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Salesforce Product Analyst Certified Administrator Certified Business AnalystEMAIL AVAILABLE PHONE NUMBER AVAILABLESummary: Highly effective Salesforce Administrator /Business Systems Analyst with 7+years of verifiable track record, conducting Requirements Gathering, Data Analysis, Functional and Detail technical design. Agile, and Waterfall methodologies to manage and deliver projects. Active listener and effective communicator with the ability to balance stakeholders to reach a mutual solution while maintaining professional relationships. Proven ability to clarify the business requirements and create functional and detail technical design achieving high levels of client satisfaction. Worked on financial domain..Good hands-on experience in Salesforce Admin and Business Data Analyst with proficient experience in Salesforce CRM with Customization, Security Access, Workflow Approvals, Data Validation analytics, Sales Cloud in Salesforce CRM Platform.Good Knowledge in Salesforce Administration and Customization, Data Validation, Sales, Marketing, Customer Service and Support Development team..Advanced skills in Microsoft Excel, Visio, PowerPoint, Project, MS Access, Oracle 11g, SQL Server, SQL PLUS, Miro Rally, JIRA, Confluence, Agile SDLC.Hands on Experience in Role Hierarchy, Custom Profiles and Public Groups creation and User Management..Experience in analyzing Organization Processes, converting Business Workflows into exact Salesforce.com Workflows and Configuring Salesforce.com to meet Business Requirements..Hands on Experience in creating Custom Objects, Custom Fields, Page Layouts, Custom Tabs, Reports and various other components as per the client and application requirements..Good Experience in Business process and good knowledge of Customization in Salesforce.com, Standard Objects like Accounts, Contacts, Opportunities, Cases, Leads, Campaigns, Orders, Forecasting, Reports and Dashboards..Experience in Creating Roles, Profiles, Email Templates, Page Layouts, Workflows, Workflow Actions and Approval Process..Experience with various Advanced fields like Picklist, Custom formula fields, Many to Many Relationships, Lookups, Master-Details, Field Dependencies, Validation Rules, Workflows, Approval Processes, Process Builder and Visual Flow for automated Alerts, Fields Updates, Email Generation as per Application Requirements..Worked on Data Migration and update through the tool App Exchange Data Loader and Data Import Wizard in Salesforce.com..Experience with Salesforce Sandbox and Production Environments and Installing Salesforce.com AppExchange, App Configuring and Maintaining Users Security Permissions in Compliance with Organizational needs..Experience in creating detailed process Documentation & Deployment process on issues for future follow-up..Excellent Leadership and Interpersonal Skills, Team Player with ability to work effectively with all levels of organization and individually as well.Technical Skills:SFDCClassic, Lightning, SFDC Utilities/Tools, Reports and Dashboards, Data Loader, Custom Objects, Salesforce Chatter Workflow & Approvals, Custom Objects.CRMSalesforce.comDatabasesSOQL, SOSL, Microsoft SQL Server, MYSQLOperating SystemsWindows 2000/2008/2009/2010 Server, Windows XP, UNIX.LanguagesApex, SQL, Java, HTML, XML, C, Data Structures.SDLC MethodologiesWaterfall, Agile, ScrumDocumentation ToolsMS Office (MS Word, MS Excel, MS Power Point, MS Project, Share Point) MS Visio, Jira, Miro, Rally, Confluence.Professional Experience:Allegis Group Inc Hanover, Maryland Date: Oct 2023 to PresentSalesforce Business AnalystAllegis deals with the Case Management for talents within Salesforce environment. This application has different feature to manage the case effectively. In this project, application handle Email to Case, Payroll Adjustment for single case and mass cases, Communities Cases for own communities and Started cases for new hires. To handle all these kinds of different cases, we have Omni Channel Feature where the right case assigned to the right agent so that case should resolved in less time. Collocated Services Center Application which is useful for the end users or recruiters to track the issues faced by Talents or Contractors related to Payroll, Billing Invoice or Expenses at the client location.Working in the Agile team based on Salesforce Service Cloud project. We take business prioritization, requirements, and partner with our technology team to deliver features and User Stories as prioritized initiatives. Its user base spans across the global and operates with a variety of complex business and sales processes. As a business analyst working on features, analyzing risk, feasibility, environment set up, helping in developing, testing and validating stories in lower to higher environment, demonstrating implementation and taking sign off from business. Working on production tickets.Responsibilities:Gather requirements from various business stakeholders & work with the product owner to prioritize the task.Supported & implementing features such as TEK Adjustment Form for Mass Case, Enhancement on Canada Finish Case and Reporting on Started and Finish Case and Communities Cases.Working on feature from start to finish (writing stories for development team, answering developers questions, evolve in testing. Work with the Scrum team to provide clarifications and help aid with testing.Capture and analyze the requirements and create features, user stories, timeline, road maps, documentations, mockups, environment