SUMMARY

• 6+ years of experience as administrator/analyst supporting Salesforce Sales Cloud and Salesforce CPQ systems.
• Hands - on experience in the implementation and configuration of SFDC Sales Cloud and Salesforce CPQ (Steel brick) systems.
• Extensive experience in configuration of various CPQ constructs like product modeling, bundles, attributes, product rules, Summary variables, price rules, discount schedules, and customer facing documents (templates).
• Extensive experience in designing custom objects, object modeling, custom tabs, custom fields, and pick lists additions.
• Extensive experience in designing validation rules, workflow rules, process builder, flow builder, approval processes, workbench, role-based page layouts, record types, dashboards, custom reports, report folders, report extractions to various formats, and Email generation according to application requirements.
• Experience in designing entities like custom objects, creating the master-detail relationships, junction objects, lookups, formula fields, and created dependent picklists.
• Experience in Creating User Roles, Role Hierarchies, Profiles, Permission sets and Sharing settings to ensure that the protected data is available only to the authorized users
• Having good knowledge on SFDC sharingrules and user access privileges. Used different data tools - Apex Data Loader, Import Wizard, SFDC Data Export, and Mass Delete.
• Experience in requirements analysis, solution design, system configuration, presenting demos, end to end testing, data migration, training end-users, and acted as a liaison between business and developer to get requirements done as expected, delivered action items on time.
• Worked on the configuration of subscription business process flows like contract amendments and renewals.
• Worked extensively with Marketing & SFDC data modeling using Lead, Contact, Opportunity, and Account objects.
• Skilled in implementing business flows using the Declarative framework via Workflow Rules and Approval Processes.
• Adept in sales analysis, marketing & customer support business processes used by Salesforce.com customers and recommendations to customers for improving their processes using Salesforce.com
• Expertise in performing data migration from legacy system to Salesforce.
• Excellent techno-functional skills to correlate business requirements with engineering requirements for the efficient functioning of Information Systems.
• Worked on Salesforce Communities and performed configuration and customization to the client facing interface.
• Strong communication, organizational, and interpersonal competencies, along with detail-oriented and problem-solving skills in the technology arena.

PROFESSIONAL EXPERIENCE

Salesforce CPQ Administrator/Salesforce Administrator

Responsibilities:

• Designed, set up, and maintained Salesforce standard objects, custom objects, custom tabs, and custom apps.
• Established Roles, Profiles, Permission Sets, Public Groups and Sharing Rules.
• Developed and maintained custom reports and dashboards in Salesforce to provide business forecasts for the management team.
• Defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects.
• Created various Formula Fields, Rollup Summary Fields, Record Types, Page Layouts, Related Lists and other components on a record detail and edit pages.
• Created various workflows, approvals, validation rules, process builder to meet specific business requirements.
• Worked on Tier 1 and Tier 2 cases from the users and tried to resolve the issues raised by users on a daily basis.
• Created custom field and field dependencies on standard objects Lead, Accounts, and Contacts.
• Created Tabular, Summary, Matrix and Joined Reports using standard and custom Report Types.
• Worked on Building standalone, Bundled Products using options, features, Product Configuration Rules, Price rules and Product rules.
• Involved in Data Migration Activities to handle bulk loads using Data Loader and Workbench.
• Participated in daily Standup meetings to update daily progress and also participated in grooming sessions, using SCRUM and Agile methodology to define product backlog and sprint backlog.
• Involved in End to end system testing before releasing the system for UAT users.

Environment: Force.com Platform, Apex, Workflow rules, Service Cloud, Sales Cloud, Marketing Cloud Approval process, SOQL, SOSL, Governor Limits, Data Migration, Visual force pages, Eclipse, Force.com IDE, Salesforce CPQ (SteelBrick), Data Loader, Workbench.

Confidential, AZ

Salesforce CPQ Consultant

Responsibilities:

• Working as a Salesforce CPQ Administrator in Confidential digital practice and involved in two end to end implementations of Salesforce CPQ projects.
• Involved in various stages of the Software Development Life Cycle (SDLC), including analysis, requirement gathering, architecture design, development, enhancements, testing, deployment, and maintenance of standalone object-oriented enterprise applications.
• Worked closely with various business stakeholders (Sales ops, Sales, Renewals ops, Product/Pricing admin) to gather requirements related to product structure, pricing models, new sales business, and renewal business processes.
• Implemented Sales Cloud and incorporated enhanced features as required to streamline Business Process.
• Worked closely with functional and technical architects to map the requirements to OOB Salesforce CPQ functionality and build custom functionality for gaps.
• Worked closely with product modeling teams to transform legacy product data to Salesforce CPQ product structure by leveraging various constructs such as bundles, features, options, configuration attributes, summary variables, and product rules.
• Configured systems with Products, bundles, configuration attributes, price rules, discount schedules, document generation.
• Worked on Building standalone, Bundled Products using options, features, Product Configuration Rules, Price rules, Pricing Methods, Template Administration, Quotes/Proposals, Proposal Management process.
• Worked closely with the pricing team to translate existing pricing data to Salesforce price books, price rules and discount schedules.
• Created cases with Salesforce support for the defects identified in Salesforce CPQ.
• Build multiple customer-facing documents using templates functionality.
• Gather product launch specifications from key stakeholders to load products, product features, product options, price books, and price book entries to SteelBrick CPQ and configure required price rules, product rules, product constraints, and all other configuration.
• Developed and configured various Custom Reports and Report Folders for different user profiles based on the need of the organization.
• Integration of DocuSign Templates with Salesforce CPQ systems.
• Extensively involved in Data Migration from three legacy systems to Salesforce.
• Data Migration between Salesforce org and local directory using Java Ant scripts.
• Presented Sprint demos and supported system testing, UAT, and production issues.
• Prepared all training documentation, Test Case Document, as well as Solution Design Document.
• Involved in End to End system testing before releasing the system for UAT users.

