Basma Kaleem

Gathered requirements and developing client-specific solutions by understanding customer’s business and technical environment. Project management team to ready client for Data Configuration stage of implementation. Experience working with the Financial Services Cloud to provide personalized service to the client and increase the productivity. Identify and streamline workflows using the nCino platform, built on Salesforce.com, and implement changes and levels of customization as needed through the Salesforce Administrator role.

Involved and interacted with various business user groups for gathering the requirements for CRM implementation. Created profiles, Roles based on Organization role hierarchy and implement record level and field level security and configured their sharing settings. Designed and developed SFA based Application on Froce.com Platform in Salesforce.com environment with Apex programming language at backend and Visual Force pages as user interface. Created workflow rules and defined related tasks, time triggered tasks, email alert, field updates to implement business logic.

Captured business requirements from business analysts and translated them into data model and Technical Specification Document (TSD). Based on Data model created relationships among objects using Lookup, Master-detail and Junction Object relationships. Developed APEX Classes, Controller Classes and APEX Triggers for various functional needs in the application.