Salesforce.com Cpq Consultant Resume
CA
SUMMARY
- 7 years of experience with 5 years of experience in Salesforce.com Environment.
- Experienced in all phases of Software Development Life Cycle (SDLC), quality management systems and project life cycle processes.
- Involved in Custom Integration of Outbound Messages, Workflow & Approvals, Reports, Custom Objects and Tabs, Email Services, Security Controls, AppExchange Package & Custom Application, Sandbox data loading.
- Ability to communicate user requirement for technical and non - technical audiences.
- Expertise in Administration and Configuration of Salesforce.comCRMto populate and maintain data.
- Proficient in security and sharing rules at object, field, and record level for different users at different levels of organization.
- Worked on Product rules, validation rules, Constraint rules, Attributes, template merging, check in to system usingx-author.
- Worked extensively onX-Authorfor MS-Word and designed many agreement templates for customers.
- Gathering requirements from stakeholders, working with business on meeting their expectations, work flows, managing Jira board, working with developers on meeting end requirements and time lines.
- Designing and developing software design documentation, User stories, Functional requirements and Test case documentation.
- Experience in Sales/Service Cloud andSalesforce.com and have experience working with SFDC objects, configuration and administration essentials.
- Involved in Scrum calls and Client meetings to gather teh requirements and Implemented projects using Agile Methodology.
- Experience with Apex Language, Apex Trigger, Apex Scheduler, Batch Apex, Apex Class & Apex Web Service, Partner WSDL & Enterprise WSDL, VisualForce(Page, Component & Controllers).
- Have performed page layout customization, page layout assignment based on profiles and created custom links based on user requirement.
- Worked on teh Force.com platform, good understanding of Apttus Contract Lifecycle Management (CLM) and Apttus Configure Price Quote (CPQ), Salesforce CPQ
- Expertise in Salesforce.com Apex, Visual force, sales cloud, service cloud, Data modeling, CPQ.
- Thorough understanding and good experience on Data Loader.
- Having knowledge in design and implement business transformations using X-Author for Excel, word and Apttus CPQ and Salesforce CPQ.
- Implemented ContractLifeCycleManagement(CLM) configuration and production support.
- Good experience in App Exchange applications, able to find appropriate applications, install and customize.
- Experience in Implementing and executing System Logs and Debug Logs.
- Experience inforce.com Web services API for implementing web services in teh application for access to data from different users.
- Administration, Configuration, Implementation and support experience with Salesforce.com platform.
TECHNICAL SKILLS
Business Analysis: Requirement Analysis, Axure, detail design, Business Rules, data flow diagrams, data definition table, data modeling, system integration, UML with Rational Software Modeler and team building, JIRA, CRM, change Management.
Salesforce Languages: SOQL, SOSL, Apex Trigger, Apex Classes, Web services, Visualforce (Page, Components), Force.com, Apex Explorer, AJAX, Workflow & Approvals, Custom Objects Force.com IDE
Testing Tools: Quick TestPro (QTP), TestDirector, MS Project, MS Visio, MS Office Suite, Win runner, Salesforce.com, JIRA
Development Methodologies: AGILE/SCRUM, Kanban, Waterfall
Version Control Systems: Git, Bitbucket
Programing Languages: SQL DBMySQL, SOQL, Salesforce CRM, Apttus CPQ, Apttus CLM, X-Author, Force.com, APEX, JavaScript, JQuery, REST, Base SAS Informatica, Talend, Salesforce ETL
Reporting Tools: SQL Server Reports (SSRS), My SQL 4.0, Test Director, Rational Clear Quest, MS Excel, Quality Center
Data warehousing Tools: Informatica, Business Objects
PROFESSIONAL EXPERIENCE
Salesforce.com CPQ Consultant
Confidential, CA
Responsibilities:
- Worked on Partner community portal in delinking IM Partner portal and partner community portal customization from creating teh users to assigning teh profiles giving object access and customizing it according to client’s needs
- Worked closely with Business and project team to analyze business needs and opportunities dat can be solutions by software and technical deliverables (i.e., applications, data, reporting)
- Analyzed teh changes performed in Salesforce CRM application, translate them to business and functional requirements for service cloud
- Proposed, implemented and supportedContractGeneration libraries (clauses, sections, andcontract documents).
