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Salesforce Business Analyst Resume

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Irving, TX

SUMMARY

  • An IT professional capable of working on projects from concept to completion with good deadline sensitivity. 11+ years of total experience with 5+ years as Salesforce administrator/ Business analyst and 6 years as a senior mainframe developer and with strong analytical and communication skills. A good team player with an objective to maximize organizational and individual productivity.
  • Business Analyst with extensive experience on sales, service cloud. Salesforce lightning implementation experience.
  • Experience in analyzing organization processes, converting business workflows into Salesforce.com workflows and configuring Salesforce.com to meet business requirements.
  • Coordinated knowledge transfer sessions in the team.
  • Experience in creating detailed process documentation.
  • Usage of app exchange to utilize applications available to simplify tasks in salesforce.
  • Excellent Interpersonal skills, Team player with ability to work effectively with all levels of organization and individually as well.
  • A Certified Salesforce Administrator (ADM 201) with knowledge in Salesforce Administration, Data Validation, Sales, Customer Service and Support Development team.
  • Involved in various stages of Software Development Life Cycle (SDLC) including analysis and development of application using salesforce.com CRM, Force.com platform as an administrator.
  • Worked with designing junction objects and implemented various advance fields like picklist, Custom Formula Fields, Field Dependencies, Validation Rules, Field updates for the project.
  • Hands - on experience with development tools like Force.com IDE, Force.com Explorer and Data Loader.
  • Worked with team members to load data for Sprint Reviews, UAT and training environments which involved Mass imports and exports of data using Import Wizard and Data Loader.
  • Experience with working on Salesforce.com Sandbox and production environments and ability to write SOQL, SOSL Queries across multiple objects with the SFDC database.
  • Hands on working experience in Role Hierarchy, Custom Profiles and public Groups creation and user management.
  • Hands on Experience in creating Custom Objects, Custom fields, Page layouts, Custom Tabs, Reports, dashboards and various other components as per the client and application requirements.
  • Experience in Creating Roles, Profiles, Page Layouts, Workflows, Workflow Actions, Approval Process.
  • Usage of process builder to increase the efficiency of the system.
  • Usage of data loader to load and extract data from salesforce.
  • Understanding of automotive, steel manufacturing and AC sales businesses

TECHNICAL SKILLS

  • Apex triggers, Data loader, Import Wizard, SOQL, Workflow & Approvals, Reports, Dashboards, Custom Objects, Data validation, Sales cloud, Role Hierarchy, Approval process, Process Builder, Security, Sharing rules, case management automations, Visualforce, Salesforce Lightning
  • Cobol, JCL, IMS-DB, IMS-DC, HTML, SQL
  • DB2, IMS
  • RDz, RAA, Force.com Eclipse IDE plug-in, Data Loader, Force.com Platform (Sandbox and Production), Visual Studio
  • MS Visio

PROFESSIONAL EXPERIENCE

Confidential, Irving, TX

Salesforce Business Analyst

Responsibilities:

  • As salesforce BA I developed detailed design of functional solutions, Proof-of-Concepts (POC), prototyping and documentation of functional design throughout the SDLC process
  • Work closely with the Project Coordinator to understand business requirements, and develop functional design.
  • Work closely with various technology teams (Development, Test, Training, IT, etc.) to define and implement scalable and sustainable technical solutions using the Salesforce technologies.
  • Analyzed salesforce releases, triaging and fixing defects for the planned releases
  • Provide production support for assigned applications as needed, SFDC releases and ad-hoc reporting
  • Lead lightning implementation in the system. Listed all the changes required to make system lightning ready which included conversion of knowledge classic to lightning.
  • Knowledge of Salesforce communities
  • Partner with architects, business and technical teams to understand business needs for lightning and translate them into capability roadmaps. Lead meetings; provide demos, as well as testing as needed.
  • Worked extensively with QA team for designing Test Plan and Test Cases for the User Acceptance testing (UAT).

Confidential, Plano, TX

Salesforce Administrator and Data Analyst

Responsibilities:

  • As salesforce administrator I was responsible for maintaining Investment, Retirement, Brokerage and Employee Benefits production instance of salesforce
  • Worked on Salesforce Sales and Service Cloud
  • Worked on Various User Management Scenarios like managing 2500+ users, their profile, security, roles, public groups, permissions and sharing rules.
  • Maintaining custom objects, standard objects and their relationship. Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Opportunities, Quotes, Product, Price list, Activities, Campaigns, Cases, Dashboards and Reports.
  • Customized the Dashboards to the track usage for productivity and performance of their sales teams.
  • Hand on experience on territory management which includes transferring territory from one user to another (transferring opportunities, Accounts, contacts etc). Creating new territories and assigning users to new territories, creating and running territory assignment rules, maintaining territory hierarchy
  • Created Workflow Rules, Page Layouts, Approval Process, Tasks, Field Updates, Managed Workflow & Approvals, email alerts, field updates to implement business logic.
  • Worked on creating Custom objects, Validation Rules, Formula Fields, and Custom Buttons.
  • Bug fixes using Debug Logs and Modified the Apex Classes, Triggers and VF Pages if necessary.
  • Created different record types to support business requirement
  • Used Server Management Studio Integration(DBAmp) with Salesforce.com to manage data in salesforce to bulk insert, data pull and updates
  • Worked on SQL Queries and Stored Procedures for On-Going Issues and Bulk data operations in the Salesforce.
  • Experience in dealing with different business groups for providing production support and training.

