Salesforce Functional Consultant - Sales & Service Cloud

Description :

- Conduct workshops, interviews, and process mapping sessions to capture detailed user stories and acceptance criteria.

- Evaluate existing CRM workflows and recommend enhancements or optimizations.

Salesforce Solution Design :

- Design data models, workflows, page layouts, validation rules, and approval processes.

- Develop functional specifications and collaborate with technical teams on custom development needs.

- Recommend appropriate Salesforce features (Flows, Lightning App Builder, Reports, etc.) for business use cases.

Implementation & Configuration :

- Set up automation using Flows, Process Builder, and Workflow Rules.

- Create and manage dashboards, custom reports, and data management rules.

- Support integrations with third-party applications through functional requirements and solution mapping.

Testing, Deployment & UAT :

- Validate that solutions meet business needs and functional specifications.

- Support deployment activities and ensure smooth go-live planning and execution.

Stakeholder Communication & Documentation :

- Provide updates on project milestones, risks, and issues.

- Prepare functional documentation, training materials, process flows, and solution design documents.

Training & User Adoption :

- Resolve user queries and provide ongoing production support.

- Recommend adoption strategies to ensure successful onboarding to new Salesforce functionalities.

Continuous Improvement :

- Proactively suggest improvements to enhance usability, automation, and business performance.

Requirements :

Education & Experience :

- 5 +years of experience as a Salesforce Functional Consultant or Business Analyst.

- Experience working across Salesforce Clouds (Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud is a plus).

Technical Skills :

- Hands-on experience with Flows, Reports & Dashboards, Profiles, Permission Sets, Data Management.

- Familiarity with Salesforce data models, security model, and process automation.

- Understanding of APIs, integrations, and AppExchange solutions (functional level).

Soft Skills :

- Strong analytical and problem-solving mindset.

- Ability to work with cross-functional teams in Agile/Waterfall environments.

- Ability to translate complex business needs into simple and effective solutions.

Preferred Certifications (Nice to Have) :

- Salesforce Advanced Administrator

- Salesforce Platform App Builder

- Salesforce Consultant Certifications (Sales Cloud, Service Cloud)