Sukriti Gupta
Toronto,ON
Summary
Result-oriented professional with 5.5 years of experience in Salesforce. Skilled in managing multiple projects simultaneously using Agile Methodology. Proficient in Salesforce Sales Cloud, Service Cloud, Marketing Cloud, CRM Analytics, and Power BI. Experienced in administration-level tasks such as creating profiles, roles, data security models, users, custom objects, tabs, maintaining documents, validation rules, formula and roll-up summary fields, customizing page layouts, reports, and dashboards. Expertise in automation using workflow rules, flows, and process builder. Hands-on experience in data visualization using CRM Analytics and Power BI. Proficient in installing and maintaining managed packages/third-party apps into Salesforce. Knowledgeable in data management - exporting and importing using Import and Export wizard, Data Loader. Skilled in deployments using change sets and Workbench. Proven ability to train end users on Salesforce functionalities and operational procedures. A well-organized, goal-oriented team member with excellent problem-solving skills.
Overview
6
6
years of professional experience
8
8
Certification
Work History
Salesforce Administrator
Invest Ontario
07.2024 - Current
- Implemented Einstein Activity Capture to capture Emails and Events in Salesforce from Outlook.
- Utilized CRM Analytics and PowerBI to create visual representations of key metrics, improving business decision-making for stakeholders
- Have created amap of opportunities within Ontario using GeoMap visual in CRM Analytics.
- Collaborated with cross-functional teams to gather requirements, design solutions, and deploy custom Salesforce features tailored to business objectives.
- Evaluate and install new Salesforce releases as required and provide ongoing training and support.
- Additional Salesforce administration, implementation, and maintenance responsibilities as required.
- Resolved technical issues promptly and effectively, providing exceptional support to Salesforce users across the organization.
- Boosted user adoption rates by developing coherent training materials and conducting personalized training sessions.
- Enhanced Salesforce system efficiency by optimizing workflows, automating processes, and streamlining data management.
Salesforce Consultant
Online Business Systems
03.2021 - 06.2023
- Provided production support for the internal salesforce org for OBS and acted as one main POC for any issues faced by Salesforce users.
- Automation of processes using Flows, Process Builder, Validation rues and Triggers.
- Installation and Integration of DocuSign and ZoomInfo into Salesforce.
- Leveraged Salesforce automation tools to streamline client workflows, reducing manual efforts and increasing overall efficiency.
- Creating custom fields, objects, page layouts and assigning different layouts based on Record Types, creating reports and dashboards as per the business requirement.
- Conducted thorough analysis of client requirements, translating them into actionable plans for successful Salesforce integration.
Salesforce Marketing Cloud Consultant
Cascade Public Media
09.2022 - 05.2023
- Responsible for managing the data sync between salesforce marketing cloud and salesforce CRM.
- Creation and management of Data Extensions and importing data for targeting.
- Working with data filters in Email Studio for segmenting the Data Extension.
- Troubleshooting and resolving email send issues, automating email sends including scheduling and frequency controls to ensure successful campaign execution and accurate reporting.
- Personalization of email content based on user requirements using Personalization strings and AmpScript.
- Designing customer journeys as per the requirement and configuring entry and exit criteria in the journey.
- Tracking for email opens, clicks, unsubscribes and campaign performance using SQL queries
- Data Management (Individual Email Results purging, management of duplicate accounts).
Salesforce Administrator
Absorb LMS
01.2022 - 07.2022
- Understanding business processes, flows, and campaigns
- Created workflow rules/formulas to automate sending emails regarding closed lost opportunities based on opportunity owners
- Worked on custom metadata to automate formula field in opportunity
- Resolved bugs they had in Salesforce Sales Cloud by modifying their existing processes and flows.
- Management of Integration between SalesLoft and Salesforce.
- Proved successful working within tight deadlines and a fast-paced environment.
Salesforce Administrator
AXIA/BELL
03.2021 - 12.2021
- User creation and management
- Troubleshooting the problems faced by salesforce users and provide them with best solutions
- Solving the SSO login issues faced by users
- Automated the record archiving that are older than 6 months using Apex triggers
- Creation of new permission set or managing permissions to users as per the requirement
- Solved user issues within SLA
- Worked on both incident and enhancement requests
- Creation of new permission set or managing permissions to users as per the requirement
- Assisting the users with user acceptance testing (UAT) and end-user training
Salesforce Administrator
CGI Group
01.2017 - 02.2021
- Requirements gathering and analyzing the requirements
- Worked on tickets raised by users within the SLA and have got customer satisfaction rating of 4/5 on most tickets throughout the project
- Did support the production environment and also did the configuration as requested and approved by business users
- Worked with various salesforce objects Account, Contact, Leads, Opportunities & Custom Objects
- Performing day to day salesforce administrator activities: maintaining user accounts, fields, validation rules, custom views, data migration using data loader or import/export wizard, bulk data updates
- Implementation of Web-to-Lead and lead conversion
- Developed Workflow rules, Field updates and Email alerts to implement the business logic for Standard and Custom Objects as per the business needs
- Configured Profiles, Roles, and Permission Sets in the org and setting up Field-level, Object-level security rules for the application
Education
Post Graduate Diploma - Marketing and Operations
Ramaiah Institute of Management
India06.2017
Bachelor of Technology - Computer Science
Punjab Technical University
India06.2014
Skills
- Salesforce Customization and Configuration
- User Administration
- Process Automation
- Lightning Experience
- Reporting and Visualization
- Data Management
- Database Concepts - SOQL/SOSL
- Einstein Analytics, Power BI, Excel
- Agile Project Methodology, Freshdesk, JIRA
- Data Loader, Workbench, Salesforce Inspector
- Deployment Tools
- Change Set
Certification
- Salesforce Certified Administrator (ADM 201), 20396385
- Salesforce Certified Advanced Administrator (ADM 211), 21260609
- Salesforce Certified Platform App Builder, 21542457
- Salesforce Certified Service Cloud Consultant, 22989687
- Salesforce Certified Sales Cloud Consultant, 2420197
- Salesforce Certified Marketing Cloud Administrator, 3417715
- Lean Six Sigma - Green Belt Certified
- Knowledge Management Certified by Deloitte
Timeline
Salesforce Administrator
Invest Ontario
07.2024 - Current
Salesforce Marketing Cloud Consultant
Cascade Public Media
09.2022 - 05.2023
Salesforce Administrator
Absorb LMS
01.2022 - 07.2022
Salesforce Consultant
Online Business Systems
03.2021 - 06.2023
Salesforce Administrator
AXIA/BELL
03.2021 - 12.2021
Salesforce Administrator
CGI Group
01.2017 - 02.2021
Post Graduate Diploma - Marketing and Operations
Ramaiah Institute of Management
Bachelor of Technology - Computer Science
Punjab Technical University
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