setup, tool selection for implementation.Provide configuration changes in Salesforce Service Cloud.Doing user management in Salesforce service and adjust permissions as per role changes / business needs.Work with deployment team and with smoke testing / performance testing.Implement Web to Case, and Web to Lead, Email to Case functionalities to provide a better customer support to the customers.Create Profiles and implemented Object and Field level Security to hide critical information on the Profile Users.Analyze comprehensive all relevant Business Processes and WorkflowsEnvironment: Salesforce.com platform, Service Cloud, Assignment Rules, Escalation Rules, Sandbox Environment, Validation Rules, Custom Reports, Workflow & Approvals Process, Custom Objects, Custom Tabs, testing in Sandbox. MS Visio, Digital AI, MS Word, MS Excel, MS Power Point, MS Share PointT. Rowe Price Owings Mill, Maryland Date: Aug 2022 to Feb 2023Salesforce Product AnalystT. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services, Type of fund management are Retirement Funds, Stock Funds, International Funds, Bonds etc.Working in the Agile team that supports the B2B instance of Salesforce at T. Rowe Price. We take business prioritization, requirements and partner with our technology team to deliver Features and User Stories as prioritized initiatives. Its user base spans across the global and operates with a variety of complex business and sales processes. As a product analyst working on features, analyzing risk, feasibility, environment set up, helping in developing, testing and validating stories in lower to higher environment, Demonstrating implementation and taking sign off from business.Responsibilities:Gather requirements from various business stakeholders & work with the product owner to prioritize the task.Supported & implementing features such as Salesforce Scheduler, Platform Shield Encryption, Enhancement on Analytics Dashboard.Working on feature from start to finish (writing stories for development team, answering developers questions, evolve in testing. Work with the Scrum team to provide clarifications and help aid with testing.Capture and analyze the requirements and create features, user stories, timeline, road maps, documentations, mock ups, environment setup, tool selection for implementation.Provide configuration changes in Salesforce Service Cloud.Doing user management in Salesforce service and adjust permissions as per role changes / business needs.Work with deployment team and with smoke testing / performance testing.Implement Web to Case, and Web to Leads, Email to Case functionalities to provide a better customer support to the customers.Create Profiles and implemented Object and Field level Security to hide critical information on the Profile Users.Analyze comprehensive all relevant Business Processes and WorkflowsEnvironment: Salesforce.com platform, Assignment Rules, Escalation Rules, Sandbox Environment, Validation Rules, Custom Reports, Workflow & Approvals, Dashboards, Custom Objects, Custom Tabs, testing in Sandbox, Data Loader. MS Visio, Rally, Miro, MS Word, MS Excel, MS Power Point, MS Share Point.Common Securitization Solutions Bethesda, MD Date: Mar 2020 to Jun2022Salesforce Administrator/Business System AnalystCommon Securitization Solutions (CSS) builds a platform for the issuance and management of mortgage-backed securities. CSS are experts in securitization and technology who help the housing marketing smoothly.The Pricing Execution-Cash deliver an efficient, well-controlled and flexible pricing platform. The project builds upon the new Pricing Manager Application and Pricing Recalculation Application to implement the objectives identified Create Cash Pricing, Retire Legacy System, Pricing Recalculation, Improve customer experience and includes integration with the Selling System and other ancillary systems necessary for pricing execution. This is my financial project with EDM implantation.Responsibilities:.Implemented the Salesforce.com application using Agile, Scrum Methodology that involves the iterative Development Methodology..Interacted with various business user groups for gathering the requirements for Salesforce.com implementation and documented the Business and Software Requirements..Created Page Layouts, search layouts to organize fields, Custom Links, Related lists, and other components on a record detail and edit pages..Developed Workflow Rules, Assignment rules, Escalation rules to enable proper routing of cases to the case team members..Designed junction objects and implemented various advanced fields like Pick list, Custom Formula Fields, Field Dependencies, Validation Rules, Workflows, Sharing rules and Approval Processes for Automated Alerts, Field Updates, and Email Generation according to application requirements..Involved in Salesforce.com Application Setup activities and Customized the Apps to match the functional need i.e., Sweep & Match, Custom Member Search, and Data Synchronization by Web Services Integration..Created various Standard and Custom Reports / Dashboards (Summary Reports, Matrix Reports, Pie Charts, Dashboards, and Graphics) and Report Folders to assist managers to better utilize Salesforce.com as a sales tool and configured various Reports and for different User Profiles..Provided post-implementation support to assist end users in Creating Reports, Dashboards and certain Administration tasks including creating and maintaining User Profiles and Privileges..Implemented Web to Case, and Web to Leads, Email to Case