Junior Salesforce Administrator, CRM Administrator

Industry Education

* Created user groups and configure workflows and assignment rules to enable proper
routing of leads to the marketing members.
* Designed and deployed Custom tabs, validation rules, Approval Processes and Auto-
Response Rules for automating business logic.
* Configured Profiles and Administrative permissions to grant/deny users access to
platform features. Created Customized dashboards for the case team members to
keep track of the cases assigned to them and to share insight across the company.
* Implemented pick lists, filed dependencies, lookups, master-detail relationships,
validation and formula fields to the custom objects.
* Customized Marketing application to create a web to lead forms, Campaign to lead
forms, assigning tasks, and managing workflows.
* Involved in preparing Business Requirement Document and Functional Requirement
Document.
* Redesign through customization and applications within salesforce.com, including
the implementation of Solutions and Leads Training of salesforce.com globally for the
Sales and
* Implemented automated escalation and alert notification and automated surveys to
measure customer satisfaction.
* Worked with Service Request status information and reports.
* Implemented real-time reports to measure success such as Current and historical case
volumes, an overview of currently open items by Queue and Owner, measurement of
response and resolution time.
* Worked with Communication Solution such as Knowledge Base, Email Templates and
Workflow Alerts and Notifications Implemented Support Follow up process.

Industry: Finance

* Gather detailed requests for improvements or changes to the system, and implement
these changes as appropriate
* KYC Verification and store the data into salesforce.
* Create Loan products specification and EMI schemes and serve to clients who are
showing interest
* Help clients to give more knowledge about our products and services
* Created case and assign them to service user
* Leads Captured through email to leads, web to leads, campaign trade show.
* Assign leads through lead assignment rule
* Help sales and service department to connect with prospected client and follow up
task.
* Meet deadline of projects
* configure rules which helps other region sales rep and manager update accordingly
by sending monthly and weekly Reports
* Used Dashboard, record type, report visibility to meet different business
reequipment.
* Maintain Chatter post.
* Approval criteria set and email templet set according approval process

Industry: Retail

* Worked with permission set to extend permission for users
* Data chart create summary joined and matrix report format used
* Data import with help of data import wizard
* Lead mapping with account opportunity and contact.
* Opportunity Stage followup
* Picklist and Multi selected picklist creation depend on manager requirement