CHANDANI LODHA

Project 1: Sales Cloud Integration with NetSuite

• Created workflow/process to identify responsibilities for different resources throughout the onboarding process of Sales Cloud.
• Created Flow builder, Lightening Web Pages, custom objects, custom fields, validation rules.
• Managed user roles, profiles,picklist values, formula fields and permission sets. Worked with stakeholders to gather requirements and create custom reports and dashboards.
• Created Customized dashboards for the sales team members to keep track of the opportunities and quotes assigned to them and to share insight across the company.
• Created and refreshed the full copy/partial copy Sandbox and imported Accounts, opportunities using Data Loader.
• Collaborated with cross-functional teams to gather requirements, design solutions, and deploy custom Salesforce features tailored to business objectives.
• Reduced manual workload for sales team members with the creation of time-saving automated email templates and document generation tools.

Project 2: Service Cloud Email To Case Setup

• Configured Vicasso Email to Case managed package with service cloud for case creation and integrated with Outlook.
• Created permission sets, profiles and roles in service cloud.
• Created test cases for email to case setup in service cloud.
• Upgraded Case Flag managed package for Service cloud.

Project 1: Remedy to Service Cloud migration

• Created custom objects, custom fields, validation rules and case assignment rules for newly created Service Cloud org.
• Troubleshot incidents reported by end-users to schedule system changes and identify permanent solutions.
• Communicated and explained business requirements to team members to understand and implement functional demands.
• Managed user roles, profiles, and permission sets.
• Maintained salesforce platform and its use, performing updates, documenting error reports in functionality.
• Identified needed business improvements and determined appropriate systems required to implement solutions.

Project 2: CPQ test plan Creation & Execution

• Designed and manually executed test plans and test cases for CPQ functionality in Salesforce and analyzed requirements and created test scenarios for new features.
• Worked closely with the development team to identify and resolve defects.
• Provided detailed reports on testing progress and issues to project managers. Participated in sprint planning meetings and provided feedback on user stories and acceptance criteria.
• Logged defects in JIRA tool and utilized Jira to manage defects and bugs.
• Enhanced user experience by designing intuitive system interfaces and providing training materials for end users.

Project 3: Technical support for Sales Cloud

• Troubleshoot technical sales process problems and resolve issues in a timely manner.-
• Managed user records, group settings and profiles.- Conducted user training sessions and provided support to end-users.-
• Provided business support to 1000+ end users and resolved customer queries in a timely manner.-
• Created defects and user enhancement requests for future release of Sales Cloud to deliver higher quality products.
• Create and modify reports and dashboard of sales cloud.
• Escalated complex issues to appropriate teams for resolution. Utilized SOQL to query data from Salesforce objects and databases.