Salesforce Consultant

Role - Salesforce Sales & Service Cloud Consultant

Experience -3 to 8 Years

Location - Pune

Key Responsibilities

• Gather and analyze business requirements for  Sales Cloud  (Leads, Opportunities, Forecasting, Pipeline Management) and  Service Cloud  (Case Management, Knowledge Base, Omni-Channel, CTI integrations).
• Configure and customize Salesforce objects, workflows, process builders, validation rules, and flows.
• Implement and support features like  Lead Assignment, Opportunity Management, Sales Forecasting, Campaign Management, Service Console, Entitlements, SLAs, and Knowledge Articles .
• Develop Apex classes, triggers, Lightning components (LWC), and Visualforce pages where required.
• Integrate Salesforce with third-party systems (REST / SOAP APIs, middleware tools).
• Work closely with Sales, Service, and IT teams to ensure smooth CRM adoption.
• Conduct end-user training and create documentation for functional processes.
• Manage data migration, cleansing, and deduplication.
• Ensure compliance with Salesforce security model (Profiles, Roles, Permission Sets, Sharing Rules).
• Participate in Agile ceremonies (sprint planning, daily stand-ups, retrospectives) and ensure timely delivery.

Required Skills & Qualifications

Good to Have

Soft Skills