Salesforce Administrator

 

Salesforce.com Certified professional possessing a unique combination of Technical and Business acumen with 6+ years of professional IT experience, including 5 years of experience on SalesForce CRM platform with key emphasis on Administration, Application development and Project management.

·   Comprehensive experience working across various Salesforce.com CRM implementations covering Sales Cloud, Service Cloud, Chatter & App-exchange applications.

·   Experience in Software Development Life Cycle (SDLC) with various methodologies like Waterfall and Agile (Scrum).

·   In Depth knowledge of the Cloud computing stack which includes SAAS, PAAS and IAAS

·   Implemented various custom Applications, custom Objects, custom Fields and custom Tabs as per Business requirements.

·   Experience of using declarative features like Validation rules, Workflows, Approval processes, Dynamic approval process, Escalation Rules, Sharing rules and Assignment rules for successful deployment of complex Business process automations.

·   Experience in Salesforce.com development using Visual Force Pages, Visual Force Components, Force.com IDE, SOQL, and SOSL.

·   Experience with Salesforce.com development using Apex classes, Triggers, Apex Test Class (Modules) for Salesforce.com testing and Batch Apex for complex data processing.

·   Experience in generating Reports, Dashboards, customized Reports and analyzing the data.

·   Defining role based page layouts, search layouts to organize fields, custom links, related lists, and other components on a record detail and edit pages.

·   Worked extensively on Security and Sharing model including field level security, object level security, manual sharing, sharing rules, role hierarchy and permission sets.

·   Implemented Picklists, field dependencies, lookups, junction objects, master detail relationships and formula fields to the custom objects.

·   Worked on Web-to-lead, Web-to-case, Email-to-case in Lead and Case management.

·   Experience in Data migration from Oracle, Excel and other Legacy Systems using Apex Data Loader and Import Wizard.

·   Experience in analyzing complex Business process and mapping with SalesForce by building a robust, scalable and secure data model/schema.

·   Deployment experience using Force.com IDE and Change sets as well as hands on Sandbox management experience.

·   Experience in System Integration using Web Services API (apex callout) like SOAP API, REST API, WSDL and third party tools like Informatica Cloud and Cast iron.

·   Worked on Data migration using Apex Data Loader and native import wizard.

·   Customized Reports based on user and organizational requirement.

·   Experience in evaluating AppExchange packages and installing and configuring the applications.

·   Experience working with databases such as SQL Server, Oracle, Data Modeling and RDBMS.

·   Experience working in JIRA for issue tracking and Project management.

·   Designed and worked on Partner Relationship Management (Partner portal) and Customer portal.

·   Attention to detail and complex problem solving abilities from operational and technical perspective.

·   Excellent Communication and Inter-personal skills, Technical documentation and Reporting skills, accustomed to working in both large and small team environments.

·   Support and Training new End users and Business users of the SalesForce.com application.

·   Ability to effectively communicate technical issues and resolve problems at all levels of the organization both internally and externally; to handle full workload and meet proposed deadlines

 

 

 

 

Client: Les Concierges Inc., San Francisco, CA

Role                            : Sr. Salesforce Administrator

Duration:  March 2014 – Present

 

LesConcierges is the world’s premier provider of global concierge services and solutions. The company has multiple clients/partners they provide services to, including American Express, Visa, Apple, Discover, Apple, Cadence, Fidelity, Hilton, Genentech, Texas Instruments and many more. Their global network of service provides Customer Loyalty, Employee Loyalty, Healthcare Loyalty and Private Membership. The project involved creating and managing concierge profile and customer data in Salesforce application.

 

Responsibilities:

·  Created concierge user accounts under a common profile and assigned permission sets for added permissions.

·  Creation of multiple clients page layouts and assigning them to different record types.

·  Designed workflow rules, validation rules and approval processes for various functional and business requirements.

·  Created search layouts to organize fields, custom links, related lists, and other components on record pages.

·  Defined lookup, master-detail and many to many relationships on the objects.

·  Implemented various advanced fields like Picklist, Custom Formula Fields, Field Dependencies.

·  Configured various Reports and Dashboards for different user profiles based on the need in the organization.

·  Defined object and field level security to make sure the security and sharing model effectively work within the system.

