Salesforce Consultant

Salesforce Sales & Service Cloud Consultant

Experience -3 to 8 Years

Location - Pune

Key Responsibilities

• Gather and analyze business requirements for 

  Sales Cloud

   (Leads, Opportunities, Forecasting, Pipeline Management) and 

  Service Cloud

   (Case Management, Knowledge Base, Omni-Channel, CTI integrations).
• Configure and customize Salesforce objects, workflows, process builders, validation rules, and flows.
• Implement and support features like 

  Lead Assignment, Opportunity Management, Sales Forecasting, Campaign Management, Service Console, Entitlements, SLAs, and Knowledge Articles

  .
• Develop Apex classes, triggers, Lightning components (LWC), and Visualforce pages where required.
• Integrate Salesforce with third-party systems (REST/SOAP APIs, middleware tools).
• Work closely with Sales, Service, and IT teams to ensure smooth CRM adoption.
• Conduct end-user training and create documentation for functional processes.
• Manage data migration, cleansing, and deduplication.
• Ensure compliance with Salesforce security model (Profiles, Roles, Permission Sets, Sharing Rules).
• Participate in Agile ceremonies (sprint planning, daily stand-ups, retrospectives) and ensure timely delivery.

Required Skills & Qualifications

• Bachelor’s degree in Computer Science, Information Technology, or related field.

• 3+ years of Salesforce CRM experience

  , with at least 2+ years in 

  Sales & Service Cloud

   implementations.
• Strong knowledge of 

  Salesforce standard objects

   (Leads, Accounts, Contacts, Opportunities, Cases, Knowledge, Entitlements).
• Experience with 

  Apex, SOQL, Lightning Web Components (LWC), Flows, APIs

  .
• Good understanding of 

  Omni-Channel, CTI integrations, and Case Management

  .
• Experience in 

  Salesforce configurations, workflows, validation rules, and automation

  .
• Salesforce Certifications preferred:
• Salesforce Administrator (ADM 201)
• Salesforce Sales Cloud Consultant
• Salesforce Service Cloud Consultant

Good to Have

• Knowledge of CPQ, Field Service Lightning, or Marketing Cloud.
• Experience with Agile/Scrum methodology.
• Exposure to AppExchange apps.

Soft Skills

• Strong communication and stakeholder management.
• Analytical mindset with problem-solving ability.
• Ability to work independently and as part of a cross-functional team.