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Salesforce Business Analyst/administrator Resume

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Indianapolis, IN

PROFESSIONAL SUMMARY:

  • Over 8 years of Extensive and Progressive Professional IT experience., 4+ years working as Salesforce Business Analyst/Admin in the areas of CRM Salesforce Business Analyst, Design documentation, Business Process modeling, and UAT and Implementation coordinator.
  • Experienced in working with clients to map out their existing Business Processes and providing system - based solutions that i Confidential ease efficiency and reduce operating costs.
  • Experienced with Salesforce Sales cloud and Marketing cloud as system administrator and guiding clients on CRM solution for sales, marketing and services teams.
  • Experienced in Scoping Phase, Gap Analysis, Testing, and Implementation Phase.
  • Worked with Data loader for loading the Confidential achments into salesforce.com, related to objects like Accounts, Contacts, Opportunities, and Activities.
  • Proficiency in SFDC Administrative tasks like Creating Profiles, Roles, Users, Page Layouts, Email Services, Validation rules, Approvals, Workflows, Reports, Dashboards, Tasks and actions.
  • Skilled in customizing standard objects like Accounts, Contacts, Opportunities, Products, Price books, Cases, Leads, Camp Confidential ns as per client’s need.
  • Created page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.
  • Experience creating custom objects and integrating existing desktop and web apps with legacy mainframe systems.
  • Implemented pick lists, dependent pick lists, lookups, junction objects, master detail relationships, validation and formula fields to the custom objects.
  • Experience in data migration from Excel, MS outlook and Legacy Systems using Data Loader, Import Wizard, Informatica Data Loader, and Cast Iron.
  • Also used MS-Visio for process modeling, Use Case Diagrams, business process flow diagrams.
  • Experience with Software Development Lifecycle (SDLC) Waterfall and Agile with scrum.
  • Worked extensively on various salesforce.com standard objects like Accounts, Contacts, opportunities, Products, Price books, Contracts, Cases, Leads, Camp Confidential ns, Reports and Dashboards.
  • Strong Requirements gathering experience using JAD Sessions & Conducting User Interviews, and preparing functional documents like Use Cases, Software Requirements Specifications (SRS).
  • Experience with Object Oriented Analysis and Design OOAD using UML, Rational Unified Process RUP, Agile Scrum, Rational Rose, Requisite Pro and Rational Clear Case.
  • Extensive knowledge of Salesforce.com implementation cycle in Sales, Marketing, Service and support modules.
  • Expert in generating and analyzing custom reports and dashboard for management and various business unit personnel to provide detail information on key performance indicators.
  • Developed process enhancements through automations including Workflow, Approval Processes, and Escalation Rules.
  • Experience in SalesForce Testing and Administration spanning all facets of package software and SaaS application implementation.
  • Strong knowledge & experience working in teams implementing Agile Methodologies.
  • Knowledge in Salesforce.com SFA, Force.com Apex Classes, Apex triggers, Integration, Visual force, Force.com API, SOQL, and SOSL.
  • Excellent communication and inter-personal skills, accustomed to working in both large and small team environments.
  • Created Test data requirement and test data scenarios for test data creation team.
  • Strong understanding and experience in Business Process Management (BPM) System,Identity & Access Management, Network Security and working experience in regulatory environment.
  • Knowledge of Web Services, Security Architecture, Application Security and API Authentication.
  • Created various scenarios ­and business process to interact Business Process Management System to Enterprise Content Management System.
  • Analyzed Enterprise Content Management tool’s “As Is” and “To Be” state.
  • Strong understanding of “Development of Web Services using RESTful and ESB”.
  • Understanding of best practices to secure REST API.
  • Aiding in the creation of project charters, analysis for value capture, and document business needs for specific projects to be chartered.
  • Certified Salesforce Admin and SharePoint Admin.
  • Expert in understanding business processes
  • Familiarity withPEGA and GIGYA
  • Excellent knowledge of FDA 21CFR Part 11: Electronic records and electronic signatures along with 21 CFR Part 50, 56, 58, 210, 211, 312, 314, 820 (Pharmaceutical Industry).
  • Hands-on experience writing SQL queries and R code (Open Software) for data analysis, retrieving data, combine data from multiple tables.
  • Experienced in assisting data modeling team to create ERD model (conceptual, logical, and physical data model) - identify entities, Confidential ributes, relationship and data integrity constraints using Erwin.
  • Strong experience in creating, updating and reviewing Design Document and Source Code.
  • Hands-on experience assisting QA team in documenting test plan, test scenarios, test cases, and requirement traceability matrix. Managed defect tracking lifecycle using Quality Center - created test schedule, analyzed test cases readiness, managed defects, prioritize defects, and generated integrated graphs & reports.
  • Strong experience in Quality Assurance - performed functional, GUI, performance, stress, regression and smoke testing.

