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0-5 years of experience
- Identified and executed efficient processes for companies owned by acquaintances
- Assisted in writing/delivering lectures for Dreamforce 2014
- Active participant in the Force.com Success forums with 100% positive reviews
- Produced and delivered a number of training tools (video, apps, dashboards) to facilitate quick and easy user
- Key contributor to defining SLA terms and pricing for Outbox Systems’ products
- Pioneered technique for lead conversion tracking
0-5 years of experience
Conducted Design workshops with various stakeholders from business and sales teams for gathering requirements.
- Worked closely with various tracks to ensure consistency of requirements and setting right expectations for the design.
- Prepared High Level design and technical design documents.
- Developed Proof of Concepts and design prototypes for requirement and design validation with the stakeholders.
- Worked on fitment analysis for categorization of all requirements according to complexity and implementation feasibility in Salesforce platform.
- Worked on gap analysis of requirements with upstream and downstream teams to ensure accuracy in designs.
- Conducted breakout sessions with other teams to resolve design conflicts and address concerns.
- Demonstrated out of the box Salesforce capabilities and proposed business process changes to take full advantage of Salesforce capabilities.
- Development of various functionalities using point and click capabilities and Force.com features.
- Implemented security and sharing rules at object, field, and record level and created roles for Support agents and managers. Created various profiles and configured permissions for the business users according to the organizational hierarchy.
0-5 years of experience
Data analysis, management, and migration.
- Establish, Maintain & enhance security, using profiles and role hierarchy.
- Design, document, build, test and deploy enhancements to Salesforce instance
- Project management: Planned and outlined project requirements, and resources. Maintained budget and deadlines.
- Managed project deployments and rollouts using agile and waterfall methodologies.
- Create and manage workflows, complex formulas, basic triggers and flows.
- Designed and implemented custom Visualforce pages and apex classes.
0-5 years of experience
- Gathered requirements and prepared requirement documents and technical design documents to meet the business rules.
- Used Data Loader for insert, update, and bulk import or export of data from Salesforce.com objects. Used it to read, extract and load data from comma separated values (CSV) files.
- Created Validation Rules, workflow rules, time triggered tasks, email alerts, filed updates to implement business logic.
0-5 years of experience
- Served as the Communications Lead on an Accenture-led implementation of Salesforce Service Could and Sales Cloud at the United States Postal Service
- Led a team of 6 Analysts who managed the change agent network, conducted focus groups, diagnosed change readiness, and communicated to end users about the implementation
- Created and managed a project plan with 500+ rows of tasks, milestones and deliverables. Communicated progress as part of a large implementation project. Led all communication to both the Sales and Service organizations as part of the change management team.
- Facilitate a week of Service Cloud training as part of an elaborate train-the-trainer initiative. At the end of the implementation, the Change Management team transitioned into one unified training team focused on end user readiness.
6-10 years of experience
Create and administer training programs for companies based on their specific Salesforce Customizations from Contact Manger to Enterprise Editions
- Setup and configure custom fields, objects, reports, and dashboards to help companies optimize their use of time and data, with initial and reimplementation of Salesforce
- Review business processes with companies to implement best practices from marketing through customer retention
- Work with developers and install applications to create the most simplistic and automated process possible to save on cost per customer
- Connect salesforce.com to company websites for increased automation
- Develop workflow rules, approvals, and validation rules to keep data clean
- Clean data with pre-implementation and within Salesforce with preventative measures to assist clients with data quality moving forward with Salesforce
- 24/7 one on one customer support
0-5 years of experience
- Managed overhaul of sales database from Filemaker and Microsoft Excel to Saleforce CRM
- Educated full time staff on how to implement Salesforce CRM into their respective positions
- Developed successful marketing campaign to identify and contact entrepreneurial Haas alumni
- Researched and implemented Social Media marketing and analytics strategies
0-5 years of experience
Interacting with Executive Management Team to customize SFDC merged with Property Base for unique needs of Real Estate company.
- Creating custom objects and fields- using Force.com developer toolkit as well as App Exchange to develop custom business logic.
- Defining and creating custom reports- using function analysis to determine which fields are necessary for various level reporting- assisting managers better utilize SFDC as a sales and efficiency tool.
