Anukriti Brijesh

• Effectively creating custom objects and fields based on requirements.
• Curating and designing reports and dashboards as per business needs.
• Configuring and managing permission sets and sharing settings.
• Creating users, assigning roles, and designing profiles effectively.
• Modifying and creating formula fields, validations, approval Process and other configurations based on evolving requirements.
• Setting up personal information, password resets, company profiles, and network access.
• Implementing process flows, web-to-lead integrations, and field-level security.
• Managing data migration, user training, and documentation development to ensure smooth Salesforce adoption, and operational efficiency.

• User and Organization Management: Set up and manage Salesforce organization, create roles, profiles, user groups, and security controls.
• Role & Data Security: Create role hierarchies, manage access controls, and ensure data security across the organization.
• Case Management: Handle case and activity management, create email templates, set up case escalation rules, and automate case workflows using flows.
• Reporting & Dashboards: Create custom reports and dashboards for data visualization and business insights, tailored to specific user requirements.
• Automation: Design and implement flows to automate case processes, improve workflow efficiency, and enhance the overall user experience.
• Data Management: Upload and manage data for objects and related objects, ensuring data integrity and accessibility.
• Visualforce & Approval Processes: Create and modify Visualforce pages, and manage approval processes to support business needs.
• Forecasting and Collaboration: Set up forecast hierarchies based on role structure for collaborative forecasting and reporting.

Proficient in customizing Salesforce environments, enhancing data accuracy, and ensuring seamless data access, and workflow automation.

Key Expertise:

• User Management: Created and managed user accounts, roles, profiles, and user groups. Implemented security controls, including permission sets, sharing rules, and role hierarchies, to manage data access and security.
• Data Management: Created and maintained custom objects, fields, page layouts, and custom metadata. Developed and deployed Visualforce pages and Apex classes for custom applications. Implemented data validation rules to ensure data accuracy and integrity.
• Data Integration: Utilized APIs (e.g., REST API) to integrate Salesforce with external systems, and automate data transfer.
• Process Automation: Designed and implemented workflow rules, approval processes, and flows to automate business processes. Configured escalation protocols to streamline case management.
• Forecasting: Designed and implemented a hierarchical forecasting system aligned with user roles for accurate forecasting and collaboration.
• Data Migration: Managed user access during role transfers, or the creation of new users.
• Page layouts: Configured dynamic page layouts with access limitations to streamline user interfaces.

Adept at driving Salesforce adoption, optimizing workflows, and ensuring efficient data management and reporting.