Environment: Force.com Platform, Apex, Workflow rules, Service Cloud, Sales Cloud, Rest API, Soap API, Marketing Cloud Approval process, REST, SOQL, SOSL, Governor Limits, Data Migration, Visual force pages, Eclipse, Force.com IDE, Salesforce CPQ (SteelBrick), Data Loader, Workbench.

Confidential, CA

Salesforce Administrator

Responsibilities:

• Designed, set up, and maintained Salesforce standard objects, custom objects, custom tabs, and custom apps.
• Established Roles, Profiles, Permission Sets, Public Groups and Sharing Rules.
• Developed and maintained custom reports and dashboards in Salesforce to provide business forecasts for the management team.
• Defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects.
• Created various Formula Fields, Rollup Summary Fields, Record Types, Page Layouts, Related Lists and other components on a record detail and edit pages.
• Created various workflows, approvals, validation rules, process builder, and flow builder to meet specific business requirements.
• Implemented Salesforce Service cloud and Opportunity Management (Case Management, Entitlement Management, Product & Price book, High volume customer portal, Partner portal, Visual force sites) for business support and technical support for its channel customers.
• Developed and maintained SFDC analytical reports for management review and planning for accurate forecasting purposes.
• Integration of DocuSign Templates with Salesforce.
• Configured Approvals flows for quotes and opportunities.
• Customized standard Salesforce objects like Campaigns, Leads, Accounts, Contacts, and Opportunities.
• Created custom field and field dependencies on standard objects like Campaigns, Lead, Accounts, and Contacts.
• Created Tabular, Summary, Matrix and Joined Reports using standard and custom Report Types.
• Presented Sprint demos and supported system testing, UAT, and production issues.
• Worked closely with Salesforce support for Production issues.
• Worked on integrating SFDC with ETL tools like Informatica.
• Involved in Data Migration Activities to handle bulk loads using Data Loader.
• Participated in daily SCRUM meetings and engaged with development teams to communicate requirements, coordinate plans, and progress, and assist in developing prototypes to validate user requirements, using SCRUM and Agile methodology, to define product backlog and sprint backlog.
• Prepared all training documentation, Test Case Document, as well as Solution Design Document.
• Involved in End to end system testing before releasing the system for UAT users.

Confidential, CA

Salesforce Administrator

Responsibilities:

• Proficiency in SFDC Administrative tasks including creating objects, fields, setting field level security, Profiles, Roles, Users, Page Layouts, Email Services, Approvals, Workflows, Reports, Dashboards, Actions, Tasks and Events.
• Customized application business logic using Declarative Programming like Formula fields, Validation rules, Workflow rules, Approval process, Record Types, Picklists, Dependent Picklists, List views.
• Designed various HTML Email templates for Auto-Response to customers.
• Created various profiles and configured the permissions based on the organizational hierarchy requirements.
• Responsible for creation of certain custom objects, tabs.
• Familiar with Audit trails and Field tracking history.
• Customized various Salesforce.com objects like Accounts, Contacts, Leads and Opportunities.
• Acted as a liaison between the technical staff and the users (staff and management). Also, I was responsible for communications between the Project Team and other related departments.
• Customized Reports & Dashboards for business users and managers and also developed custom reports.
• Implemented Web-to-Lead, Email-to-Case for capturing Salesforce Leads and Emails created via web and emails received from customers.
• Created email templates, approval processes, approval page layouts and defined approval actions on them to automate the processes.
• Defined Lookups and Master-Detail relationship on the objects. And also created junction objects to establish many-to-many relationships.
• Worked on Agile methodology.
• Created Workflow rules and defined related tasks, time-triggered tasks, email alerts and field updates to implement business logic.
• Used Data Loader for insert, update and bulk import or export of data from Salesforce.com objects and it to read, extract and load data from comma separated value (CSV) files.
• Used Sandbox instance for testing and deployed the code to production instance after testing.

Environment: Apex code, Reports & Dashboards, Visual force pages, Data Migration, Lookups, Eclipse, Master-Detail-Relationship, Workflow rules, SOQL, SOSL, Governor Limits, Data Loader.