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Harpreet - Certified Salesforce Administrator
[email protected]
Location: Philadelphia, Pennsylvania, USA
Relocation: Open
Visa: GC
Harpreet Kaur

Certified Salesforce Administrator

Objective:

Experienced Salesforce Business Analyst with a proven track record of successfully implementing Salesforce solutions to drive business growth and streamline operations. Seeking a challenging position where I can leverage my Salesforce expertise and analytical skills to optimize processes and enhance data-driven decision-making.

Summary:
Overall 7+ years of Salesforce Business Analyst experience and in all the phases of Software Development Life Cycle (SDLC) that involved requirement gathering, requirement analysis, design, development, and implementation.
Proficient in Salesforce platform configuration, customization, and integration.
Strong analytical and problem-solving skills, with focus on enhancing business processes and driving efficiency.
In-depth knowledge of CRM principles, data management and reporting.
Designed junction objects and implemented various advanced fields like Pick list, Controller/dependent picklist Custom Formula Fields, Field Dependencies, Validation Rules, Workflows, Queues, Case Assignment Rules, sharing rules, and Approval Processes for automated alerts, field updates, and Email generation according to application requirements.
Developed Visualforce pages, Visual flow, and Custom Objects using Apex Programming on the Force.com Platform
Experienced in building Custom Applications that include administration, configuration, implementation, and support experience with the Salesforce.com platform.
Built custom UI using Lightning Web Components (LWC) using various components and events.
Experienced in Aura framework, Lightning Components, and Salesforce Lightning Design System (SLDS).
Excellent understanding of Org hierarchy, Roles, Profiles, Users, object-level security, field-level security, record-level security, and sharing rules
Excelled in working with various salesforce.com standard objects like Accounts, Contacts, Opportunities, Products, Cases, Leads, Campaigns, Reports and Dashboards
Experience with tools like Apex Data Loader and Force.com IDE
Worked with SOQL, SOSL, Visualforce, APEX, Force.com, and Web services API
Experience in a wide range of languages and technologies such as HTML5, CSS3, JavaScript, and XML
Experience in integration of salesforce with ETL. Used Force.com platform for developing feature-rich and user-friendly Visualforce pages for enhancing SFDC UI
Strong Database (RDBMS) development experience in writing queries, functions, stored procedures, triggers, and views in Oracle, SQL, and MS Access
Experience with Service Cloud, Sales Cloud, Service Now, Lightning, Production Support, and Chatter

Technical Skills:
Salesforce configuration,CRM principles, Data integration, Data Migration, Business Process analysis, Workflows & Approvals, Apex Classes/Controllers, Apex Triggers, LWC, Visualforce Pages, Data Loader, Reports, Workflow Rules, Validation, Record Type, Role Hierarchy, Page Layouts, Dashboards, Force.com IDE
Tools & Technologies: Force.com Explorer, Force.com Data Loader, CI/CD, VS CODE IDE, ANT Migration Tool, Force.com. Excel Connector, Force.com Platform (Sandbox and Production), Service Now, GitHub.
Operating Systems: Windows 10.
Databases: MS-SQL Server 2000/2005/2008, DB2 MS Access.
Technical Languages: C, C++, OOPS Concepts, APEX.

Certifications: Certified Salesforce Administrator

Education Details: Post Graduate Diploma in Strategic Management, United Kingdom - 2014
Master of Science in Information Technology, India-- 2002


Experience

Exelon
PECO Solar Energy Dec 2023 - present
Berwyn, Pennsylvania
Role: Salesforce Business Analyst / Change Management in CC&B

Responsibilities:

Requirement gathering: Collaborate with stakeholders, developers, and administrators to implement and optimize Salesforce solutions.
Analysis and documentation: Analyze business processes, systems and data to identify areas for improvement and document current and future state processes.
Configuring and Customization: Create Configurable solutions that comprise workflows, reports, custom Objects, and validation rules.
Solution Design: Plan and monitor scope by ensuring that needs are within the SOW's scope and communicating any variances for inclusion in the change control process.
Assist the product owner in defining value and priority and selecting scope for upcoming releases and sprints by facilitating the continuing backlog grooming process.
Chang Management: Manage the change control process, including assessing impacts, communicating changes, and ensuring stakeholder buy-in. Plan and monitor scope by ensuring that needs are within the SOW's scope and communicating any variances for inclusion in the change control process.
Assist the product owner in defining value and priority and selecting scope for upcoming releases and sprints by facilitating the continuing backlog grooming process.
Continuous Improvement: Create a requirements management strategy for the project, which describes, the process for elicitation, documentation standards, and formats.
Familiarity with the backlog grooming process, attributes, review, and approval process.



Tekack Consulting, PA
Client: Nationwide Jul 2022 July 2023
Role: Salesforce Business Analyst

