Sundar K.

Sundar K.

Sr Salesforce Functional Consultant, Administrator, SFDC Freelancer

Hyderabad , India

Experience: 9 Years

Sundar

Hyderabad , India

Sr Salesforce Functional Consultant, Administrator, SFDC Freelancer

36000 USD / Year

  • Immediate: Available

9 Years

Now you can Instantly Chat with Sundar!

About Me

  • 12 years of experience in Information Technology out of which  9+ years as sr. freelancer on Salesforce CRM Administration/Functional Consultation and  3.6 years on NetSuite CRM+ and Zoho CRM.
  • V...
  • Very good working experience on SFDC end to end implementations, Administration, Company Setup, High level of Customization, Configuration, Data quality management and Data migrations from and to SFDC.
  • Customizing Dashboards, Reports, Searches, List views, Standard Objects, Custom objects, Standard and custom fields, Workflow rules and actions, Assignment rules, Validation rules etc.
  • Creating Custom Applications, Records, Page layouts, Email Templates, Mass Emails, Plugins and AppExchange Apps Installations and integration, CSV data imports/exports and many more in Salesforce.
  • Good working experience in designing custom apps as per the client requirements and/ customize the existing tools and apps.
  • Worked on preparing proposals, technical design, coordinate project management related activities and assign tasks to the team.
  • Good experience in SMS integration with CRM, bulk SMS and Whatsapp messages send to customers.
  • Manage multiple user roles and profiles, security controls, sharing settings, assignment rules, workflow rules and actions, etc. and provide support, train new end users on the salesforce.com application usability.
  • Good understanding of Apex, Visual Force Pages, Triggers, object oriented concepts, Governor Limits.
  • CRM Testing and maintenance; Client requirement analysis, Pre and post implementation support and troubleshooting.
  • Fluency and expert in Microsoft Office applications, Data quality management and migration techniques.
  • Very good working experience with sandbox and production deployments and change sets.
  • Good analytical and problem solving, good interpersonal, documentation and presentation skills.
  • Good leadership, management, supervision, and team building skills.
  • Excellent verbal and written communication skills, Team work skills with accountability and self-motivation.
  • Committed, result oriented, hard working with a quest and zeal to learn new technologies.

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Portfolio Projects

Description

Salesforce Implementation, Development, Administration, Company Setup, High level of Customization, Configuration, Apex, Visualforce pages, Creating Triggers, API integrations, Data quality management and Data migrations from & to Salesforce, Mobile administration, Customizing Dashboards, Reports etc.

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Description

  • Gathering, understanding and analyzing the requirements, mapping them into Salesforce functionality.
  • End to end implementation, Overall Customization, Client Support and functionality of Salesforce CRM. Functions include but are not limited to: configuration, report and dashboard development.
  • Involved in Company setup and managing multi subsidiary, setting up Multi currency and multi-language.
  • Involved in Setting up Users, roles, profiles, Security settings, reports, dashboards, custom searches, mass updates, mass deletions and mass emailing.
  • Customizing records types, tabs, list views, queues, transaction and column fields, page layouts, forms, web site themes, site categories and setup configuration.
  • Worked with Totango customer success product tool to actively monitor all customer health signals and proactively engage at scale, resulting in focused, proactive customer success teams, increased productivity.
  • Involved in Customizing Forecasts, Standard out-of-the-box Reports, Custom Reports and Dashboards to drive key business decision.
  • Involved in Building Custom Objects, Tabs, Analytic Snapshots, Dashboards, Tags and Components.

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Description

  • Understanding requirements and mapping it to SFDC functionality.
  • Creating/add and manage Users, Roles, Profiles and setting up sharing rules.
  • Involved in Custom Objects, fields, record types, forms and layouts, custom tabs and applications.
  • Involved in Lead management, estimates, opportunities to order work flow.
  • Worked with Gainsight and implemented automating scenario workflows, Call-to-action notifications, Commenting, Customer communications, Engagement analytics, Interactive report builder etc.
  • MS Outlook and MS Exchange integration done.
  • Involved in Customizing Reports, Dashboards, Analytic snapshots and Custom searches.
  • Continuously monitor data quality and integrity and perform database de-duping and cleanup procedures.
  • Opportunity layouts and email alerts on each level of communication.
  • Contacts management, forms, Layout customization.
  • Order workflows complete SFA.
  • Involved in code deployments from one sandbox to another.

