Job Description
Summary
We are seeking a skilled and motivated Salesforce Consultant to join our team. The ideal candidate will have extensive experience with Salesforce Sales & Service Cloud and a proven track record of successfully implementing and optimizing Salesforce solutions for various business needs. Salesforce Consultant will work closely with business to understand their requirements, design solutions and ensure successful implementation and adoption of Salesforce within organizations.
Responsibilities
- Collaborate with business stakeholders to gather and understand financial and controlling requirements.
- Manage and configure Salesforce environment, including user setup, profiles, roles, customization of objects, fields, record types, page layouts, and validations.
- Perform routine maintenance, upgrades, and overall system health checks.
- Provide support and training to Salesforce users across various departments.
- Create and manage reports, dashboards, and workflows to optimize business processes.
- Handle data management tasks, including data import/export, deduplication, and cleansing.
- Maintain security and access settings to ensure data integrity and compliance with organizational policies.
- Collaborate with stakeholders to gather requirements and translate them into technical specifications and solutions.
- Implement and manage integrations with third-party applications and systems.
- Monitor and ensure the smooth operation of Salesforce processes and address any issues promptly.
- Stay up-to-date with Salesforce releases, new features, and best practices to ensure optimal use of the platform.
- Experience with Salesforce integrations and third-party applications (SAP, Informatica, PowerBI
- Experience with Salesforce CPQ, Marketing Cloud, or Pardot.
- Knowledge of Apex, Visualforce, and Lightning components.
- Familiarity with Agile project management methodologies.
Preferred Candidate
Degree
Bachelor's degree / higher diploma
