SalesForce Admin

Salesforce consultant to support new Salesforce solution. Responsibilities: Client Interaction & Requirements Gathering:

• Meetings with clients: Participating in discovery sessions, status updates, workshops, and Q&A sessions.
• Gathering business requirements: Eliciting needs from stakeholders through interviews, surveys, and observation.
• Documenting requirements: Creating user stories, functional specifications, and process flows.
• Presenting solutions: Explaining proposed Salesforce configurations or customizations to clients.
• Providing updates: Communicating progress, challenges, and next steps to clients and project managers.

Salesforce Configuration & Development:

• Configuring Salesforce: Setting up objects, fields, page layouts, record types, validation rules, and automation (Workflow Rules, Process Builder, Flow).
• Customizing Salesforce: Developing custom components, Apex code, Visualforce pages, or Lightning Web Components (if in a technical role).
• Data management: Importing, exporting, cleansing, and migrating data.
• Building reports and dashboards: Creating and refining reports to meet client reporting needs.
• Testing configurations and code: Performing unit testing, integration testing, and user acceptance testing (UAT).
• Troubleshooting issues: Investigating and resolving bugs or user-reported problems.

• 84 Months of Experience with Salesforce Sales Cloud and/or Service Cloud configuration and administration
• 60 Months of Experience in design, build, and deploy custom objects, fields, page layouts, record types, validation rules, and workflow rules
• 60 Months of Experience Salesforce automation tools such as Process Builder and Flow
• 60 Months of Experience in managing user profiles, permission sets, roles, and sharing settings to ensure data security and access control
• 60 Months of Experience in creating and optimizing reports and dashboards to provide actionable business insights
• 60 Months of Experience in the Salesforce AppExchange and the ability to recommend and integrate third-party solutions
• 60 Months of Experience in Salesforce data management best practices, including data loading, cleansing, and de-duplication
• 60 Months of Experience in Salesforce release cycles and the ability to adapt solutions to new features and functionalities
• 60 Months of Experience with Apex, Visualforce, and/or Lightning Web Components (LWC) for custom development
• 60 Months of Experience in SOQL and SOSL for data querying