of experience across various industries and an expert in end user .
  • Actively participated in salesforce full life cycle implementations.Experience in building reports and dashboards, customizing them as per user requirements
  • Strong knowledge of marketing, sales and service clouds.Well versed in analyzing CRM business processes that include Forecasting, Campaign management, Lead Management, Role Hierarchy, Territory Management, Order Management, Account Management, Case Management and merging management in a multi-tier environment.
  • Have extensive experience in implementation of Custom Objects, Custom Tabs, Workflow Rules, and Role based Page Layouts and Record Types, Approvals, Assignment Rules
  • Implemented Security and Sharing rules at Object, Field and Record levels for different users in the organization
  • Have knowledge in implementing various advanced fields like Pick lists, Custom Formula Fields, Many to Many Relationships, Lookups, Master-Details, Field Dependencies, Validation Rules, Work Flows, and Approval Processes for automated alerts, field updates & Email generation according to application requirements
  • Hands on experience in conducting Joint Application Development (JAD) sessions with End-users, SMEs, Developers, QAs and other stakeholders for project meetings, walkthroughs and customer interviews.
  • Experienced in data migration from ACT, Excel, MS outlook and Legacy Systems using various data migration tools
  • Great interpersonal and communication skills, focused, self-motivated, quick learner and team oriented.
  • Working knowledge in creating triggers, Apex classes, Visual force Pages & Custom Application, Sandbox data loading and Web services API for implementing web services in the application for access to data from different users
  • Strong exposure to Security and sharing rules implementation at object, field, and record level for different users at different levels of organization and also Single Sign-On (SSO) setup.
  • Ability in creating Profiles, Roles, Users, Tasks and actions, Dashboards, Reports, and Validation rules
  • Expert in creating Business Requirement Document (BRD), Functional Specification Documents (FSD), gap analysis, cost benefit analysis, Use Case Diagrams, Sequence Diagrams and Activity Diagrams using Microsoft Office Suite, and MS Visio.
  • Good knowledge on mobile applications like Salesforce 1 and salesforce classic
  • Provided ongoing salesforce.com maintenance and administration services including periodic data cleansing, custom objects, workflows
  • Excellent work ethics, self-motivated, quick learner and team oriented. Continually provided value added services to the clients through thoughtful experience and excellent communication skills.
  • Hands on experience in using Data loader for data management in force.com platform and good knowledge in cast Iron and Informatica.
  • Experience in working with Eclipse IDE with Force.com Plug-in environment for writing Business logic in Apex Programming Language, Target App Exchange Product and Salesforce Mobile Experience.
  • Profound experience and understanding of Object Oriented Design (OOD), UML, MVC, multi-tier architectures and distributed architectures.
  • Extensive experience in Java and J2EE technologies like Servlets, JSP, EJB, JDBC, JavaScript, and JMS, Web services, Java Mail, XML.
  • Excellent experience in using Oracle 9i/10g, SQL Server 2000 and SQL databases and Familiar with Stored procedures, Triggers and Functions using PL/SQL and AJAX
  • Experience working with Salesforce.com sandbox and production environments.
  • Expertise in developing web based GUIs using Applets, Servlets, JSP, HTML, JavaScript, CSS and Java Swings, Design & Recommendations for future state.
  • Expertise in Salesforce.com CRM integration, developing and deploying custom integration solutions.
  • Experience with Managing the complex data Experience in Integrating App Exchange Applications with Salesforce, Informatica On Demand, Mass E-Mail Management, Application management using Force.com Plug-in & Eclipse IDE in Sandbox and Production Environments, Working with different aspects of Web Services (XML, WSDL, SOAP, REST, SSI) & web integration with SDFC.
  • Experience with AppExchange applications for third party download related to customer satisfaction and feedback.

