AI & MODERN TOOLING EXPERTISE
Candidates must demonstrate hands-on proficiency with next-generation AI tools, LLM platforms, and Salesforce AI capabilities:
CORE AI PLATFORMS & LLMS
Claude (Anthropic)
OpenAI Codex
GitHub Copilot
Cursor IDE
Gemini Code Assist
Amazon Q Developer
SALESFORCE AI & AGENTFORCE LAYER
Agentforce Agent Builder
Einstein Copilot
Prompt Builder
Einstein GPT
MCP (Model Context Protocol)
Einstein Prediction Builder
DEVELOPER PRODUCTIVITY & DEVOPS
Salesforce CLI / SFDX
VS Code + SF Extensions
Git / GitHub
Copado / Gearset
Jest / Apex Test Framework
Postman / REST APIs
SALESFORCE CLOUD EXPERTISE (Any of 2 clouds as mentioned below)
Sales Cloud
Deep expertise in Lead-to-Opportunity lifecycle, Territory Management, Forecasting, and Activity Timelines. Build AI-assisted rep coaching nudges and pipeline automations using Agentforce Sales Agents and Next Best Action.
Service Cloud
Proficiency in Case Management, Entitlements, SLA enforcement, Omni-Channel routing, and Knowledge Base management. Deploy Agentforce Service Agents for intelligent case deflection, auto-resolution, and escalation management.
Experience Cloud
Build partner portals, patient portals, and B2B communities using LWR sites. Integrate Einstein personalisation, AI-powered search, and audience segmentation for contextual digital experiences.
Revenue Cloud (CPQ & Billing)
Configure and extend CPQ product catalogues, pricing waterfalls, bundle rules, discount schedules, and approval chains. Automate quote generation and contract amendments using AI Prompt Templates and Agentforce.
Health Cloud
Develop on Care Plans, Patient 360 timeline, Referral Management, and the FHIR Interoperability Hub. Implement AI-assisted care gap identification and proactive patient outreach automations.
Data Cloud & Marketing Cloud
Build Data Cloud calculated insights and activation flows that feed personalised journeys in Marketing Cloud. Understand how unified customer profiles power AI segmentation and Einstein-driven content recommendations.
INDUSTRY DOMAIN KNOWLEDGE (Any one of following)
Healthcare & Life Sciences
Understanding of Patient Lifecycle: acquisition, care coordination, treatment, discharge, and follow-up automation
HIPAA compliance, PHI handling, field-level encryption, and consent management within Salesforce
HL7/FHIR R4 standards and Salesforce Health Cloud Interoperability Hub integration patterns with EHR systems
Prior Authorization, referral management, care plan automation, and population health workflow awareness
Value-based care models and how AI can drive outcomes tracking and proactive care gap closure
Hi-Tech & Software
SaaS business models: ARR, MRR, NRR, churn, expansion revenue, and renewal lifecycle awareness
Lead-to-cash process knowledge: SDR workflows, AE handoffs, CSM playbooks, and renewal automation
Partner ecosystems: deal registration, co-sell motions, reseller pricing tiers, and MDF management
Product-Led Growth (PLG) integration: product usage telemetry triggering Salesforce actions via MCP/API
Software entitlement management, license tracking, and usage-based billing awareness
FUNCTIONAL KNOWLEDGE (FOUNDATION FOR AI SOLUTIONS)
Deep functional knowledge enables professionals to design AI-powered Salesforce solutions that reflect real business intent — not just technical requirements. This is what separates good implementations from transformative ones.
Sales Process Understanding
A developer who understands the full sales funnel — from lead generation and qualification through negotiation to closed-won — can build smarter Agentforce Sales Agents, more meaningful pipeline automations, and AI scoring models grounded in real selling behaviour, without requiring constant BA intervention.
Customer Service Operations
Knowing how service teams triage, escalate, and resolve cases across channels enables developers to design intelligent routing rules, AI deflection agents with real resolution paths, and SLA-aware automations that genuinely reduce average handle time and improve CSAT.
Revenue & Quoting Cycles
Understanding how products are configured, priced, discounted, and contracted allows developers to engineer dynamic CPQ rules, AI-assisted quote recommendations, and approval chains that Finance and Sales Ops teams will actually trust in production.
Healthcare Workflow Literacy
Developers aware of care coordination workflows, patient consent flows, clinical documentation cycles, and referral processes can embed Agentforce agents meaningfully into Health Cloud environments — designing for real clinical scenarios, not just demo happy paths.
