Project: MAT, Mortgage Advisor Tool
- Worked closely with stake holders to gather requirements and understand the business use case.
- Worked on doing new implementations and making enhancements to SFDC application required by business users from time to time.
- Created and managed scope of documents, business cases, business requirements documents and traceability matrices.
- Worked closely with the vendor Support in enhancing the Salesforce Business Application.
- Developed marketing campaign management applications and portals for lead extraction.
- Worked with Role Hierarchy, OWD Permissions and created Permission Sets, Sharing Rules for enabling privacy to the data internally and externally.
- Worked closely with sales, sales operations, and customer support teams to develop training plans and created user guides / documentation as required for feature roll outs.
- Created new products and custom HTML email templates in Salesforce for the Sales and marketing teams
- Designed and deployed Custom tabs, validation rules, Approval Processes and Auto-Response Rules for automating business logic.
- Performed System maintenance by running the Salesforce Optimizer report to track all Unused Fields, Workflows, Field Updates, Email Alerts.
- Created and Customized Custom Objects, Formula Fields, Cross Object Formulas, Roll up summary fields, validation rules, dependent picklist, queues, and page layouts.
- Created Snapshot reporting for Business Users to report historical data on Dashboards.
- Customized Field level security, Validation Rules, Organization Wide Permissions and Sharing rules to streamline the Application Security. Created custom Reports and Dashboards as per End User requirement.
- Performed UAT testing in Sandbox environments and created Change sets to migrate changes into Production environment.
- Performed Mass data imports/exports using Apex Data Loader and Demand tools.
- Work in conjunction with internal customer support resources to act as a ‘catalyst’ for incident resolution.
- Deployed both managed and unmanaged packages for enhancing the capabilities of the base CRM.
- Performed System maintenance by running the Salesforce Optimizer report to track all Unused Fields, Workflows, Field Updates, Email Alerts ...Etc.