POORNIMA KARTHICK
Tega Cay,SC
Summary
- Work experience of 3 years Administering Customer Relationship Management (CRM) applications on Salesforce Platform
- Salesforce Certified Salesforce Admin (ADM 201)
- Hands on experience on sales cloud and service cloud.
- Responsible for managing and customizing Users, Roles, Profiles, contacts, leads, campaigns, opportunities, Public Groups, Record Types, sharing rules, validation rules, Permission Sets, Page layouts and Custom Objects.
- Have knowledge in implementing various advanced fields like pick lists, Custom Formula Fields, Many to Many Relationships, Lookups, Master-Details, and Field Dependencies.
- Hands On experience in implementing business logic to Validation Rules, Assignment Rules, Workflows, and Approval Processes for automated alerts, field updates & Email generation according to application requirements.
- Have experience in lead case management (Web-to-Lead, Email-to-Case).
- Maintained data integrity to get accurate contact and account data for sales team
- Expertise in creating tasks and actions, Dashboards, Reports and campaigns.
- Proficient in Data Migration from Traditional Applications to Salesforce.com using Data Loader Utility.
- Provided on-going salesforce.com maintenance and administration services including periodic data cleansing, custom objects, workflows.
- Excellent work ethics, self-motivated, quick learner and team oriented. Continually provided value added services to the clients through thoughtful experience and excellent communication skills.
- Worked in different areas like requirement gathering, analyzing requirements, customization and implementation of business requirements and convert the business requirements into visual representation, documenting technical requirements and identifying success criteria.
- Designed and implemented data model, user interface, business logic, and security for custom applications
Experienced [Job Title] with over [Number] years of experience in [Industry]. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. Consistently saved costs while increasing profits.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Junior Salesforce Administrator
Houzz
10.2018 - 02.2020
- Environment: Salesforce CRM, Workflows & Approvals, Reports, Custom Objects, Custom Tabs, Email Services, Role hierarchy, Object relationships, User management, Data loader.
- Responsibilities.
- Designed &deployed the custom objects, identified the lookup and master-detail relationships and created the junction objects.
- Demonstrated ability to translate customer requirements into specification.
- Provided data access reports to Compliance and Security ensuring that data and roles are properly defined and transparent.
- Designed and deployed Custom tabs, validation rules, Approval Processes and Auto-Response Rules for automating business logic.
- Created workflow rules and defined related tasks, email alerts, and field updates.
- Implemented pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.
- Implemented Email-to-Case, Web-to-Case entry and manual case entry for entering customer's cases in Cases Tab.
- Created page layouts, search layouts to organize fields, custom links, related lists, and other components on record pages.
- Used field level security along with page layouts to manage access to certain fields.
- Introduce Salesforce Mobile for the corporate Blackberry and iPhone users in order to use several tools on the go.
- Worked on various Salesforce.com standard objects like Accounts, Contacts, Cases, Leads, Campaigns, Reports and Dashboards.
- Developed and configured various Reports and Report Folders for different user profiles based on the need in the organization.
- Created custom Dashboards for manager's home page and gave accessibility to dashboards for authorized people.
- Worked on Unlocking user accounts and resetting passwords.
- Implemented Lean Data integration with Salesforce environment and worked on Duplicate Management of Accounts, Leads, Opportunities.
- Worked on Dupe Catcher from App Exchange.
- Hands on experience in data management tools like Import wizard, data loader and Ring lead to maintain data quality.
- Increased customer satisfaction by resolving [Product or Service] issues.
- Led [Type] team in delivery of [Type] project, resulting in [Result].
Junior Salesforce Admin
Houzz
12.2017 - 09.2018
- Environment: Salesforce.com platform, service cloud, custom objects, security controls, Email services, data loader, profiles, approval process, escalation rules.
- Responsibilities.
- Worked on various Salesforce.com Standard Objects including Accounts, Contacts, Reports, Dashboards, Events and Tasks.
- Developed Custom Objects, Formula fields, Master-Detail, Lookup relationships, Tabs, validation rules.
- Created Profiles, Roles, and Page Layouts and configured the Permissions based on the Organization hierarchy requirements.
