- Platform Administration and Management: Administering and maintaining the Salesforce platform, including user access, data management, and system security.
- Customization and Configuration: Customizing Salesforce to meet specific business needs, including creating custom objects, fields, and workflows.
- Process Automation: Developing automated processes to streamline workflows and enhance efficiency.
- Integration and Development: Facilitating integration between Salesforce and other systems, and potentially contributing to development efforts using APEX/Visualforce.
- User Support and Training: Providing technical support, troubleshooting, and end-user training.
- Strategic Planning and Optimization: Collaborating with stakeholders to define business requirements and design strategic improvements in Salesforce.
- Staying Current with Salesforce Best Practices: Keeping up-to-date on the latest Salesforce releases and best practices.
- Documentation and Change Management: Creating and maintaining documentation for Salesforce processes and changes, and assisting with change management.
- Administer and maintain Salesforce platform (Sales Cloud, Service Cloud, etc.), including user setup, profiles, roles, permissions, and security settings.
- Manage and improve custom objects, page layouts, workflows, validation rules, reports, dashboards, and automation tools (e.g., Process Builder, Flow).
- Lead Salesforce system upgrades, data imports/exports, deduplication efforts, and system integrations.
- Collaborate with business stakeholders to gather requirements, design solutions, and implement enhancements that drive business value.
- Design end-to-end Salesforce architecture solutions across Sales Cloud, Service Cloud, Experience Cloud, and other platform products.
- Provide technical leadership on Salesforce initiatives, including complex integrations, custom development, and third-party solutions.
- Develop and maintain architectural documentation, data models, and integration diagrams.
- Translate business requirements into scalable, future-proof Salesforce solutions.
- Evaluate and recommend tools and technologies from Salesforce AppExchange and external vendors.
- Develop and maintain Salesforce development best practices including Apex, LWC/Aura components, SOQL, and DevOps pipelines.
- Implement complex business logic, custom UI components, and integrations with external services (using REST/SOAP APIs).
- Lead deployment processes across sandboxes and production using CI/CD tools (e.g., Salesforce DX, Jenkins, Copado, Gearset).
- Maintain version control and branching strategies.
- Ensure test coverage, perform code reviews, and manage release cycles.
- Collaborate with business stakeholders, product owners, developers, and administrators to drive architectural decisions and platform governance.
- Lead code reviews and ensure adherence to security, scalability, and performance standards.
- Stay current on Salesforce releases, new features, and industry trends to continuously improve platform capabilities.
- Provide guidance on Salesforce Center of Excellence (CoE) practices, including design standards, technical governance, and data stewardship.
- Serve as the point of contact for Salesforce-related support, troubleshooting, and escalations.
- Maintain system documentation, training materials, and standard operating procedures.
- Participate in or lead projects involving Salesforce development, integration, and deployment.
- Collaborate with client stakeholders to define requirements, and deliverables, and set and handle expectations.
- Translate business requirements into well-architected solutions that best leverage the Salesforce platform.
- Lead technical design sessions; architect and document technical solutions aligned with client business objectives; identify gaps between client's current and desired end states.
- Provide oversight and governance of Salesforce projects.
- Follow and help define coding standards. Lead code reviews during projects to ensure quality and appropriate design patterns are followed.
- Handle the technical delivery of custom development, integrations, and data migration elements of Salesforce implementation.
- Maintain a target billable utilization aligned to the role.
- Ability to understand a project and deep dive to debug issues.
- From time-to-time, the architect may be expected to partake in other pre-sales activities such as discovery and technical deep-dive sessions, Proof-Of-Concept (POC) development with prospects.
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