SUMMARY

• Over 8 years of diversely progressive experience in Salesforce as an Admin with emphasis on Business Analysis.
• Designed various Custom Objects, Custom Fields, Page Layouts, and Custom Record Types as per the requirements.
• Proficiency in SFDC Administrative tasks like creating Profiles, Roles, Users, Email Services, Approvals Processes, Workflow Rules, Validation Rules, Reports, Dashboards, Tasks Events.
• Extensive experience in data migration and integration using Data Loader and Informatica Tool.
• Experience in analyzing business requirements, entity relationships and converting to Salesforce custom objects, Lookup Relationships, Master - Detail Relationships.
• Proficient in designing Custom Formula Fields, Roll up summary, Field Dependencies, Field Updates, and Email generation according to application requirements.
• Configured and maintained user security permissions according to organizational needs.
• Involved in data-mapping and migration of data to SalesForce.com Objects and fields.
• Integrated Salesforce for Outlook.
• Experience in training the internal business users to use the SFDC application.
• Excellent communication and inter-personal skills, technical documentation and reporting skills, accustomed to working in both large and small team environments.
• Ability to effectively communicate technical issues and resolve problems at all levels of the organization both internally and externally.
• An effective team player with excellent problem solving and interpersonal skills.
• Strong leadership abilities and a quick learner to new concepts and applications.
• Strong written and verbal communication skills.

TECHNICAL SKILLS

Sales Cloud: Salesforce automation including Leads, Accounts, Contacts, Opportunities & Partner Portal

Service Cloud: Cases, Customer Portal, Email to Case

Configuration Skills: SFDC Standard

Object Configuration: Leads, Accounts, Contacts, Opportunities, Cases and Custom Object development: Field creation, Page Layout creation/editing, Related list customization, Record Types, Field Level and Object level security, role hierarchies, sharing models, Reports, Dashboards, Workflows rules & Approvals, Process Builders, User Management

Data Migration Tools: Data Analysis, Data Migration, CRM Data Loader

Programming Languages: SQL, HTML

Microsoft PC Applications: MS Word, MS Excel, MS PowerPoint, MS Outlook, Salesforce Agile Accelerator, Confluence

PROFESSIONAL EXPERIENCE

Confidential

Cloud/Salesforce Administrator

Responsibilities:

• Created various Custom Objects and Custom Fields
• Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Cases, Activities, Dashboards and Reports.
• Implemented security settings, object level security, field level and record level security
• Extensively used Tab permissions, Record Type and Page Layout permissions
• Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.
• Customized Company Profile, Security Controls and Communication Templates of the organization as per the organization requirements.
• Developed Case Assignment Rules, Escalation Rule, Auto Response Rules, Email to Case, Web to Case
• Created Workflow Rules, Workflow actions and time dependent actions
• Configured Validation Rules based on business requirement
• Implemented pick lists, dependent pick lists, lookup and master detail relationships
• Managed all new user set-ups and deactivation, including following approval process and transferring ownership of account/contact/opportunities for deactivated users.
• Created various Reports and Dashboards based on company's requirement
• Configured and integrated Salesforce for Outlook
• Arranged weekly webinars and trained end users to use SFDC application
• Trained end users whenever a new update of Salesforce is made
• Documented Salesforce fundamentals for easy understanding and navigation for business users
• Developing, implementing and testing on the Sandbox environment
• Managed Account Team Members

Confidential, PA

Salesforce Administrator

Responsibilities:

• Managed all new user set-ups and deactivation, including following approval process and transferring ownership of accounts/contacts/opportunities for deactivated users.
• Performed mass data imports using the Apex data loader and import tools as requested by CRM Manager.
• Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow Approvals.
• Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.
• Worked with Pervasive Data integrator for Comprehensive data Integration.
• Deployed web to case and email to case as case creation channels.
• Modified the sharing model as required.
• Created and maintained custom fields and modifying Picklist values and field dependencies.
• Developed custom objects, reports and configured analytic snapshots for sales performance and lead generation statistics.
• Developed and configured various Reports and Report Folders for different user profiles based on the need in the organization.
• Imported and updated campaign data.
• Modified Lead Assignment Rules.
• Responsible for creating Queues, Workflows rules and tasks to share and automate work to the users in the Queue.
• Managed security controls by modifying sharing settings, field accessibility, password policies, session settings and network access.
• Work closely with prospects/clients to identify technical requirements and technical infrastructure for CRM based enterprise solutions.
• Worked closely with sales team and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of SalesForce.com.
• Provided training to the internal users and helped them in getting used to the application, generated reports and save them for the further access to the users.

Confidential, Stamford, CT

Salesforce Administrator/Business Analyst

Responsibilities:

• Interacted with various business team members to gather and documented the requirements.
• Prepared technical documents and implemented the requirements on Salesforce.com platform.
• Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Cases, Opportunities, and Campaigns.
• Designed, Implemented and deployed the Custom objects, Custom Fields, Page layouts, Custom tabs, and Components, to suit to the needs of the application.
• Defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects.
• Rolled out Salesforce Chatter to all users to improve and accelerate company-wide Communication.
• Involved in creating and customizing Email template and configuring them to the email alert within the workflow rule for a standard/custom object.
• Set up Assignment rules, Web-to-Lead and Auto-Response rules.
• Configured validation rules based on business requirements.
• Created custom reports used Tabular, Summary and Matrix reports.
• Designed and modified Approval processes and created Approval steps which used email alerts and field updates.
• Applied workflow processes, workflow actions and time dependent workflow actions.
• Configured and integrated Salesforce for Outlook.
• Conducted internal training sessions for business users on Salesforce technology functionalities, especially with respect to reports and dashboards.

Confidential, Falls Church, VA

Salesforce Administrator

Responsibilities:

• Involved in Salesforce.com Application Setup activities and customized the apps to match the functional needs of the organization.
• Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security and configured their sharing settings.
• Data migration to Salesforce using Data Loader.
• Involved in analysis of functional and technical requirements created the custom objects, formula fields, and lookup and master-detail relationships.
• Created Workflow Rules, Validation Rules, Record Types, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates.
• Created various Reports summary, matrix, tabular and dashboards to assist managers to better utilize Salesforce as a sales tool.
• Implemented security and sharing rules at object, field, and record level for different users at different levels of organization. Also created various profiles and configured the permissions based on the organizational hierarchy and created public groups.
• Developed Assignment rules, Escalation rules to enable proper routing of cases to the case team members.
• Designed and modified Approval processes and created Approval steps which used email alerts and field updates.
• Imported data from excel sheets in to Leads, Accounts, Contacts and Opportunities using Data Loader and Import Wizard.
• Configured multiple Outlook settings for various users and perform field mapping and matching criteria and other advanced settings based on the requirements.
• Worked on making minor enhancements to SFDC application required by business users from time to time.
• Involved in SFDC application support for business users.
• Advised the sales and support team on efficient utilizing of Salesforce.
• Analyzed different business reports and guided the team on deployment and customization of those reports in Salesforce.

Confidential

Salesforce Admin Intern

Responsibilities:

• To make sure Salesforce systems & products are optimally performing.
• To regulate the Salesforce roles, users, profiles, workflows, groups, and sharing rules.
• To timely upgrade & optimize the Salesforce systems to allow optimized integration.
• To safely & accurately import the sales team data inclusive of leads, contact info & other important details
• To manage & maintain the Sales cloud.
• To build custom reports & dashboards.
• To analyze & install the new Salesforce releases.
• To prepare training materials & manage sessions for the users.
• To document everyday processes, make changes to the field history table, and as well as the error reports
• To prepare concise & helpful reports for the sales team or department.