Salesforce Sales

Sheetal Ghelani

Phone: 972-***-****

adj0wb@r.postjobfree.com

Current Location: Dallas, TX.

Work Authorization - US Citizen

LinkedIn: https://www.linkedin.com/in/sheetal-ghelani-2026013b/

Professional Summary

Salesforce.com 5X certified Administrator/Business Analyst with 9+ years of experience and as an owner of the Salesforce environment and a primary Salesforce administrator, I have successfully integrated Marketing Cloud, NetSuite, Adobe Sign, Avalara, CPQ, TFS and various app exchange installation, upgrade. I have experience working with Sales Cloud, Service Cloud and Marketing Cloud. I have functional knowledge of Salesforce.com data structure and understanding of how to leverage the tool to meet complex processes and reporting requirements.

Education/Certifications/Training/Achievements:

Salesforce.com Certified Administrator

Salesforce.com Certified Advance Administrator

Salesforce Certified Platform App Builder

Salesforce Certified Sales Cloud Consultant

Salesforce Certified Service Cloud Consultant

Bachelor of Science

Best employee of the year 2015

Integration Projects/App Exchange

Integration Projects: Marketing Cloud, Health Cloud, NetSuite, Adobe Sign, Avalara, CPQ, TFS

App Exchange: Zoomerang, Click Tools, iContact, Xactly Express, Adobe Sign for Salesforce, AvaTax, Concur Travel expense, Tracker, InContact, Formstack.

Salesforce Technical Skills

Successfully design and implement maintainable and scalable solutions in Salesforce Sales Cloud, Service Cloud and Marketing Cloud, Health Cloud, Community Cloud and Portals using the following skills.

Standard and Custom Objects, fields, Record types, Button, Sales processes, Home page component, Page layout, Path, Workflow and approvals, Process Builder, Validation rules, Formulas, Schema Builder, Visual WF, Security Controls, Sharing rules, Inbound/outbound changeset, Salesforce Lightning, Salesforce security, Knowledge base, Omani Channel, Chatter, Mobile administration, Custom reports and Dashboards, Import Wizard, Data Loader, Apex, Mass emails, Domain Management, SSO, Social, Outlook integration, and Various App Exchange, Integration with Marketing Cloud, NetSuite, and CPQ, etc

Work History

Sr. Salesforce Administrator, 03/23/2020 to Present

AbleTo - New York, NY (Working Remote)

AbleTo is the leading provider of high quality, technology-enabled behavioral health care. Members have access to mental health coaches, and digital support programs. AbleTo partners with payers to make high-quality care accessible, affordable and convenient for millions of people to get the treatment they need.

Lead the Salesforce administrators/developers in key technical, design, and product discussions of various initiatives.

Provide technical guidance and support via engineering design reviews to teams planning and implementing large migrations, deployment of salesforce capabilities.

Partner with Engineering to design and develop integrations between applications and other systems

Partner closely with peers in Engineering, Security, Quality Assurance, Operations, and Product teams to improve efficacy, quality and velocity of teams’ deliverables using goal setting, metrics, quarterly and annual planning and prioritization. Manage, measure, and communicate the teams’ progress toward goals.

Responsible for providing hands on expert level assistance. Creating Technical documentation and training programs. Leading technical design sessions and writing technical design documents / models.

Provide best strategies for current org and future enhancement and future best practice.

Currently Implementing Salesforce Health Cloud.

Managed users and enabled Single Sign-On. New Client implementation process and reporting.

Created communication templates and page layout based on record type. Managed Salesforce customer and Partner Portals. Migrated from Portals to Communities.

Worked with data import and export, cleansing using data loader, workflow rules, Validation rules, case escalation, and status of mass email for organization.

Managed multiple sandboxes and Configured outlook integration. Installed various applications from AppExchange. Managing and monitoring all applied patches, fixes, as well as upgrades to existing solutions on the Salesforce platform. Provided ongoing 2nd tier support for SFDC users.

In Sales Cloud, Automate the process of routing incoming leads to the appropriate users by defining assignment rules based on various attributes like customer type, product group, and geographical region. I also developed various business processes, record types, queues, and page layout for Marketing stakeholders.

In Service Cloud, I have automated case management using record types, support processes,

queues, assignment rules, validation rules, auto-response email templates, escalation rules, and

auto-response rules. Also, installed and maintained Click tools for survey.

Salesforce Consultant/Administrator, 08/2019 to 01/2020

Deloitte – New York, NY

Deloitte is a multinational professional services network. Deloitte is one of the "Big Four" accounting organizations and the largest professional services network in the world by revenue and number of professionals.

Experience leading client business through user story grooming, conducting solution demo for the business. Analyzing and documenting current-state systems, processes, and environments to support project design of future-state/to-be systems, processes, and environment.

Interfacing directly with client stakeholders to gather functional and technical requirements, analyzing client requirements, and translating requirements into project designs to deliver solutions that fully meet client needs.

Stakeholder management: the ability to manage multiple stakeholders across the business to ensure the product vision is defined and supported. Negotiation (and communication): in order to reconcile business demand with development capacity to deliver a product that meets the needs of customers.

Product knowledge: an ability to understand – ideally at an intricate level – the design, function and build of the product in order to set a vision of how to create, transform or improve it.

Identified process boundaries and determined opportunities to automate processes and functions. Conducted activity-based analysis of business processes and made recommendations based on the findings. Create user stories with detailed acceptance criteria and hand it over to the offshore team after client approval.

Collaborated with Product Managers, Solution Architects, and development team on active projects to identify business requirements and define user stories for each sprint. Clarify any functional or design questions from the dev team in a timely manner and ensuring on-time completion of features.

Designing and delivering user manuals and training for solutions to ensure successful implementation, adoption, and maintenance in client environments.

Salesforce Administrator/Business Analyst, 05/2013 to 08/2019

Aprima EMDs (Currently known as CompuGroupMedical) TX

eMDs offers integrated electronic health records, practice management software, revenue cycle management solutions, and credentialing services for physician practices and enterprises.

Worked as a solo administrator responsible for successfully designing, implementing and integrating various internal business needs into Salesforce.com, through effectively leveraging data and resources from various existing external and internal platforms.

Handled all the duties/projects related to Sales cloud, Service cloud and Marketing cloud as a solo administrator.

Communicate and collaborate with internal technical teams and external business teams: sales; marketing; and customer service.

Customized salesforce.com to build a complex set of functionalities to support business processes for sales, marketing, service, operation, support, etc. using Salesforce best practices.

Designed, implemented, monitored, and governed Service Level Agreements (SLA's) as it relates to business stakeholders, customers, and executive leadership.

Ability to juggle multiple priorities simultaneously and take initiative. Act as the primary contact and provide viable options from the salesforce platform. Work with cross-functional teams. Provide updates throughout the development cycle. Develop a training curriculum and deliver training sessions to the solutions end-users.

Integrated Netsuite systems for Accounting, Marketing Cloud for Marketing and CPQ, Adobe sign, Avalara for Sales teams.

Streamlined sale CPQ quote process by creating standard and customized quote templates. Configured product catalog and price book with customer expectations, business priorities and constraints.

Data.com and other salesforce data cleansing processes implemented.

Built reports and dashboards on Salesforce.com product and service offerings to the business

and the customer stakeholder community.

Experience working in the salesforce Classic and lighting environment. Migrated salesforce org from classic to lightning.

Managed Salesforce security including roles, profiles, sharing rules, Process builder, workflows, and groups.

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