- Defining and creating custom workflow to replicate multiple scenarios of various real estate deals
- Defining and creating custom action plans to implement based on the multiple scenarios of various real estate deals
0-5 years of experience
Performed an architectural audit on the custom application; identified and prioritized risks and problems related to performance, stability and security.
- Implemented and maintained Salesforce Service Cloud and Sales Cloud. Built custom solutions with Apex and VisualForce, which support most critical processes and workflows at Hilton.
- Salesforce.com Configuration and Design of Service Cloud, Sales Cloud and Force.com solutions, with an emphasis on Service Cloud solutions
- Implemented Service Cloud including: Service Console, Customer Portal & Communities, Case Feed, Knowledge Base and Entitlements.
- Designed and implemented a team development methodology that allows teams in the USA and India to independently work on features. This resulted in higher development productivity and lower number of regression issues.
- Continuous Integration with automated continuous unit test runs and automated deployments to QA, UAT and Production.
- Created data migration strategies and solutions (based on Apex Data Loader scripts) for the automated migration of complex datasets from one org to another; while maintaining referential integrity between different tables.
- Improved and extended the functionality of the existing custom application; designed and built multiple client facing custom modules with Apex and VisualForce.
- Designed and implemented critical business processes, workflows and tool on the Salesforce platform.
- Implemented and managed SCRUM based agile software development; managed a team of 15 professionals on a day by day basis. Chaired the weekly management meeting and played a crucial role in initiating and managing business improvement initiatives.
0-5 years of experience
Working for Opportunity to Quote Team on Specialist Forecasting.
- Designed Customized Forecasting system for the internal sales team at [company name]
- Designed Workflow rules, VisualForce pages and using Apex Code created triggers and classes.
- Created Batch Scheduler to be scheduled at specific time and also run the process on demand to meet the business requirement.
- Created Sharing rules and Permissionsets for user groups to share the records.
- Handled Security related Issues XSS and XSRF as needed to meet salesforce security standards.
0-5 years of experience
Worked at a global education organization implementing service cloud
- Worked with the client’s business team, gathered requirements for education technology customer service management to provide timely technology and classroom support to faculty and staff customers including case submission, routing and assignment processes, equipment inventory tracking and streamline case resolution processes
- Attended daily scrum, sprint planning retrospective meetings and followed the agile scrum practices, implemented improvement to process, demonstrated solutions and incorporated feedback changes.
- Designed system solutions, custom object and fields for equipment inventory maintenance and tracking, data elements, custom record types and page layouts for various support processing teams and groups, activity and history tracking, workflow notification and alters
- Setup and tested web-to-case forms, email-to-case, assignment rules, automation and queues, auto response rules, escalation rules, chatter groups, person accounts, cases and solutions, lookup relationships, approval process for consulting requests and status tracking and performed demos
- Configured advanced search features and user interface to improve end support efficiency, usability and performance and integrated Apex tool Surveys
- Configured security access for application, object permission , created custom profiles, queues, role hierarchy, sharing rules, public groups and teams for various business groups and sharing data access and set field-level access controls
- Supported, worked with the customization team on customization, Salesforce for Outlook integration, and other internal systems, Visualforce pages custom reports and dashboards to track trends
0-5 years of experience
- Advised a large portfolio of clients on how to best integrate a cloud-based client database into their business
- Created customized platforms based on clients needs and wants
- Implemented creative solutions that lead to customer satisfaction and success
0-5 years of experience
Work on a team that reviews and implements third-party Salesforce apps
- Collaborate on an on-going effort to implement gamification into Salesforce and to develop a mobile business tool
- Conducted User Acceptance Testing – UAT and collaborated in a SCRUM to oversee QA process and release day configuration for implementation of Drawloop and GridBuddy into Salesforce; currently the single point of contact for issues, modifications, and/or additions
- Assist and facilitate Salesforce trainings and how-to demos for Sales Reps and other Salesforce users as needed
- Work within Agile development structure to translate monthly and quarterly releases into Field impact assessment, and coordinate with sales training and communications teams to facilitate successful adoption of new functionality
- Assist in running weekly Salesforce Adoption Reports and preparing PowerPoint presentations for management staff
- Part of a team that drove Salesforce utilization within Field Operations at NetApp (specifically Salesforce useability by optimizing page layouts)
0-5 years of experience
- Project Manager supporting Morgan Stanley Smith Barney with their Salesforce.com implementation
- Manged 9 Salesforce instances supporting 3,000+ users
- Lead full-cycle SDLC implementations with testing and compliance in test environments
- Developed recruiting app to move candidates from application to hire
- Strategically managed the merger of two Salesforce instances without interrupting end user experience
0-5 years of experience
- End-to-End Salesforce Implementation: Oversaw the migration of [company name]’s database from Raiser’s Edge to Salesforce (completed in 8 months). This implementation has enabled better outreach to the Life Science clients, thus increasing value realization of [company name]’s engagement. This included the research of implementation partners, cost/benefit analysis, major data analysis, and planning and implementing of extensive data clean-up efforts. Managed third party offshore vendors across various time zones. Collaborated with Business Development, Communications, Finance, and other departments to establish new data procedures that better fit the needs of the institute. Continue to ensure data integrity and train staff on proper input procedures.
