Salesforce CPQ

Revenue Cloud / CPQ & Billing
▸   Configure and extend Salesforce Revenue Cloud (CPQ) for complex product catalogs, bundling, pricing rules, and approval workflows
▸   Build and maintain Quote-to-Contract flows including Adobe signature
▸   Set up Revenue Cloud Billing: invoice schedules, payment terms, tax integration, and revenue recognition rules
▸   Implement amendments, renewals, and co-termination logic in CPQ
Lightning Web Components (LWC) & Experience Cloud
▸   Build custom LWC components for quoting, project status dashboards, time/expense entry, and invoice previews
▸   Develop and maintain Experience Cloud portals for customer-facing project tracking, document access, and invoice approval
▸   Implement real-time data updates using the Lightning Data Service (LDS) and platform events
▸   Ensure responsive, accessible UI design following WCAG 2.1 guidelines within Experience Cloud
Flows, Process Automation & Triggers
▸   Architect and build complex Screen Flows and Record-Triggered Flows for guided selling, project intake, and invoice generation
▸   Write bulkified, test-covered Apex triggers and handler classes following trigger framework best practices
▸   Replace legacy Workflow Rules and Process Builder automations with modern Flow equivalents
Salesforce Integration
▸   Integrate Salesforce with Oracle EBS for GL posting, AR, and payment reconciliation
▸   Build and maintain REST/SOAP API integrations and Platform Events / Change Data Capture (CDC) consumers
▸   Manage Connected Apps, Named Credentials, and OAuth flows for secure third-party authentication
▸   Design outbound callout patterns respecting Salesforce async limits
Salesforce Projects & Field Service
▸   Configure and extend Salesforce Projects (or Salesforce Field Service) for task management, resource scheduling, and milestone tracking
▸   Build time and materials tracking tied directly to CPQ billing milestones and invoice triggers
▸   Implement Gantt-style project views via LWC or approved AppExchange components
▸   Create automated status updates and customer notifications as project milestones are completed
DevOps, Quality & Governance
▸   Maintain Salesforce DX (SFDX) project structure with scratch org development and CI/CD pipelines (GitHub Actions)
▸   Write Apex unit tests achieving ≥ 85% code coverage with meaningful assertions
▸   Conduct peer code reviews and enforce org-wide development standards
▸   Manage sandbox strategy (Dev, QA, UAT, Staging → Production) and release schedules
▸   Maintain comprehensive technical documentation including architecture diagrams and data dictionaries.