Systems Architect – Salesforce Consultant

Mandatory Qualification: Defines the architecture of a computerized system (software and hardware) to fulfill requirements, including system breakdown into components, component interactions and interfaces (including user interface), and technologies/resources used in design.

Expert Level Requirement: 84%2B months of experience; candidate must provide guidance to large teams and/or have extensive industry experience and be considered at the top of their field.

Day-to-Day Tasks:

• 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.
  
• 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.
  

Project Management & Collaboration:

• Updating project management tools: Tracking tasks, progress, and time spent on activities.
  
• Collaborating with team members: Working with other consultants, developers, administrators, and project managers.
  
• Participating in team meetings: Daily stand-ups, sprint planning, and retrospectives.
  
• Reviewing work: Providing feedback on configurations or code developed by other team members.
  
• Managing scope: Ensuring project work stays within agreed scope.
  

Learning & Development:

• Staying updated on Salesforce releases: Researching new features and functionalities.
  
• Learning new Salesforce products or technologies: Continuously expanding knowledge base.
  
• Pursuing certifications: Studying for and taking Salesforce certification exams.
  
• Reading industry blogs and forums: Staying informed about best practices and trends.
  

Requested Qualifications:

• 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