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Description

  • Involved in Organization setup.
  • Administering the overall Salesforce.com configuration, design and layout, and functionality of Salesforce CRM. Functions include but are not limited to: configuration, report and dashboard development.
  • Involved in Company setup and managing multi subsidiary, setting up Multi currency and multi-language.
  • Involved in Setting up Users, roles, profiles, permissions, reports, dashboard KPIs, custom searches, mass updates, mass deletions and renaming records.
  • Customizing records types, tabs, list views, queues, transaction and column fields, page layouts, forms, web site themes, site categories and setup configuration.
  • Involved in Customizing Forecasts, Reports and Dashboards to drive key business decision.
  • Involved in Building Custom Objects, Tabs, Analytic Snapshots, Dashboards, Tags and Components.
  • Creating and maintaining the email Templates.
  • Involved in Code Migration Activities, Data management and migration activities.
  • Maintain constant data integrity and data quality by enforcing naming conventions, utilizing validation rules and performing data reconciliations.

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Description

  • Implementing complete Salesforce CRM application based on the business requirements.
  • Involved in creating and managing multi-language and currency.
  • Implementation setup of company Information, enables features, general preferences, setup printing, faxing, e-mailing, setup company accounting preferences, accounting periods, and rename records/transactions.
  • Customer Order Management involves: Marketing Automation, Capturing Leads, Email Marketing Campaigns, Marketing Reports, Promotional URLs, setting up Marketing, Customer Surveys.
  • Record Management involves Contacts, Customers, and Lead Management, prospects, working with Groups, Competitors, Other Name Records and Records as Multiple Types.
  • Creating a Partner Record, Associating Partners with Customers and Transactions, the Partner Center Role, the Advanced Partner Center, Assigning the Advanced Partner Center Role and Partner Reports.
  • Employee management life cycle, create & customize roles, assign roles to users and permissions.
  • Creating web site tabs, customizing presentation tabs, organizing presentation tabs and web site categories

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Description

  • Company setup and managing multi subsidiary
  • NetSuite ecommerce web store implementation
  • Mufti currency, Multi web store and multi-language implementation management.
  • Order work flow SFA setup and complete CRM implementation.
  • Marketing automation saved searches, reports, dashboards, customer portal, vendor portal & partner portals.
  • Data imports/exports and quality maintenance.
  • Customizing records types, fields, tabs, transaction fields, column fields, item options, transaction layouts, forms, web site themes, site categories and setup configuration.
  • Creating and manage Users, Roles, Profiles, permissions, dashboard KPI, searches, reports, mass updates and renaming records.
  • Item, inventory management, matrix items, non inventory items assemble items etc.

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Description

  • Creating a sales order from an existing estimate or lead, creating a new, individual sales order, approving sales orders, billing sales orders and viewing the status of sales orders.
  • Creating invoices or cash sales from sales orders and printing a sales order.
  • Employee management life cycle, create & customize roles, assign roles to users and permissions.
  • Involved in Item Management creating different types of Item Records, setting up basic Information for Items and setting up Item Pricing.

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Description

  • Data migration involves-bulk CSV import/export, data loading with respective record field mapping.
  • Creating custom record types, fields, sub tabs, forms, numbering, online forms, permissions, links, managers, child records, parent records, linking to NetSuite web site, built in child records, custom lists.
  • Customizing custom fields, transaction body fields, CRM fields, entity fields, item fields, transaction column fields, item options, field validations, sourcing, display properties, formula fields, identify the list record types, transactions, transaction record types.
  • Customizing Entity and Transaction forms, configuring sub tabs, fields, printing fields, lists, moving items between sub tabs, associating custom code files, removing fields, editing field text.
  • Customizing Entity forms, Transaction forms, form layouts, transaction PDF Layouts, and HTML layouts

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