Salesforce Associate Architect

• Case management, Entitlements, SLA / Milestones, and Escalation Rules

• Omni-Channel routing, Skills-based assignment, and Agent Workspace configuration

• Knowledge Base architecture, article lifecycle, and self-service portal (Experience Cloud)

• Field Service Lightning fundamentals and CTI integration awareness

• Data Streams, DMO design, field mapping & standard schema governance

• Identity Resolution — match rules, reconciliation rules, merge & unlink strategies

• Calculated Insights, Streaming Insights, Segmentation & Activation

• Customer 360 profile assembly; surfacing unified data to Sales & Service reps

• Data reconciliation controls, job monitoring, retention & governance

• Topics, Actions, Instructions & Prompt Templates in Agent Builder

• Grounding agents with Data Cloud unified profile via RAG patterns

• Einstein Trust Layer — data masking, zero-retention & audit trail

• Use case design: Sales assist, Service resolution, personalised outreach

• Marketing Cloud Connector for Data Cloud: Contact, Subscriber & engagement event ingestion

• Journey Builder, Email Studio & Automation Studio working knowledge

• Consent & suppression propagation; closed-loop activation back into Data Cloud

• Batch ETL, CDC, event streaming & API ingestion — pattern selection per source

• SQL for Calculated Insights, ad hoc validation & reconciliation queries

• Power BI / Tableau connector patterns from Data Cloud; report-ready entity design

Own solution architecture across Sales Cloud, Service Cloud, Data Cloud, and Agentforce workstreams — producing SDDs, data flow diagrams, and integration design documents.

Lead, mentor, and review the work of a Salesforce engineering team; act as the primary technical escalation point across all platform layers.

Present architecture decisions and trade-offs confidently to client stakeholders, business owners, and enterprise architects.

Design and deliver end-to-end Sales Cloud solutions — lead management, opportunity lifecycle, forecasting, CPQ, and Einstein-assisted productivity tooling.

Architect Service Cloud solutions covering case management, Omni-Channel routing, Knowledge, and self-service portals; ensure seamless hand-off between sales and service processes.

Govern data quality, duplicate management, and object model integrity across the CRM platform.

Design multi-source ingestion pipelines and DMO structures; architect Identity Resolution to produce a trusted Unified Individual Profile and Customer 360 view.

Build Calculated Insights and Segments that drive activation across marketing and service channels; surface Customer 360 to Sales and Service reps via embedded components and CRM Analytics.

Establish source-to-target reconciliation controls, data quality alerts, and retention policies; integrate Data Cloud data with Power BI / Tableau for enterprise reporting.

Architect and build Data Cloud-grounded Agentforce agents for Sales assist, Service resolution, and Marketing personalisation use cases.

Configure Trust Layer guardrails and RAG retrieval strategies; define autonomous vs. assistive automation boundaries per use case.

Design Marketing Cloud as a Data Cloud source system — governing connector configuration, engagement event ingestion, and closed-loop activation back into Journey Builder.

Certifications marked ★ are considered essential for this role; others are advantageous.

This document is confidential and intended for internal recruitment use only.