Salesforce Consultant

3 days ago


Delhi, India Gloify Full time

Role - Salesforce Sales & Service Cloud ConsultantExperience -3 to 8 YearsLocation - PuneKey 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- Bachelor’s degree in Computer Science, Information Technology, or related field.- 3+ years of Salesforce CRM experience , with at least 2+ years in Sales & Service Cloud implementations.- Strong knowledge of Salesforce standard objects (Leads, Accounts, Contacts, Opportunities, Cases, Knowledge, Entitlements).- Experience with Apex, SOQL, Lightning Web Components (LWC), Flows, APIs .- Good understanding of Omni-Channel, CTI integrations, and Case Management .- Experience in Salesforce configurations, workflows, validation rules, and automation .- Salesforce Certifications preferred:- Salesforce Administrator (ADM 201)- Salesforce Sales Cloud Consultant- Salesforce Service Cloud ConsultantGood to Have- Knowledge of CPQ, Field Service Lightning, or Marketing Cloud.- Experience with Agile/Scrum methodology.- Exposure to AppExchange apps.Soft Skills- Strong communication and stakeholder management.- Analytical mindset with problem-solving ability.- Ability to work independently and as part of a cross-functional team.


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