Jasvinder

SUBJECT MATTER EXPERT – SALESFORCE BUSINESS ANALYST

An astute and a qualified IT professional with 9+ years of experience working as Software CRM

PROFILE & VALUE

• Possess good knowledge of Salesforce CRM.
• Working as Salesforce Business Analyst, getting involved in early discovery phase of projects and learn about customers pain-points
• Understand the requirements and try to get business impact of any feature, provide a streamlined solution to customer.
• Executing project User Acceptance testing as functional lead, and helping customers to execute test scripts and give them understanding of features/modules.
• CRM specialist with excellent know how in CRM Design, CRM customization, requirement gathering and testing
• Lead requirements gathering sessions with stakeholders and translate into technical requirements.
• Being Train-the-Trainer to customer and give them end to end demos of functionality delivered.
• Work closely with developers to customize and develop, design and manage ongoing system enhancements to meet the organization’s goals.
• Proficient in handling customer queries coordinating with operations team to execute projects and deploy deliverable.
• Go-to person for any kind of support in the role tasked with in all client engagements
• Experience in understanding the Customer Requirements and deriving the test scenarios/conditions based on the requirements.

EXPERTISE

Salesforce CRM Requirement Gathering Customer Queries Salesforce Admin

SDLC

Integration Data Migration SLA Management

Reporting

EDUCATION & Certification

Masters

Visvesvaraya Technological University, 2013

• • Master’s Degree in Computer Science Engineering

Bachelors

MLSU, 2010

• • Bachelor’s Degree in Computer Science Engineering

Certification

Salesforce Certifications

• • Salesforce administrator
  • Platform App Builder
  • Sales cloud consultant
  • Service cloud consultant
  • Platform Developer 1

CAREER PROGRESSION

August 2016 - Till Date Deltacubes Technology Pvt Ltd Salesforce Business Analyst

Highlights

• Understand client’s business process and take lead in requirement gathering
• Based on KT doc, use to review client’s salesforce CRM instance
• Manage customer with all their quires to explain all technical aspects and get them sorted with best technical approach for implementing required functionality
• Take lead in account farming on existing accounts and explain our approach to have them onboarded inorder to grow their business
• Manage to have client issues sorted if any via cases/stories by collaborating with team to effectively drive resolution
• Experience in managing Profiles, Roles, Users, Page Layouts, Approvals, workflow rule and validation rules
• Confident in creating and managing custom objects, fields, buttons, links, page layouts and record types.
• Experience in understanding apex classes, triggers, batch class, schedulable class , governer limits, change sets
• Worked on apex dataloader, workbench and querying salesforce data using SOQL
• Prepared reports in client org if required at the time of requirement gathering phase to have clarity
• Involved in test case review, test execution, reporting, defect tracking and postproduction support.
• Involved in regression testing. Performed the Defect Tracking.
• Worked on different clouds like sales, service, community, health, marketing, commerce B2B and servicemax app

Salesforce Administration

Avankia, LLC

August 2013 - July 2016

Highlights

• Responsible for Salesforce Administration implementation:
• Create new salesforce user and disable old user
• Transfer user records
• Create profile and permission set
• Configure organization wide defaults
• Manage role hierarchy
• Build salesforce logic using workflows, validation rules, changes in flows etc
• Analyze data with Salesforce reports and dashboard
• Review client’s salesforce and quickbooks instance
• Analyze client’s requirements for integration between salesforce / MS CRM and QuickBooks
• Responsible for any Salesforce customization to enable integration for the org
• Install/update package of DBSync in client org and make required changes in page layouts, FLS, Workflow etc
• Educate client about best practices of integration and DBSync Standard Integration Process
• Test the complete end to end functionality in fullcopysandbox before deployment of case/story to production
• Prepare a user guide for the implemented functionality.