Salesforce Consultant

Key Responsibilities

• Presenting – Help prepare client presentations
• Requirement gathering – Attend workshops to gather notes, write up requirements and collect feedback
• Business processes – Maintain CloudShift ‘way of working’ within teams to execute projects in an efficient and timely manner
• Solution design – Work with delivery and technical colleagues to transform client requirements into best practise Salesforce solutions
• Configuration – Configure client Salesforce platform including structure and functionality, troubleshooting, deployment and upload of data
• Testing – Support unit testing, system testing, and acceptance testing activities
• Demo – Demonstrate the solution to the client at regular intervals during the build
• Training – Run workshops to train clients and Administrators
• Client relationship – engage with client stakeholders to analyse business processes and functional requirements
• Travel – A willingness to travel as and when required

Key Technical Skills

• 2 + years of project delivery experience or Salesforce functional consultancy and/or business analysis experience covering one or more of the core Salesforce clouds, Sales, Service or Marketing clouds
• ADM 201, Platform App Builder and a Salesforce Consultant certification preferred

Project management knowledge

• Agile project methodology experience
• The ability to define user stories and scope projects
• The ability to write and document detailed user requirements and playbacks

Functional knowledge

• Data migration skills between orgs and utilisation of version control
• Understanding of Salesforce solution architecture principles and best practices
• Experience with 3rd party delivery partners and AppExchange vendors is a plus e.g. Conga, Apptus, etc.
• Preferred - Salesforce Certified Admin 201, App Builder, Sales Cloud, Service Cloud, Community or othersA
  DM 201, Platform
  App Builder and a
  Salesforce Consultant
  certification
  required

Key Business Skills

• Communication – good communication skill and interpersonal skills
• Teamwork/Collaboration – team orientated, with experience supporting less experienced members
• Presentation Skills – good ability to share product expertise and business knowledge to audiences of all levels
• Problem Solving – good ability to anticipate problems and identify solutions