Ilakkiya Srinivasan
Salesforce Business Analyst (5x Salesforce Certified)
Cambridge
Summary
Results-driven Salesforce Business Analyst with over a decade of experience specializing in scalable, user-centric solutions for Education, Financial Services, and Public Sector industries. Demonstrated expertise in requirements gathering, solution design, and end-to-end Salesforce implementation across various clouds including Data cloud,Sales Cloud, Service Cloud, Education Cloud, and Experience Cloud. Skilled at translating intricate business requirements into efficient Salesforce solutions utilizing Flows, Apex, LWC, Omnistudio packages and APIs while leading cross-functional Agile teams to achieve strategic objectives.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
Work History
Business Analyst - Salesforce
Ivey Business School at Western University
09.2022 - Current
- Proficient in developing scalable solutions using Lightning Web Components (LWC), Apex Classes, Triggers, Flows, and Aura Components.
- Extensive knowledge of Einstein and Agentforce tools and implemented in our ecosystem which enhanced AI-driven productivity and streamlined workflows.
- Successfully led the migration of legacy automations (Workflow Rules & Process Builders) to modern Flow architecture, improving performance and maintainability.
- Designed and implemented actionable dashboards and reports supporting data-driven decision-making.
- Architected complex integrations using SOAP/REST APIs, MuleSoft, and Workato, ensuring seamless third-party system connectivity.
- Hands-on experience with Apex Data Loader, Workbench, ANT Migration Tool, and VS Code for deployments and data migration.
- Strong experience managing CI/CD pipelines, sandbox refreshes, and end-to-end deployment cycles using GitLab.
- Collaborated in Agile environments using JIRA and Confluence, supporting sprint planning, user story creation, and UAT execution.
- Acted as a liaison between business and technical teams, ensuring successful translation of requirements into Salesforce solutions.
- Strong understanding of CRM principles, data models, and CRM implementation/migration best practices.
CRM Business Analyst/Administrator
Matrix Services
02.2019 - 07.2021
- Customized Financial Services Cloud features to cater to financial advisors' specific needs, enhancing client relationship management and wealth management capabilities.
- Implemented data model structures for financial accounts, assets, liabilities, and relationships, ensuring comprehensive financial data tracking.
- Configured Action Plans and Financial Goal Management, enabling advisors to deliver personalized advice and track client progress.
- Automated processes related to client onboarding, financial reviews, and compliance checks using Process Builder, Flow, and custom Apex triggers.
- Leveraged Financial Services Cloud components such as Financial Account Roles and Client Relationship Groups to improve data visibility and relationship management.
- Developed and managed complex data integrations with external financial systems, ensuring seamless data flow and accurate reporting.
- Conducted regular data audits and quality checks to maintain data integrity and compliance with financial regulations.
- Provided user training and support for Financial Services Cloud features, ensuring effective adoption and utilization by financial advisors and support staff.
- Created customized dashboards and reports specific to financial metrics, enabling advisors and managers to make informed decisions based on real-time data.
- Maintained comprehensive test code coverage and performed unit testing for all system codes, adhering to Salesforce limits and best practices
Mainframe Systems Analyst (Client - StateFarm)
DXC Technology
09.2015 - 11.2018
- Maintained and stabilized 20+ test and production environments for PeopleSoft applications.
- Developed and deployed code changes across multiple release cycles.
- Facilitated project stakeholder meetings and release planning.
- Handled strenuous production releases and production refresh activities biweekly.
- Training of new resources under the PeopleSoft Backend ERP Portfolio Applications.
Education
Bachelor of Engineering (B.E.) - Computer Science
Anna University
08.2011 - 05.2015
Skills
- Salesforce Technologies:
- Apex Classes, Controllers, Triggers and expertise in Omnistudio Packages
- Lightning Web Components (LWC), Aura Components
- SOQL, SOSL, Analytic Snapshots
- Workflow Rules, Process Builder, Flows, Approvals
- Dashboards & Reports
- Batch Apex
- Web Services (SOAP & REST APIs)
- Integration Tools:
- MuleSoft, Workato
- Data Migration Tools:
- Apex Data Loader, Workbench
- Deployment & Version Control:
- ANT Migration Tool, Visual Studio Code (VS Code)
- Collaboration & Project Tools:
- JIRA, Confluence
Personal Information
Timeline
Business Analyst - Salesforce
Ivey Business School at Western University
09.2022 - Current
CRM Business Analyst/Administrator
Matrix Services
02.2019 - 07.2021
Mainframe Systems Analyst (Client - StateFarm)
DXC Technology
09.2015 - 11.2018
Bachelor of Engineering (B.E.) - Computer Science
Anna University
08.2011 - 05.2015
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