Uthraa R Y

Responsibilities:

Customize / Create Process builders, Queues, Approval Processes, Assignment rules, and all components available in Salesforce configuration to meet functionalities required.
Analyzing the key requirements from stakeholders and user and implementing in Salesforce environment based on feasibility.
Creating users and assigning Profiles, Roles, Permission sets, and Territories and doing all the user related assignments.
Creating customer Portal users, internal users as bulk process via backend updates.
Creating/Modifying case visibility settings using Sharing settings for portal users
Creating New Email to Case Configuration
Creating / Modifying email Alerts and configuring alerts to process builders and workflows.
Creating/ Modifying Flows.
Creating Entitlements/milestones as per Business needs/criteria
Customize Reports/Dashboards as per client’s need
Monitoring License usage and Monitoring Data Audit trail
Managing Mass Imports and exports of data.
Implementing In-App Guidance within Salesforce for providing better customer Experience,
Running Salesforce Optimizer on monthly basis.
Conducting Training sessions to users and stakeholders.
Creating user-guide and documentations.

• Customize / Create Process builders, Queues, Approval Processes, Assignment rules and all the components available in Salesforce configuration to meet the functionalities required
• Creating users and assigning Profiles, Roles, Permission sets, Territories and doing all the user related assignments
• Creating customer Portal users, internal users as bulk process via backend updates
• Creating/Modifying the case visibility settings using Sharing settings for portal users
• Creating New Email to Case Configuration
• Creating / Modifying email Alerts and configuring the alerts to process builder and workflows
• Configuring Macros for repetitive process
• Creating Entitlements/milestones as per Business needs/criteria’s
• Customize Reports/Dashboards as per client’s need
• Monitoring License usage
• Monitoring Data Audit trail
• Managing Mass Imports and exports of data
• Project Name : CRM - Sales Cloud

• Salesforce Sales Cloud
• Responsibilities:
• Created workflows with respective action alerts based on requirements
• Creating users and assigning Roles, Permission sets, Territories and doing all the user related assignments
• Creating/Modifying email alerts and email templates
• Working on/creating lead assignment rules and configuring web to lead
• Creating Reports and Dashboards as per Business needs
• Importing Data into Salesforce ORG.