SUMMARY

• Senior Salesforce Architect/ developer with 16+ years of professional experience involving extensive experience with Salesforce architecture / Force.com, Salesforce Sales Cloud, Service Cloud, Salesforce Community along with Program Management.
• Extensive experience in Implementation using, Force.Com, Chatter, Apex Language, Classes, Controllers & Triggers, Web Services, VisualForce Pages, Components, Tabs, Custom Objects, S - Controls, Reports, and Snapshots Dashboards.
• Expert in CRM, Integration with CRM and developed Functional and UAT test cases/ plans for all of the above CRM processes.
• SFDC 401 Certified Developer, expert in Workflow & Approvals, Reports, Dashboards, Custom Objects, Object Relationships, Security Features implementation, Apex Trigger, WSDL (Integration)
• Hands on experience with Salesforce architecture, worked for enterprise level clients - Coca Cola,Bio- Rad etc.
• Expertise with Force.com, Sales Cloud (Campaign, Lead, Accounts, Contact, Opportunity), Service Cloud ( Cases), Content Management, Communities and Chatter
• Expert in CRM Lead to Order and Opportunity Management for Direct and Disty channels in semiconductor industry
• Experience with deployments of Siebel CRM; e-scripting, VBC, DVM
• Experience working in a large multi-national development team environment
• Involved in data migration from Siebel to SAP and Worldwide Pricing creation, distribution using Siebel Analytics
• Expert in CRM & CRM Trade Promotion Management integrating with ERP.
• Integration with CRM Claims Management, Pricing, Rebate Agreements, FI integration with CRM TPM, Business Workflows, FI and COPA integration
• Extensive experience with ETL tools (Informatica), Jitterbit and others, SQL Query tools, Reporting tools; BO, Cognos.
• Strong experience in implementation using, Force.Com, Chatter, Apex Language, Classes, Controllers & Triggers, Web Services, VisualForce Pages, Components, Tabs, Custom Objects, S-Controls, Reports, and Snapshots Dashboards.
• Experienced in working with agile and scrum methodologies.
• Interaction with clients at all levels to understand their need, gather requirements in formal JAD/JAR sessions with onsite, offsite and offshore resources
• Proficient in creating Use Case diagrams in MS Visio, Lucid Chart, Sequence Diagrams, Collaboration diagrams, State chart Diagrams Swim lane and Activity Diagrams using UML methodology.
• Prepared proof-of-concept demonstrations (SanDisk - Siebel/SAP, Sun Hydrogen- Salesforce, Confidential - Salesforce
• Proficient with Excel and its advanced functions; e.g. vLookup, Statistical Functions.

PROFESSIONAL EXPERIENCE

Confidential

Salesforce Solution Architect

Responsibilities:

• Architectured Margin Scenario functionality used to determine Gross Margins and Gros Margin % for each of the Deals related to hiring of a Candidate for the LOCUMS Division. This required use of Custom functionalities (use of VFP, Apex Classes, Custom Buttons)
• Completed solutioning 180 User Stories related to Candidate Recruiting. Some of the solutions requiring Custom Code (Triggers).
• Completed solutioning 120 User Stories related to “Manging Candidate information. Some of the solutions requiring Custom Code (Triggers).
• Completed several functional enhancements for Marketo/SalesForce based solution for Client. This included creation of BRD, Validating Functional Design, developed UAT Test Cases and approved GOTO Production.
• Responsible for complete Marketo to SFDC integration/enhancements.
• Track, trouble shoot and resolve Marketo Sync errors.
• Involved in putting together BRD for implementation of Account based Mktg and participated in the selection of Leadspace as the Vendor.
• Managed all IT projects related to Marketing.
• Responsible for Implementing Apttus - CLM
• Work with Sales, Legal, Finance, IT and other business functions to capture requirements, perform analysis and incorporate functions and features in Apttus CLM, including Apttus X-AUTHOR, Templates, Clauses, Libraries, Agreement Types, Page Layouts.
• Apttus Advanced Workflow Approvals, assignments, permission sets, validation rules and triggers, roles sharing rules.
• Handled Scrum/Agile implementation.
• Environment: Using JIRA to track stories, bugs. Google Docs, MAC- OS

