Diksha Kumar Salesforce
Diksha Kumar Salesforce
Diksha Kumar Salesforce
SALESFORCE ADMINISTRATOR/BA
SUMMARY
TECHNICAL SKILLS
PROFESSIONAL EXPERIENCE
Responsibilities
Performed Salesforce administration tasks including resolving issues relating to users (setup, profiles,
roles, permission sets)
Performing data clean-up.
Configuring custom objects and fields, building workflows, approval processes, formulas, and validation
rules; Configuring roles, profiles, and security settings.
Worked on the case object to set up assignment rules, support processes and set up queues based on the
case priorities
Agile-scrum project development methodology, sprint planning, conducting daily Stand-ups/ Scrums.
Experience in integrating users from Salesforce to OKTA.
Developed project specifications including functional requirements, User Stories, acceptance criteria.
Documented UAT scripts and coordinated with QA testing for test cases.
Verification and regression testing of new and existing functionality before a release to users
Triaged defects, identified and logged potential enhancements from our customers and internal staff, so
Motiva can continually improve and grow their business.
In lightning migration, we have built the customized components.
Upgraded the Custom Apps to lightning from AppExchange.
Configured and customized the marketing communities using Salesforce lightning template template
(partner central) to best suit the external users’ needs.
Worked closely with the marketing team to develop and implement various campaigns and tracking
within SFDC teams.
Worked on Case management in Salesforce Communities which provides Quote-to-Cash solutions using
Apttus CPQ.
Support and aid Motivate sales reps in the field with any customer issues regarding loading and assist in
emergency setupsinternal user permissions, access and usability
Created custom report types and generated reports using the report types.
Environment: Saleforce.com platform, Workflow & Approvals, Reports, Custom Objects, Email
Services Security Controls, HTML, SAP, Windows XP, Saleforce.com Data Loader, Communities,
lightning migrationWorkbench, Workflow & Approvals, Web Services (SOAP & REST), Custom
Objects, Security Controls, Eclipse IDE Plug-in.
Responsibilities:
Performed detailed analysis of business and technical requirements and prepared workflow
diagrams, use case diagrams and BRDs.
Involved in Salesforce.com Application Setup activities and customized the applications to
match the functional needs of the organization.
Involved in discussions of requirements with various stake holders, and the dev team.
Created Custom Objects and defined look up and Master-detail relationships on Objects. Also
created junction objects to establish the connectivity among objects.
Created page layouts, search layouts to organize fields, custom links, related lists and other
components on a record detail and edit pages.
Developed and configured various custom reports and report folders for different user profiles
Experience with Salesforce.com Field Service Lightening Implementation Project.
Performed in-depth analysis of the Service Cloud business process to implement FSL.
Implemented "Email to Case", "Web to Lead" for Lead and Case automation.
Involved in deployments to different sandboxes using change sets.
Created workflow rules and defined related tasks, time-triggered tasks, Email alerts and field
updates to implement business logic.
Configured Salesforce including but not limited to Validation rules, Workflows, Custom labels,
Custom Settings, Profiles, and Permissions worked on Salesforce.com Setup & Configurations,
Data migration and conducting end-user training.
Worked on various Salesforce.com standard objects like Accounts, Contacts, Cases, Leads,
opportunities, Campaigns and Reports.
Designed and implemented dashboards and tailored reports for sales departments.
Worked on AppExchange Applications like Conga Composer, SpringCMand DocuSign
Worked with the user group for requirement gathering as a Salesforce Business Analyst
throughout the planning and implementation.
Implemented the requirements on Force.com platform for booking of TV commercials and
execution of client campaigns.
Created new user accounts and assigned profiles as per their role in role hierarchy.
Customized page layouts for Standard/Custom objects and assigned Record Types.
Created Data Validation rules and formulas as per business requirement.
Worked with various Confidential Standard objects like Accounts, Contacts, Leads, Cases,
Campaigns, Reports, and Dashboards.
Created Workflow Rules to automate Tasks, Email Alerts, Approval processes, Field Updates,
time-dependent actions, Lightning Process Builder, Outbound API Messages, and used Email
templates in HTML/Visual Force.
Created Reports and Dashboards to track Opportunity pipeline/Stages for Management visibility.
Performs system administration functions such as user management (profiles and roles), field and
validation rule configuration, record types, picklists, page layout management, mobile setup,
data management (uploads), folder management, and public groups, as well as other
configuration items.
Designed various Webpages in Visual Force for capturing various customer enquiries and
Implemented logic for migrating cases to different queues based on the type of customer enquiry.
Responsible for all the activities related to configuring Data Loader, uploading data in CSV files
into Confidential, checking for the correctness of the data.
Help users with Chatter teams/Groups and follow application as well.
Environment: Salesforce.com Platform, Data Import Wizard, Data Loader, Workflow & Approvals,
Process Builder, Reports & Dashboards, Custom Objects, Custom Fields, Custom Tabs, Data Security,
Email Templates, and Chatter
Responsibilities
Created several Work flows, Approval processes, Tasks, Email Alerts, Field Updates and
Outbound Messages to manage the Workflow & Approvals which are needed in different stages of
actual quote processing.
Developed email templates which pulls all the data from the customer record.
Created various Custom Objects, Custom Fields and Record Types.
Participated in cross-functional teams to address strategic and operational issues surrounding CRM
and salesforce instance.
Performed administrative tasks - creating Users, Profiles, Roles, Permission Sets, Page Layouts,
Record Types and configured sharing rules based on Organization role hierarchy.
Used Data Loader for insert, update and bulk import or export of data from Sales force Objects.
Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and
Outbound Messages to manage the Workflow & Approvals.
Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns,
Opportunities, Quotes, Activities, Dashboards and Reports.
Created custom Reports based on business need and associated them to Dashboard.
Customized Company Profile, Security Controls and Communication Templates of the organization
as per the organization requirements.
Involved in Security Levels and privileges by customizing Salesforce.com Profiles and Roles.
Used the Sandbox for Testing and migrated the deployment instance after testing.
Prepared training material and trained salesforce.com business users.
Imported data into Salesforce using Data Loader
Added Organization-Wide Email Addresses to all the applicable email alerts.
Assisted in managing the School’s Office 365 SharePoint site collection, carry out site customization,
create validation and field update workflows using SharePoint Designer