Nitika Verma

Serve as a subject matter expert for different business leaders of different verticals during salesforce projects. Spearheaded the deployment of a Partner Relationship Management (PRM) portal in Salesforce Experience Cloud, enabling over 1,500 partners to access resources, track opportunities, and engage seamlessly with internal teams. Facilitated the successful onboarding of almost 1,000 users onto a platform that integrated four different sales processes to track leads, opportunities, and products from various integrated systems. Created 6,600+ unique opportunities with the new process, elevating overall team productivity by 80% and maintaining the sales pipeline correctly. Guided integration of the platform with CPQ, Reltio, SAP, and in-house-based platforms for pricing/quoting. Defined and compiled business requirements from stakeholders of different verticals to drive the successful implementation of Salesforce customizations that increased process efficiency by 30%. Collaborated with cross-functional business leaders to define portal requirements, ensuring alignment with organizational goals and Salesforce best practices.

Achieved the successful implementation of a Salesforce-based GovConnect integrated childcare system that contains case management components, a family portal, a provider portal, and a learning management system that will serve 3,800+ childcare providers supporting early learning and care for 1.5M+ children. Designed and implemented complex automation workflows using Salesforce Flows and validation rules to meet client needs. Clarified and confirmed business rules for childcare and licensing functions during discovery sessions. Discussed design specifications for each component with the client to secure approval and obtain feedback. Led design sessions centering on the business entities in CRM required to deliver the functionality. Conducted design sessions and other collaboration meetings with state SMEs. Directed the design and actualization of various modules including program application, program eligibility determination, case management, reporting, and administration.

Operated in a dual role as Salesforce Administrator and Business Analyst. Configured Nonprofit Success Pack (NPSP) and managed declarative development using Salesforce Flows, validation rules, and automations to streamline processes for stakeholders. Gathered requirements, analyzed business processes, designed solutions, and produced associated documentation. Assigned responsibility for creating and maintaining users, roles, and profiles. Produced and configured various Custom Reports and Report Folders for different user profiles based on organizational needs. Exhibited knowledge of various Salesforce.com objects like Accounts, Contacts, Leads, Campaigns, Reports, and Dashboards. Established lookup and master-detail relationships on the objects; created junction objects to ensure connectivity. Determined triggers to meet the complex business rules on custom objects by following Apex Best Practices. Assigned object-level, field-level, and record-level security access to user profiles. Developed workflow rules, approval processes, and actions like tasks, email alerts, outbound messages, and field updates. Executed testing in Sandbox; migrated the code to the deployment instance following testing. Designed profiles and roles based on organization role hierarchy; configured sharing settings.

Defined business and software requirements for Salesforce implementation by collaborating with various business user groups. Supported the creation of modules such as Volunteer for Salesforce for tracking volunteer availability and scheduling and Project Management to reflect student applications and various programs. Developed various Formulas, Rollup Summary Fields, Record Types, Page Layouts, Search Layouts, Related Lists, List Views, Custom Tabs, Apps, Custom Links, Custom Buttons, and Actions, as well as standard objects like Campaigns, Leads, Accounts, Contacts, Opportunities, Cases, Activities, Dashboards, and Reports. Supervised the implementation of Apex Classes, Apex Trigger, Batch Apex, and Test Classes to achieve complex business process. Streamlined system workflows using Flow, Workflow, and Process Builder. Ensured the accurate importing of data from Excel sheets into leads, contacts, and objects related to volunteer for salesforce using Data Loader. Orchestrated the administration and configuration of Salesforce.com application user profiles, roles, assigning permissions, generating security tokens, defining validation rules, and coordinating upgrade installations. Completed administrative tasks like creating roles, profiles, users, email services, page layouts, workflow alerts, actions, reports, approval processes, dashboards, tasks, and events, as well as proofing emails. Employed Sandbox for development; deployed changes to production using change sets.

Served as the insurance and IT specialist for the dental practice, furnishing knowledgeable insights on relevant insurance regulatory considerations. Prepared and filed claims for patients; verified identification and insurance information; updated patient accounts and electronic medical records. Coordinated the schedule of appointments, including cancellations and reschedule requests.

Demonstrated expertise with Sales Cloud and Service Cloud. Guided the implementation of Web to Case and Email to Case functionalities (Contact Us Form, Pre-Install Web Form) and auto-responses on case submission. Automated account status functions to simplify the user experience. Steered the integration of Service Cloud Macros. Interfaced with various business user groups to gather and document business and software requirements.

Contributed to impact analyses and Proof of Concept development for various projects. Partner with the Project Manager to devise plans and accurately report project goals, objectives, constraints, risks, and status to business leaders and stakeholders. Built and maintained a continuous deployment pipeline using Jenkins, Maven, and Git. Investigated escalated issues in SLA time; authored Shell (Bash) and Python scripts for regular activities that lowered response time by 15%. Oversaw the installation, configuration, upgrading, downgrading, troubleshooting, performance tuning, and administration of various Linuxbased servers. Evaluated system functionality in preparation for upcoming projects. Participated in all phases of the project, including Development, Quality Analysis, User Acceptance Testing, and Support. Constructed a Deployment Tracker for each consecutive phase for the project.