Sham Chavhan
Salesforce CPQ
Talent
Pune, PuneMember since September 27, 2023
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About
- A seasoned professional with above 12+ years of commendable success in,
- Salesforce CRM
- Salesforce CPQ
- Copado
- Advance Approval
- User Stories
- Scrum Master
- UAT
Experience
- Proficiency in administrative tasks: like Creating Roles, Profiles and Users, User Interface, Tabs, Custom fields, Relationships, Security Settings, Validation Rules, Workflows, Record Types, Page layouts etc.
- Worked on various Salesforce standard and custom objects like Accounts, Contacts, Leads, Opportunities, Reports and Dashboards.
- Conducted requirement discovery workshops with product management team and other stakeholders to understand business \ functional requirement and user goals, communicate Salesforce technical capabilities and its limitations.
- Good knowledge of security and Sharing rules and Securities at object, field, and record level for different users at different levels of organization.
- Created & Maintained various Profiles, Permission Set & Permission Set Groups, its assignment as per business requirement.
- Worked on various Salesforce.com Standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Quotes, Activities, Dashboards and Reports.
- Created Page Layouts, Approval Process, Workflow Rules to manage Tasks, Email Alerts, Field Updates and Outbound Messages.
- Worked on Record Types, Validation Rules, Triggers and Page Layouts.
- Experience in customizing standard objects, created custom buttons, customized tab for different requirements and different page layout assignment to different profile users.
- Conducting Walk-through sessions for Business users and Development teams.
- Prepared and delivered several training materials (video, apps, dashboards) to facilitate quick and easy users.
Education
- Salesforce CertifiedAdmin
- Salesforce PlatformDeveloper I
- Salesforce PlatformApp Builder
- Salesforce Sales Cloud Consultant
- Salesforce CPQ Specialist Consultant