- Business Process Management: Re-engineer outreach process to Life Science clients through Salesforce1 Platform. Daily administration and support of Salesforce database including but not limited to managing multiple user setup, profiles and roles, customization of objects, fields, record types, page layouts and validations. Managing the flow of information from other databases into Salesforce. Working with management, events staff, and end-users to create and manage complex workflow rules, data validation, and triggers. Creating and maintaining documentation on processes, policies, application configuration and help related materials for users as database applications are developed.
- Reporting & Analytics: Query/Analyze data, and provide insights for improvements based on findings. This includes Life Science client engagement concerning the [company name] Life Science Conference (Partnering for Cures) and other Life Science events. Generate a segmentation report to target key Life Science customers based on various parameters. Through reports and dashboards, generate a campaign management matrix to give insights to senior management regarding campaign performance. Create in-depth ROI analysis and present to CEO and Chairman, Mike Milken. Consult with Business Development, Finance, and other departments to interpret reporting needs and utilize findings to improve business processes pertaining to life sciences client engagement.
- Event Planning & Management: Plan Life Science events and design campaign structure within Salesforce. Lead planning meetings for Life Science events in terms of audience building and list management. Correspond with Life Science CxOs via phone and email regarding sponsorship and expected outcomes. Attend events, serve as point of contact for the organization, and provide technology guidance. Develop Multi-channel Marketing strategy to coordinate with the marketing and communications department. Design reporting & analytics model for each event.
0-5 years of experience
Designed a Salesforce solution from implementation to integration.
- Integrated a Five9 call center solution with a newly built
- Responsible for the construction of data-capturing specifications and reporting metrics.
- Trained sales representatives on Salesforce and Five9 functionality.
0-5 years of experience
Responsible for identifying the needs of a customer and matching to a company product
- Worked closely with Management to determine innovative solutions and marketing ideas
- Possessed key organizational skills required to balance both existing and new customers alike
- Created opportunities within the team dynamic to promote morale and resource development
- Understood the importance of department budget management and its impact to the company’s overall financial snapshot.
0-5 years of experience
- Data analysis, management, and migration.
- Establish, Maintain & enhance security, using profiles and role hierarchy.
- Design, document, build, test and deploy enhancements to Salesforce instance
- Project management: Planned and outlined project requirements, and resources. Maintained budget and deadlines.
- Managed project deployments and rollouts using agile and waterfall methodologies.
- Create and manage workflows, complex formulas, basic triggers and flows.
- Designed and implemented custom Visualforce pages and apex classes.
0-5 years of experience
- Conducted Design workshops with various stakeholders from business and sales teams for gathering requirements.
- Worked closely with various tracks to ensure consistency of requirements and setting right expectations for the design.
- Prepared High Level design and technical design documents.
- Developed Proof of Concepts and design prototypes for requirement and design validation with the stakeholders.
- Worked on fitment analysis for categorization of all requirements according to complexity and implementation feasibility in Salesforce platform.
- Worked on gap analysis of requirements with upstream and downstream teams to ensure accuracy in designs.
- Conducted breakout sessions with other teams to resolve design conflicts and address concerns.
- Demonstrated out of the box Salesforce capabilities and proposed business process changes to take full advantage of Salesforce capabilities.
