Salesforce Business Analyst
Location : Sirohi, India
Experience : 4 Year
Rate: $12 / Hourly
Availability : Immediate
Work From : Offsite
Category : Information Technology & Services
Kartikay Singh Dabi
Salesforce Business Analyst
Profile Summary
I am a Salesforce business analyst with 2 years of experience, skilled in optimizing business processes through Salesforce solutions. My expertise includes requirements gathering, data analysis, process mapping, and project management. I possess strong problem-solving and communication skills and am committed to delivering exceptional results while providing exceptional customer service.
Skills
Salesforce Admin
Agile
JIRA/Trello/Zoho
Project Documentation
Power BI
Manual Testing
Salesforce Marketing Cloud
Scrum
Lucid Chart/Draw.io
Stakeholder Management
SQL
Gap Analysis
Project Management
Requirement Gathering
User Stories
Team Management
Wireframing
Education
MBA, Marketing
SIMCA
Jul 2018 – Aug 2020
Pune
B.tech In Computer Science
Poornima Group Of Institutions
Aug 2013 – Aug 2017
Jaipur
Certificates
Salesforce Certified AdministratorSalesforce Certified Marketing Cloud Email
Specialist
Mar 2022 – present
Jaipur
Projects
Property Lending Firm
•The client is a UK-based lending firm, that provides different loans on properties to individuals and institutions. They were looking to manage the loan management journey in Salesforce from lead generation to loan completion.
•Conducted discovery sessions with stakeholders to understand requirements for custom Salesforce objects.
•Created custom objects within Salesforce, including fields, picklists, and page layouts.
•Configured field-level security settings to control access to sensitive data according to the users and respective profiles.
•Designed and implemented data validation rules to ensure data accuracy.
•Write user stories, details, and acceptance criteria.
•Worked on GAP analysis to find out gaps in the current system and future state.
•Worked closely with the development team to functional test and deploy the custom objects and fields.
•Created Flow diagrams to define the business processes.
•Setup JIRA board for the developers.
Train Operating Company
•The client is a UK-based service provider that manages support cases for various Train operating
companies. The client wanted to use salesforce for better workforce management and case allocation as
it was a difficulty in the current process.
•Daily Scrum Meetings.
•Conducted discovery sessions with stakeholders to understand the current workforce management and
case allocation processes.
•Conducted a gap analysis to identify the challenges and pain points in the current processes.
•Implemented a case escalation process within Salesforce to ensure timely resolution of cases.
•Configured email reminders and notifications for case owners and managers to ensure that cases are
being actively managed and escalated.
•Set up and managed the JIRA board.
•Provided UAT training to power users.
•Performed Unit Testing for functionality, followed by system & regression testing.
Link Cartridge For Gift Card
•The client is a cloud-based customer engagement and retention platform. Some of the key features of the
platform include customer segmentation, personalized messaging, loyalty programs, referral marketing,
and analytics. The client wanted to create the cartridge for a gift card in SFCC
•Worked with the team in the requirement-gathering phase. Analyzed the requirement, and check the
feasibility of the implementation.
•Created user stories, use case diagrams, sprint planning, created sprint-wise delivery plans.
•Setup & manage JIRA board, create tickets, assigned developers
•Worked on the demo videos and user manual document.
•Reviewed the testing sheets, and tested the complete end-to-end functionality
Fashion eCommerce Store
•The client is selling lifestyle fashion brands selling global and distinct fashion. Offering a wide range of
products such as T-shirts, and shirts for men and women along with a large variety of fashion
accessories. They wanted to set up the marketing cloud to map their customer's journey and migrate the
data from their website to salesforce.
•Conducted discovery sessions to understand the current email marketing process, data migration
requirements, and journey creation needs.
•Conducted a gap analysis to identify area
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