Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Suranjana Neogi

Prosper,TX

Summary

Dynamic Salesforce professional with over five years of experience in Sales Cloud, Service Cloud, and Marketing Cloud, specializing in advanced platform customization and transformative business initiatives. Expertise in leading QA teams and managing comprehensive test strategies ensures the delivery of high-quality Salesforce solutions within Agile frameworks. Proven ability to design end-to-end CRM solutions that automate business processes and enhance user adoption across enterprise environments. Committed to driving CRM innovation and empowering organizations through data-driven tools and automation, with a strong focus on collaboration and continuous improvement.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Salesforce Business Analyst

ISN Software Corp.
01.2023 - Current
  • Managed CPQ setup, customization, and process automation using Flows, Workflows, and Process Builder
  • Built reports and dashboards for sales and operational insights
  • Handled user access, security controls, data migration, and validation
  • Customized Lightning Experience to improve usability
  • Integrated third-party tools (HubSpot, MuleSoft, Aquera) with Salesforce
  • Provided client training and supported Agile release management
  • Used Debug Logs, Flow Debug Mode, and Developer Console for Apex troubleshooting
  • Added System. Debug() and try-catch for error tracing and clean handling
  • Ensured SOQL/DML efficiency and dulcification in Apex classes
  • Strengthened security measures by implementing role-based access controls and robust authentication protocols.
  • Developed custom reports and dashboards to provide actionable insights for executive decision-making processes.

Salesforce Business Analyst

TalemCloud
05.2021 - 12.2022
  • Customized Salesforce objects, record types, and validation rules.
  • Built flow, approval processes, Validation rules junction objects, and complex workflows.
  • Performed data imports and enforced field-level security.
  • Developed custom reports and dashboards to provide actionable insights for executive decision-making processes.
  • Ensured data integrity by enforcing strict validation rules and maintaining clean data practices.
  • Enhanced Salesforce efficiency by identifying and implementing process improvements.
  • Collaborated with cross-functional teams to ensure the successful implementation of Salesforce projects.
  • Drove continuous improvement initiatives by staying current on industry trends and recommending enhancements based on emerging technologies or best practices.
  • Established strong relationships with stakeholders, leading status update meetings to ensure alignment on project progress.
  • Solved complex business problems through effective requirement gathering and gap analysis techniques.
  • Streamlined data management for better decision-making by optimizing the use of Salesforce reporting tools.
  • Facilitated seamless integrations between Salesforce and other critical business systems for a holistic view of customer information.
  • Managed end-to-end project delivery, from requirements gathering to post-deployment support.

Junior Salesforce Business Analyst

Talent Stacker Remote
06.2020 - 04.2021
  • Performed user and permission management tasks.
  • Assisted in object customization and automation.
  • Built reports and provided end-user support.
  • Managed end-to-end project delivery, from requirements gathering to post-deployment support.
  • Solved complex business problems through effective requirement gathering and gap analysis techniques.
  • Facilitated seamless integrations between Salesforce and other critical business systems for a holistic view of customer information.
  • Strengthened security measures by implementing role-based access controls and robust authentication protocols.
  • Transformed customer service experience by designing tailored case management workflows that expedited issue resolution times.
  • Increased sales productivity, configuring and customizing Salesforce to meet specific business needs.

Administrative Assistant

Reliance Communications (India)
04.2016 - 03.2018
  • Created documentation and materials for clients and leadership.
  • Supported customer accounts and troubleshooting.

Education

MBA - Marketing & Finance

Raipur Institute of Technology
India
01.2012

Master's - Commerce

Disha College
India
01.2010

Skills

  • Salesforce Administration & Configuration
  • Process Automation (Flow, Workflow, Process Builder)
  • Reports & Dashboards
  • User Access & Security Controls
  • Data Migration & Validation
  • Lightning Experience Customization
  • Third-Party Integrations (HubSpot, MuleSoft, Aquera)
  • Client Engagement & Training
  • Agile Methodology & Release Management
  • Salesforce customization
  • User administration
  • Workflow management
  • Process automation
  • Lightning experience
  • Salesforce analytics
  • Salesforce configuration
  • Salesforce administration
  • Report building
  • CRM management
  • User training
  • Data migration
  • Security management
  • API integration
  • Requirements gathering
  • Business process mapping
  • Campaign management
  • Data modeling
  • Workflow automation
  • Chatter collaboration
  • Dashboard creation
  • Dashboard development
  • SOQL querying
  • Workflow configuration
  • Report creation
  • Marketing automation
  • Data and analytics
  • Requirements analysis

Accomplishments

  • Achieved high resolution by completing 100% tickets with accuracy and efficiency.

Certification

  • Salesforce Certified Administrator (SCA)
  • Salesforce Platform App Builder
  • Salesforce Agentforce Specialist
  • Salesforce Associate
  • Trailhead Ranger | 140+ Badges
  • Superbadges: Security Specialist, Business Administration Specialist
  • Certified in Selenium Software Testing
  • Attendee: Salesforce Dreamforce 2023
  • Programs: Deloitte Digital Salesforce Select Program, Project Simulator
  • Member: Admin Trailblazers, Customer Success Community

Languages

English
Native or Bilingual
Hindi
Native or Bilingual

Timeline

Senior Salesforce Business Analyst

ISN Software Corp.
01.2023 - Current

Salesforce Business Analyst

TalemCloud
05.2021 - 12.2022

Junior Salesforce Business Analyst

Talent Stacker Remote
06.2020 - 04.2021

Administrative Assistant

Reliance Communications (India)
04.2016 - 03.2018

MBA - Marketing & Finance

Raipur Institute of Technology

Master's - Commerce

Disha College

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Suranjana Neogi