Confidential, CA

Sr. Consultant

Responsibilities:

• Salesforce Sales Cloud, Marketo Lead Management and Sales Insight, ON24
• Reviewed Salesforce environment and provided recommendation for a significant improvement in User experience and reduce SF Admin overhead by minimizing Profiles, Record types, Page Layouts.
• Reviewed Accounts, Contacts,Opportunites, Integrated ON24 with Salesforce to capture Leads and Contacts attending the Webinar.
• Work with Sales & Marketing to capture requirements, perform analysis and incorporate functions and features in Salesforce.
• Workflows, assignments, permission sets, validation rules and triggers, roles sharing rules. Made use of ANT to move to production.
• Scrum/Agile implementation.
• Reviewed products such as Buzz Builder (Drip Campaign), ActionGrid as a tool to load and retrieve data.
• Use of Dream Factory, CRM Fusion (DupeBlocker), Notepad ++, Code Coverage Report, Drawloop.

Confidential

Salesforce Architect

Responsibilities:

• Salesforce - Sales Cloud, Force.com
• Facilitated JAD sessions with an audience of all lines of Business leads, to help define the requirements per planned schedule.
• Developed User Stories and did implementation using Scrum/Agile methodology.
• Involved in Requirements Gathering, BRD Documentation, Design Document and Test Plans.
• Handled all reviews of the requirements artifacts and secure approval from all the Business owners.
• Reviewed User Profiles, Security settings, and Advised client on Security for Partner Portal as well as for Document Creators and Document Users.
• Evaluated ETL tools and recommended one.

Confidential, Atlanta,GA

Salesforce Architect

Responsibilities:

• Salesforce - Force.com, Service Cloud, Wave (HR)
• Validated the customer's technical and business requirements and design a solution that meets expectations.
• Acted as the lead on the drafting of Proposed Statements of Work (SOW) and engagement approaches that aligned with the client need.
• Review proposals from Vendors (Appirio, Infosys, Cap-Gemini)Design, Development, implementation/delivery.
• Successfully delivered six (4) Agile projects related to Coke’s Global Marketing Program. And three (3) IT related projects (Procurement I & II, SDLC). Solutions included S3 Amazon, Conga;, Siteminder (SSO).
• Heavily involved in Qualifying and negotiating with Vendors (Appirio, InfoSys, Cap-Gemini)
• Delivery Manager on all projects from Business Requirements gathering to “Go-Live”
• Assisted BAs in developing User Stories
• Involved in Requirements Gathering, BRD Documentation, Design Document and Test Plans
• Handled all reviews of the requirements artifacts and secure approval from all the Business owners.
• Porteded Customer Portal and Partner Portal to Communities.
• Reviewed User Profiles, Security settings. Advised client on Security as well as for Document Creators and Document Users.
• Developed Test Strategy and Test Plans, and assist in preparing UAT test cases/ plans for all of the above processes.
• Developed templates to import legacy data to and from Salesforce.
• Environment: Salesforce -- Multi-App Org, Apigee, Tibco, SAP, Lotus Notes, Sharepoint.