Responsibilities:
Involved in analyzing the requirements, preparing the Design documents based on the specifications and Configuring and Maintaining the application.
Closely worked with salesforce.com consultants while implementing the solutions for the needs of the organization.
Configured Salesforce CRM, including custom objects, fields, validation rules, workflows, and process automation to streamline business processes.
Managed multiple assignments, changed priorities, and worked independently with little oversight.
Used agile ceremonies and interface with the agile team(s) and other program staff as required.
Provide business area and technical expertise to management and stakeholders to facilitate planning, set direction, define business initiatives, and develop solutions to business information systems needs and requirements.
Conducted data analysis and cleansing to ensure data accuracy and consistency in Salesforce.
Support the development, testing, and maintenance of the marketing database and the data/workflow integration with the Salesforce CRM platform.
Documented and shared the requirements with Salesforce.com consultants for further implementation.
Created workflow rules and defined related tasks, time triggered tasks, email alerts, and fulltime-triggered updates to implement business logic.
Created various Custom Reports for standard objects as well as custom objects to give a complete detail overview of Customer (Account) Orders, Renewal Forecasting, and Customer Balance reports with Multi-Currency support.
Provided support for ongoing Salesforce.com maintenance and administration services including periodic data cleansing, custom objects, workflow, and campaign management.
Created email templates and inbound emails using Visualforce for clients and customers.
Implemented various Custom Reports and deployed them for different business user levels.
Involved with Salesforce.com Premier Support and handled the support cases with the help of Salesforce.com support.
Environment: Salesforce.com CRM Application Platform, Custom Objects, Tabs, Page Layouts, Workflows, Approval Processes, Email, Messaging, Dashboards, Reports, Eclipse and Windows.

Soft Solvers, Seattle (USA), Singapore Jan 2018 Jun 2022
Role: Salesforce Administrator/ Business Analyst
Responsibilities:
Used JIRA to maintain the product backlog and sprint backlog to create and track user stories, Sprint planning, tracking, and managing sprints.
Managed user accounts, profiles, and roles in Salesforce, ensuring data security and access control.
Assisted in data migration and data import tasks, maintaining data integrity in Salesforce.
Worked on Salesforce DX-environment using VS Code and deployed meta-data. Developed Lightning Web Components (LWC), Apex, and Visualforce components. Developed and debugged new and existing LWC (Lightning Web Components) and Aura Lightning Components, Apex Classes, Test Classes, and configurative functionality.
Developed and used many Lightning components like Grid, Button group, Cards, and Tiles
Worked on Apex classes, Visualforce Pages, Controller classes, and Apex Triggers for various functional needs in the application. Created Apex methods for the lightning controller and helper methods to perform DML operations on the case records.
Created Scheduled and Batch Apex jobs based on the business requirements. Prepared unit test cases using apex test classes to fulfill 75% of test cases for sales development in Salesforce. Written Apex REST web service classes for inbound calls to Salesforce
Developed Apex REST web services classes for external applications accessing salesforce.com data with restricted access. Wrote several SOQL and SOSL queries in the apex coding with consideration to Governor Limits for data manipulation needs of the application.
Implemented Salesforce.com REST APIs based Web Services to Integrate Legacy Systems to Synchronize the data in Salesforce and Integrated Sales cloud with external information systems.
Created Visualforce pages that use the lightning components. Worked on data integration, data clearing, and data transfer from third-party APIs with requested permission sets using APEX data loader and to migrate data such as accounts, and campaigns from different legacy systems.
Developed and customizable inbound email services to create cases and email messages after reading the email message and based on content in the email body.
Created Web to Lead for partner onboarding and deal registration forms, developed queues for the specific leads based on the lead assignment rules, and Created an approval process for the partner and deal registration users.
Support the Email Marketing Manager in the development of new business requirements.

Environment: SalesForce.com CRM Application Platform, Apex Language, Visualforce, HTML, JavaScript, Sales Cloud, Service Cloud, Custom Objects, Tabs, Page Layouts, Workflows, Approval Processes, Email, Messaging, Dashboards, Reports, Eclipse, Sandbox, Production environment.

HSBC- LONDON, UK May 2015 Dec 2017
Role: Technical Business Analyst
Responsibilities:
Interacted with business users/analyst to gather the requirements and prepared technical design documents based out of the requirements.
Strong experience in implementation and Integration using Standard & Custom Objects, Triggers, workflows, approvals, Visualforce Pages, Apex Controller Classes, and Web services with HTTP/REST message communication.
Created Web to Lead for partner on boarding and deal registration forms, Developing Queues for the specific leads based on the lead assignment rules and Created approval process for the partner and deal registration users.
Designed and deployed the custom objects, custom tabs, entity relationship data model, validation rules, workflow rules, page layouts, Visualforce pages, Apex coding.
Used SOQL, SOSL relationship queries to retrieve data from salesforce and followed best practices to optimize data retrieval.
Experience in Force.com Apex Classes, Apex triggers, Visualforce, Batch Apex, Integration, REST & BULK API, SOQL and SOSL
Worked on various Salesforce.com standard objects like Accounts, Contacts, Cases, Leads, Campaigns, Reports and Dashboards
Created various Reports (summary reports, matrix reports, pie charts, dashboards and graphics) and Report Folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports and for different user profiles based on the need in the organization.
Created page layouts, search layouts to organize fields, custom links, related lists and other components on a record detail and edit pages.


Environment: Salesforce.com, JavaScript, Import Wizard, Apex, Controllers, Apex Data Loader, Lightning Design System (LDS), REST, Profiles, Permission Sets, Process Builder, Workflow and Approvals, Sharing Rules, Workflows, Email Updates, Eclipse IDE, Email Templates, Reports, Dashboards, Custom Objects, Custom Tabs, Email Services, Security Controls, Approval process.


Access College London Oct 2014 -- Mar 2015
Role: Technical Assistant/ Lecturer DBMS

Responsibilities:
Develop reports and make metadata changes.
Maintain the evergreen processes and assist in developing new automated processes.
Manage workflow across the group ensuring timely data facilitation across all function areas( Survey events and marketing)
Help manage he profiling of data to improve data manipulation and marketing capabilities.
Supervised undergraduate students in Economics and DBMS.
Prepared course material, assignments, and handouts for the semester.
Keywords: cprogramm cplusplus continuous integration continuous deployment user interface microsoft Pennsylvania

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