Salesforce Consultant

What You'll Be Doing

Configure Salesforce solutions based on documented business requirements and solution designs

Build and maintain declarative Salesforce functionality including objects, fields, page layouts, Flow, validation rules, reports, dashboards, and security configurations

Support implementations across Service Cloud, Sales Cloud, Industry Clouds, and other Salesforce platform capabilities

Participate in client discovery sessions, requirements workshops, and solution-design discussions

Document business processes, requirements, user stories, acceptance criteria, and functional configurations

Work with Senior Consultants and Solution Architects to translate business requirements into Salesforce functionality

Develop and execute functional, regression, integration, and user acceptance test cases

Validate Salesforce functionality against requirements and acceptance criteria

Identify, document, reproduce, and track defects through resolution

Collaborate with Developers and functional team members to troubleshoot defects and validate fixes

Support automated testing and regression-testing processes where appropriate

Support release validation, deployment readiness, and post-deployment testing

Assist with data preparation, data validation, and migration activities

Support UAT by developing test scripts, coordinating testing activities, and helping users understand expected functionality

Create user documentation, training materials, and other adoption resources

Support end-user training and Salesforce adoption activities

Participate in Agile ceremonies including backlog refinement, sprint planning, daily standups, demonstrations, and retrospectives

Identify requirements gaps, quality concerns, risks, and potential scope impacts and escalate them to project leadership

Maintain accurate project and solution documentation

Develop Salesforce platform expertise through hands-on project experience, training, and certification

Stay current with Salesforce releases, Agentforce, Data Cloud, and emerging platform capabilities

What You Bring to the Role

3+ years of hands-on experience as a Salesforce user, administrator, tester, analyst, super user, or other Salesforce-focused role

2+ years of experience testing Salesforce or other enterprise applications

Working knowledge of Salesforce business processes and platform capabilities

Experience with Salesforce Service Cloud, Sales Cloud, an Industry Cloud, or comparable Salesforce solutions

Experience developing and executing functional, regression, integration, or UAT test cases

Experience documenting and tracking defects and validating fixes

Understanding of business requirements, user stories, and acceptance criteria

Experience working with business users and technical team members to resolve issues

Strong analytical, troubleshooting, and problem-solving skills

Ability to learn new Salesforce capabilities and apply them to business requirements

Strong written and verbal communication skills

Attention to detail and commitment to quality

Ability to work effectively within an Agile, cross-functional delivery team

Interest in developing a career in Salesforce consulting and professional services

Salesforce Certifications

Candidates should have or be actively working toward Salesforce certifications that demonstrate foundational platform knowledge.

Relevant certifications include

Salesforce Certified Administrator

Salesforce Certified Platform App Builder

Salesforce Certified Service Cloud Consultant

Salesforce Certified Sales Cloud Consultant

Salesforce Certified Agentforce Specialist

Salesforce Certified Data Cloud Consultant