Hitaxiben Intwala

347-560-9404
[email protected]

Professional Summary
 Around 5 years of hands-on experience in Salesforce CRM platform as a Salesforce Administrator/ Analyst.
 Experience working across various SFDC implementations covering Sales Cloud, Service Cloud, Call Center, Chatter
App-exchange applications.
 Designed various Custom Objects, Custom Fields, Page Layouts, Custom Tabs and Record Types as per the
requirements.
 Proficiency in SFDC Administrative tasks like creating Profiles, Roles, Users, Email Services, Approvals Processes,
Workflow Rules, Validation Rules, Reports, Dashboards, Tasks Events.
 Extensive experience in data migration and integration using Data Loader and Informatica Tool.
 Expertise in CRM business processes like Forecasting, Campaign Management, Lead Management, Pipeline
Management, Account Management, and Case Management.
 Experience in analyzing business requirements, entity relationships and converting to Salesforce custom objects,
Lookup Relationships, Master-Detail Relationships.
 Proficient in designing Custom Formula Fields, Roll up summary, Field Dependencies, Field Updates, and Email
generation according to application requirements.
 Detailed understanding of Quote to Cash process in Salesforce, Opportunity and Account management, Product
creation and Product management, Sales order processing and Salesforce/FPX production support.
 Knowledge of Apex Trigger, Apex Class, Apex Test Methods, Visualforce Pages, SOQL, SOSL, Web Services.
 Configured and maintained user security permissions according to organizational needs.
 Involved in data-mapping and migration of data to SalesForce.com Objects and fields.
 Integrated Salesforce for Outlook.
 Strong knowledge of Jira, Oracle Siebel CRM, Salesforce.com.
 Involved in writing complex SQL queries based on the given requirements and for various business tickets to be
handled.
 Experience in training the internal business users to use the SFDC application.
 Experience in writing user stories, develop workflows and schemes in JIRA.
 Experienced at writing test scripts, UAT Scripts, creating UAT deck for presentations and end to end test execution.
 Excellent communication and interpersonal skills, technical documentation and reporting skills, accustomed to working
in both large and small team environments.
 Ability to effectively communicate technical issues and resolve problems at all levels of the organization both internally
and externally.
 An effective team player with excellent problem solving and interpersonal skills.
 Strong leadership abilities and a quick learner of new concepts and applications.
 Strong written and verbal communication skills.

Technical Skills:
CRM: Salesforce.com. SFDC Technology: Validations Rules, Workflow Rules, Assignment Rule, Escalation Rule, Email to Case,
SOQL, SOSL. SFDC Utilities/Tools: Data Loader, Connect Offline, Informatica-on-demand. Languages: Apex, C, Java. Operating
Web Technologies: HTML, XML, CSS, and Java Script.

Projects Summary
Wells Fargo, San Francisco, CA Jan 2022 - Present
Senior Salesforce Business Analyst / Administrator
Roles and Responsibilities:
 Created various Custom Objects and Custom Fields.
 Worked on various salesforce.com standard objects like Accounts, Contacts, Leads, Campaigns, Opportunities, Cases,
Activities, Dashboards and Reports.
 Implemented security settings, object level security, field level and record level security.
 Extensively used Tab permissions, Record Type and Page Layout permissions
Hitaxiben Intwala
347-560-9404
[email protected]

 Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security
and configured their sharing settings.
 Customized Company Profile, Security Controls and Communication Templates of the organization as per the
organization requirements.
 Prepare business requirement documents (BRD)/document templates, functional and nonfunctional requirements/
Technical writing, JAD Session, Elicitation, Agile Scrum-Sprint, UAT, QA testing, SQL scripting, Data Flow Diagram /UML
MS Visio, Excel, Power point, XML. Web applications. Knowledge in Tealium, ROI (return on investment)
 Developed Case Assignment Rules, Escalation Rule, Auto Response Rules, Email to Case, Web to Case
 Created Workflow Rules, Workflow actions and time dependent actions.
 Configured Validation Rules based on business requirement.
 Ensuring completed projects are transparently demonstrated to the concerned stakeholders conducting UAT and
getting the stakeholder to sign off on the successful completion.
 Built SQL scripts to retrieve data from SQL SERVER databases.
 Built complex reports using SQL Scripts.
 In-depth knowledge in Product setup, Product Options, Product configuration & rules, Pricing, Discounting, and Quote
templates in Steelbrick CPQ.
 Implemented pick lists, dependent pick lists, lookup and master detail relationships.
 Managed all new user set-ups and deactivation, including following approval process and transferring ownership of
account/contact/opportunities for deactivated users.
 Created various Reports and Dashboards based on company's requirement.
 Configured and integrated Salesforce for Outlook.
 Set up integration between Salesforce and MS-SQL using DB-AMP.
 Data Extraction and Validation from SQL SERVER.
 Maintained numerous VM’s to update the old JIRA server to the current version so that the exports could be migrated
to cloud.
 Developed Web Services to communicate to other modules using XML based SOAP and WSDL protocols.
 Arranged weekly webinars and trained end users to use SFDC application.
 Trained end users whenever a new update of Salesforce is made.
 Used SQL Serve Import and Export wizard to pull the data from excel files as source file.
 Downloaded the data from DB2 database to SQL Server using stored procedure.
 Paired with Salesforce CPQ, Salesforce Billing is part of Salesforce’s Quote-to-Cash solution to help businesses
automate transactions, including subscriptions and usage-based pricing, as well as unify sales & finance, resulting in
better visibility across the entire customer lifecycle.
 Performed JIRA for Tracking and bug management.
 Wrote complex SQL queries to join, analyze, and extract data from various data sources in compliance with
department needs. Extracts contained data from internal systems and outside vendors that were imported for
analytics purposes.
 Documented Salesforce fundamentals for easy understanding and navigation for business users
 Performed mass data imports using Apex Data Loader and Informatica Tool
 Developing, implementing and testing on the Sandbox environment
 Managed Account Team Members
 Wrote Apex Triggers to meet business requirements.
 Analyzing, Debugging and Fixing the front-end UI issues assigned through Trello and JIRA bug tracking tools.
 Experience in working with Salesforce Billing Lifecycle, Salesforce CPQ and Salesforce’s Quote-to-Cash.
Environment: Salesforce, Apex Data Loader, Informatica Tool, XML, Internet Explorer, Google Chrome, Microsoft Excel,
Salesforce App Exchange.