- Development of various functionalities using point and click capabilities and Force.com features.
- Implemented security and sharing rules at object, field, and record level and created roles for Support agents and managers. Created various profiles and configured permissions for the business users according to the organizational hierarchy.
0-5 years of experience
Import data from MS Access or MS Excel to Salesforce.com and manually confirm that the data is imported accurately
- Create fields, objects and tabs in Salesforce.com (made adjustments as needed to information already in the system)
- Format and tailor page layouts for the organization as requested in Salesforce.com
- Create reports and dashboards to illuminate and highlight the information entered in Salesforce.com
0-5 years of experience
- Worked with both Large and Small Organizations to help them Optimize their use of Salesforce
- Configuration of Salesforce based on specs or requirements
- Design of Complex Solutions that required Configuration, Development, Data and Integrations
- Assisted clients with Requirements Gathering and Project Management
- Provided Advice to clients on 3rd Party Appexchange Tools
0-5 years of experience
- As a technical consultant, provide an assessment for integration/migration of Pega BPM System to Salesforce.com platform by capturing various options of integrating data.
- Advised for architectural decisions with Salesforce.com, Talend, Data Loader and other ETL integration tools for automated migration strategy from large variety of systems.
- Translate business requirements into well architected solutions that best leverage the platform.
- Involved in custom development, integrations and data migration elements of a Salesforce implementation.
- Designed Custom tabs, validation rules, Approval Processes and Auto-Response for automating business logic.
- Created batch processes using Data Loader command line (CLI tool), for scheduling export for backup & data warehouse.
- Designed and developed custom applications and objects on the Force.com platform for management, professional services client billing, and internal time tracking.
- Performing a data cleanup which includes data de-duplication and introduction of data validation rules and page layout attribute modifications to protect data quality.
- Created various Profiles, Roles, Page Layouts and configured the Permissions based on the Organization hierarchy requirements.
- Created Apex Classes and VF Pages.
0-5 years of experience
- Consulted in Salesforce realignment to develop hierarchies across field sales vs inside sales
- Troubleshot and worked closely with DocuSign integration
- Suggested new workflows for leads to opportunity and changing fields within opportunities
- Maintained daily usage logs of Salesforce as a super user for sales tasks and activities to track adoption
0-5 years of experience
- Guided offshore QA team and worked as a liaison between the QA team and Business Analysts.
- Performed integration testing for Salesforce, NetSuite, Omniture, and InstantService (Live Chat), and Call Center Services.
- Verified response times and return values of currency converter web service using soupUI.
- Validated data mapping, data consistency, and the flow of data across various enterprise level web-based applications.
- Tested the validation rules, assignments, workflows, dashboards, and triggers in Salesforce.
- Tested Salesforce modules by using Selenium TestNG for GUI testing, functional testing, and data driven testing.
- Validated the data of Salesforce business reporting, such as Round Robin, Lead, Opportunities, Pipelines, and others.
- Ensured the accuracy of data format, data mapping, assignment rules for the data, and verified the integrity of loaded data.
- Loaded data with Apex Data Loader and prevented data corruption and solved localization issues during data loading process.
0-5 years of experience
Manage migration of functionality from legacy system to Salesforce.
- Work with developers to ensure Salesforce best practices are used.
- Lead team in Agile software development and Service Oriented Architecture
- Development with Apex, Visualforce, triggers, custom objects.
- Create solutions to work around Salesforce limitations and governor limits.
- Research best technologies to integrate with Salesforce implementation and make recommendations to department directors.
0-5 years of experience
- Part of NM Cloud CRM Product assessment process
- Attended requirement gathering session with business users
- Responsible for creating POC of existing CRM processes into Salesforce Sales Cloud
- Implemented Lead capturing process from different channels
- Assigned Lead to appropriate Sales Agent by using Territory Management
- Synced Account Team on created Leads
- Implemented Calendar and Event Management in Salesforce
- Implemented Reporting and Dashboard capability of Salesforce
- Developed Apex Classes and custom Visual Force page for different sets of users
0-5 years of experience
- Plan and execute research small business configuration needs within Salesforce platform
- Identify areas of opportunity for process change in existing Salesforce organizations
- Train end users on business and technology processes via webinars and in person
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[Salesforce Consultant]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
