Salesforce Lead

Hands on experience of 8-10 years in implementation, development and support of Salesforce platform. Proficient in designing,building, and implementing custom applications using configuration capabilities of Salesforce platform.

Technical Design, Development and Administration:

• Design and develop the customized architecture for the CPQ (Contract Management), including data models, integrations and customcomponents.
• Configure Salesforce and set up user access, security, and data validation rules to ensure optimal performance and compliance.
• Configure CPQ settings, products, price rules, quote templates, and other components to meet business needs.
• Develop custom Apex classes, triggers, and Visualforce pages to extend CPQ functionality.
• Develop and maintain custom reports and dashboards and enable audit trail to meet business needs.

Development and Customization

• Implement Salesforce CPQ and advanced approvals package according to the complex business requirements
• Develop Price rules, Product rules and new Custom Action to achieve business requirements
• Design dynamic Quote templates and implement Adobe E-sign connector to send the Quote document for e-signature to customer.
• Develop new Profiles, Permission Sets and Permission Set groups to support the CPQ related objects for users.

Data Migration and Integration:

• Plan and execute data migration activities, including data mapping, cleansing, and transformation.
• Ensure data quality and accuracy by implementing validation procedures.
• Integrate CPQ with other Salesforce applications (e.g., Sales Cloud, Service Cloud).
• Integrate Salesforce with other cross-platform business applications via APIs to create a seamless customer experience.

Testing, Training & Documentation

• Perform unit and integration testing and provide training and support to cross-functional teams
• Develop user guides and documentation to assist users in effectively utilizing functionalities developed

Deployment and Support

• Manage the deployment process, including packaging, testing, and deployment to production
• Implement change management processes to control and manage changes to the CPQ solution
• Provide ongoing support to users, including troubleshooting, issue resolution, and training

Certifications (Good to have):

• Salesforce Certified Platform App Builder or Certified Administrator
• Salesforce Certified CPQ Specialist
• Salesforce Certified Sharing and Visibility Architect