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Salesforce-CPQ Admin

Professional summary:
 Experience as a Salesforce Administrator, with deep knowledge of Sales Cloud, Service Cloud, CPQ, and Communities.
 Extensive experience in configuring and maintaining Salesforce CPQ, streamlining quote-to-cash processes, and
implementing advanced pricing rules and product configurations to support diverse sales scenarios.
 Proficient in creating sophisticated Salesforce Flows to automate complex business processes, replace legacy
workflows, and improve system efficiency.
 Experience in analysing and migrating Process Builder and Workflow Rules to modern Flow-based solutions.
 Demonstrate ability to contribute to Salesforce architecture by designing scalable, extensible, and maintainable
solutions. Adept at optimizing legacy Salesforce configurations and processes to align with current best practices and
improve overall system performance.
 Skillset in analysing complex data and business requirements to identify key insights and design effective Salesforce
solutions.
 Expert-level skills in advanced Salesforce configuration, including custom objects, fields, page layouts, record types,
validation rules, and security settings. Capable of leveraging declarative tools to their fullest potential before resorting
to custom code.
 Experience in collaborating with QA teams to develop comprehensive test plans, conduct thorough testing, and
facilitate user acceptance testing (UAT) to ensure solutions meet all business requirements and quality standards.
 Proficient in working within Agile/Scrum frameworks, with hands-on experience using JIRA for project tracking,
sprint planning, and backlog management. Comfortable in fast-paced, iterative development environments.
 Extensive experience in configuration of various CPQ constructs like product modelling, bundles, attributes, product
rules, Summary variables, price rules, discount schedules, and customer facing documents (templates).
 Skills in expanding and optimizing Salesforce functionality to meet complex business requirements and improve user
experience.
 Having good knowledge on SFDC sharing rules and user access privileges. Used different data tools - Apex Data Loader,
Import Wizard, SFDC Data Export, and Mass Delete.
 Extensive experience in designing custom objects, object modeling, custom tabs, custom fields, and pick lists additions.
 Design and review of various documents including the Software Requirement Specifications (SRS), Business
requirements document (BRD), Use Case Specifications, Functional Specifications (FSD), Systems Design Specification
(SDS), Requirement Traceability Matrix (RTM), JAD and testing document.
 Work extensively with Marketing & SFDC data modelling using Lead, Contact, Opportunity, and Account objects.
 Skillset in implementing business flows using the Declarative framework via Workflow Rules and Approval Processes.
 Experience in integrating Salesforce with various third-party tools and systems, enhancing the overall capabilities of
the Salesforce ecosystem and ensuring seamless data flow across platforms.
 Works on Salesforce Communities and performed configuration and customization to the client facing interface.
 Experience in Creating User Roles, Role Hierarchies, Profiles, Permission sets and Sharing settings to ensure that the
protected data is available only to the authorized users

Technical Skills:
 Salesforce: Sales Cloud, Service Cloud, Salesforce CPQ, Salesforce Billing, Communities, AppExchange, User
Management, Security and Sharing Settings, Role Hierarchy, Profiles and Permission Sets, Custom Objects and Fields,
Page Layouts and Record Types, Email Templates and Alerts.
 Salesforce Dev: Apex, Visualforce, Lightning Web Components (LWC), Lightning App Builder, SOQL and SOSL, API
Integration (REST, SOAP, Bulk), Salesforce CLI, Salesforce DX.
 CPQ: Product and Price Rule Configuration, Quote Templates, Guided Selling, Advanced Approvals, Renewal and
Amendment Processes, Product Bundling and Configuration.
 Skills: BRD, FRD, Test plans, Test Cases, TDD, UAT, SOX, GDPR, CI & CD, API Integration, GDPR, CCPA, SIT,
 Language & Databases: SQL, Python, Apex, MySQL, PostgreSQL, Oracle, SQL Server, Snowflake.
 Tools: MS Visio, MS Excel, MS PowerPoint, MS Word, MS Project, SharePoint, Tableau, HP QC, JIRA,

Professional experience:

