SFDC Specialist

1. User Management

One of the primary responsibilities of an SFDC specialist is managing users. This includes creating and maintaining user accounts , assigning roles and permissions, and ensuring that each user has the appropriate level of access to perform their job functions effectively. Remove licenses for users who have left the organization or no longer require the Salesforce license.

2. Enhancement and Validation

The SFDC Specialist is responsible for suggesting system enhancements in the Salesforce platform to meet business needs. This includes validation rules for cases, routing behavior, opportunities, and leads to input the correct details.

3. Data Management

Effective data management is critical to the success of Salesforce implementation. An SFDC specialist is required to ensure the business maintains data quality by performing regular data cleanups, deduplication, and data imports/exports. They ensure that data is accurate, up-to-date, and properly organized, essential for generating reliable reports and analytics.

4. Service Management

To monitor the service and order queues, ensure the system behaves and works as normal, and raise an SFDC ticket if there are any issues detected.

In charge of APAC service and order queue, assign cases to the right BU/owner to handle.

To perform testing if there is any enhancement or system change before rolling it out to the team member. Provide constructive feedback to the Salesforce development team.

5. System Maintenance

To monitor system performance and proactively address any potential problems before they impact users.

6. Reporting and Analytics

The SFDC Specialist is also responsible for creating and managing reports and dashboards to provide actionable insights to the business. Able to design customized reports and dashboards that help users track key performance indicators (KPIs), monitor business metrics, and make data-driven decisions. By delivering valuable analytics, they enable organizations to measure success and identify areas for improvement.

7. Training and Support

User adoption is a critical factor in the success of any Salesforce implementation. The SFDC Specialist is responsible for developing and delivering training programs to help new users understand and effectively utilize the platform. They create training materials, user guides, and documentation and provide ongoing support to address user questions and issues.

The SFDC specialist needs to be involved in long-term projects that require strategic planning and execution. These projects may include

• System Upgrades: Plan and implement system upgrades to take advantage of new features and capabilities.
• Integration: Integrating Salesforce with other business systems and applications to create a seamless flow of information.
• Customization Projects: Leading customization projects to tailor the Salesforce platform to meet evolving business needs. Example: Manufacturing service + Customer 360
• Minimum of 5-8 years of team handling proven experience
• Knowledge of various verticals like process, commercial, and oil and gas industries. End-to End Shipment Process
• Expertise in Fourth Shift or SAP is an added advantage .

On a day-to-day basis, SFDC specialists are required to perform various tasks to ensure the smooth operation of the Salesforce platform. These tasks may include:

• User Support: Assisting users with the issues encountered.
• Data Management: Performing data imports and exports, conducting data cleanups, and ensuring data accuracy.
• Service Management: Assign service and order cases to the BU/owner.
• Opportunity Funnel: All past due opportunities are updated.
• Customization: Creating and modifying custom objects, fields, and page layouts to meet business requirements.
• System Monitoring: Monitoring system performance, identifying potential issues, and implementing solutions.
• Training: Developing and delivering training sessions and creating user documentation.
• Reporting: Generating and distributing reports and dashboards to provide insights to business.
• Process Optimization: Evaluating and optimizing business processes to improve efficiency and effectiveness.

• Bachelor's degree or any equivalent in Electrical, Electronics, instrumentation, and Automation Engineering or any related field
• Proficient in MS Office Suites such as MS Excel, Word, and PowerPoint.

• At Emerson, we prioritize a workplace where every employee is valued, respected, and empowered to grow. We foster an environment that encourages innovation, collaboration, and diverse perspectives—because we know that great ideas come from great teams. Our commitment to ongoing career development and growing an inclusive culture ensures you have the support to thrive. Whether through mentorship, training, or leadership opportunities, we invest in your success so you can make a lasting impact. We believe diverse teams working together are key to driving growth and delivering business results.
• We recognize the importance of employee well-being. We prioritize providing competitive benefits plans, a variety of medical insurance plans, an Employee Assistance Program, employee resource groups, recognition, and much more. Our culture offers flexible time-off plans, including paid parental leave (maternal and paternal), vacation, and holiday leave.