Techno Functional Specialist-Salesforce

Overview

Techno Functional Specialist–Salesforces

Scope

Financial

• Identify opportunities to streamline and improve Sales and Service processes through the effective use of technology. Lead initiatives to enhance system functionality, efficiency, and user experience.

Customer

• Collaborate closely with key stakeholders across Sales, TGL, TGD, and other business units to understand their requirements and ensure Salesforce solutions align with organizational goals and priorities.
• Lead requirement gathering sessions, analyze business needs, and translate them into functional and technical specifications.
• Provide end-user training and ongoing support to ensure effective adoption and utilization of Salesforce applications.
• Collaborate with cross-functional teams to deliver high-quality solutions on time and within budget.

Process

• Configure and customize Salesforce applications to meet business requirements, including creating objects, fields, workflows, validation rules, and process automation.
• Develop and implement robust data migration strategies to ensure seamless transition of data from legacy systems to Salesforce.
• Design and develop integrations between Salesforce and other systems using tools such as Salesforce APIs, MuleSoft, and third-party integration platforms.
• Create and maintain technical documentation, including design documents, configuration guides, and test plans.
• Conduct regular system audits and prepare for Salesforce releases by reviewing and testing new features and functionalities.

Innovation

• Stay updated with the latest Salesforce trends, features, and best practices, and provide recommendations for leveraging new functionalities to enhance business processes.

Qualification

• Bachelor’s degree in computer science, Information Systems, Business Administration, or related field. A master's degree is a plus.
• Salesforce certifications such as Salesforce Administrator, Salesforce Advanced Administrator, Salesforce Platform App Builder, and Salesforce Developer are highly desirable.

Experience

• Minimum of 10 years of experience with the following: o 2 years in Projects delivered in Sales Cloud:
• 2 years in Projects delivered in Service Cloud
• 2 years in Projects delivered in Field Service Lightning
• 2 years in Projects delivered in CPQ
• 2 years in Projects delivered in Digital Engagement
• Proven expertise in configuring and customizing Salesforce applications, including Sales Cloud, Service Cloud, Field Service Lightning (FSL) and Salesforce CPQ modules.
• Strong understanding of Salesforce data model, security model, and architecture.
• Proficiency in Design, develop, Test and Deploy custom solutions using Apex Classes, Triggers, LWC, Aura Components, Visualforce, SOQL, SOSL, Salesforce APIs, Flows and Declarative Automations.
• Implementation and support of Salesforce integration with WhatsApp to send the utility and service messages to customer for field service operations.
• Strong experience in integrating Salesforce with other ERP systems such as Oracle EBS/Fusion using REST/SOAP or middleware tools to sync the financials information across the systems.
• Design, configure

Skills

• Apex Classes, Apex Triggers, Lightning Web Components (LWC), Visualforce Pages, SOQL, SOSL, REST/SOAP APIs, Async Apex (Batch, Schedulable, Queueable), FSL and CPQ.
• Data Security (Sharing Rules, OWD, Profiles, Permission Sets), Data Management (Data Loader, Import Wizard), Automation (Flow, Process Builder, Workflow Rules), Reports & Dashboards, Custom Objects & Fields, Validation Rules.