Salesforce System Analyst
Cary, Nc
Provide Senior Frontline Support for Salesforce.com. I provide support for customers with issues within the CRM application through a case system. I assist in creating a knowledge base within Salesforce.com.• Analyze business requirements, procedures, and problems and then apply sound technological concepts and provide logical solutions to each (i.e. identify, recommend and resolve)• Interacted with various business team members to gather the requirements and documented the requirements.• Created user Roles and Profiles and sharing settings.• Designed and deployed Custom tabs, Validation rules, and Auto-Response Rules for automating business logic.• Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages to manage the Workflow & Approvals• Developed a web-to-lead functionality to site which directs leads to Salesforce CRM.• Created various Reports and Report folders to assist managers to better utilize Salesforce as a sales tool and configured various Reports for different user profiles based on the needs of the organization.• Created new custom objects, assigned fields, custom tabs, components, custom reports.• Implemented pick lists, dependent pick lists, lookups, master detail relationships and formula fields to the custom objects.• Developed field & page layout customization for the standard objects like Account, contact, Leads.• Involved in Accounts Merging, maintaining Public Groups.• Imported accounts and contacts data through Import Wizard.• Worked on data migration from databases to SFDC using Data Loader• Build the organization's role hierarchy by adding the Roles as per the organization structure and created custom profiles to satisfy the organization's hierarchy• Customizing Company Profile, Security Controls and Communication• Templates of the organization as per the organization requirements
