Sanchita Kumari

Salesforce Administrator Business Analyst @The Mather Group, LLC

Houston, TX, US

Implemented configuration changes to enhancements within a business application portfolio by identifying demands from stakeholders. Provided assistance in operational and technical areas, provided support and training for new end users and business users on salesforce application. Analyze and document detailed requirements including functional and nonfunctional specifications. Collaborate with stakeholders to streamline workflows enhance system usability and improve overall efficiency. Worked closely with the Project Manager and team members to review backlog and new queries to implement and execute changes and enhancements for business needs. Created New Users, added profiles and permission sets, page layouts as required for roles for organizational needs in Salesforce. Proficiently built reports and dashboards to monitor Key Performance Indicators (KPI} for managers to track performance and achieve targeted goals. Projects included assisting in creating and updating workflows in salesforce and Conga Orchestrate. Updated territories in salesforce for Financial Advisors, assigning tasks and reassigned new users to Account team members as per their roles. Created and updated records/fields on objects in Salesforce, managed granting and restricting access to users. Created New Accounts, Contacts, record types, fields, permission sets as required for new Acquisitions. Imported and updated data in salesforce with data loader io for creating and updating records. Updated and customized processes and workflows to meet performance goals. Transferred accounts and contacts, household team members to new users, added, updated, Users and roles. Maintained workflow rules, screen flows, tasks, email alerts, for scalable solutions. Granted access to users for reports, folders, dashboards, reset passwords, and initiated workflows for new employees and users.

Indira Gandhi National Open University

Indira Gandhi National Open University