Confidential, FL

Salesforce Administrator

Responsibilities:

  • Interacted with various business team members to gather the requirements and documented the requirements.
  • Analyzed the Scope of the Requirements, and managed requirements to avoid Scope Creep.
  • Participated in Requirement Gathering Sessions.
  • Salesforce Configuration and Design of Sales Cloud and Force.com solutions, with an emphasis on Sales Cloud solutions.
  • Implemented Salesforce Development Cycle covering Sales Cloud, Chatter & App-exchange applications.
  • Designed and deployed the Custom objects, Entity-Relationship data model, Formulas, Validation rules on the objects, Page layouts, Custom tabs, Components, Roles, Profiles, Public Groups, Permission Sets, Custom Settings and Labels to suit to the needs of the application.
  • Used Apttus CPQ to handle product & pricing configurations.
  • Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to manage sharing access among different users.
  • Modified simple workflows to incorporate Email Alerts and Field Updates.

Confidential, Seattle, WA

Salesforce Administrator

Responsibilities:

  • Worked in a team as a developer to perform detailed analysis of business and technical requirements and designed the solution.
  • Experienced in working with clients to map out their existing Business Processes and providing system-based solutions that increase efficiency and reduce operating costs.
  • Worked closely with sales team and business analysts and performed detailed analysis of business and technical requirements. Designed the solution by customizing various standard objects of SalesForce.com (SFDC).
  • Implemented the requirements on Salesforce.com platform and Force.com IDE Plug-in using Eclipse.
  • Communicating with executive management on project status and overall project progress against target.
  • Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
  • Closely worked with SalesForce.com consultants while implementing the solutions for the requirements.
  • Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Reports and Dashboards.
  • Used Apttus CPQ to handle simple to highly complex product & pricing configurations across all sales channels.
  • Customized the Dashboards to the track usage for productivity and performance of their sales teams.
  • Worked on various salesforce.com standard objects like Accounts, Contacts, Cases, Leads, Campaigns, Reports and Dashboards.
  • Used the sandbox for testing and migrated the code to the deployment instance after testing.

Confidential

Business Analyst and Salesforce Administrator

Responsibilities:

  • Prepared and verified functional documents with clients
  • Created use cases and user stories, tracked and followed up those through project backlog
  • Demo clients about the new functionality implemented
  • Clarify comments/defects from the clients and implement those comments along with developers.
  • Follow up with clients for the change request approvals and prepare proposal along with technical experts.
  • Attending daily AGILE SCRUM meetings, and update the status on day-day basis with updating all the work details and schedules.
  • Created Workflow Rules, Page Layouts, Approval Process, Tasks, Field Updates and Outbound Messages to manage the Workflow & Approvals, email alerts, field updates to implement business logic.
  • Used Process Builder to increase efficiency of the system.
  • Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.
  • Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Opportunities, Quotes, Product, Price list, Activities, Dashboards and Reports.
  • Implemented salesforce lightening components for a small set of users within the organization.
  • Analyzed and developed “as-is” vs. “to-be” environments
  • Worked closely with sales team and performed detailed analysis of business and functional requirements and designed the solution by customizing various standard objects of SalesForce.com (SFDC).
  • Involved in the maintenance of the previous versions of the product by addressing bugs and client issues.
  • Developed and configured various Reports (summary reports, matrix reports, pie charts and dashboards) and Report Folders for different user profiles based on the need in the organization and in turn assist managers/clients to better utilize salesforce.
  • Extensive experience in Salesforce.com Setup, Configuration, Customization, Administration, Data Migration and Integration tools like Apex Data Loader, Work Bench.
  • Experienced in testing process, ability to develop functional test plans, test scenarios, test cases, test scripts, coordination, escalation, prioritizing the bugs and user acceptance testing.
  • Created unit test cases and coordinated change requests to drive the business requirements during Integration and Testing stages.
  • Used SOSL and SOQL queries to get data from different related objects.
  • Implemented Sales cloud and incorporated the enhanced features as required to streamline the business process.
  • Conducted training sessions to the UAT users to use the salesforce Knowledge application and developed a feedback custom report.

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