TECHNICAL SKILLS:

SalesForce: Apttus, Apex Classes, Apex Triggers, SOQL, SOSL, Visual Force (Pages, Components & Controllers), S-Controls, Apex Web Services, Apex Data Loader, SalesForce.com Apex Explorer, AJAX, Dashboards, Reports, Analytic Snapshots, Custom Objects, SalesForce.com, Eclipse IDE Plug-in

Integration Tool: Data Loader, SalesForce.com, Informatica, SalesForce.com Workbench

Web Technologies: SOAP, WSDL, HTML, ASP, AJAX, JavaScript, XML, CSS, HTML

Programming Language: Java, C++, C, SQL, .Net

Applications: MS Project, MS Visio, MS Office suite, Open Office Suite

Databases: SQL Server 2000/2005/2008, MS Access, Oracle 11g

SAP Module: SD, CS

Operating Systems: Unix, Linux, Windows Server 2003/2008, Windows XP/ Windows 7/ Vista/ 2000/98

WORK EXPERIENCE:

Confidential, Austin, TX

Lead Salesforce Business Analyst

Responsibilities:

  • Worked closely with business partners to realize the full capabilities of Salesforce.com CRM.
  • Responsible for creating custom applications using Force.com and integrating salesforce.com with other systems
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Used Salesforce Automation (SFA) for Sales Lead Management, Campaign Management, Opportunity Management, Account and Contact Management.
  • Analyzed all the customizations and developments and tried to suggest possible ways for the new enhancements that we get from the Sales people.
  • Worked with various Salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports, and Opportunities.
  • Developed various Custom Objects, Tabs, Entity - Relationship data model, validation rules, Components and Visualforce Pages.
  • Created page layouts, search layouts to organize fields, custom links, related lists and other components on record detail pages and edit pages.
  • Created workflow rules and defined related tasks, time triggered tasks, 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.
  • Extracted the data from Salesforce.com application into the external databases (Oracle 10g) for generating large data reports.
  • Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users.
  • Created profiles and implemented Object and field level security to hide critical information on the profile users.
  • Created test scenarios on Sandbox environment and used Force.com Component Deployment Wizard for migrating data between Force.com IDE and Sandbox environment.
  • 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 organization's need.
  • Used Force.com IDE for creating, modifying, testing, and deploying Force.com Application.
  • Identifying business requirements and documented them in High Level Design document (HLD)
  • Work closely with other tracks to derive track specific business requirements and historical requirements from Scope assessment document.
  • Created Low level design documents (LLD), Functional requirement documents (FRD)
  • Performed Gap Analysis to check the compatibility of the existing system infrastructure with the new business requirements.
  • Met with Business Team to discuss about all the use cases and exception scenarios.
  • Conducted individual and group (JAD) sessions with business, QA and technical units.
  • Implemented general customizations and configurations in SFDC required for the user interface to function as designed per the requirements.
  • Reviewed the detail design document and test plans and test cases, completed the impact assessment and reviewed with the team.
  • Execution of test cases for the functional and integration testing along with the testing team.
  • Implemented general customizations and configurations in SFDC required for the user interface to function as designed per the requirements.
  • Reviewed the detail design document and test plans and test cases
  • Execution of test cases for the functional and integration testing along with the testing team
  • Analyzed and solved defects with application analysis, involved in Regression testing, Integration and UAT testing.
  • Updated the install doc and run book and extensively involved in deploying application to various environments.

Environment: Saleforce.com platform, Apex Language, Visualforce (Pages, Component & Controllers), Salesforce.com Data Loader, SFDC, Workflow & Approvals, Reports, Service Cloud, Oracle 10g, Custom Objects, Custom Tabs, Email Services, HTML, Java Script, Java, Web Services, WSDL, Sandbox, Eclipse IDE Plug-in, Oracle, Windows.

Confidential -Hartford, CT

Sr. Business Analyst

Responsibilities:

