Lead architecture and design discussions with technical architects, data architects, solution architects, technical teams, and developers.
Lead the implementation, configuration, and optimization of Salesforce Customer 360 to meet business requirements.
Expertise in Salesforce Data Model (objects, fields, relationships) and how to design custom data models using CRM Analytics for business needs.
Design and develop scalable, high-performing solutions across Sales Cloud and CRM Analytics.
Design and develop custom solutions on the Salesforce platform using Apex, Visualforce, Lightning components, and
other Salesforce technologies.
Ensure data integrity, security, and compliance within the Salesforce environment.
Expertise in tools like Process Builder and Flow Builder.
Expertise in AI-driven Salesforce solutions such as Salesforce Einstein for predictive analytics, insights, and personalization (Einstein Analytics, Einstein Prediction Builder, etc.).
Stay updated with Salesforce innovations and emerging technologies to optimize solutions.
Support business teams in identifying opportunities for automation and process improvements.
Extensive knowledge of integrations between Salesforce and other enterprise systems using APIs, middleware tools like MuleSoft, third-party tools, data loader and data integration techniques.
Extensive experience on Salesforce's REST and SOAP APIs for integration with third-party systems.
Ensure seamless data flow and synchronisation between Salesforce and external systems.
Troubleshoot and resolve integration issues, ensuring data integrity and consistency.
- Data Management and Governance:
Ensuring high data quality, implementing validation rules, and following best practices for data governance in Salesforce.
Reporting & Analytics: Creating custom reports, dashboards, and leveraging Salesforce Einstein Analytics for deeper insights.
Data Security: Understanding of data security, sharing rules, field-level security, roles, and profiles in Salesforce.
- Customer 360 Implementation:
Unified Customer View: Design solutions that aggregate customer data from across all Salesforce Clouds (Sales, Service, Marketing, etc.) to create a 360-degree customer view.
Customer Journey Mapping: Mapping out the customer journey across touchpoints to improve customer experience and engagement.
Customer Segmentation: Leveraging data for segmentation and personalization strategies, especially with Marketing Cloud and Sales Cloud.
Conduct code reviews to ensure code quality, performance, and security.
Develop and execute unit tests, integration tests, and user acceptance tests.
Troubleshoot and resolve issues related to Salesforce applications and integrations.
- Documentation & Training:
Create and maintain technical documentation for Salesforce solutions and integrations.
Provide training and support to end-users and team members on Salesforce functionalities and best practices.