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Candidate's Name
Salesforce Certified Admin
PHONE NUMBER AVAILABLE
EMAIL AVAILABLE
SUMMARY 5+Years of IT experience specialized in Analysis, Design, Testing, Implementation, and maintenance of various Applications using Salesforce.com platform. Strong Knowledge in Salesforce Customization, Workflow Approvals, Data Validation, Sales, Customer Service and Support Administration. Hands on experience in Administration setup and Force.com, Data Loader, etc.
Extensive experience in SFDC Administration, Creating Roles, Profiles, Page Layouts, Workflow Alerts, Email Services, Approval Workflow, Report generation, Validation rules, Dashboards and Tasks. Experience in realizing the business requirements to design on Salesforce.com platform, by designing the required entities like custom objects, creating the relationships/ junction objects like Master-Child, lookups, Entity Relationship data model, Pages, Classes, Interfaces, Workflows & Workflow rules, triggers, Email alerts and business logic. Strong exposure to security and sharing rules implementation for different users at different level of organization and single sign-on setup. Experience in working with various Salesforce.com standard objects like Accounts, Contacts, Opportunities, Products and Price books, Cases, Leads, Campaigns, Forecasting, Reports and Dashboards. Excellent communication and inter-personal skills, accustomed to working in both large and small team environments. Ability to plan and execute tasks in a structured manner and able to work, collaborate and contribute in a team environment. TECHNICAL SKILLSSales Cloud:Contact Management, Sales Forecasting, Territory Management, Email Integration, , Web to lead.Salesforce TechnologiesSales Cloud, Service Cloud, Record Types, Chatter, SOQL, OWD (Organization Wide Default), Workflow, Outbound Messages, Field updates, Reports, Custom Objects, Custom settings, Custom labels and Tabs, Email Services, Role Hierarchy, Lightning, Dashboards, Security Controls, AppExchange, Sandbox.ETL Tools / Integration / Data Migration Tools:Apex Data LoaderDatabasesOracle, Microsoft SQL Server, MS-Access.MS-SuitesMS Office (PowerPoint, Excel, Word, Access)Processes/ToolsWaterfall, Agile. Education: Bachelor of Business Administration
Salesforce Admin (Certified)
PROJECT SUMMARYMercedes-Benz Financial Feb 2020 Dec 2023Salesforce AdminKey Responsibilities Interacted with various business user groups for gathering the requirements for Salesforce implementation and documented the Business and Software Requirements.
Managed Salesforce application user profiles, roles, permissions, generating security tokens, validation rules. Implemented and customized the following objects: Contacts, Accounts, Leads Opportunities, Campaigns, Documents, Reports Products, Cases, and Solutions.
Developed various Custom Objects, Tabs, Entity-Relationship data model, validation rules on the objects and tabs, Components and Visual Force Pages.
Created profiles and implemented object level, field-level and record-level security and managed roles, visibility settings. Designed, developed, deployed page layouts, components, custom objects, custom tabs, visual force pages to reach the needs of organization. Implemented Pick lists, Dependent Pick list, Lookup, Junction Objects, Master detail Relationships, Validation Rules and Formula Fields to the Custom Objects. Created users, roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users. Created various reports (summary reports, matrix reports, pie charts and dashboards) and Report Folders to assist managers to better utilize Salesforce. Created various dashboard per requirement of the user and business need. Created various and Report Folders to assist managers to better utilize Salesforce as a sales tool and configured
various Reports and for different user profiles.
Environment: SalesForce.com IDE Validation Rules, Formula Fields, Data Loader, Reports and Dashboards, Workflow.SalesForce.com Platform, S-Controls, Salesforce.com Custom Objects, Workflows, Reports, Force.com SalesForce.com sandbox.
Fidelity Investments Aug 2017 Oct 2019Salesforce AdminKey Responsibilities Interacted with various business user groups and gathered the requirements for Salesforce.com implementation. Performed mapping of fields in Opportunity, Lead and Account objects. Used custom tabs to monitor the use of company applications by customers and licensed users. Customized standard Salesforce objects like campaigns, leads, accounts, contacts, opportunities. Created custom field and field dependencies on standard objects like Campaigns, Lead, Accounts and Contacts. Created Workflow rules, Approval Process, Email Alerts and Tasks according to the requirements. Created pick lists, dependent pick lists, lookups fields, junction objects, master detail relationships, validation and formula fields. Developed workflow rules, time triggered workflows for various business requirements. Used field level security, profiles and audit trail setup to ensure that protected data is only with authorized users. Designed and Implemented the Page layouts and Custom tabs to suit the needs of the application. Created Roles, public groups and implemented role hierarchies, sharing rules and record level permissions to provide shared access among different users. Used Saleforce.com platform to identify issues and gaps in current Reporting format and suggested implementation of the Analytical tools provided by the Salesforce.com to enhance Reporting and Data consolidation.Environment: Salesforce platform, Custom Objects, Custom Tabs, Workflow and Approvals, Reports and Dashboards, Data Loader, Profiles, Roles, Security Controls.Additional experience:
TRUWEST CREDIT UNION and PROSPERITY BANK Role: Teller from 2015 to 2016
Salesforce AdminKey Responsibilities Worked on Account and Contact Management, Opportunity Management, Contract Management, Product Management, Price Books, Asset Management, Territory Management, Security, Roles and Hierarchy.
Implemented mass data loads Interacted with various business team members to gather requirements and documented the same. Worked on advanced workflow rules & Approval processes.
Hands on experience on Sales force lightning for Customizing Reports and Dashboards for business use.
Created auto assignment rules using the workflow process to route tasks.
Customized page layouts, search layouts to organize fields, custom links, related lists, and other components on record pages.
Environment: Saleforce.com platform, Workflow & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Security Controls, Windows XP. |