Salesforce Sales/Service Cloud Consultant

Job Description Salesforce Sales & Service Cloud Consultant :

Position : Salesforce Sales & Service Cloud Consultant/Developer

Experience : 3+ years

Location : Pune, Client location

NOTE : Immediate Joiners

Role Overview :

We are looking for a skilled Salesforce Sales & Service Cloud professional to design, implement, and optimize CRM solutions that enhance customer experience, streamline sales operations, and improve service management. The ideal candidate should have hands-on Salesforce configuration and customization experience, strong business process understanding, and excellent stakeholder engagement skills.

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 :

- Bachelors 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 Consultant

Good 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.