Salesforce Administrator / Developer

Salesforce Administrator / Developer

5-6 YEARS Overall Salesforce experience

SALES • SERVICE • EXPERIENCE

Salesforce cloud expertise

Position Overview

We are looking for an experienced Salesforce Administrator / Developer with strong hands-on expertise across Sales Cloud, Service Cloud, and Experience Cloud. This role requires someone who can operate across both Salesforce administration and development - understanding business requirements, designing scalable solutions, implementing automation and integrations, troubleshooting complex issues, and supporting the platform end to end.

The ideal candidate will have 5-6 years of overall Salesforce experience, strong technical and functional knowledge of the Salesforce platform, and the ability to independently research problems and recommend practical, scalable solutions.

Administration & Platform Management

• Administer and enhance Salesforce environments with primary focus on Sales Cloud, along with Service Cloud and Experience Cloud. • Manage Salesforce security and access including Profiles, Roles, Permission Sets, Permission Set Groups, Sharing Rules, Org-Wide Defaults, and user access. • Manage the complete user lifecycle including user creation, activation/deactivation, license assignment, access troubleshooting, and login-related issues. • Design, create, and optimize custom objects, fields, record types, page layouts, validation rules, formulas, and related Salesforce configurations. • Maintain a scalable data model and evaluate existing configurations before introducing new objects, fields, or automation. • Manage sandbox refreshes and coordinate post-refresh activities including configuration updates, integration validation, user access, test data, and environment readiness. • Manage certificates, authentication configurations, and credentials required for Salesforce integrations. • Support SSO implementations, preferably with Okta, and troubleshoot authentication and access-related issues.

Sales Cloud & CPQ

Have strong hands-on experience with Sales Cloud, including Accounts, Contacts, Leads, Opportunities, Products, Quotes, and related sales processes. • Understand Salesforce object relationships and the impact of data-model decisions across sales processes. • Experience working with a Salesforce CPQ or third-party CPQ solution and understanding the relationship between Opportunities, Products, Quotes, Quote Lines, Orders, and related objects. • Partner with Sales and business stakeholders to improve Salesforce usability and automate sales processes

Development & Cloud Solutions

Build scalable automation and support connected sales and service experiences

Development & Automation

Design, develop, maintain, and optimize Salesforce Flows, including complex Record-Triggered Flows, Screen Flows, Scheduled Flows, Autolaunched Flows, and reusable Subflows. • Analyze and optimize existing Salesforce automation to improve performance, scalability, maintainability, and adherence to platform best practices. • Develop and maintain Apex Classes, Apex Triggers, Batch Apex, Queueable Apex, Scheduled Apex, and asynchronous processing. • Build and maintain Apex callouts and integrations with internal and external systems using REST APIs. • Apply Salesforce development best practices including bulkification, governor-limit management, exception handling, test coverage, and transaction management. • Develop, enhance, and troubleshoot Lightning Web Components (LWC) and integrate custom components into Lightning applications and record pages. • Configure and customize Lightning Record Pages, Dynamic Forms, Lightning App Builder, and custom user experiences. • Work with SOQL/SOSL to retrieve and process Salesforce data efficiently. • Develop and maintain Apex test classes and ensure appropriate test coverage and regression testing before production deployments. • Troubleshoot complex issues involving Apex, Triggers, Flows, validation rules, integrations, APIs, and other Salesforce automation. • Work with VS Code, Salesforce CLI, Git/source control, and metadata-based deployments for Salesforce development and release activities. • Understand and support Salesforce deployment processes across Development, Sandbox/UAT, and Production environments. • Participate in code reviews, solution design, technical impact analysis, testing, deployment, and post-production validation. • Evaluate requirements and determine the appropriate technical solution using declarative configuration, Flow, Apex, LWC, or integrations, avoiding unnecessary custom development where standard Salesforce capabilities can meet the requirement.

Service Cloud & Experience Cloud

Minimum 2-3 years of hands-on experience with Service Cloud and Experience Cloud. • Understand and manage the end-to-end Case lifecycle, including case creation, assignment, queues, routing, escalation, Email-to-Case, notifications, and closure. • Configure and enhance Service Cloud functionality to support customer support and service operations. • Configure and customize Experience Cloud sites/portals, including pages, navigation, audiences, access, permissions, and user experience. • Design solutions that provide a consistent experience between internal Service Cloud users and external Experience Cloud users.

Integrations & Delivery

Connect enterprise applications and take solutions from requirements to production

Integrations

Design, configure, support, and troubleshoot Salesforce integrations with internal and external applications. • Experience integrating Salesforce with marketing platforms such as HubSpot, Account Engagement (Pardot), and Marketo. • Experience supporting third-party Salesforce integrations such as DocuSign, Quip, Jira integrations such as zAgile, or similar enterprise applications. • Experience setting up integrations with internal/in-house applications using External Client Apps / Connected Apps, OAuth 2.0, REST APIs, Named Credentials, and External Credentials. • Understand authentication flows, API access, refresh tokens, service accounts, integration users, and integration security. • Manage certificates and certificate renewals associated with Salesforce integrations. • Monitor and troubleshoot integration failures and coordinate with external or internal application teams when required.

Business Analysis & Stakeholder Management

• Work directly with Sales, Customer Support, Operations, and other business teams to gather and clarify requirements. • Translate business requirements into scalable Salesforce technical solutions. • Evaluate requests and recommend whether requirements should be addressed through configuration, Flow, Apex, LWC, integrations, or existing Salesforce functionality. • Clearly communicate technical solutions, risks, dependencies, and limitations to both technical and non-technical stakeholders. • Participate in solution design, testing, UAT, deployment, and post-production support. • Independently investigate production issues, identify root causes, and implement appropriate solutions.

Documentation & Release Management

Maintain clear technical documentation for Salesforce configurations, automations, integrations, and custom development. • Document solution designs, data mappings, integration configurations, dependencies, and deployment steps. • Follow appropriate change management and deployment practices across development, sandbox/UAT, and Production environments. • Support release validation, regression testing, and post-deployment verification.