Confidential, CA

Salesforce Architect

Responsibilities:

• Salesforce - Veeva implementation.
• Document Review, Document Migration Salesforce implementation.
• Facilitate JAD sessions with an audience of all lines of Business leads, to help define the requirements per planned schedule.
• Developed all User Stories, maintain and manage the approval process.
• Involved in Requirements Gathering, BRD Documentation, Design Document and Test Plans.
• Handled all reviews of the requirements artifacts and secure approval from all the Business owners.
• Reviewed User Profiles, Security settings. Advised client on Security for Partner Portal as well as for Documented Creators and Document Users.
• Developed Functional and UAT test cases/ plans for all of the above CRM processes.
• Developed templates to import legacy data to and from Salesforce.
• Worked with Sales & Marketing Business stakeholders to gather requirements to create Data Mart on Sales Revenues and other Sales metrics.
• Environment: Salesforce.com, Net Suite, Oracle 13g (DW)

Confidential

Salesforce Solution Architect/Developer

Responsibilities:

• Salesforce - Force.com, Content Management with Chatter Plus.
• Responsible for Document Review, Document Migration Salesforce implementation
• Worked with on-shore (Team size = 3), off-shore (team size = 12) teams during development process.
• Facilitate JAD sessions with an audience of all lines of Business leads, to help define the requirements per planned schedule.
• Develop all User Stories, maintain and manage the approval process.
• Involved in Requirements Gathering, BRD Documentation, Design Document and Test Plans.
• Handle all reviews of the requirements artifacts and secure approval from all the Business owners.
• Review User Profiles, Security settings. Advised client on Security for Partner Portal as well as for Document Creators and Document Users.
• Facilitated decision-making abilities of all stakeholders by providing thorough, objective, and detailed analyses.
• Analyzed complex data flows and data elements for specific use cases.
• Made Use of Validations, Approval Process and Workflows.
• Scrum/Agile implementation.
• Developed Functional and UAT test cases/ plans for all of the above CRM processes.
• Developed training packages and trained Super Users.
• Assisted in setting up Customer and Partner Portal.
• Developed templates to import legacy data from Lotus Notes and SharePoint to Salesforce.
• Evaluated third party apps to provide specialized functionality -, HP Quality Center, Financial Force (for financial accounting), Big machines for Quote Process (limited), Marketo for Marketing.
• Environment: Salesforce.com, Excel, Oracle, SharePoint, Lotus Notes.

Confidential, CA

Salesforce Solution Architect/Developer

Responsibilities:

• Salesforce - Sales and Service Cloud
• Develop and Document business processes. Establish balance scorecard for Key business Processes including measures for procurement, production and order-fulfillment.
• Within a a, collected requirements and implemented the sales functionality of salesforce.com to streamline the client acquisition process. Negotiated delivery timelines and acceptance criteria.
• Plan and facilitate JAD sessions to analyze and document processes and conduct a gap analysis to support creation of an implementation plan.
• Perform data analysis and recommend and support business process improvements.
• Elicited and gathered user High-level business & Technical requirements document (BTRD) baseline through JAD sessions and walk-through session.
• Responsible for preparing Detail Functional Process Specification, System scope, logical flow diagram, logical flow narrative and Functional testing scenario.
• Manage process documentation process, including planning, development, review, revisions, acceptance and distribution of required document package including process flow diagrams, procedures, Training Documentation and other documentation as required.
• Set up Marketing Campaigns, Campaign Hierarchies, Lead Queries, Assignment rules, Web-to-Lead and Auto-Response rules.
• Configured Campaign Management, Campaign Influence and Lead Conversion.
• Developed proof of concept (POC) to validate solution.
• Developed Functional and UAT test cases/ plans for all of the above CRM processes.
• Collected & Developed report requirements using Analytics and Reports.
• Reviewed and finalized User manuals.
• Developed training packages and trained Super Users.
• Developed Price Lists for the US, EMEA, Japan and Asian Markets.
• Designed and Developed visual force pages.
• Designed workflow rules, validation rules, assignment rules, email alerts and templates.
• Established balance scorecard for Key business Processes including measures for Leads, Opportunities and Order-Fulfillment.
• Designed page layouts, components, custom reports.
• Created search layouts to organize fields, custom links, related lists, and other components on record pages.
• Assisted in setting up Customer and Partner Portal

Confidential, CA

Solutions Architect / Lead

Responsibilities:

