Salesforce Integration Specialist

Responsibilities:

• Build data capture forms and integrate them with Salesforce, using FormAssembly and Gecko.
• Set up and manage Salesforce integrations using Zapier.
• Conduct ad-hoc data imports into Salesforce using tools like Salesforce Data Loader.
• Ensure data integrity by identifying and addressing any errors during imports and integrations.
• Collaborate with team members to streamline processes and improve efficiency.
• Test and validate form functionality, integration points, and data flow to ensure data accuracy and seamless user experience.
• Manually importing data into Salesforce based on predefined templates and schema.
• Data management and manipulation in Excel including Vlookups.
• Additional ad hoc tasks relating to the data management requirements of the platform.

• Salesforce product knowledge and 2+ years of experience in configuring and troubleshooting form integrations with Salesforce objects, ensuring data consistency and accuracy across platforms.
• Strong understanding of form-building principles, including user experience, data validation, and field mapping best practices.
• Experience in form building and Salesforce integrations, especially using FormAssembly and Gecko.
• Working knowledge of Zapier for setting up and managing integrations with Salesforce.
• Hands-on experience with data imports using Salesforce Data Loader or similar tools.
• Familiarity with Salesforce as a database, including basic data management and troubleshooting.