Salesforce CRM Technical Analyst
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Job Description
Salesforce CRM Technical Analyst designing and supporting Salesforce Sales Cloud solutions for a leading engineering and consulting firm. Collaborating with stakeholders to enhance functionality and integrations.
Responsibilities:
- Design, develop, and maintain Salesforce Sales Cloud solutions using:
- Custom objects, fields, record types, page layouts, and Lightning Experience
- Flows (record-triggered, screen, scheduled), validation rules, approval processes
- Apex (classes, triggers, batch, schedulable) and SOQL/SOSL as needed
- Lightning Web Components (LWC) for custom UI and extensions
- Support end-to-end Sales Cloud processes including Accounts & Contacts, Lead management and conversion, Opportunity lifecycle and forecasting
- Proposal and pipeline management
- Design, implement, and support bi-directional integration between Salesforce and enterprise systems.
- Work with middleware and integration platforms (e.g., MuleSoft, Boomi, Informatica, Azure Integration Services, or equivalent).
- Develop and maintain integrations using REST/SOAP APIs, platform events, and asynchronous processing.
- Troubleshoot and resolve integration failures, performance issues, and data synchronization problems.
- Lead and support data migration, conversion, and synchronization efforts.
- Establish and enforce data quality standards, duplicate management, and governance controls.
- Manage Salesforce administration activities including:
- User provisioning, roles, profiles, permission sets, and sharing rules
- Security model design aligned with business and compliance requirements
- Monitor system health, performance, storage usage, and limits.
- Support and configure Salesforce Einstein and Agentforce capabilities at a foundational level.
Requirements:
- 5–7 years of hands-on experience working with Salesforce Sales Cloud in a technical or techno-functional role.
- Strong technical expertise in:
- Salesforce configuration and administration
- Apex, SOQL, Flows, and Lightning Web Components
- Proven experience designing and supporting enterprise integrations using APIs and middleware platforms.
- Solid experience with data migration, data quality management, and system integrations.
- Strong understanding of CRM architecture and Sales Cloud data model.
- Ability to work effectively with architects, developers, integration teams, and business stakeholders.
- Strong analytical, troubleshooting, and documentation skills.
- Hands-on integration experience with Oracle ERP & HCM, Deltek (Vantagepoint/Vision), and Microsoft Outlook / Microsoft 365
Benefits:
- Medical, dental, vision insurance
- 401k Retirement Plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Life, AD&D, short-term, and long-term disability
- Professional and personal development
- Generous paid time off
- Commuter and wellness benefits
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