Vikas Trivedi

Experience

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  SARC Associates

  Feb 2015 - Feb 2018

  Articled Assistant
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  Tata AIA Life Insurance

  Jun 2018 - Jul 2019

  Life Planner
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  Power Factors

  Jun 2021 - Jun 2023

  Salesforce Administrator

  • Working with the team to design a new Salesforce Implementation with their relevant App, Objects, Fields, Security setup, User settings, Profile settings, Reports and Dashboards. • Configuring the validation rules, Auto launched Flows and Screen Flows to ease out the Sales Process.• Delivered Salesforce training and on boarding for the employees. • Maintain day to day activities and add new requirements in an Agile methodology. • DocuSign, App launcher implementation and configuration of various envelope templates, Klavyio and Calendly Integration.• Worked on Data Management tools like Data loader to Import and export large volume of data improving the data efficiency by 50%.• Leading client sessions, gathering/ prioritizing requirements ( user stories ) & creating solution documentation. • User Interface Customizations - Design and Implement lighting layout and page layout to facilitate user management. • End user training documentation and workshops to ensure understanding and user adoption of customizations. Show less