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.