functionalities to provide a better customer support to the customers..Created Profiles and implemented Object and Field level Security to hide critical information on the Profile Users..Created Users, Roles, Public groups and implemented Role Hierarchies, Sharing Rules and Record Level Permissions to provide shared access among users..Involved in the Data Transformation and Data Cleansing activities while transferring the data from the external system into Salesforce.com using Apex Data Loader..Used EDM (Email) template for sending product campaign..Created test scenarios on Sandbox Environment, created packages and moved it between Sandboxes and Production environments to place final implementations..Hands on Experience in Business process and good knowledge of Customization in Custom Objects, Standard Objects like Accounts, Contacts, Opportunities, Cases, Leads, Campaigns, Orders, Forecasting, Reports and Dashboards.Environment: Salesforce.com platform, Force.com Sites, Apex, Assignment Rules, Escalation Rules, Sandbox Environment, Validation Rules, Custom Reports, Workflow & Approvals, Dashboards, Custom Objects, Custom Tabs, Creating Packages, Sandbox data loading, and Apex Data Loader.Evolent Health- Arlington, VA Date: Jun 2017 to Dec 2019Salesforce Admin/Business AnalystEvolent Health, Inc. is a health care company that delivers clinical and administrative solutions to payers and providers. The Company supports health systems and physician organizations as well as health plans to move their business models from traditional fee-for-service reimbursement to value-based care. This project is in health cloud.Responsibilities:.Supervised and trained peers and new employees. Worked in multiple projects, with Procure-to-Pay, Administration Management and Web Application knowledge..Gathered & Prioritized Requirements by building a Prioritized Requirements Matrix.Analyzed comprehensive all relevant Business Processes and Workflows..Developed and managed comprehensive Project Management Plan..Analyzed the corporate-level technology stack for integration into proposed systems..Co-ordinated with Onsite Supervisor and Managers, for related process requirements to finalize the deal..Involved in negotiating client development, as part of a Project Budget team..Conducted client meetings to develop requirements for customer needs..Prepared Master requirement Sheet with Requirements & Related Technology..Reviewed requirements and technical proposals, with Time Estimation.Environment: MS Visio, MS Word, MS Excel, MS Power Point, MS Share Point, MS Project, SQL.MEDecision - Wayne, PA Date: Mar 2016 to Mar 2017Junior Salesforce Administrator/Business AnalystMED- Alineo Enhancement project is enhancement project for adding the new features in existing MEDecisions product Alineo. Alineo is collaborative health care management platform for case management, disease management and utilization management. The addition of new feature ensures the product competitive in the market and accommodates changes happening in health care industry. The project also ensures the customer specific changes in Alineo product.Alineo is collaborative IT solutions geared for health care organizations to enable them to make effective change, disease, and utilization management decisions. Alineo is web-based product that is used by the health insurance rep to take action on a treatment request provided by the facility or doctor.Responsibilities:.Worked on conducting requirements elaboration sessions in salesforce CRM platform to review and validate business requirements. Also, perform and guide BSA testing for Salesforce application in healthcare data cloud.Create user accounts, maintain sales databases, and train staff on the effective use ofSalesforce products..Create custom objects when necessary..Oversee all aspects of user and license management, including new user setup/deactivation,roles, profiles, permissions, and public groups..Resolve user support tickets..Identify and gather requirements from users and stakeholders..Provide ongoing user training and create training materials as needed.Environment: Salesforce.com platform, Apex Language, Visualforce, Salesforce.com Data Loader, Dupe Blocker, AppExchange WindowsHCL, Kolkata, India Date: Jan2015 to Feb 2016Business System AnalystResponsibilities:.As a BA I was involved in projects directed at Customer Acquisition and Retention..Educated customers about plan benefits and enrolled customers after conducting suitability assessments based on needs..Retained customers by taking genuine interest and providing excellent service..Analyze comprehensive all relevant Business Processes and Workflows..Demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings..Followed communication procedures, guidelines, and policies..Provided feedback to management on ways to increase efficiencies and the effectiveness of servicing customers needs.Environment: MS Visio, MS Word, MS Excel, MS Power Point, MS Share Point, MS Project, SQLEducation:.Masters in Computer Application from Bengal College of Engineering and Technology, Durgapur.Bachelor in Science from Burdwan UniversityCertifications:.Certificated Salesforce Administration. Credential ID:3008568.Certificated Salesforce Business Analyst. Credential ID:3044265.Attended various workshops/webinars related to Salesforce Admin and Business Analysis to keep myself upskilled as per current market standards.Trailhead Completed 58+ badge; Completed Admin Beginner Trail and Intermediate Trail.Achieved to the Mountaineer Rank in Trailhead |