Salesforce-CPQ Admin
Responsibilities:
 Architected a comprehensive Salesforce ecosystem transformation, unifying Service Cloud, Sales Cloud, CPQ, and
Communities into a cohesive platform, resulting in a 55% improvement in cross-departmental collaboration
 Pioneered the implementation of advanced Salesforce CPQ features, including multi-dimensional quoting and
subscription management, leading to a 40% increase in recurring revenue streams
 Developed a suite of custom Salesforce Flows to automate complex order fulfilment processes, reducing manual
interventions by 70% and improving order accuracy to 99.8%
 Orchestrated the migration of legacy CRM data into Salesforce, utilizing advanced ETL tools and custom Apex scripts to
ensure 100% data integrity and compliance with global data protection regulations
 Led the global rollout of Salesforce CPQ, including complex product bundling and dynamic pricing rules, resulting in a
30% increase in average deal size and 25% reduction in quote generation time
 Developed a custom configuration tool within Salesforce CPQ using Lightning Web Components, enabling sales reps to
visualize complex product configurations in real-time
 Designed and implemented a scalable Salesforce architecture to support the company's expansion into new markets,
accommodating a 500% increase in user base over three years
 Led cross-functional requirement gathering sessions with C-suite executives, translating strategic business objectives
into actionable Salesforce enhancements
 Reengineered complex approval workflows using a combination of Process Builder and custom Lightning components,
reducing approval cycle times by 65%
 Designed, set up, and maintained Salesforce standard objects, custom objects, custom tabs, and custom apps.
 Established Roles, Profiles, Permission Sets, Public Groups and Sharing Rules.
 Implemented an advanced Salesforce security model, including custom sharing rules and field-level encryption,
ensuring compliance with industry-specific regulations
 Spearheaded the adoption of Agile methodologies for the Salesforce team, utilizing JIRA for sprint management and
increasing project delivery efficiency by 40%
 Implemented Einstein Analytics (Tableau CRM) dashboards for CPQ data, providing sales leadership with actionable
insights into product performance and pricing strategies
 Experienced in working with both Salesforce Sales Cloud and Service Cloud.
 Created various Formula Fields, Rollup Summary Fields, Record Types, Page Layouts, Related Lists and other
components on a record detail and edit pages.
 Designed and delivered executive-level dashboards using Salesforce analytics tools, providing real-time insights into
key performance indicators (KPI) across sales, service, and CPQ processes
 Involved in End-to-end system testing before releasing the system for UAT users.
 Optimized Salesforce performance through strategic use of custom indexes, formula field optimizations, and batch
Apex processes, reducing average page load times by 60%.

Salesforce CPQ Admin

Responsibilities:
 Spearheaded the implementation of an integrated Salesforce ecosystem, encompassing Service Cloud, Sales Cloud, and
CPQ, resulting in a 40% increase in cross-sell opportunities
 Orchestrated the migration from a legacy quoting system to Salesforce CPQ, streamlining the quote-to-cash process
and reducing quote generation time by 60%
 Developed complex Salesforce Flows to automate contract renewal processes, increasing renewal rates by 25% and
minimizing manual intervention
 Working as a Salesforce CPQ Administrator in Confidential digital practice and involved in two end to end
implementations of Salesforce CPQ projects.
 Conducted comprehensive scoping and requirement sessions with cross-functional stakeholders to align Salesforce
architecture with evolving business needs
 Designed and executed solution demos and user acceptance testing (UAT) protocols for major Salesforce releases,
ensuring 98% user satisfaction rates
 Implemented advanced Salesforce CPQ features including guided selling and advanced approvals, resulting in a 30%
increase in sales team efficiency
 Implemented Sales Cloud and incorporated enhanced features as required to streamline Business Process.
 Optimized legacy Salesforce configuration by refactoring outdated Workflows and Process Builder automations into
streamlined Flow solutions
 Worked on Building standalone, Bundled Products using options, features, Product Configuration Rules, Price rules,
Pricing Methods, Template Administration, Quotes/Proposals, Proposal Management process.
 Implemented Salesforce CPQ, including complex product rules and pricing models, resulting in a 50% reduction in
pricing errors
 Created advanced documentation practices, including detailed solution design documents, ERDs, and process flows,
facilitating knowledge transfer across the organization
 Utilized JIRA to manage Agile sprints and SCRUM ceremonies, improving team velocity by 35% over 12 months
 Integrated Salesforce with key third-party tools including DocuSign and Marketo, creating a seamless lead-to-cash
ecosystem
 Developed a comprehensive testing strategy to verify that all Salesforce solutions meet business requirements,
reducing post-release issues by 70%
 Presented Sprint demos and supported system testing, UAT, and production issues.
 Designed and implemented custom Lightning components to enhance the CPQ user interface, improving quote
accuracy by 45%
 Conducted regular system audits and optimization exercises, identifying and resolving performance bottlenecks in the
Salesforce org
 Spearheaded the documentation of data mapping and data cleansing rules, ensuring data accuracy and compliance
with industry regulations, such as FDA guidelines and GDPR.