  • Performed multiple roles as SFDC business analyst and administrator in the project. Work closely with line of business LOB(Finance, GL, AP, Risk,Legal & Compliance) to document processes, develop business re - quirements and to prepare detailed use case documents & user specifications(stories).
  • Provide functional & technical inputs to SMEs, Project managers, lead developers when documenting SLA, BRD &FDS.
  • Prepare detailed test plans to execute the test cases in Scrum/agile environment to support the requirements freeze, soft code freeze and hard code freeze before every sprint/release
  • Managed day-to-day administration of salseforce.com instance. Involved in creating users, page layouts, workflows and creating new fields as required
  • Execute the complete test plan during System testing, Integration testing, UAT and regression test cycle.
  • Lead the Business kick-off meetings prior to UAT and prepare the UAT status during UAT cycle.
  • Conducted every day triag sessions to get Business Feedback, comments and to answer their questions
  • Provided tool walk-through to various Business teams through out the releases.
  • Worked with Role Hierarchy,Users,Profiles Territory Management, Sharing Rules,Record Types, Email Templates and Approval Process in SFDC.
  • Responsible for any configuration changes, enhancement requests, release deployments and mass data updates in SFDC
  • Used Informatica cloud service to integrate the data bewtween systems.Uploaded the new data to SFDC using Apex Data loader to reflec the updated test data.
  • Used SQL server to fetch the data base extracts to complete database testing.
  • Responsible for code migrations and deployments using Eclipse, assist in creation and modification of reports as necessary.
  • Used Chatter.com to follow co-workers and to receive updates about project and customer status.Create and manage dashboards and folders in SFDC.
  • Documented future release enhancements and submitted the UAT reports to project manager.
  • Managed the testing efforts in an Offshore/onsite environment, prepared the tool materials and user documents.
  • Implemented general customizations and configurations in SFDC required for the user interface to function as designed per the requirements.
  • Requirement gathering from business users & analyze business requirement.
  • Prepared User stories, Mockup Demo, Business Requirement Documents, and Use Case Document.
  • Customize Salesforce for Underwriter Management & Opportunity Management.
  • Created custom profile & setup Sales users, created Functional Design Document and Solution Design Document.
  • Worked with Global Channel Operations teams to continuously enhance Salesforce.com to improve productivity.
  • Worked on FD, BRD and Deployment Document for new systems, systems changes and / or system enhancements.
  • Worked as Technical liaison between Channel Operations and RSA IT.
  • Worked on salesforce content, Channel portal enhancement and integration.
  • Configured Salesforce for Outlook for sales and operation team.
  • Used Big Machines for Configuration, Quoting, Pricing (CPQ) & Document Engine to extend the capabilities of Salesforce as a Lead to Order application.
  • Monitor Work request delivery status metrics and communicate status result to stakeholders.
  • Worked for the enhancement of customer portal and partner portal, regularly perform de-duping and clean-up procedures.
  • Deployed/Migrated metadata changes and Apex classes with Ant tools.
  • Defined, communicated, and managed a change management (release) process to develop and implement new applications and updates to existing applications.
  • Implemented customizations configurations in Salesforce.com(Sales and Service cloud)
  • Worked with and managed offshore Developer team, supporting with salesforce ticket with Unity.
  • Work with SCOL team to integrate web and online initiatives and into Salesforce, ensuring an effective data connection with the RSA's Surveys.
  • Create User Test Scripts and assist business with UAT and performed system testing.
  • Configured Echo-Sign Apps and Contract Template, migrated Metadata from sandbox to Production.
  • Created Marketing. User adoption, Lead, Opportunity & work order reports & Mockup dashboards.

Environment: SFDC, Salesforce.com, Java, JSP, Informatica integration tool,SQL server 2005, Share Point, Windows XP, IE6 and IE8, Quality center, Chatter.com and Rational clear quest.

Confidential -San Jose, CA

Business Analyst

Responsibilities:

  • Integration with Eloqua was the first Integration where the complete salesforce platform was built accordingly to get the plugin and form the connectors.
  • Connectors are built using salesforce ID's, customizations like creating fields, page layouts, workflows, pick lists, required fields etc are built on all the objects as per the implementation requirements(Lead/Accounts/Contacts/Campaign).
  • Data Manipulation for converting the files to load in the data by scoring them where we use excels to csv and other file conversions.
  • Assignment rules are used on data to send them to the right queue and to the right team.
  • Leads are loaded in to salesforce in two ways, one through integration and other way is through data loader.
  • MDM (Master Data Management) helped us to get right data flow and the data was feeded every night with the help of connectors.
  • That helps us to improve solutions and minimize the errors in the data. MDM improved data volume and produce accurate data as we know where the data is flowing from and to.
  • Leads are converted to accounts and therefore all the implementation changes are made as per the system policies.
  • Workflows /Validations are built on Accounts/Opportunities/Reports/Lead assignment rules as per system needs.
  • Data loading is done using assignment rules, Lead scoring program has Implicit/Explicit criteria.
  • Campaigns are built in Eloqua and salesforce and campaign ID's are exchanged.
  • Implementation of DART is one of the other big enhancements added to the salesforce.
  • DART was completely on the Opportunity customization and Config included, It has enhanced the billing policies for the customers and reporting for the managers.
  • Working on BW sandbox/FullSanbox/Coedev/Release Management Sandbox and total of 15 sandboxes.
  • Different rate plans, Products, Features etc are added under Opportunity and one of the big Implementation is DART which is a Deal Analysis Review Tool for the business.
  • Implementation of Case Object, Solutions and Ideas is the enhancement project.
  • Documentation on different processes and support the production issues on a daily activity.
  • Building report/Dashboards and solving the issues if the user comes back with the question.
  • Working with the premier support for the higher level issues and opening the tickets to work with them.
  • Working with end users and the database related to them to close the issues and cases.
  • Document the process and prepare the job aids for the users to make them remember the solutions.
  • Worked on various salesforce.com standard objects like Accounts, Contacts, Cases, Opportunities, Products, Opportunity Line Items, Leads, Campaigns, Reports and Dashboards.
  • Extensive experience using SFDC Administration, Creating Roles, Profiles, Page Layouts, Workflow Alerts and Report generation for different managers as per their requirement.
  • Dupe Blocker Duplicate Warnings and documenting the process under it to avoid the duplicates from salesforce.
  • Updating the Nodes on accounts following the policies of SBDM and SAM's.
  • Working with Blue Wolf for the implementation and Testing on DARTS and other configurational changes.
  • Pardot was implemented after the Eloqua and all the data was transported to Pardot to get the system enhanced.
  • Pardot Implementation included Landing pages, Email Templates, Accounts, Prospects, Leads, Contacts upload, Reports and Dashboards.
  • Work with different teams to maintain the project enhancements and updates, Integrate the services accordingly as per the phase needed.
  • Working on UAT sandbox for testing and writing the test scripts.

Environment: SalesForce.com, Apex, S-Controls, Web services, SQL Server 2000, Java, HTML, Java Script.

Confidential -Houston, TX

Business Analyst

Responsibilities:

  • Analyzed business needs, distinguish between needs and wants, identify gaps between business needs and standard application functionality, design and document solutions that fill the gaps.
  • Discussed and analyzed the requirements with business team and converted the requirements into detailed technical requirements.
  • Designed and maintained different environments included Development, Test and Production.
  • Developed Test classes and maintained the proper code coverage to deploy in to the production boxes.
  • Created custom controllers and controller extensions while developing Visual Force pages.
  • Expertise in the Apex Triggers to ensure the correct data entries in to the system.
  • Added, configured workflow rules, time triggered workflows, email templates resulting into effective web to lead communication with customers and partner portals.
  • Developed Validation rules on various objects. Also, created assignment rules on Lead object to assign the Leads automatically to various groups of users based on the region.
  • Created Custom Objects, Tabs, and Sharing Rules as per the business requirements.Used middleware tools like Informatica and Oracle fusion middleware to integrate data from Oracle to salesforce.
  • Tracked complex errors easily with the help of Oracle Cloud Adapter and resolved the error.
  • Customized Salesforce.com Fields, Page Layouts, Record Types, Queues, and Profiles and make the same changes in test and production boxes.
  • Created the Reports and Dashboards as per the business requirements.Deployed data from Sandbox to Production using ANT & Change sets.
  • Deployed the enhancements of Custom Objects, Fields, Triggers, Reports and Workflows in to the test and prod boxes to make them in Sync.
  • Data migration and updates through the Apex Data Loader in Sales force.com.
  • Coordinate with the test team and provide the application flow demo before the test team start the System Testing.

Environment: Salesforce, Apex Data loader, Windows, MS Office (MS Word, MS Excel, MS PowerPoint), MS Visio, MS Project, SharePoint, JAVA, HP Quality Center, HP Quick Test Pro, MS SQL, Web trends .

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