• Implement lead to order using SAP CRM platform
• Solution Architect to deliver Lead to Order for OEM Channel. This included documenting As-is and To-Be business processes via workshop with VP of Sales and other Sales Team members, master data setup, pricing strategy (display and maintain pricing in SD), organization structure, workflow, lead & opportunity tracking, Design Registration, inter-active quoting, ship & debit process, follow thru with Order Processing of all kinds in SD -- Quotes, Rebates based on condition types, pricing procedure, access sequence, Returns,
• Invoice List, claims processing, BW design and reporting via BI. Full integration with Enterprise System (ECC) for order taking.
• Collected business requirements from OEM and Retail Sales, Finance, Product Marketing, Sales Operations and Planning.
• Incorporated IVR and web-based tools for the Sales Team to communicate with the internal external clients. Developed reports.
• Completed Blueprint design using interactive workshops for opportunities, design registration, ship & debit processing, quote to order, claims processing, master data setup including pricing and org structure, channel inventory & POS.
• Developed proof of concept (POC) to validate solution.
• Report Requirements to develop BO Universe for all Pre-sales Reports.
• Developed Functional and UAT test cases/ plans for all of the above CRM processes.
• Reviewed and finalized User manuals, Developed training packages and trained the trainers.

Confidential, CA

Solution Lead

Responsibilities:

• Lead Architect to deliver Trade Promotion Management solution with full use of Trade Funds and Trade Claims for global company using CRM/TPM 7.0. Competitive solution analysis and Proof of Concept (POC) solution to validate overall SAP Trade Promotion Management solutions.
• Collected business requirements and blueprinted the following As-Is and To-Be Processes. This included documenting As-is and To-Be business processes via workshop with VP of Sales and other Teams, namely; Finance, Product Management, Pricing Management.
• Funds Management, Use of SEM/BPS to do Top-Down Planning, Budgeting and Funds. Budget updates during loading of Funds, Trade Promotions (accruals calculation based on Promotions) and Claims settlement (expense).
• Checkbook functionality – key-figures updates. Maintained at Individual fund level, Retirement of Funds, Trade Promotions Management (Planning and Execution), Identify types of promotions including long term promotions handled by finance (off-invoice). Considerations – acct type, planning acct, tactic trade spends, accrual methods, claim method, etc.
• Workflow for approval of promotions.
• Full integration with FI; accruals and credits; settlement document, write-off amount.
• Integration between TPM & SD; Rebate conditions, rebate status
• Enabled implementation of complete accrual process including FI integration process.
• Designed and documented promotion funding, dispute management and claims settlement processes.
• As part of Trade Promotion, integrated BI planning (including key figure layouts).
• CRM & BI reporting for TPM activities, claims management.
• Coordinated design, development of legacy promotion conversions-from SanDisk’s legacy promotion management system to SAP TPM, FM and Claims Management System.
• Developed end to end functional and UAT test cases/plans for all of the CRM & relevant ECC processes including entries to Finance and CO-PA including accrual of liabilities.

Confidential, CA

Solution Lead

Responsibilities:

• Develop and implement Pricing in SAP (ECC 6.0)
• Solution Architect to develop pricing by channel, geography and customers. Develop and distribute price lists to retail customers.
• Solution Architect to develop pricing by channel and geography. Develop Price Lists for Retail customers.
• Collected business requirements from sales, finance, marketing, sales ops, operations .
• Designed and generated flow mapping of CRM pre-sales, sales, pricing, fulfillment, and delivery processes.
• Generation of SPAs, Provide interface to enter ship & debit claims.
• Generation of pricing (60 price lists).
• Distribution of price lists, Migration of price lists into legacy system, incorporating SOX controls.
• Developed end to end functional and UAT test cases/plans for all of the CRM & relevant ECC processes including entries to Finance and CO-PA including accrual of liabilities.
• System provided accrual amounts to finance through SAP BW (business warehouse).