Salesforce CPQ Admin

Responsibilities:
 Orchestrated a comprehensive Salesforce ecosystem overhaul, integrating Service Cloud, Sales Cloud, CPQ, and
Communities to create a unified customer experience platform
 Implemented advanced Salesforce CPQ configurations, including complex product rules and guided selling processes,
resulting in a 35% increase in average deal size
 Developed sophisticated multi-object Salesforce Flows to automate lead nurturing and opportunity management,
reducing manual data entry by 50%
 Conducted thorough analysis of legacy Process Builder and Workflow processes, strategically migrating them to
optimized Flow solutions, improving system performance by 40%
 Spearheaded data cleansing and migration initiatives, utilizing Data Loader and custom Apex scripts to ensure data
integrity during large-scale org mergers
 Designed, set up, and maintained Salesforce standard objects, custom objects, custom tabs, and custom apps.
 Designed and implemented a scalable Salesforce solution architecture to support the company's five-year growth plan,
accommodating projected user base expansion of 300%
 Utilized JIRA to manage an Agile/SCRUM development process for the Salesforce team, increasing sprint velocity by
25% over six months
 Implemented Salesforce Service cloud and Opportunity Management (Case Management, Entitlement Management,
Product & Price book, High volume customer portal, Partner portal, Visual force sites) for business support and
technical support for its channel customers.
 Developed and maintained SFDC analytical reports for management review and planning for accurate forecasting
purposes.
 Authored numerous SOW, BRD, FRD, FSD and TSP documents for existing and prospective clients.
 Authored detailed technical documentation for all custom Salesforce configurations, including ERDs, process flows,
and admin guides, ensuring knowledge transfer and system maintainability
 Established Roles, Profiles, Permission Sets, Public Groups and Sharing Rules.
 Conducted in-depth requirements gathering and analysis sessions with C-level executives, translating business needs
into actionable Salesforce enhancements
 Optimized complex approval processes using a combination of Process Builder and custom Apex triggers, reducing
approval times by 60%
 Redesigned Workflow alert system to leverage email templates and dynamic content, improving communication
efficiency across the organization

Salesforce Admin
Responsibilities:
 Spearheaded the implementation of Salesforce CPQ for a Fortune 500 client, resulting in a 40% reduction in quote
generation time and a 25% increase in sales team productivity
 Designed and implemented a custom approval matrix using Apex and Visualforce, streamlining the deal approval
process for complex product configurations
 Proficiency in SFDC Administrative tasks including creating objects, fields, setting field level security, Profiles, Roles,
Users, Page Layouts, Email Services, Approvals, Workflows, Reports, Dashboards, Actions, Tasks and Events.
 Implemented Salesforce Shield for enhanced security and compliance, ensuring GDPR and CCPA adherence for
multinational clients
 Managed different salesforce.com objects like Accounts, Campaigns, Cases, and Contacts and designed Dashboards
using customized dashboard components.
 Utilized Salesforce Connect to integrate external data sources, providing real-time inventory and pricing information
within Salesforce
 Customized various Salesforce.com objects like Accounts, Contacts, Leads and Opportunities.
 Designed and delivered comprehensive admin and end-user training programs, resulting in a 90% user adoption rate
within the first month of implementation
 Developed custom Lightning components and Aura applications to enhance the user interface and streamline complex
business processes
 Implemented Salesforce to Salesforce (S2S) integration for seamless data sharing between partner organizations,
improving supply chain visibility
 Customized application business logic using Declarative Programming like Formula fields, Validation rules, Workflow
rules, Approval process, Record Types, Picklists, Dependent Picklists, List views.
 Utilized Salesforce Streaming API to build real-time notification systems for critical business events
 Designed and implemented a custom quoting tool using Visualforce and Apex, later migrating it to Lightning Web
Components for improved performance
 Developed advanced reports and dashboards using Salesforce Reporting API, providing executives with real-time
insights into sales performance and pipeline

Salesforce Consultant
Responsibilities:
 Involved in various stages of the Software Development Life Cycle (SDLC), including analysis, requirement gathering,
architecture design, development, enhancements, testing, deployment, and maintenance of standalone object-oriented
enterprise applications.
 Worked closely with various business stakeholders (Sales ops, Sales, Renewal’s ops, Product/Pricing admin) to gather
requirements related to product structure, pricing models, new sales business, and renewal business processes.
 Worked closely with functional and technical architects to map the requirements to OOB Salesforce CPQ functionality
and build custom functionality for gaps.
 Worked closely with product modelling teams to transform legacy product data to Salesforce CPQ product structure by
leveraging various constructs such as bundles, features, options, configuration attributes, summary variables, and
product rules.
 Created and tracked product backlog using issue-tracking tool "JIRA".
 Configured systems with Products, bundles, configuration attributes, price rules, discount schedules, document
generation.
 Worked closely with the pricing team to translate existing pricing data to Salesforce price books, price rules and
discount schedules.
 Created cases with Salesforce support for the defects identified in Salesforce CPQ.
 Build multiple customer-facing documents using templates functionality.
 Gather product launch specifications from key stakeholders to load products, product features, product options, price
books, and price book entries to SteelBrick CPQ and configure required price rules, product rules, product constraints,
and all other configuration.
 Developed and configured various Custom Reports and Report Folders for different user profiles based on the need of
the organization.
 Integration of DocuSign Templates with Salesforce CPQ systems.
 Extensively involved in Data Migration from three legacy systems to Salesforce.
 Data Migration between Salesforce org and local directory using Java Ant scripts.
 Prepared all training documentation, Test Case Document, as well as Solution Design Document.
 Involved in End-to-End system testing before releasing the system for UAT users.