Abhilash Patil

Salesforce Health Cloud.

• Participated in the discovery sessions to understand the current business process and pain points.
• Gathering requirements from stakeholders through discovery sessions and enterprise analysis.
• Experience in documentation processes such as BRS, FRS, gap analysis, use cases, current state analysis, change request logs, and test documentation.
• Creating the user stories for Salesforce Health Cloud functionalities, such as Care Coordination, Patient Engagement, Appointment Management, and Referral Management.
• Ensure that all processes comply with healthcare regulations.
• Ensure the solution is designed with the end user in mind, focusing on usability, accessibility, and overall user experience.
• Develop training materials (slide decks) and documentation to help users understand and effectively use the Health Cloud.
• Conduct training sessions for end-users, ensuring they are comfortable with the new system and its features.
• Provide ongoing support to users post-implementation, including troubleshooting and process refinement.

Salesforce Marketing Cloud- Distributed Marketing

• Primarily involved in developing a prototype of the application as proof of concept (POC) for the business team and as a guideline for the development team
• Experience in documentation processes such as Features and Capability Matrix, Use cases, Current state analysis, BRS, FRS, and Gap analysis.
• Good experience in understanding the business process and working on various Salesforce standard objects like accounts, contacts, opportunities, cases, leads, campaigns, orders, forecasting, reports, and dashboards.
• Worked on data migration and update through the tool App Exchange Data Loader and Data Import Wizard in Salesforce.com.
• Experience in designing the Front Door Request process.
• Creating the user stories for the Salesforce Marketing Cloud functionalities as per the requirements and acceptance criteria.
• Creating Features and Capability matrix for Einstein Activity Capture, Distributed Marketing, Salesforce Campaign Marketplace, and Webex integration in the product
• Expertise in Configuration and Customization using Salesforce Automation tools such as Workflow rules, Process Builders, Approval Processes, Validation rules, Assignment rules, and Escalation rules
• Experience in validating Reports and Dashboards as per client requirements
• Extensively worked on implementing Single Sign-On (SSO) using Federated Authentication
• Strong knowledge and experience working in teams implementing Agile Methodologies
• Reviewing the test cases provided by the QA team, and providing feedback
• 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 custom Dashboards for the user's home page and gave accessibility to dashboards for authorized users
• Provided day-to-day end-user support and educate users with best practices to enhance and increase their knowledge of Salesforce.

Veeva Vault - Veeva Promomat

• Serve as a liaison between the technical team and business stakeholders, ensuring clear and continuous communication.
• Experience in documentation processes such as use cases, current state analysis, BRS, and FRS.
• Ensure the solution adheres to healthcare regulations (e.g., USFDA) and best practices.
• Worked on the creation of a workflow process for the Veeva Promomat system.
• Experience in documenting the future business process and setting up roles for the successful working of the system.
• Created the user stories with the acceptance criteria as per the functional requirements.

Healthcare- Veeva CRM

• Requirement Analysis: Understanding requirements and communicating with stakeholders for a better understanding of requirements through discovery sessions.
• Participated in enterprise and strategy analysis.
• Collecting the data for the BRS documents by observation and interviewing steps.
• Participated in prototyping to visualize the possible solutions, to confirm the requirements.
• Ensuring the solution adheres to healthcare regulations (e.g., USFDA) and best practices.
• Reviewing the configuration settings of the current implementation.
• Creating the user stories for Veeva CRM functionalities like Account Management, Interaction management, Survey Management, Time Off Territory, Approved Email, CLM, Medical Inquiry, Trial Management, Field Coaching Reports, DCR, and custom functionalities as per the requirement and acceptance criteria.
• Working with standard objects and preparing custom objects, creating and defining relationships with them as per business requirements.
• Working with Salesforce Automation tools, such as Workflow Rules, Approval Processes, and Validation Rules, as per functional requirements.
• Experience in documentation processes such as use cases, current state analysis, BRS, FRS, gap analysis, change request logs, and test documentation.
• Experience in validating reports and dashboards as per client requirements.
• Creating the Demo Scripts for training purposes.
• Monitor system performance and user feedback to identify opportunities for continuous improvement and optimization.

Salesforce CPQ Implementation

• Collaborated with sales, pricing, and finance teams to gather and analyze requirements for Salesforce CPQ implementations.
• Assisted in data migration for product catalogs, pricing models, and historical quote data, ensuring data integrity and accuracy.
• Developed user stories, functional specifications, and process flow diagrams to facilitate the CPQ implementation lifecycle.
• Conducted comprehensive testing, including unit testing, integration testing, and user acceptance testing (UAT) for CPQ configurations and workflows.
• Provided training and post-implementation support to end-users, ensuring smooth adoption of Salesforce CPQ functionality.
• Acted as a liaison between business stakeholders and technical teams to ensure alignment on project goals and deliverables.