Job Summary
We are seeking a highly skilled Salesforce Solution Engineer / Architect with 10–15 years of IT experience, including 6–10 years in the Salesforce ecosystem. This role bridges business requirements and technical execution, focusing on designing scalable, efficient, and business-aligned Salesforce solutions.
The ideal candidate will possess strong functional and technical expertise, the ability to translate complex business needs into solution designs, and hands-on experience delivering Salesforce implementations across multiple clouds.
Key Responsibilities
Solution Design & Architecture
- Design end-to-end Salesforce solutions across Sales Cloud, Service Cloud, and Experience Cloud.
- Translate business requirements into scalable and maintainable solution designs.
- Create solution architecture artifacts such as HLDs, LLDs, and solution diagrams.
- Define system interactions, dependencies, and data flows across platforms.
- Ensure solutions align with enterprise architecture and Salesforce best practices.
- Identify opportunities to leverage out-of-the-box capabilities over custom development.
- Design reusable components and frameworks for faster implementation.
- Evaluate and recommend AppExchange products and third-party tools.
- Ensure compliance with Salesforce platform limits and licensing constraints.
- Collaborate with technical architects for alignment on enterprise-wide solutions.
Business & Functional Engagement
- Work closely with business stakeholders to gather and analyze requirements.
- Conduct discovery workshops and solutioning sessions.
- Translate functional requirements into user stories and technical specifications.
- Provide functional expertise in Salesforce features and capabilities.
- Recommend best-fit solutions aligned with business goals.
- Act as a liaison between business teams and technical teams.
- Support product owners in backlog prioritization and refinement.
- Drive requirement clarity and ensure minimal ambiguity.
- Provide demos and walkthroughs of proposed solutions.
- Ensure alignment between business processes and system design.
Salesforce Platform Expertise
- Configure Salesforce using Flows, Validation Rules, Approval Processes, and Custom Objects.
- Design data models, object relationships, and schema structures.
- Define security models including roles, profiles, and sharing rules.
- Leverage Lightning Experience and LWC capabilities for UI enhancements.
- Utilize standard Salesforce features to reduce technical debt.
- Support development teams with technical design guidance.
- Ensure optimal use of declarative vs programmatic solutions.
- Implement best practices for scalability and maintainability.
- Monitor platform performance and recommend improvements.
- Stay updated with Salesforce releases and new features.
Integration & Data Management
- Design integration solutions using REST/SOAP APIs.
- Define data migration and data synchronization strategies.
- Collaborate with integration teams for middleware-based solutions.
- Ensure data consistency across systems.
- Define data validation and data quality rules.
- Support ETL processes and large data volume handling.
- Design secure data exchange mechanisms using OAuth and APIs.
- Handle real-time and batch integration requirements.
- Define data governance and ownership models.
- Troubleshoot integration and data-related issues.
Delivery & Project Support
- Support end-to-end project delivery from design to deployment.
- Participate in Agile ceremonies such as sprint planning and retrospectives.
- Assist in effort estimation and solution planning.
- Work closely with developers, QA, and admins for execution.
- Validate delivered solutions against requirements.
- Ensure adherence to timelines and quality standards.
- Identify and mitigate risks during implementation.
- Provide production support and issue resolution.
- Maintain documentation for solutions and processes.
- Contribute to continuous improvement initiatives.
Required Qualifications
Salesforce Expertise
- 6–10 years of experience in Salesforce implementations.
- Strong knowledge of Sales Cloud, Service Cloud, and Experience Cloud.
- Experience in Salesforce configuration and customization.
- Understanding of Apex, LWC, and integration concepts.
- Knowledge of Salesforce security and data models.
- Experience with Salesforce releases and feature adoption.
- Familiarity with DevOps tools and deployment processes.
- Experience with AppExchange solutions.
- Ability to design scalable and efficient solutions.
- Strong troubleshooting and problem-solving skills.
Certifications
- Salesforce Administrator certification.
- Salesforce Advanced Administrator certification.
- Salesforce Platform App Builder certification.
- Salesforce Platform Developer I.
- Salesforce Sales Cloud Consultant certification.
- Salesforce Service Cloud Consultant certification.
- Salesforce Experience Cloud Consultant certification.
- Salesforce Application Architect (preferred for senior roles).
- Agile/Scrum certification (CSM or equivalent).
- Any additional Salesforce domain certifications.
Functional & Domain Expertise
- Strong understanding of CRM processes such as sales, service, and customer engagement.
- Experience in requirement gathering and business analysis.
- Ability to map business processes to system capabilities.
- Knowledge of industry-specific workflows (BFSI preferred).
- Experience in process optimization and automation.
- Familiarity with customer journey mapping.
- Ability to define KPIs and reporting requirements.
- Experience in user story creation and backlog management.
- Understanding of compliance and regulatory requirements.
- Ability to align technology with business outcomes.
Integration & Architecture Knowledge
- Understanding of integration patterns and best practices.
- Experience with REST/SOAP APIs and middleware tools.
- Knowledge of event-driven architecture basics.
- Familiarity with data modeling and database concepts.
- Understanding of API security standards (OAuth, JWT).
- Experience in designing system interactions.
- Awareness of microservices architecture.
- Knowledge of enterprise integration strategies.
- Ability to design scalable and secure integrations.
- Experience troubleshooting integration issues.
Delivery & Collaboration Skills
- Experience working in Agile/Scrum environments.
- Strong collaboration with cross-functional teams.
- Ability to manage multiple priorities.
- Strong communication and presentation skills.
- Experience in stakeholder management.
- Ability to work in fast-paced environments.
- Strong documentation skills.
- Ability to handle ambiguity and drive clarity.
- Experience in global delivery models.
- Strong organizational skills.
Additional Technical Skills
- Familiarity with DevOps tools like Copado, Gearset, Jenkins.
- Knowledge of version control systems such as Git.
- Experience with data tools like Data Loader and Workbench.
- Understanding of reporting and analytics tools.
- Exposure to Tableau CRM or Einstein Analytics.
- Basic knowledge of Apex and debugging techniques.
- Understanding of performance optimization.
- Familiarity with testing frameworks.
- Exposure to CI/CD pipelines.
- Knowledge of security best practices.
Preferred Experience
- Experience in BFSI or Healthcare domains.
- Exposure to Salesforce Industries (Vlocity).
- Experience with CPQ implementations.
- Involvement in digital transformation programs.
- Experience with AI/ML integrations.
- Exposure to large-scale enterprise implementations.
- Experience in change management initiatives.
- Knowledge of compliance standards.
- Experience in training and user adoption.
- Familiarity with global stakeholders.
Soft Skills
- Strong analytical and problem-solving skills.
- Excellent communication skills.
- Ability to bridge business and technical teams.
- Strong stakeholder management.
- Attention to detail.
- Proactive and solution-oriented mindset.
- Ability to work under pressure.
- Strong teamwork and collaboration.
- Adaptability to changing requirements.
- Continuous learning mindset.
Educational Qualifications
- Bachelor's degree in Computer Science, IT, or related field.
- Master's degree is a plus.