Summary
Overview
Work History
Education
Skills
Professional Snapshot
Certification
Timeline
Generic

Sakshi

Bengaluru

Summary

Certified Salesforce Business Analyst with 4+ years of experience delivering scalable CRM solutions across Sales, Service, FSL, Marketing, Education, Experience, and Nonprofit Clouds. Skilled in gathering business requirements, facilitating workshops, and translating needs into functional Salesforce features. Known for driving stakeholder alignment, enabling cross-functional delivery, and ensuring platform adoption through user-focused solutions.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Business Analyst

COREFLEX SOLUTIONS
Bengaluru
01.2026 - Current

Organisation Merge Programme

  • Led end-to-end impact analysis for the consolidation of H&B and B2B Salesforce orgs into a unified B2B org, covering all modules, standard and custom objects, and core business processes across the programme.
  • Presented analysis, risk assessments, and strategic recommendations on org merge approaches and data migration strategies to CoEs and Product Owners across multiple workstreams, enabling informed programme-level decision-making.
  • Collaborated cross-functionally with design, development, QA, and data engineering teams to ensure seamless migration of data and metadata, validating that all business processes operated as expected post-merge.
  • Produced comprehensive impact analysis documentation and data mapping artefacts, serving as a key reference for migration planning and post-go-live validation across all affected teams.
  • Facilitated regular governance cadences with Product Owners and Centre of Excellence leads, aligning stakeholders on merge decisions, migration progress, and post-merge stabilisation activities.

Service Cloud

  • Implemented an end-to-end Service Cloud solution for a European consumer dairy customer.
  • Authored detailed Business Requirement Documents (BRDs) and Functional Specification Documents (FSDs) to support solution design and delivery.
  • Acted as the primary liaison between business stakeholders and Product Owner, ensuring alignment and smooth project execution.
  • Played a role as Business Analyst and Project Manager, leading requirement discovery, conducting technical discussions, and managing end-to-end documentation.
  • Drove implementation, facilitated UAT sessions, delivered user training, and supported Go-Live and Hypercare phases.

Business Analyst

Warpdrive Tech Pvt. Ltd.
06.2024 - 07.2025

FSL

  • Collaborated with stakeholders to gather and analyze business requirements for enhancing an existing Field Service Lightning (FSL) implementation for a home automation client.
  • Provided strategic consultation on new feature development, translating business needs into scalable technical solutions.
  • Worked closely with technical teams to facilitate end-to-end integration with multiple environments, including SAP and Razorpay, ensuring seamless data exchange and process automation.
  • Managed the phased rollout of new features, coordinating with cross-functional teams to ensure a smooth transition, minimal disruptions, and a stable live application.
  • Collaborated with cross-functional teams to optimize workflows and improve technician scheduling, service automation, and payment processing within FSL.

Healthcare

  • Led end-to-end implementation of patient and 360° referral process on Salesforce for a hospital healthcare organization. Managed requirement gathering, multi-phase execution to streamline operations.
  • Integrated Salesforce with the hospital management system, ensuring seamless data flow via Data Cloud. Developed a 360° performance view for analysis and reporting on sales referral performance from multiple line of business.
  • Designed a user-friendly and efficient application, improving workflow automation and data accuracy. Enhanced referral tracking, patient engagement, and operational efficiency through Salesforce solutions.
  • Developed admin manuals and utilisation dashboards to aid with and provide clear visibility into adoption of the system after GoLive.
  • Worked hand in hand with the business team and the implementation team to develop a system that addressed the pain points and develop and deliver an impactful and efficient system.
  • Worked closely with technical teams to facilitate end-to-end integration with multiple environments, including Medmantra and Data Cloud, for management and seemless flow of Patient’s data

Business Analyst

CLOUDXPERTS PVT LTD
01.2022 - 05.2024
  • Managed end-to-end Salesforce projects: requirements gathering, documentation, sprint planning, and post-go-live training.
  • Created Business Requirements Documents (BRD) and Functional Specifications Documents (FSD).
  • Acted as the key liaison among business units, IT, PMO, and third-party vendors to ensure consistent alignment and successful project delivery.
  • Continuously assessed business processes and identified opportunities for automation, optimization, and innovation.
  • Stayed current with emerging technologies and industry trends to drive proactive solutions and business agility.
  • Developed an Accelerator for Salesforce-to-AWS S3 file sync, offering customisable settings for administrators.
  • Created an Accelerator enabling users to create and sell product bundles, with dynamic components integrated into quotes and opportunities.
  • Developed an AppExchange product on top Education and Experience Cloud, streamlining the shopping cart experience for short course registration.
  • Managed documentation and coordinated between development and quality assurance teams, ensuring a successful product launch.

Community Associate

SKOOTR OFFICES
03.2019 - 05.2021
  • Managed client relations and daily operations in a co-working space, ensuring a seamless and engaging workspace experience.
  • Coordinated with vendors and organized community events, boosting member engagement and satisfaction.
  • Streamlined operations to enhance the overall workspace experience and optimize member services.

Executive

HILTON HOTELS
07.2018 - 09.2018
  • Worked with Hilton's sales teams to identify corporate partnerships and sales opportunities across Pan India, contributed to revenue growth by expanding Hilton's corporate client base.

Education

Bachelor - Life Science

IGNOU
Delhi, DL
01-2020

XII - Science

VIJAYA SR. SEC. SCHOOL
BAHADURGARH
01-2015

Skills

  • Business Analysis
  • Documentation
  • Requirement gathering
  • SOQL
  • Business process modelling
  • Agile methodologies

Professional Snapshot

  • Salesforce Business Analyst with 4+ years of experience across Sales Cloud, Service Cloud, Field Service Lightning (FSL), Marketing Cloud, Organisational Merge Programmes, Experience Cloud, Education Cloud, CPQ, Health Cloud, and Nonprofit Success Pack (NPSP), with hands-on delivery across diverse industry verticals.
  • Collaborated with cross-functional business stakeholders to elicit, analyse, and document complex requirements, translating business objectives into actionable functional specifications that drive strategic initiatives and process optimisation.
  • Led pre-sales engagements for Middle East clients by delivering tailored Salesforce demos and proof-of-concept solutions, articulating value propositions across Sales, Service, and Experience Cloud to support deal closures.
  • Produced high-quality business analysis artefacts including BRDs, FSDs, Process flow diagrams, User stories, Architecture Diagram and detailed use cases, ensuring full traceability from requirement to delivery.
  • Managed end-to-end RFI and RFP lifecycle — from drafting and issuing documentation through to vendor evaluation — enabling informed procurement decisions and strategic partner selection.

Certification

  • Salesforce Certified Administrator
  • Salesforce Certified Associate

Timeline

Business Analyst

COREFLEX SOLUTIONS
01.2026 - Current

Business Analyst

Warpdrive Tech Pvt. Ltd.
06.2024 - 07.2025

Business Analyst

CLOUDXPERTS PVT LTD
01.2022 - 05.2024

Community Associate

SKOOTR OFFICES
03.2019 - 05.2021

Executive

HILTON HOTELS
07.2018 - 09.2018

Bachelor - Life Science

IGNOU

XII - Science

VIJAYA SR. SEC. SCHOOL
Sakshi