TECHNICAL SKILLS:

Salesforce: Salesforce CRM, Salesforce SFA, Apex, Visualforce, Controllers, Triggers, SOQL, SOSL, Web Services, Sales and Service Cloud, Workflow & Approvals, CPQ, Reports and Dashboards, Data Loader, Veeva Custom Objects, Analytic Snapshots, Case Management Automation

Tools: Force.com Explorer, Data Loader, Force.com Excel Connector, ANT

MS Tools: MS Word, MS Excel, MS Access, MS PowerPoint 2003/07, MS SharePoint, MS Project

Management Tools: Mission Control, Jira, Redmine, ServiceNow

Testing tools: HP ALM Quality Center, QTP, Win Runner, Clear Quest

Markup and Programming Languages: HTML, XML, Javascript, SQL, Python, R

BI/Visualization Tools: Tableau Desktop

Database: Oracle, MS SQL

PROFESSIONAL EXPERIENCE:

Confidential, Indianapolis, IN

Salesforce Business Analyst/Administrator

Responsibilities:

  • Working with APEX developers and Salesforce admins, describing profile and data visibility requirement, setting up workflow rules and validations, Setting up reports and dashboards
  • Coordinate with implementation manager and monitor all phases of projects and maintain all project objectives within required timeframe. Coordinate with internal deployment team to maintain all the necessary platforms prior to implementation.
  • Coordinating with stakeholders. Analyzing requests for new feature or change request by operations teams. Coordinate timelines during development process.
  • Worked on various Salesforce.com standard objects like Accounts, Contacts, Leads, Opportunities, and Reports.
  • Worked closely with Business Users in improving their business processes using SFDC.
  • Offered support ongoing Salesforce.com maintenance and administration services including periodic data cleansing, custom objects, workflow, and triggers.
  • Implemented Ch Confidential er, Ch Confidential er Desktop developed public and private groups.
  • Created Workflows, Approval processes, Validation rules, process builder, flows and sharing rules.
  • Working on cleaning up the huge volume and duplicate data to support data integrity.
  • Gathering requirements from Users to create user stories and add implementation details for the stories.
  • Modified existing profiles, roles, Object permissions and field permissions.
  • Implemented sales and monitoring sales performance of the agents.
  • Created new Record Types, page layouts, related lists for several objects.
  • Worked closely with QA team and prepared several Test conditions, confirmed, and conducted UAT on all applications.
  • Created user Roles and Profiles and sharing settings.
  • Used field level security along with page layouts to manage access to certain fields.
  • Designed and deployed Custom tabs, Validation rules, and Auto-Response Rules for automating business logic.
  • Created workflow rules and defined related tasks, email alerts, and field updates.
  • Created custom Dashboards for manager’s home page and gave accessibility to dashboards for authorized people.
  • Worked on Agile and Scrum Methodology for Salesforce custom app implementation.
  • Created new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports
  • Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.
  • Design Phase: I was involved in establishing core design elements and strategies covering future-state business model based on the business and legacy system functionality.

Confidential, Cincinnati, OH

SalesforceBusiness Analyst/Administrator

Responsibilities:

