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.
