Salesforce Platform Specialist & Analyst

Salesforce Platform Specialist & Analyst

RESPONSIBILITIES

BUILDING ENHANCEMENTS (40%)

• Flow Development: Design, develop, and optimize Salesforce Flows to create scalable, maintainable, and efficient business processes while adhering to Salesforce best practices.

• Custom Development: Build sophisticated solutions using APEX, Lightning Web Components (LWC), and other programmatic tools to address complex business needs. Ensure all customizations are secure, efficient, and compliant with Salesforce standards.
• Integration Design: Develop and maintain seamless integrations between Salesforce and external systems using APIs or middleware, ensuring smooth data exchange and automation.
• Comprehensive Documentation: Create and maintain clear, detailed documentation for technical solutions, processes, and configurations. Foster a culture of knowledge sharing to promote system sustainability and ease of future enhancements.

DEFECT RESOLUTION (40%)

• Root Cause Analysis: Perform thorough investigations to identify underlying causes of issues and implement permanent solutions to prevent recurrence.
• Troubleshooting and Debugging: Diagnose and resolve defects in existing Flows, APEX classes, and LWCs, ensuring platform stability and a seamless user experience.
• Performance Optimization: Continuously review and refine existing code and configurations to enhance performance, scalability, and maintainability.
• Expert Technical Support: Provide advanced troubleshooting expertise and resolve platform issues promptly. Support team members in handling technical challenges, offering guidance and solutions when needed.

REFINEMENT AND REQUIREMENT GATHERING (20%)

• Requirement Analysis: Collaborate with business stakeholders to gather, analyze, and refine requirements for new enhancements and system changes. Translate business needs into clear and actionable technical specifications.
• Solution Design: Work closely with stakeholders to propose and document technical solutions that align with business goals, considering scalability, maintainability, and user experience.
• • Backlog Grooming: Participate in backlog refinement sessions to ensure user stories and tasks are well-defined, estimated, and prioritized.
• • Documentation and Communication: Document requirements, acceptance criteria, and design considerations thoroughly. Communicate effectively with stakeholders to manage expectations and ensure alignment on deliverables.

PROCESS & DOCUMENTATION

• Leads refinement workshops with key stakeholders to understand business objectives, problem statement and targeted goals and outcomes, current use of the platform, and any other customer centric data and processes
• Collaborate with institutional stakeholders to gather and document business requirements for CRM enhancements. As needed write use-cases and stories in conversation with customers.
• Design business processes by analyzing stakeholder requirements; constructing business process models, workflow charts and diagrams; evaluating system capabilities; writing specifications/user stories
• Create data business flow diagrams and process maps using tools like Lucidchart, Visio, or Draw.io.
• Translate functional needs into clear technical and business process documentation.

• Develop and maintain end-user guides, administrator manuals, standard operating procedures (SOPs), and training materials for Salesforce users in higher education institutions.

• Work with Salesforce administrators, developers, and solution architects to define system functionalities, integrations, and automation.

• Document Salesforce configurations, custom objects, workflows, reports, and dashboards in a clear and structured format.

• Ensure documentation remains current with Salesforce configurations and development updates and institutional process changes.

• Cross-Team Collaboration: Serve as a liaison between business functional users (admissions, student success, alumni relations, finance, etc.) and technical teams (Salesforce administrators, developers, IT support)

QUALIFICATIONS

Salesforce

• Strong proficiency in Salesforce declarative tools, including Flow and Process Builder

. • Expertise in programmatic tools such as APEX, SOQL, and Lightning Web Components.

• Familiarity with Salesforce data model, security model, and governor limits.

• Experience with system integrations using REST/SOAP APIs.
• Ability to troubleshoot and resolve complex technical issues independently.

• Experience with CI/CD tools such as Git, Copado, or Gearset.