Role - Salesforce Consultant
Location - Pune
Experience - 3 to 8 years
- Gather and analyze business requirements forSales Cloud(Leads, Opportunities, Forecasting, Pipeline Management) andService 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 likeLead 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.
