Salesforce
Rishi Nagar
Engineering Lead
Jaipur
Summary
IT professional with 15 years of experience specializing in Salesforce and data visualization projects. Demonstrated success in designing, implementing, and optimizing Salesforce solutions to improve business processes and drive growth. Proficient in utilizing data visualization tools such as Tableau and Power BI to convert complex data into actionable insights, enabling informed decision-making. Recognized for leadership abilities in managing cross-functional teams, overseeing large-scale projects, and delivering innovative solutions that surpass client expectations. Strong analytical skills and deep understanding of CRM systems and data analytics ensure the delivery of high-quality and scalable solutions. Committed to continuous learning and staying updated on industry trends to provide cutting-edge solutions.
Overview
15
15
years of professional experience
15
15
years of post-secondary education
12
12
Certifications
Work History
Engineering Lead
Persistent System Limited
2 2023 - Current
- Led Einstein Case Classification mini project to predict best or automated values based on past case subjects and descriptions.
- Coordinated in Einstein Discovery POC to predict top opportunities for conversion or submission.
- Supported in Data cloud POC for different clients to unify and segment SF data.
- Gathering and organizing customer data from various sources, including sales records, customer interactions, and feedback.
- Analyzing customer data to identify trends, patterns, and insights that can inform business strategies.
- Evaluating the effectiveness of CRM initiatives and campaigns through key performance indicators (KPIs) and metrics.
- Creating reports and dashboards to present findings to stakeholders, highlighting insights that can drive decision-making.
- Utilizing statistical models and machine learning techniques to forecast customer behavior and identify potential opportunities or risks.
- Creating and managing user accounts, roles, and permissions to ensure appropriate access to Salesforce features and data.
- Importing, exporting, and maintaining data integrity within Salesforce, including deduplication and data cleansing.
Customizing Salesforce objects, fields, page layouts, and record types to align with business processes. - Implementing automation tools, such as workflows, process builders, and flows, to streamline business processes and improve efficiency.
- Installing and configuring third-party applications from the Salesforce AppExchange to enhance functionality.
- Ensuring data security and compliance by managing sharing settings, field-level security, and data access controls.
- Data Migration using Data Loader and DBAmp.
- Knowledge of Sales, Service, and Marketing & Data Cloud.
- Pardot (Account Engagement) and Google Analytics integration for web visit tracking.
Associate Consultant
Wipro
09.2021 - 02.2023
- Transformation, Job Monitoring, and Optimization in Tableau CRM.
- Enhanced data flow and process automation.
- Implemented data cleansing and validation processes.
- Analyzed large datasets to identify trends and provide data-driven recommendations.
- Used multiple tools like Dataloader, Import Wizard, and DBAmp for loading data into Salesforce.
- Created of Recipe, Lenses, Data Sync, and Dataflows.
- Created datasets from internal and external connections.
- Leveraged binding and SAQL to create appropriate lenses and dashboards.
- Archived Salesforce attachments and metadata using a Python script.
- Investigated and follow-ups of incidents and service requests in ServiceNow.
- 3 Kaizens submitted and approved for job optimization and reduced ~95% job failures
Assistant Manager
GENPACT
11.2009 - 09.2021
- Worked on Salesforce UI on Service Cloud to create case and assisting in creating report and dashboard
- Automate & Transform IT infrastructure in COE Finance Reporting, Reconciliation and Validation
- Robotic Process Automation through Blue Prism RPA tool
- Process and Solution Documentation
- Process Automate through Power platform (Power apps, SharePoint site/list) in office 365 environment
- Develop UDAs (User defined application-Excel and Access based with extended to VBA and SQL) for onshore and offshore teams to published dashboards & reports on agreed frequency
- Develop and amend the SQL scripts for extracting financial data from various data warehouse as per the COE level finance project requirement
- Conduct various levels of testing including functional, regression, user acceptance, integration and performance to verify the client's needs are met
- Effectively manage tasks, keep track of deadlines, and manage the project to ensure smooth functioning and timely completion of the project.
- Daily scrum call with onshore and offshore counterparts specially with Project Manager for a sprint of the project
- Technical Documentation of project.
Education
MBA - Marketing
Mahrishi Dyanand University
Haryana, India 04.2001 - 04.2011
Bachelor of Science -
University of Rajasthan
Jaipur, Rajasthan 04.2001 - 04.2006
Skills
Stakeholder Communication
Skillset
- Tableau: Created interactive visualization and business intelligence for end users, Data preparation & Data discovery, Expert in all Tableau products like Desktop, Server, Online, Public, Prep Builder, Worked as a creator to connect data with data warehouse, Expert in the best use of dimension, measure with discrete and continuous data, Aggregate and non-aggregate functions uses,
- Power BI: Created interactive visualization and business intelligence for end users, Data preparation & Data discovery, Best uses of slicers and charts, Connect other application for data analysis,
- SQL (Structured Query Language): Expert in Data Query Language to extract the data, Data Manipulation Language expert to edit, insert and delete data, Data Control Language to control the data, Experience in Data Definition Language to create schema and modification, Table joins (Inner, Outer or left or right or full Joins) uses,
- SharePoint (SharePoint List, PowerApps, Power Automation): Storage of document and data items in SharePoint SharePoint Site (Collection of pages, lists, libraries, apps);, Centralized access to enterprise data information, Data tracking, reporting and management, Ability to create Apps using PowerApps that utilize SharePoint list as a database, Create workflow to automate the process through Power Automation, Connect and update other office 365 application.,
- Blue Prism (RPA tool): Certified developer, Developed digital workforce on rule based business processes, Created PDD and SDD, Knowledge of administrator and development environment, Oracle and Mainframe based automation, Spy element,
- Advanced MS office skills (MS-Access & MS-Excel): Design, build and configure applications to meet business process and application requirements, ODBC connectivity to other applications from Access/Excel front end, Expert in using VBA code to automate the process, User Forms properties and process,
Certification
SALESFORCE ASSOCIATE
Cocurricular Activities
CSR Lead Environment / Safety
Uplifting Lower society Fatal Diseases patients service
Accomplishments
- Title award [6]
- Silver award [6]
- Bronze award [3]
- Client award [2]
- 7 Star Lean Certified for Business improving ideas
- 3 Kaizen for Job improving in TCRM
Software
Data Visulization
Automation
Timeline
Associate Consultant
Wipro
09.2021 - 02.2023
Assistant Manager
GENPACT
11.2009 - 09.2021
MBA - Marketing
Mahrishi Dyanand University
04.2001 - 04.2011
Bachelor of Science -
University of Rajasthan
04.2001 - 04.2006
Engineering Lead
Persistent System Limited
2 2023 - Current
SALESFORCE ASSOCIATE
SALESFORCE AI ASSOCIATE
SALESFORCE ADMINISTRATION
SALESFORCE PLATFORM APP BUILDER
SALESFORCE PD1
SALESFORCE CRM ANALYTICS & EINSTEIN DISCOVERY CONSULTANT
SALESFORCE SALES CLOUD CONSULTANT
SALESFORCE SERVICE CLOUD CONSULTANT
SALESFORCE DATA CLOUD CONSULTANT
POWER BI DATA ANALYST ASSOCIATE
TABLEAU DESKTOP SPEACIALIST
BLUE PRISM DEVELOPER
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