·  Created custom buttons to navigate to multiple visual force pages.

·   Performed data migration from Oracle database using Apex data loader for all the clients.

·   Performed Sales & Marketing processes optimization through implementation of custom SalesForce logic like custom fields, objects, validations, associations, workflows and approval processes.

·   Created dashboards and reports to measure program returns including campaign ROI, lead flow, conversion rates, cost/lead, sales funnel, etc.

·   Managed and worked on helpdesk issues in order to provide assistance to end users after successful deployments.

·   Worked on deployment at the end of every sprint from UAT sandbox to production through changes sets.

·   Used JIRA for issue tracking, capturing and organizing issues, assigning work, and following team activity.

·   Attended scrum, sprint planning and sprint retrospective meetings as part of Agile Scrum methodology.

 

 

Client: VMware, Palo Alto, CA

Role                            : Sr. Salesforce Administrator/Analyst

Duration:  July 2013 – February 2014

 

VMware is a software company that provides cloud and virtualization software and services. The project involved building integration between VMSTAR (VMware’s Salesforce.com instance) to the Company Master for making VMware and Legal (D&B) hierarchy available to users in VMSTAR. It enhances account search within VMSTAR. It includes consuming and harmonizing managed and mastered attributes from Company Master and enhancing account search and account creation process in different areas within VMSTAR with much better integration with Company Master to improve Account data quality.

 

Responsibilities:

·  Worked extensively on Salesforce.com standard objects like Accounts (Person and Business), Contacts, Opportunities, and Cases.

·  Interacted with various Business users to gather enhancement requirements and involved in scrum meetings.

·  Built custom buttons in order to view VMware as well as Legal hierarchy on Account and Lead detail pages.

·  Developed, gathered and documented the business needs of clients and stakeholders.

·  Implemented Partner portal using Apex Classes and made it easier for the partner to view new upcoming collaboration features and policies.

·  Created email-to-cases, automated-responses, assignment rules, email alerts and templates for Case Management.

·  Created role hierarchies and permission sets to increase the accessibility of data.

·  Defined object and field level security to make sure the security and sharing model effectively work within the system.

·  Created search layouts to organize fields, custom links, related lists, and other components on record pages.

·  Worked in different sandboxes for development and testing, and involved in migrating the code to production instance in installments.

·  Involved in integration between VMstar and Company Master (Oracle EBS) using Informatica on demand tool.

·  Wrote Apex Test Class (Methods) for Salesforce.com testing.

·  Created and maintained Reports and Dashboards to provide fast access to key business metrics.

·  Used Force.com developer toolkit including Apex Classes, Apex Controllers and Apex Triggers to develop custom business logic.

·  Created users, roles, profiles and customization of reports and dashboards as per the client requirement.

·  Designed page layouts, components, list views, and record types for better sales performance and forecasting.

 

 

Client: First Tech Credit Union, Mountain View, CA

Role                            : Sr. SalesForce Administrator

Duration:  January 2013 – June 2013

 

First Tech Credit Union, a federally chartered credit union provides standard banking services to its members. FTFCU implemented Salesforce CRM named Member Relationship Management (MRM) solution as well as Digital Sales Platform (DSP) that entail all aspects of member interactions for Sales and Service purposes, these projects were implemented in Salesforce.com. MRM solution provides 360 degree view of the member profile, their products information, cases, leads, opportunities and campaigns.

Responsibilities:

 

·  Customized Custom Objects, Tabs and Page Layouts as per the MRM requirement.

·  Worked on various Salesforce.com standard objects like Accounts, Contacts, Cases, Leads, Opportunities, Reports and Dashboards.

·  Worked on object level and field level security for various users extensively

·  Created custom buttons for adding new leads for existing members and sending the application to LQB (loan origination system) for further processing.

·  Created sharing rules and permission sets to provide data access to end users.

·  Implemented Reports on Volume of leads, Opportunity created, Leads to Opportunity conversion, Views of Sales Cycle and cases generated.

·  Designed dashboard (line graph, funnel chart and pie chart) for opportunities versus expected date of closing and total number of opportunities funded or submitted.

·  Created role hierarchies to increase the visibility of organization’s data to users.

·  Integrated Salesforce with the loan origination system LQB by consuming the WSDL files provided and making Apex callouts to the external Web service.