- Designed and deployed Custom tabs, validation rules, Approval Processes and Auto-Response for automating business logic.
- Created Workflow rules and defined related tasks, email alerts, and field updates.
- Implemented Pick lists, Dependent Pick lists.
- Created email templates and inbound emails using Visual Force for clients and customers.
- Enabled Chatter for the Organization and to effectively communicate with the users in the Organization.
- Developing business documents for Salesforce.com Custom objects.
- Developed several Custom Reports & Dashboards using report types.
- Communicating regularly with the SFDC designated super users to support them in their role and provide information and training on new features and functionality.
- Implemented automated escalation and alert notification and automated surveys to measure customer satisfaction.
- Worked with Service Request status information and reports.
- Created and maintained support queues and case escalation rules.
- Worked with Communication Solution such as Knowledge Base, Email Templates and Workflow.
- Worked on Dupe Catcher from App Exchange.
- Alerts and Notifications Implemented Support Follow up process such as Surveys, Employee Satisfaction.
- Resolved [Type] problems, improved operations and provided exceptional client support.
- Worked with [Type] customers to understand needs and provide [Type] service.
Junior Salesforce Administrator
Forsyth County, North Carolina
02.2017 - 11.2017
- Salesforce.com, Sharing Rules, Workflows, Email Updates, reports and dashboards, object relationships, assignment rules, escalation rules.
- Responsibilities.
- Closely worked with Salesforce.com consultants while implementing the solutions for the requirements.
- Customized the Dashboards to the track usage for productivity and performance of business centers and their sale.
- Created Custom Objects and defined lookup and master-detail relationships on the objects and created junction objects to establish connectivity among objects.
- Developed workflow rules for various tasks and Email alerts as per the requirements.
- Implemented pick lists, dependent pick lists, and validation formula fields to the custom objects.
- Designed, Implemented and deployed the Custom objects, Page layouts, Custom tabs, Components.
- Developed Approval process for the application by implementing custom formulas in different stages of approval.
- Imported data into custom objects from various sources using Data Loader.
- Engaged Salesforce.com Premier Support and followed up on the support cases with Salesforce.com support.
- Increased customer satisfaction by resolving [Product or Service] issues.
- Led [Type] team in delivery of [Type] project, resulting in [Result].
Chartered Accountant Article Assistant
H C Khincha & Co, L Lakshman & Co
06.2011 - 07.2014
- Assisted in Internal Audit programmes of clients Manufacturing units, Retailers and Educational Trusts.
- Prepared Monthly as well as Quarterly Financials, Annual Budgets & Audit Reports in line with the approved audit plans, discussed audit findings and recommendations with line managers and reported significant issues to senior management.
- Assisted in Statutory Audit of Manufacturing and Services industries
- Assisting Tax planning and Filing of Tax Returns.
- Assisted in Bank Concurrent Audit.
- Assisted in Tax Audit under Income Tax Act.
Education
IPCC - Accounting Technician
The Institute Of Chartered Accountants of India
India11.2011
Bachelor of Commerce - Finance
Christ College
India04.2010
Skills
- Salesforce Administrator
- Apex Data Loader
- Reports and Dashboards
- Data Import Wizard
- Workflows
- Process Builder
- Approval Process
- App Builder
- Communities
- MS Word, MS PowerPoint, MS Excel
Certification
- Salesforce Certified Administrator
- Salesforce Certified Business Analyst
- Salesforce Admin 201 and App builder Certification Project by Edureka
- Salesforce Admin Masterclass Certification by Udemy
Timeline
Junior Salesforce Administrator
Houzz
10.2018 - 02.2020
Junior Salesforce Admin
Houzz
12.2017 - 09.2018
Junior Salesforce Administrator
Forsyth County, North Carolina
02.2017 - 11.2017
Chartered Accountant Article Assistant
H C Khincha & Co, L Lakshman & Co
06.2011 - 07.2014
IPCC - Accounting Technician
The Institute Of Chartered Accountants of India
Bachelor of Commerce - Finance
Christ College
- Salesforce Certified Administrator
- Salesforce Certified Business Analyst
- Salesforce Admin 201 and App builder Certification Project by Edureka
- Salesforce Admin Masterclass Certification by Udemy
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