Srishti Gupta

Salesforce Business Analyst at SunLife

Role
Salesforce Business System Analyst at Sun Life
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Information TechnologyView LinkedIn profile

Experience

  1. Salesforce Business System Analyst

    Sun Life

    Nov 2021 — Present · South Portland, ME, US

    Experience with Salesforce.com Sandbox and Production environments.• Worked on various Salesforce.com Standard objects like Accounts, Contacts, and Reports.• Created custom objects like Claims, Accommodations according to the business requirement.• Created various Tabs, Workflows, Reports, triggers, and validation rules for the application.• Created Email templates in Text necessary for the application.• Engaged with business stakeholders to gather/analyze requirements and map them to solutions that leverage Salesforce functionality.• Experience with creating new users and getting them ready to use the Application and giving them the required permissions.• Customized standard objects like Accounts, Contacts by adding new tabs• Analyzed and Created Custom Profiles as required for the business needs and implemented Object level, Field level security.• Defined various Validation rules to validate the data in the application.• Customized Page Layouts for Salesforce.com Standard and Custom Objects.• Used JIRA for issue tracking, user stories creation, requirement traceability, and traced issues from creation through completion.• Experience in working with the Development team for solving the gaps in Business requirements.• Created and maintained the documentation for Design and Migration.• Created various Salesforce reports and set up their subscription in Report Sender.• Created various SSRS reports in Visual Studio and set up their subscription in SSRS.• Experienced with creating Stored Procedures SSRS reports.• Experience with setting up, managing and maintaining new user profiles in the Salesforce org.• Created different reports for company dashboard.

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Srishti Gupta — Salesforce Business System Analyst at Sun Life in Charlotte, NC, US | Unifers