·  Migrated data from OSI (Oracle 11g) database into Salesforce on nightly basis using Apex data loader.

·  Created workflows and triggers for lead de-duplication and checking member profile duplication.

·  Deployed web to case and email to case on self-service portal and email to case as case creation channels.

·  Perform detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of Salesforce.com.

·   Implemented validation rules, assignment rules and Approval Process to ensure proper authorization and to avoid saving invalid data.

·   Created search layouts to organize fields, custom links, related lists, and other components on record pages.

·  Created Junction object and appropriate fields to maintain many to many relationships between Accounts and Products.

·  Created workflow rules and defined related tasks, validation rules, Auto-Response Rules, Approval process, email alerts and templates, and field updates.

·  Used sandbox mode for testing and migrated the code to the production instance in installments.

·  Integrated AppExchange “Jitterbit” app for smooth and fast data migration from OSI to Salesforce.com.

·  Written xml, sdl and batch files for scheduling the job of data loading through CLI of data loader.

 

 

Client: Saveology.com, Fort Lauderdale, FL

Role                            : SalesForce Consultant

Duration:  April 2012-Dec 2012

 

Saveology, a Performance-Based Media Outlet, is revolutionizing the daily deal space. Saveology presents a business model that ensures giving merchants a larger revenue share, a lead generation program, a coupon generator, and access to millions of people to broaden brand awareness. The company implemented Salesforce.com to handle the entire client facing business process leveraging the Sales and Service Cloud as well as customization using the Force.com technology stack and improved contact center productivity.

 

Responsibilities:

·  Performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of SalesForce.com (Salesforce.com).

·  Implemented custom tabs for competitive tracking, reports, email campaign results, product information, commission calculations, and more using the Force.com platform

·  Implemented Marketing and Sales processes covering Campaign, Leads, Accounts, Contacts, Opportunities, Forecasting, Pipeline management etc.

·  Integrated App Exchange application “Exact Target” for Campaign Management to send unlimited targeted, relevant email messages directly from Salesforce.com.

·  Provided object level and field level accesses to users of different profiles.

·  Installed “Dream Factory” AppExchange app to automate the generation of sales process documents and business forms including quotes, proposals, sales orders, invoices, and packing slips.

·  Worked on Oracle EBS applications integration with Salesforce.com using Informatica Cloud tool.

·  Worked with Anonymous Blocks that could be compiled and executed using System Log Console, Force.com IDE and Web Services API call

·  Designed Custom tabs to track the campaign metrics and individual Vision Entrepreneur.

·  Created role hierarchy in order to enhance the sharing model capabilities.

·  Evaluate AppExchange solutions and integration with Business Objects for greater data-mining functionality.

·  Designed workflow rules, validation rules, assignment rules, email alerts and templates.

·  Implemented Partner portal using Apex Classes and Visual Force page and made it easier for the partner to view new upcoming collaboration features and policies.

·  Created and maintained Reports and Dashboards to provide fast access to key business metrics.

 

 

Client: Egencia, Bellevue, WA

Role                            : Salesforce Consultant

Duration:  June 2011 – March 2012

 

Egencia is an Expedia, Inc. company – the world’s travel leader providing shared traveler friendly, familiar booking experience, Egencia leverages technology and content with Expedia Inc.’s extensive brand portfolio. Salesforce and custom apps help Egencia’s business soar increasing the productivity through streamlined sales processes, elimination of spreadsheets, and easy access to materials.

 

Responsibilities:

·  Customized page layouts for Campaigns, Leads, Opportunity, Contacts, Cases and Accounts depending upon user roles and groups.

·  Implemented new enhancements, including creation of custom objects, custom fields, custom tabs.

·  Involved in identifying, planning and implementing SalesForce.com features and functions (new screens, workflow, force.com objects, and reports, apex code) to meet business requirements.

·  Customized customer portal using Apex Classes and Visual Force Page.

·  Wrote validation rule to check the length of the case subject field.

·  Worked on various SalesForce.com standard objects like Accounts, Contacts, Leads, Opportunities, Dashboards and Reports.

·  Added custom fields and validations to new and existing objects and added custom functionality using custom controllers and custom extensions.

