Senior Salesforce Consultant
Cloudaction technology pvt ltd
Total des années d'expérience :5 years, 10 Mois
• Working as an in-house Salesforce consultant to help businesses optimize their CRM clients.
• Recently promoted to Senior Salesforce Consultant in January 2023, due to hard work and a strong desire for learning.
• Collaborate with clients to analyze their business goals and processes, identify pain points and opportunities for technology integration, and possess the technical expertise to develop and implement solutions that optimize business processes and performance.
• Transform the way a team operates to enhance customer service and organizational performance. • Maintained data cleanliness and accuracy by implementing custom validation rules, formulas, reports, and dashboards.
• Custom dashboards for tracking usage of business centers and sales teams, enhancing productivity and performance.
• Executed role hierarchies, shared rules, and recorded level permissions to facilitate shared access among multiple users.
• Training new hires (Associate Consultants) to seize the opportunity to learn and grow within the organization.
• Provided regular updates to keep upper management informed and ensure goal attainment. • Good understanding of the platform but equally has good business analysis, project management, and change management skills to guide people and organizations through a process to solve critical business problems.
• Planning, implementing, and integrating updated system-oriented projects.
• Working with business analysts and end-users to determine screen layouts for new web applications. • Implemented web-to-case and email-to-case functionalities to provide better customer support to customers.
• Created user groups and configure workflows and assignment rules to enable proper routing of leads to marketing members.
• Good understanding of CRM Process, Business Knowledge of Sales Cloud, Service Cloud and Community Cloud.
• Supported technical teams in scaling up, transferring, and updating production processes and equipment.
• Trained staff members to implement and maintain approved and established process improvements in assigned functional areas.
• Design, document, build, test and deploy enhancements to Salesforce custom objects, page layouts, workflows, alerts, reports, and dashboards within Salesforce. 3.1 Years of experience in Salesforce configuration/customizations/user interface, page layout, tabs, custom fields, validation rules, triggers, creating profiles, roles, users, reports, list views and dashboards.
• Establish and implement best practices with regard to system maintenance, configuration, development, testing, and data integrity.
• Develop, maintain, create, and improve validation rules, custom workflows, custom objects, custom links, fields, and formulas. • Provided technical assistance and end-user troubleshooting for other configuration-related issues like permission sets, sharing settings and hierarchy-based access to the users.
• Customized Salesforce layout and functions to best suit employers’ needs. • Configured page layouts, workflows, process builders, time-based workflows, and triggers.
• A desire to work with troubleshooting tool technologies and methodologies (debug logs, setup audit trail) Also worked on email-to-lead, web-to-lead, lead assignment rules, case assignment rules, auto-response rules, and live chat functionalities.
• Good knowledge of SOQL queries.
• Strong verbal and written communication skills including the ability to share ideas with the users and provide knowledge-based article feedback monthly.
• Also know managed and unmanaged packages available for partner salesforce users and other external users.
• Implemented picklist, dependent picklist, multi-select picklist, lookups, master- -details relationships, and formula fields to the custom and Standard object.
• Ability to maintain a detail-oriented approach while multitasking in a fastpaced environment.
• Created and maintained accurate workflows of existing business processes to meet Client company standards.
• Maintaining the Systems of Wartsila, a Shipping-based company.
• Experience in the application: Salesforce, Service Now, SAP, Active Directories, Cisco AnyConnect.
• 1 Year of experience as Salesforce administrator for the project Wartsila and maintenance of servers and Salesforce CRM application.
• Performed troubleshooting duties and provided server management expertise via remote and in-person interactions.
• Maintained data asset register of hardware and software for expenditure accuracy.
• Profile permission and user maintenance-related queries in Salesforce, SAP and data maintenance Troubleshooting of Salesforce, Cisco AnyConnect Application, Outlook 365, Skype for business, SAP, Hardware related issues managed using the Service Now application.
• Strong verbal and written communication skills including the ability to share ideas with the users and experience in working in all shifts which enhanced the ability to communicate with
Project on Data mining to make the Professor's work easy.