- Developed business requirements, design and other documentation for enhancements and system modifications including end-user materials
- Provided status reporting on assigned projects. develops and executes teh project communications plan to keep teh business Sponsors and Stakeholders informed of project status, change request and risks
- Designed and Developed salesforce.com setup activities and customize teh apps to match teh functional needs of teh organization
- Processed Servicecontractsby usingContractLifecycleManagement(CLM) and Customer RelationshipManagement(CRM) to create an Excel spreadsheet, uploading teh spreadsheet to CRM, and create teh service billing plan.
- Created agreement templates, clauses, contract wizards and approval flows and usedX-Author for word and excel and Docusign for e-signatures
- Developed solutions on teh Force.com platform, strong understanding of Apttus Contract Lifecycle Management (CLM), Apttus Configure Price Quote (CPQ).
- Experience in Sales Force Testing and Administration tasks like gathering CPQ requirements on workflows.
- Supported Case and Incident management for issue tracking and complaints handling related to incidents, loss-events, exceptions, process deviations and frauds, supported regulatory compliance and risk management groups
- Streamlined teh change management process program wide and trained users / teams to better understand teh new work flow.
- Acted as a SPOC for supporting teh keyCLMinitiatives to get teh key information from Business team and financial team forSalesforceuser groups
- I was able to build prototype configurations in Sales/Service Cloud/Marketing Cloud /SFDC/Force.com/CHATTER as part of Design phase, directly interacting with teh client stakeholders.
- Analyzed applications interfaces and dependencies, data centre facility and equipment inventories and layouts, configuration standards, operating procedures, data and equipment life cycle management and retention policies, server, network and storage architectures, and Vendor operations to establish teh basis of design for migration to teh target data center.
- In collaboration with others, developed and implemented data collection systems and other strategies dat optimize statistical efficiency and data quality
- Performed Business Impact Analysis of proposed projects, processes and solutions
- Maintaining teh Requirements Traceability Matrix across teh deliverables of a project
- Performed Gap Analysis for new functionality requirements, as well as prioritized them based on actual business needs so as to align them with teh product release roadmap
- Managed client engagements within teh Salesforce.com sales, service, custom and collaboration clouds including proposal and practice development work, engagement scoping/negotiation and delivery team leadership.
Environment: Scrum, Agile, MS Visio, Adobe Dreamweaver,Salesforce.com platform customization, CLM, X-Author, Requisite Pro, Rally, CMS, MS SharePoint, MS Excel.
Salesforce.com CPQ Consultant
Confidential, CA
Responsibilities:
- Leveraging a strong understanding of Salesforce CPQ capabilities and limitations to clearly communicate those to customers
- Working with our clients and all stakeholders to build clear requirements and a development strategy for each engagement
- Leading discovery workshops; facilitate meetings with large and remote audiences; develop and deliver solution presentations; and lead prototype demonstrations
- Identification and inventory of customer process pain points and gaps
- Performing rapid analysis and decomposition of complex business information; recommend leading practices; and present associated technical process components
- Performing business process modeling, user experience modeling and basic technical architecture diagramming
- Building and demonstrating Salesforce CPQ prototypes in Salesforce
- Effectively leverage multiple implementation team types (User experience, Change Management, Global Development Centers, Developer Communities).
- Performed detailed analysis of technical and business requirements. Developed various custom objects, tabs, components and visual force pages.
- Customized marketing campaigns, lead queries, assignment rules, and web-to-lead and auto-response rules.
- Created page layouts, search layouts to organize fields, custom links, related lists and other components on record detail pages and edit pages.
- Worked with various WebPages in Visual force for capturing various customer enquiries and Implemented logic for migrating cases to different queues based on teh type of customer enquiry.
- Created and used Email templates in HTML and Visual force.
- Designed and Delivered Apex classes, controller classes and Apex Triggers for various functional needs in teh application.
- Developed solutions on teh Force.com platform, strong understanding of Apttus Contract Lifecycle Management (CLM) and Salesforce Configure Price Quote (CPQ)
- Used SOQL & SOSL with consideration to Governor Limits for data manipulation needs of teh application using platform database objects.
- Tested teh data on changes toSalesforce.com deployment including managing multiple sandbox instances.
- Supporting teh existing application and also implementing teh new enhancements.
- Worked on JIRA for tickets tracking.
- Helped users with various issues like login related issues, reporting, dash boarding, ongoing enhancements, customer portal issues, permission related issues, roles and profile related issues and various other sharing issues daily and assisted in resolving various issues in production.
Environment: Saleforce.com, Salesforce CPQ, Apex, visual force (pages, component & controllers), data loader, workflow & approvals, reports, custom objects, custom tabs, HTML-5, email services, sharing rules.
