Salesforce CRM Technical Analyst
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We are seeking a highly skilled Salesforce CRM Technical Analyst, for our client. You will be responsible to design, implement, support, and enhance the Salesforce Sales Cloud platform. This role is primarily technical and will focus on Salesforce development, integration, system administration, data management, security, and ongoing platform support. The ideal candidate has deep hands-on experience with Salesforce Sales Cloud implementations, complex system integrations, and enterprise-scale CRM environments, preferably within the AEC (Architecture, Engineering & Construction) or project-based industries. Responsibilities:
What You'll Do Salesforce Platform Development & Configuration
- Design, develop, and maintain Salesforce Sales Cloud solutions using:
- Custom objects, fields, record types, page layouts, and Lightning Experience
- Flows (record-triggered, screen, scheduled), validation rules, approval processes
- Apex (classes, triggers, batch, schedulable) and SOQL/SOSL as needed
- Lightning Web Components (LWC) for custom UI and extensions
- Support end-to-end Sales Cloud processes including Accounts & Contacts, Lead management and conversion, Opportunity lifecycle and forecasting
- Proposal and pipeline management
System Integration & Architecture
- Design, implement, and support bi-directional integration between Salesforce and enterprise systems, including Oracle ERP (Financials), Oracle HCM, Deltek (Vantagepoint / Vision), Microsoft Outlook / Exchange / Microsoft 365.
- Work with middleware and integration platforms (e.g., MuleSoft, Boomi, Informatica, Azure Integration Services, or equivalent).
- Develop and maintain integrations using REST/SOAP APIs, platform events, and asynchronous processing.
- Troubleshoot and resolve integration failures, performance issues, and data synchronization problems.
Data Management & Migration
- Lead and support data migration, conversion, and synchronization efforts:
- Data mapping, transformation, cleansing, and validation
- Large-volume data loads using Data Loader, Data Import Wizard, or ETL tools
- Establish and enforce data quality standards, duplicate management, and governance controls.
- Support data-related activities during Mergers & Acquisitions (M&A) and system consolidations.
System Administration, Security & Compliance
- Manage Salesforce administration activities including:
- User provisioning, roles, profiles, permission sets, and sharing rules
- Security model design aligned with business and compliance requirements
- Monitor system health, performance, storage usage, and limits.
- Ensure platform configurations align with Salesforce best practices and enterprise security standards.
AI, Automation & Emerging Capabilities
- Support and configure Salesforce Einstein and Agentforce capabilities at a foundational level, including:
- Einstein Activity Capture, forecasting insights, and opportunity insights
- Basic AI-driven automation and recommendations
- Collaborate with architects and business teams to evaluate AI use cases and roadmap opportunities.
Reporting, Analytics & Insights
- Design and maintain advanced Salesforce reports and dashboards for sales performance, pipeline, forecasting, and KPIs.
- Ensure Salesforce data is structured and available for downstream analytics platforms (e.g., Power BI).
- Support data consumers with optimized reporting and performance tuning.
Production Support & Continuous Improvement
- Provide Level 2/3 technical support for Salesforce incidents, enhancements, and defects.
- Perform root cause analysis and implement permanent fixes.
- Participate in release management, deployments, regression testing, and environment management (Dev/Test/UAT/Prod).
- Proactively identify opportunities to optimize performance, scalability, and user experience.