Salesforce Consultant Resume Samples

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Salesforce Consultants help companies develop better business solutions by using the tools provided by the Salesforce platform. Common duties listed on a resume example for Salesforce Consultant include consulting with clients, assessing their business, coming up with solutions, providing technical assistance to end users, migrating databases, and training employees. The ideal candidate should showcase in his or her resume Salesforce expertise, analytical thinking, communication and interpersonal skills, customer focus, networking, and computer proficiency. Most eligible candidates hold a degree in information technology or computer science.

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11

Salesforce Consultant

Worked at a global education organization implementing service cloud

  • Worked with the client's business team, gathered requirements for education technology customer service management to provide timely technology and classroom support to faculty and staff customers including case submission, routing and assignment processes, equipment inventory tracking and streamline case resolution processes
  • Attended daily scrum, sprint planning retrospective meetings and followed the agile scrum practices, implemented improvement to process, demonstrated solutions and incorporated feedback changes.
  • Designed system solutions, custom object and fields for equipment inventory maintenance and tracking, data elements, custom record types and page layouts for various support processing teams and groups, activity and history tracking, workflow notification and alters
  • Setup and tested web-to-case forms, email-to-case, assignment rules, automation and queues, auto response rules, escalation rules, chatter groups, person accounts, cases and solutions, lookup relationships, approval process for consulting requests and status tracking and performed demos
  • Configured advanced search features and user interface to improve end support efficiency, usability and performance and integrated Apex tool Surveys
  • Configured security access for application, object permission , created custom profiles, queues, role hierarchy, sharing rules, public groups and teams for various business groups and sharing data access and set field-level access controls
  • Supported, worked with the customization team on customization, Salesforce for Outlook integration, and other internal systems, Visualforce pages custom reports and dashboards to track trends
Candidate Info
27
years in
workforce
5
months
at this job
HS
High School Diploma
BA
Law
12

Salesforce Consultant

  • Advised a large portfolio of clients on how to best integrate a cloud-based client database into their business
  • Created customized platforms based on clients needs and wants
  • Implemented creative solutions that lead to customer satisfaction and success
Candidate Info
4
years in
workforce
1
year
at this job
AA
Arts And Sciences
MA
Environmental Design
13

Salesforce Consultant

Work on a team that reviews and implements third-party Salesforce apps

  • Collaborate on an on-going effort to implement gamification into Salesforce and to develop a mobile business tool
  • Conducted User Acceptance Testing - UAT and collaborated in a SCRUM to oversee QA process and release day configuration for implementation of Drawloop and GridBuddy into Salesforce; currently the single point of contact for issues, modifications, and/or additions
  • Assist and facilitate Salesforce trainings and how-to demos for Sales Reps and other Salesforce users as needed
  • Work within Agile development structure to translate monthly and quarterly releases into Field impact assessment, and coordinate with sales training and communications teams to facilitate successful adoption of new functionality
  • Assist in running weekly Salesforce Adoption Reports and preparing PowerPoint presentations for management staff
  • Part of a team that drove Salesforce utilization within Field Operations at NetApp (specifically Salesforce useability by optimizing page layouts)
Candidate Info
11
years in
workforce
4
years
at this job
BA
New Media Studies
14

Salesforce Consultant

  • Project Manager supporting Morgan Stanley Smith Barney with their Salesforce.com implementation
  • Manged 9 Salesforce instances supporting 3,000+ users
  • Lead full-cycle SDLC implementations with testing and compliance in test environments
  • Developed recruiting app to move candidates from application to hire
  • Strategically managed the merger of two Salesforce instances without interrupting end user experience
Candidate Info
4
years in
workforce
2
years
at this job
BS
Communications
15