  • Involved in various stages of the system from requirement gathering, documenting the gap between the requirement and the system.
  • Closely worked with SalesForce.com teammates while implementing the solutions for the requirements.
  • Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Camp Confidential ns, Reports and Opportunities.
  • Designed, Implemented and deployed the Custom objects, Page layouts, Custom tabs, Components to suit to the needs of the application.
  • Created Custom Objects and defined lookup and master-detail relationships on the objects and created junction objects to establish many-to-many relationship among objects.
  • Created various profiles and configured the permissions based on the organizational hierarchy requirements.
  • Customized tabs for different business users’ groups and business centers.
  • Developed Salesforce.com approvals and workflows with tasks from interview schedules and approvals for further interviews finally resulting in offers.
  • Proactively managed complex workflows, approvals, validation rules, assignment rules and system triggers.
  • Created page layouts, related lists, and search criteria on record pages.
  • Installed and deployed Organization View, a Force.com AppExchange tool that allows users to create visual org charts and update them in Salesforce CRM using drag-and-drop functionality.
  • Involving in creating user roles and Hierarchies.
  • Offered the training to the internal business users to use the application and develop their own custom report.
  • Extensively involved in data migration from legacy systems to Salesforce.
  • Implemented security and sharing rules at object, field, and record level for different users at various levels of the organization. Also, created various profiles and configured the permissions based on the organizational hierarchy.
  • Implemented Email-to-Case, Web-to-Case entry, and manual case entry for entering customer’s cases in Cases Tab.
  • Responsible for all the activities related to configuring Data Loader, uploading data in CSV files into Salesforce.com, checking for correctness of the data.
  • Defined various Validation rules to validate the data in the application. Customized Page Layouts for Salesforce.com Standard and Custom objects. Created custom report types and generated report using the report types.
  • Designed and developed Use Cases, Activity Diagrams using MS Visio.
  • Managed change request and analyzed the impact of change request on the application in regard to Project Plan, Project Scope, and Project Schedule.
  • Wrote SQL Queries to create tables, stored procedures and performed data analysis, data mapping.
  • Provided management with metrics, reports and schedules as necessary and participated in the design walkthroughs meeting using MS Project.

Confidential, Columbus, OH

Salesforce Business Analyst/Admin

Responsibilities:

  • Gathering the Business Requirements and Analysis of the Business Requirement. Interaction with direct clients and customers for the requirements gatherings.
  • Conducted JAD Sessions with the subject m Confidential er experts, stakeholders and other management teams in the finalization of the User Requirement Documentation.
  • Involved in developing use case document for the application, traceability matrix, system requirement specification (SRS) and presentations for proposed solutions
  • Gap analysis, which involves determining, documenting and approving the variance between business requirements and current capabilities.
  • Updating the status reports accordingly.
  • Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to manage sharing access among different users.
  • Customized tab worked with various standard objects like Accounts, Contacts, Leads, Camp Confidential ns, Cases, and Solutions.
  • Designed, Implemented, and deployed the Custom objects, Page layouts, Custom tabs, Components to suit to the needs of the application.
  • Created Custom Objects and defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects.
  • Developed workflow rules for various tasks and Email alerts as per the requirement.
  • Integrated Salesforce CRM and the legacy system using Cast Iron Integration Systems.
  • Developed Approval process for the application by implementing custom formulas in different stages of approval.
  • Implemented Case Management Automation to track and solve Customer’s Issues. Implemented Email-to-Case, Web-to-Case to enter generated cases to Case Object.
  • Developed Visualforce Pages to customize the view and functionality of the page that were required by the Organization.
  • Provided the training to the internal business users to use the application and develop their own custom report.

Confidential, Wayzata, MN

Business System Analyst

Responsibilities:

  • Fair understanding of BASELIII regulation
  • Calculated Exposure At Default (EAD) Risk Weighted Asset (RWA) with the help of the team
  • Worked with business users to accomplish functional requirements around collateral management and security lending
  • Worked on Business Process Reengineering/Redesign/Transformation of current application in order to meet stakeholders’ request.
  • Analyzed “As Is” and “To Be” concept
  • Followed the principles of Agile methodology during the entire software development life cycle (SDLC)
  • Conducted GAP analysis to identify the current business process and document the targeted goals and metrics
  • Helped the product owner in managing the Product Backlog
  • Communicated between the front and the back office to see the reports are up to the mark
  • Worked efficiently on the ceremonies during each Sprint planning
  • Effectively conducted JAD session and finalized the user requirements specification
  • Prepared data requirement document to record and store market data like price, fx-rates, mm rates, security reference, margin calls from clearing broker
  • Explained the user requirements by creating Mockups and dummy GUI s
  • Followed the UML based methods using MS Visio to create Use Cases, Process Flow Diagrams
  • Performed high level end-to-end business application and trade flow testing and assisted the testing team for carrying out various positive and negative test scenarios
  • Hands on experience of SQL, performed on queries to the database tables and also did data analysis for the financial data
  • Worked with different cross functional teams like reference data team to leverage the market data for margin calculations
  • Managed defects and assisted testing team in writing test cases, providing test data and helped them in executing test cases
  • Supported in UAT testing, developing and maintaining quality procedures and ensured the testing goes smooth

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