Salesforce Configuration & Administration
Object & data model administration Own day-to-day administration of custom and standard objects, page layouts, record types, and data model changes.
Flow-based automation Build and maintain business process automation using Flow (screen, record-triggered, and scheduled), including transition/retirement of legacy automation (Workflow Rules, Process Builder) where applicable.
Approval process management Configure and maintain approval processes, including entry criteria, approval steps, and email/notification actions.
Sales Cloud Administration
Sales process & pipeline configuration Configure and maintain Lead, Account, Contact, and Opportunity objects, sales processes, stages, and validation rules that support accurate pipeline management.
Products, pricing & quoting Administer Product, Price Book, Price Book Entry, and Quote/Quote Template configuration to support the quote-to-close process; support CPQ or Revenue Cloud Advanced configuration where in scope.
Forecasting & territory management Maintain forecast hierarchy, forecast categories, quotas, and Enterprise Territory Management for accurate pipeline visibility and rep assignment.
Lead routing & data quality Configure lead assignment rules, lead conversion mapping, and duplicate/matching rules to keep sales data clean and actionable.
Sales productivity & AI tooling Support Sales Engagement (cadences), Einstein Sales features, and emerging Agentforce Sales capabilities as adopted by the team.
Service Cloud Administration
Case & console management Configure Case objects, record types, and Service Console layouts to support agent workflows.
Omni-Channel routing Administer Omni-Channel queues, routing configurations, and skills-based assignment (Enhanced Omni-Channel).
Knowledge management Maintain the Knowledge base, article types, data categories, and publishing workflows.
Entitlements & SLAs Configure Entitlement processes and milestones to support SLA compliance and case escalation.
Cross-Functional Collaboration
Solution design partnership Partner closely with Salesforce engineers and architects to ensure declarative configuration aligns with broader technical architecture.
Backlog translation Work with product management and program delivery leads to translate business requirements into scoped, sized, and sequenced backlog items.
Effort sizing Provide estimation support for upcoming stories, enhancements, and change requests.
Production troubleshooting Diagnose root cause and implement fixes or workarounds for production issues, working cross-functionally as needed.
Continuous Improvement & Emerging Initiatives
Process optimization Identify and drive continuous improvement opportunities across configuration, automation, and admin processes.
Outlook integration support Support Salesforce Lightning Outlook integration configuration and troubleshooting, as needed.
Agentforce POC support Contribute to Agentforce proof-of-concept activities, including configuration support and testing for agentic AI use cases.
Agile Delivery & Team Support
Ceremony participation Attend standups, sprint planning, backlog refinement, and retrospectives during Pacific Time business hours.
Release support Support sandbox testing, deployment coordination, and post-release validation.
Demo delivery Present and support bi-weekly stakeholder demos.
Critical issue coverage Provide occasional after-hours or weekend support for critical/high-severity production issues.
