Tejaswi Reddy
Salesforce Admin
Talent
Boston, Township of Boston, MadisonMember since May 25, 2022
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About
- Over 7 years of professional experience of which 5 years of hands-on experience in Salesforce CRM platform as an administrator analyst.
- Designed various Custom Objects, Custom Fields, Page Layouts, Custom Tabs and Record Types as per the requirements.
- Proficiency in SFDC Administrative tasks like creating Profiles, Roles, Users, Email Services, Approvals Processes, Workflow Rules, Validation Rules, Reports, Dashboards, Tasks Events.
- Extensive experience in data migration and integration using Data Loader and Informatica Tool.
- Expertise in CRM business processes like Forecasting, Campaign Management, Lead Management, Pipeline Management, Account Management, and Case Management.
- Experience in analyzing business requirements, entity relationships and converting to Salesforce custom objects, Lookup Relationships, Master-Detail Relationships.
- Proficient in designing Custom Formula Fields, Roll up summary, Field Dependencies, Field Updates, and Email generation according to application requirements.
- Knowledge of Apex Trigger, Apex Class, Apex Test Methods, Visualforce Pages, SOQL, SOSL, Webservices.
- Configured and maintained user security permissions according to organizational needs.
- Involved in data-mapping and migration of data to SalesForce.com Objects and fields.
- Integrated Salesforce for Outlook.
- Experience in training the internal business users to use the SFDC application.
- Excellent communication and inter-personal skills, technical documentation, and reporting skills, accustomed to working in both large and small team environments.
- Ability to effectively communicate technical issues and resolve problems at all levels of the organization both internally and externally.
- An effective team player with excellent problem solving and interpersonal skills.
- Strong leadership abilities and a quick learner to new concepts and applications.
- Strong written and verbal communication skills.
Experience
- Created various Custom Objects and Custom Fields
- Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Cases, Activities, Dashboards and Reports.
- Implemented security settings, object level security, field level and record level security
- Extensively used Tab permissions, Record Type and Page Layout permissions
- Created Profiles, Roles based on Organization role hierarchy and implemented RecordLevel and Field-Level security and configured their sharing settings.
- Customized Company Profile, Security Controls and Communication Templates of the organization as per the organization requirements.
- Developed Case Assignment Rules, Escalation Rule, Auto Response Rules, Email to Case, Web to Case
- Created Workflow Rules, Workflow actions and time dependent actions
- Configured Validation Rules based on business requirement
- Implemented pick lists, dependent pick lists, lookup, and master detail relationships
- Managed all new user set-ups and deactivation, including following approval process and transferring ownership of account/contact/opportunities for deactivated users.
- Created various Reports and Dashboards based on company's requirement
- Configured and integrated Salesforce for Outlook
Education
- Imported and updated campaign data.
- Modified Lead Assignment Rules.
- Responsible for creating Queues, Workflows rules and tasks to share and automate work to the users in the Queue.
- Managed security controls by modifying sharing settings, field accessibility, password policies, session settings and network access.
- Modified Apex Class, Apex Test Methods, Triggers and Visualforce Pages.
- Work closely with prospects/clients to identify technical requirements and technical infrastructure for CRM based enterprise solutions.
- Worked closely with sales team and performed detailed analysis of business and technical requirements and designed the solution by customizing various standard objects of SalesForce.com.
- Provided training to the internal users and helped them in getting used to the application, generated reports and save them for the further access to the users.