KEY RESPONSIBILITIES
Design, develop, and deploy scalable Apex classes, triggers, batch jobs, queueables, and Lightning Web Components across multi-cloud Salesforce implementations
Build and configure Agentforce Agents (Service, Sales, and Custom) with domain-relevant topics, actions, and instructions grounded in real business workflow knowledge
Integrate external AI models and enterprise data sources into Salesforce via Model Context Protocol (MCP) servers and Platform APIs
Develop Einstein Prompt Templates, Prompt Builder flows, and Einstein Copilot Actions to deliver contextual AI assistance within Salesforce records and processes
Use Cursor, Claude, or GitHub Copilot daily to accelerate code generation, unit test writing, documentation, and peer code review
Build integrations with EHR systems, SaaS platforms, ERP systems, and data warehouses using REST/SOAP APIs, Platform Events, and Change Data Capture
Implement CI/CD pipelines using Copado or Gearset with automated Apex and LWC test suites, achieving minimum 85% code coverage
Collaborate with BAs and Architects to understand functional requirements and translate them into well-documented technical designs
Ensure code quality, platform security (CRUD/FLS), and compliance (HIPAA, SOC 2) across all deliverables
AI & AGENTFORCE SPECIFIC RESPONSIBILITIES
Design Agentforce Agent Topics, Actions, and Instructions aligned to domain-specific use cases: patient intake, sales coaching, case resolution, renewal outreach
Implement MCP (Model Context Protocol) servers to expose Salesforce objects, Apex actions, and APIs as structured context for Claude, GPT-4o, or other LLMs
Build Prompt Builder templates and Einstein Copilot Skill integrations that deliver AI-native experiences directly within Salesforce records and action panels
Use Cursor IDE with Salesforce extensions for AI-pair-programmed Apex, LWC, and integration development — reducing boilerplate effort by 40–60%
Generate unit tests, data factory classes, and technical specification documents using Claude or Codex as a development accelerator
Prototype and validate AI-agent workflows in Salesforce sandbox using Agentforce canvas before hardening for production deployment
Monitor Agentforce agent performance via Analytics dashboards and iterate on agent instructions based on resolution rate and escalation metrics
TECHNICAL SKILLS & QUALIFICATIONS
Apex, SOQL, SOSL — Advanced
Lightning Web Components (LWC)
Salesforce Flow & Automation (Advanced)
REST/SOAP APIs, Named Credentials
Salesforce Data Cloud integration
Agentforce Agent Builder
Einstein Prompt Builder
Model Context Protocol (MCP)
Git, SFDX CLI, Copado / Gearset
Jest (LWC) & Apex Test Framework
Cursor IDE / AI-assisted coding
Claude API / OpenAI API integration
NICE TO HAVE
Salesforce Certified AI Specialist or AI Associate credential
FHIR R4 API experience with Salesforce Health Cloud Interoperability Hub
Hands-on Salesforce Data Cloud: data streams, identity resolution, calculated insights
MuleSoft or Boomi enterprise integration patterns
Python or Node.js for LLM orchestration alongside Salesforce (LangChain, CrewAI)
Open-source contributions or active Salesforce Trailhead / community presence
SOFT SKILLS & MINDSET
AI-curious, continuous learning mindset
Strong written and verbal communication
Bridges functional and technical conversations
Collaborative in cross-functional Agile teams
Proactively suggests AI-native process alternatives
Comfortable demoing solutions to business stakeholders
Skills Required
- Advanced Apex, SOQL, SOSL development
- Lightning Web Components (LWC) development
- Salesforce Flow and automation (advanced)
- Experience building and configuring Agentforce Agents (Sales, Service, Custom)
- Model Context Protocol (MCP) implementation and integration
- Einstein Prompt Builder, Einstein Copilot, and Einstein GPT development
- REST/SOAP API integrations, Named Credentials, Platform Events, Change Data Capture
- CI/CD pipelines using Copado or Gearset and SFDX CLI
- Unit testing with Jest (LWC) and Apex Test Framework; maintain >=85% code coverage
- Proficiency with Git/GitHub, VS Code + Salesforce extensions, and Postman
- Experience integrating Salesforce with external AI models (Claude, OpenAI) via APIs
- Salesforce Data Cloud integration and activation knowledge
- Knowledge of Sales Cloud, Service Cloud, Experience Cloud, Revenue (CPQ) or Health Cloud
- Platform security and compliance: CRUD/FLS, HIPAA and SOC 2 awareness
- Experience using Cursor IDE and AI-assisted coding tools (Copilot, Claude, Codex)
- Strong written and verbal communication; ability to translate business requirements to technical designs
- Salesforce Certified AI Specialist or AI Associate
- FHIR R4 experience and Salesforce Health Cloud Interoperability Hub
- Hands-on Salesforce Data Cloud: data streams, identity resolution, calculated insights
- MuleSoft or Boomi integration experience
- Python or Node.js for LLM orchestration (LangChain, CrewAI)
- Open-source contributions or active Trailhead/community presence
Jade Global Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Jade Global and has not been reviewed or approved by Jade Global.
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Healthcare Strength — Core medical, dental, and vision coverage appears established with mainstream U.S. carriers, forming a solid baseline of healthcare support. EAPs and tax‑advantaged accounts (FSAs/HSAs) are also cited, indicating options beyond basic insurance.
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Retirement Support — A 401(k) program with employer match is consistently referenced as part of the package. Availability of traditional and Roth options is noted, supporting long‑term savings flexibility.
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Parental & Family Support — Parental leave is referenced, and family‑oriented offerings such as backup childcare are highlighted in company materials. These elements can enhance the overall family support experience even when cash pay is not top‑tier.
Jade Global Insights
What We Do
A Trusted Partner for Every Digital Enterprise Bringing Value. Jade Global is a global IT consulting company with two decades of industry experience that helps the world’s leading businesses and organizations build their digital core, optimize their operations, and accelerate revenue growth. We are headquartered in San Jose, California; Jade Global operates with offices in 13 locations across North America, the UK, and Asia. Renowned as a trusted "partner of choice" for businesses in Healthcare & Life Sciences, Hi-tech, Retail, Manufacturing, and Financial Industries, Jade Global has innovated 30+ industry-specific solutions. Whether your focus is harnessing or expanding Gen-AI, AI, and digital capabilities, transforming operating models, or accelerating insightful decision-making, we’re here to help you gain and maintain a competitive edge with efficient, sustainable models. At Jade Global, it’s all about outcomes—your outcomes—and delivering the results you desire, tailored to your unique requirements
Why Work With Us
We are Great Place to Work Certified company and Jade focus on people first approach.
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