Salesforce Solution Engineer - Projects

Job Responsibilities

• Successfully build and implement Salesforce solutions across a range of declarative and custom tools, tailoring to diverse business needs.
• Demonstrated experience across multiple Salesforce products, including Sales Cloud, and Service Cloud. Experience Cloud, CPQ and/or FSL expertise are preferred.
• Salesforce configuration, installation, and setup of standard and custom objects, including defining object relationships, field types, validation rules, and data integrity settings to ensure a cohesive and efficient data structure across the platform
• Demonstrated experience in Salesforce process automation with Flows, with an in-depth understanding of advanced Flow configurations, best practices, and optimization techniques
• Apply knowledge of the Salesforce sharing model, including role hierarchies, sharing rules, and record-level access controls, to maintain secure and efficient data sharing
• Expertise in the Salesforce Lead-to-Order process, encompassing lead management, opportunity tracking, quoting, and order creation, with strong proficiency in configuring and automating workflows to optimize the entire Lead-to-Order lifecycle.
• Skilled in designing user-centric interfaces within Salesforce, utilizing page layouts, record types, Lightning pages, dynamic forms, and screen flows to create intuitive, role-specific experiences that enhance user engagement with a solid understanding of Lightning Web Components (LWC) to be able to advise when their use is optimal.
• Coordinate Salesforce deployments and manage sandbox environments, ensuring smooth, timely releases using change sets and DevOps tools
• Understanding of Apex classes, triggers, and scheduled jobs is preferred.
• Demonstrated skills in prioritizing and managing multiple projects effectively to meet deadlines.
• Provide guidance on Salesforce governor limits and leverage a deep understanding of the platform to ensure optimal performance and scalability.
• Document technical approach according to functional designs.
• Develop technical documentation, including specifications, process diagrams, and data mappings.

Necessary Skills:

• Significant business process and Salesforce consulting
• Deep understanding of Salesforce implementation and customization (5+ years of Salesforce CRM is a must)
• Proven ability to design and optimize business processes and integrate processes across disparate systems
• Understanding of basic UX principles
• Perform quality work within deadlines with or without direct supervision.
• Interact professionally with other employees, customers and suppliers.
• Work effectively as a team contributor on all assignments.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
• Demonstrate Quick Learning and Situation Adoption.