Salesforce.com CPQ Consultant
Confidential, NY
Responsibilities:
- Constructed condition/action rule to target quote and line level fields.
- Designed and implemented various condition dat trigger price rules.
- Defined formulas, summary variables, and formula fields as sources of price actions.
- Created custom objects and fields for lookup queries within price rules based on customer requirements.
- Enabled email-based approval responses.
- Established multi-tiered approval processes dat include serial and parallel approval steps.
- Dynamically assigned approvers within approval workflow processes and configured rules for smart approvals.
- Analyzed and implemented teh contracting / renewal process for updating Contracts and related records.
- Utilize various renewal pricing methods and replacement products.
- Construct several versatile templates for generating dynamic output documents.
- Implemented Partners and custom Partner Discounts.
Environment: Salesforce.com platform Sales & Service Cloud, Salesforce CPQ, Price rules, Discount Schedules, Integration, Apex, Visualforce Pages, API, Data Loader, Approvals, Email Services, Reports, Dashboards, Custom Objects, Custom Tabs, Security Controls, Eclipse IDE Plug-in, Salesforce Sandbox, HTML, Java Script.
Salesforce.com Developer
Confidential
Responsibilities:
- Experience in maintaining and enhancing teh already implemented business process.
- Served as an operational contact for 3rd party SaaS application teams. Supported design decisions related to service now.
- Created new profiles, roles and its associated custom requirements according to requirements of teh organization.
- Created Custom Tabs, Fields and related lists, Workflows rules and Approval processes and Sharing and Security rules.
- Developed several custom reports for both standard and custom objects to give complete detail overview of Product orders and Product sales.
- Involved in creation of Coaching Documents, Feedback forms and Survey forms on SFDC platform for teh use Retail users.
- Created Case management using Email to case for customers or partners.
- Created Apex classes and triggers for using in partner portal (PRM Management) to create leads on teh salesforce.com. Used teh visual force pages to create multiple pages in requirement to show opportunities on partner portal.
- Supported design decisions related to service now.
- Created custom links, buttons, text-areas, Email templates
- Created multiple Visual Force pages by importing HTML editor and used CSS and JavaScript for designing Visual Force pages.
- Used features like Data Loader to migrate data for applications and created teh CSV import file updates for records into contacts and different objects using Data loader. Using password protected links when sharing teh data with teh non-salesforce users using visual force page.
- Developed custom reports and dashboards. Created different owner-based sharing rules and criteria-based sharing rules for data model management.
Environment: Saleforce.com Sales, Service, Force.com, MS Visio, Excel, Data Loader, CRM Fusion Demand tools, Visual Workflows, Approvals, Reports, AppExchange, WSDL, Eclipse IDE Plug-in, Integrations and Exact Target to manage marketing campaigns
Research Analyst and SAS Programmer
Confidential
Responsibilities:
- Extracted teh customer data, marketing data related to customers from sources like Oracle, Teradata usingSAS/Access 'SQL pass through facility' and LibName statements.
- Modified and manipulated teh data using data step Programming,SASfunctions and Proc SQL statements.
- Used Proc Sort, Set, Update and Merge statements for creating, updating and merging variousSASdatasets
- Participated in marketing campaign-planning meetings with Marketing managers, Managers to develop and document campaigns specifications.
- Gatheird Business Requirement specification, Table Specs and Functional specification documents and communicated with teh marketing manager to know teh type of reports to be developed.
- UsedSAS/ODS to produce teh reports in different formatted files.
- Used Anti Money Laundering process for teh security purposes.
- Created ad-hoc reports using variousSASProcedures,SAS/Graph andSAS/Stat.
- Developed reports using Proc Report, Proc Tabulate and Data null .
- Analyzed teh data using Proc Freq, Proc Means, and Proc Summary.
- MaintainedSASserver environment by install, setup, configure, migrate and maintain servers on oracle environment.
- Provided technical and halp-desk support.
- Solved many tickets on teh spot and fixed issues.
- Monitored teh metadata server environment andSASGRID environment.
- InstallSAS9.2 software on large servers/multi-tier environments.
- Provided end user support forSAS9.2 GRID Platform.
Environment: SAS9.2 later updated to 9.3, Oracle, Excel,SASEnterprise guide,SAS/SQL, Unix OS,SAS/ODS,SAS/Graph,SAS/Macro,SASSPDS andSAS/Access, HPLC, Spectrophotometer, Thermo fisher, PCR, DNA, RNA, Protein extraction and purification.