Salesforce Functional Specialist
Core
Translate client business processes into Salesforce requirements, configurations, and user-friendly CRM solutions.
Role type
Salesforce Functional Specialist
Builds
Customized Salesforce CRM solutions for clients
Domain
Customer Relationship Management (CRM)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Salesforce configuration, CRM process knowledge, requirements gathering, documentation, user story writing, workshop facilitation, solution design support, testing, user training, technical integration coordination
Preferred skills
Salesforce Administrator certification, Sales Cloud Consultant certification, Service Cloud Consultant certification
Technologies
Salesforce, Sales Cloud, Service Cloud, Flows, Reports, Dashboards, Approval Processes
Responsibilities
Gather and document business requirements; Map sales, service, and customer processes; Configure Salesforce objects, fields, flows, reports, dashboards, and approval processes; Write user stories and support solution design; Conduct workshops, demos, testing, and user training; Work with technical teams on customizations and integrations