Salesforce Consultant

  • End-to-End Salesforce Implementation: Oversaw the migration of [company name]’s database from Raiser’s Edge to Salesforce (completed in 8 months). This implementation has enabled better outreach to the Life Science clients, thus increasing value realization of [company name]’s engagement. This included the research of implementation partners, cost/benefit analysis, major data analysis, and planning and implementing of extensive data clean-up efforts. Managed third party offshore vendors across various time zones. Collaborated with Business Development, Communications, Finance, and other departments to establish new data procedures that better fit the needs of the institute. Continue to ensure data integrity and train staff on proper input procedures.
  • Business Process Management: Re-engineer outreach process to Life Science clients through Salesforce1 Platform. Daily administration and support of Salesforce database including but not limited to managing multiple user setup, profiles and roles, customization of objects, fields, record types, page layouts and validations. Managing the flow of information from other databases into Salesforce. Working with management, events staff, and end-users to create and manage complex workflow rules, data validation, and triggers. Creating and maintaining documentation on processes, policies, application configuration and help related materials for users as database applications are developed.
  • Reporting & Analytics: Query/Analyze data, and provide insights for improvements based on findings. This includes Life Science client engagement concerning the [company name] Life Science Conference (Partnering for Cures) and other Life Science events. Generate a segmentation report to target key Life Science customers based on various parameters. Through reports and dashboards, generate a campaign management matrix to give insights to senior management regarding campaign performance. Create in-depth ROI analysis and present to CEO and Chairman, Mike Milken. Consult with Business Development, Finance, and other departments to interpret reporting needs and utilize findings to improve business processes pertaining to life sciences client engagement.
  • Event Planning & Management: Plan Life Science events and design campaign structure within Salesforce. Lead planning meetings for Life Science events in terms of audience building and list management. Correspond with Life Science CxOs via phone and email regarding sponsorship and expected outcomes. Attend events, serve as point of contact for the organization, and provide technology guidance. Develop Multi-channel Marketing strategy to coordinate with the marketing and communications department. Design reporting & analytics model for each event.
Candidate Info
10
years in
workforce
2
years
at this job
BFA
Photography, Art History
MA
Business Administration
Salesforcecom Administrator
16

Salesforce Consultant

Designed a Salesforce solution from implementation to integration.

  • Integrated a Five9 call center solution with a newly built
  • Responsible for the construction of data-capturing specifications and reporting metrics.
  • Trained sales representatives on Salesforce and Five9 functionality.
Candidate Info
7
years in
workforce
3
months
at this job
BS
Marketing
17

Salesforce Consultant

Responsible for identifying the needs of a customer and matching to a company product

  • Worked closely with Management to determine innovative solutions and marketing ideas
  • Possessed key organizational skills required to balance both existing and new customers alike
  • Created opportunities within the team dynamic to promote morale and resource development
  • Understood the importance of department budget management and its impact to the company's overall financial snapshot.
Candidate Info
11
years in
workforce
2
years
at this job
Computer Programming
18

Salesforce Consultant

  • Data analysis, management, and migration.
  • Establish, Maintain & enhance security, using profiles and role hierarchy.
  • Design, document, build, test and deploy enhancements to Salesforce instance
  • Project management: Planned and outlined project requirements, and resources. Maintained budget and deadlines.
  • Managed project deployments and rollouts using agile and waterfall methodologies.
  • Create and manage workflows, complex formulas, basic triggers and flows.
  • Designed and implemented custom Visualforce pages and apex classes.
Candidate Info
3
years in
workforce
9
months
at this job
AS
Associate of Science
19

Salesforce Consultant

  • Conducted Design workshops with various stakeholders from business and sales teams for gathering requirements.
  • Worked closely with various tracks to ensure consistency of requirements and setting right expectations for the design.
  • Prepared High Level design and technical design documents.
  • Developed Proof of Concepts and design prototypes for requirement and design validation with the stakeholders.
  • Worked on fitment analysis for categorization of all requirements according to complexity and implementation feasibility in Salesforce platform.
  • Worked on gap analysis of requirements with upstream and downstream teams to ensure accuracy in designs.
  • Conducted breakout sessions with other teams to resolve design conflicts and address concerns.
  • Demonstrated out of the box Salesforce capabilities and proposed business process changes to take full advantage of Salesforce capabilities.
  • Development of various functionalities using point and click capabilities and Force.com features.
  • Implemented security and sharing rules at object, field, and record level and created roles for Support agents and managers. Created various profiles and configured permissions for the business users according to the organizational hierarchy.
Candidate Info
5
years in
workforce
7
months
at this job
20

Salesforce Consultant

Import data from MS Access or MS Excel to Salesforce.com and manually confirm that the data is imported accurately

  • Create fields, objects and tabs in Salesforce.com (made adjustments as needed to information already in the system)
  • Format and tailor page layouts for the organization as requested in Salesforce.com
  • Create reports and dashboards to illuminate and highlight the information entered in Salesforce.com
Candidate Info
5
years in
workforce
3
years
at this job
HS
Communications, Law, Leadership
MS
Elementary Education And Radio

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