Alliance Bank, Chicago, IL Sept 2020 - Dec 2021

Salesforce Business Analyst / Administrator
Roles and Responsibilities:
Hitaxiben Intwala
347-560-9404
[email protected]

 Managed all new user set-ups and deactivation, including following approval process and transferring ownership of
accounts/contacts/opportunities for deactivated users.
 Regularly audits data to uncover data integrity issues and/or opportunities for process improvement.
 Performed mass data imports using the Apex data loader and import tools as requested by CRM Manager.
 Created Workflow Rules, Page Layouts, Approval Process, Tasks, Email Alerts, Field Updates and Outbound Messages
to manage the Workflow Approvals.
 Created Profiles, Roles based on Organization role hierarchy and implemented Record-Level and Field-Level security
and configured their sharing settings.
 Worked with Pervasive Data integrator for Comprehensive data Integration.
 Deployed web to case and email to case as case creation channels.
 Modified the sharing model as required.
 Wrote SQL queries to retrieve information from database.
 Created and maintained custom fields and modified Picklist values and field dependencies.
 Developed custom objects, reports and configured analytic snapshots for sales performance and lead generation
statistics.
 Developed and configured various Reports and Report Folders for different user profiles based on the need in the
organization.
 Imported and updated campaign data.
 Created several SQL queries and created several reports using data mart for user reports.
 Responsible for creating Queues, Workflows rules and tasks to share and automate work to the users in the Queue.
 Managed security controls by modifying sharing settings, field accessibility, password policies, session settings and
network access.
 Modified Apex Class, Apex Test Methods, Triggers and Visualforce Pages.
 Work closely with prospects/clients to identify technical requirements and technical infrastructure for CRM based
enterprise solutions.
 Developed the project in spring framework, used hibernate to access backend (SQL), used AJAX to display dynamic
data on web pages.
 Used XML Web Services using SOAP to transfer the amount to transfer application that is remote and global to
different financial institutions.
 Reviewed test scripts and steered the QA team as necessary. Executed end to end testing, created UAT scripts and
worked with stakeholders/clients to execute UAT testing.
 Responsible for Sprint backlog stories in JIRA.
 Worked closely with sales team and performed detailed analysis of business and technical requirements and designed
the solution by customizing various standard objects of SalesForce.com.
 Provided training to the internal users and helped them in getting used to the application, generated reports and saved
them for further access to the users.
Environment: Salesforce, Informatica Tool, Apex Data Loader, Security Controls, XML, Google Chrome, Command Links,
Workflow and Approvals, Custom Objects, Picklist Values, Sales Performance Lead Generation.

Huntington Bank, Columbus, OH Oct 2019- Aug 2020

Jr. Salesforce Business Analyst
Roles and Responsibilities:
 Created CPQ (Quote to Cash) process using Apttus CPQ and AppExchange tool in Quote, Contract and Order
Management process which includes product and service configuration, quote creation, pricing structure, billing
statement, payment & receipt.
 In charge of conducting the UAT with the Business users and gathering feedback and providing the same to the
Development team.
 Experience in writing user stories, develop workflows and schemes in JIRA.
 Configuring the layout & design, user & group management, project management, configuring fields & screens,
workflows & server administration in JIRA.
Hitaxiben Intwala
347-560-9404
[email protected]

 Prepared Business Requirement Document (BRD) and Functional Specification Document (FRD) from the elicited
requirements and helped the product owner and developing Team in making user stories by using Three C’s and
developing the acceptance criteria for them.
 Articulated APTTUS core CPQ capabilities, Foundation concepts of Products, Pricing, Categories, Advanced concepts of
product selection and pricing scenarios.
 Heavy usage with project management tool JIRA and SCRUM applications to service internal inquiries and manage
large projects.
 Designed, developed and deployed Apex Classes, Controller Classes and Apex Triggers for various functional needs in
the application.
 Working on test cases during SIT, Functionality, Smoke testing & assisted business users during UAT Testing. Supported
Business Users during UAT & Production Checkout.
 Worked with Lightening components, which help to build communities better.
 Worked on implementation of Apttus is Salesforce.com cloud based quote-to-cash stack of products, including CPQ
(configure/price/quote), billing, revenue and rebate management, along with other related solutions.
 Extensively support business teams- Sales, Quoting, Channel Sales, Order Management, pipeline analysis - reporting
teams & management.
 Analyzed Requirements and created Business Requirements Document (BRD), Functional Requirements document
(FSD) and Use Case Specifications using Requisite Pro.
 Worked with Configure Price Quote (APTTUS-CPQ) Product and Pricing, also understand configuration settings as they
relate to business requirements, also good with standard Quote/Proposal creation process.
Environment: MS Excel, MS Access, MS Visio, Windows, XML, Mainframes, Oracle, SQL, UNIX.

Education: Bachelors