·  Installed DocuSign form AppExchange to provide easiest, fastest, most secure way to send, sign, track and store documents in the cloud.

·  Integrated Salesforce data using IBM Websphere CAST IRON with existing QuickBooks and Microsoft Excel.

·  Created workflow rules and defined related tasks, validation rules, Auto-Response Rules, Approval process, email alerts and templates, and field updates.

·  After using sandbox for testing and configuration, assisted in migration to the full production.

·  Integrated Apex with External services by making callouts that used SOAP and WSDL and worked with Apex Scheduler to invoke Apex classes at regular intervals

·  Created Custom Visualforce components and attributes to override the look and feel of standard Visualforce components

·  Worked on PRM by designing a partner portal that allows partner users to log in to Salesforce and access data.

·  Responsible for creation of users, roles, profiles and customization of reports and dashboards as per the client requirement.

·  Performed data import and export using Import Wizard and Data Loader.

 

 

Client: Keenan and Associates Insurance, Torrance, CA

Role                            : Salesforce Consultant

Duration:  March 2010 – May 2011

 

Keenan is the largest privately held insurance brokerage firm in California. Keenan’s innovative solutions provide high quality and cost-effective insurance, employee benefits, and financial services to public agencies and health care organizations.  Keenan & Associates ensures unified customer data and pipeline visibility with Salesforce.com for their Marketing, Sales and Customer Service business process.

 

Responsibilities:

·  Involved in identifying, planning and implementing new Salesforce.com features and functions (new screens, workflow, force.com objects, reports and apex code) to meet business requirements.

·  Interacted with various business team members to gather the requirements and documented the Business and Software Requirements.

·  Implemented Web based Lead Management – web-to-lead for capturing data on prospective donors and franchise partners.

·  Customized customer portal using custom controllers and extensions and Visual Force Page.

·  Developed Apex classes and customized Custom Objects, Tabs and Page Layouts.

·  Worked on various Salesforce.com standard objects and added custom fields to them.

·  Implemented Reports on Pipeline, Opportunity created, Leads to Opportunity conversion, Views of Sales Cycle, cases generated.

·  Deployed Apex using Force.com IDE, Force.com Migration Tool and Web Services API

·  Deployed web to case and email to case on self-service portal and email to case as case creation channels.

·   Implemented Workflows, validation rules, assignment rules, Approval Process to ensure proper authorization.

·   Configured and performed integration between multiple systems using web-services SOAP and WSDL

·  Implemented web based case management automation – Web to Case and Email-to-Case using XML

·  Designed various HTML Email templates for Auto-Response to customers.

·  Assigning profiles and roles to users as per the organizational requirements,

 

 

Client: Acculogix, Bangalore, India

Role                            : C++ Developer

Duration:  January 2009 – December 2009

 

Acculogix, a Microsoft Certified Partner for Dynamics ERP solutions, is an US based ISO 9001:2008 certified HR Services and Solutions Company which has India headquarters in Bangalore. Acculogix provides some specialized services and solutions in RPO-Recruitment Process Outsourcing, executive Search and WMS/VMS.

 

Responsibilities:

·                 Handled and developed client-focused software and web development consultant with strong problem domain definition

·                 An extensive experience with all phases of development from problem definition and requirements gathering, to design and architecture specification, component development, system integration, QA, staging, deployment and documentation.

·                 Worked on memory leaks on the project.

·                 Worked on C++ classes to implement quotes and news from Fidelity Market Data (FMD) using Reuters API (RFA, RV).

·                 Worked on Perl templates which delivers content to fidelity.com site for customers to view quotes and accounts information.

·                 Involved in RCDR project in .NET C# and SQL-Server.

·                 Working On initiatives which would require the changes in various components of the system in Unix/Windows Environment.

·                 Involved in projects involving C, C++, Java, .NET C# and SQL-Server.

·                 Analyzing Data in SQL-Server/Oracle.

·                 Working On initiatives which would require the changes in various components of the system in Unix/Windows Environment.

·                 Interacting with other development teams for resolutions.

·                 Maintaining a good cycle time for closing of the problems by the worldwide clients.

 

 

·   Masters in Software Engineering

·   Bachelor of Science (Computer Science)

·   Salesforce.com Certified Force.com Developer (DEV 401)