A Senior
Salesforce Technology Specialist is a highly technical and strategic role focused on managing and optimizing the Salesforce platform.
The resource will be responsible in developing customization, automation, and user experience enhancements, while also collaborating with stakeholders to define requirements and ensure smooth system operations. The resource is responsible for the end-to-end implementation and administration of Salesforce, including user management, security, and integrations.
Key Responsibilities of a Senior Salesforce Technology Specialist: (Administrator/Developer/Architect):
- Platform Administration and Management:
Administering and maintaining the Salesforce platform, including internal/external user management, data management, and system security.
- Customization and Configuration:
Customizing Salesforce to meet specific business needs, including creating custom objects, fields, validation rules, approval processes and flows.
Developing automated processes to streamline functionality flow and enhance efficiency.
- Integration and Development:
Facilitating integration between Salesforce and other systems, and potentially contributing to development efforts using APEX/Visualforce/Platform vents/LWC.
- User Support and Training:
Providing technical support, troubleshooting, and end-user training.
- Strategic Planning and Optimization:
Collaborating with stakeholders to define business requirements and design strategic improvements in Salesforce.
- Staying Current with Salesforce Best Practices:
Keeping up-to-date on the latest Salesforce releases and best practices.
- Documentation and Change Management:
Creating and maintaining documentation for Salesforce processes and changes, and assisting with change management.
Key Responsibilities:
- Administer and maintain Salesforce platform (Service Cloud, Experience Cloud, Knowledge, CMS), including user setup, profiles, roles, permission sets/groups, and security sharing settings.
- Manage and improve custom objects, page layouts, flows, validation rules, reports, dashboards, and process automation.
- Lead Salesforce system upgrades, data imports/exports, deduplication efforts, and system integrations.
- Collaborate with business stakeholders to gather requirements, design solutions, and implement enhancements that drive business value.
- Design end-to-end Salesforce architecture solutions across Service Cloud, Experience Cloud, Content Management and other platform products.
- Maintain Lightning Web Components, Meta Data Types, Flows, Flow actions, Sites, apex triggers, classes, Aura components, API versions etc.
- Provide technical leadership on Salesforce initiatives, including complex integrations, custom development, and third-party solutions.
- Develop and maintain architectural documentation, data models, and integration diagrams.
- Translate business requirements into scalable, future-proof Salesforce solutions by maintaining high level of security across the platform.
- Evaluate and recommend tools and technologies from Salesforce AppExchange and external vendors.
- Develop and maintain Salesforce development best practices including Apex, LWC/Aura components, SOQL, and DevOps pipelines.
- Implement complex business logic, custom UI components, and integrations with external services (using REST/SOAP APIs).
- Lead deployment processes across sandboxes and production using CI/CD tools (e.g., Salesforce DX, Jenkins, Copado, Gearset).
- Maintain version control and branching strategies based on the available salesforce environments.
- Ensure test coverage, perform code reviews, and manage release cycles.
- Collaborate with business stakeholders, product owners, developers, and administrators to drive architectural decisions and platform governance.
- Lead code reviews and ensure adherence to security, scalability, and performance standards.
- Stay current on Salesforce releases, new features, and industry trends to continuously improve platform capabilities.
- Provide guidance on Salesforce Center of Excellence (CoE) practices, including design standards, technical governance, and data stewardship.
- Serve as the point of contact for Salesforce-related support, troubleshooting, and escalations.
- Maintain system documentation, training materials, and standard operating procedures.
- Participate in or lead projects involving Salesforce development, integration, and deployment.
- Collaborate with client stakeholders to define requirements, and deliverables, and set and handle expectations.
- Translate business requirements into well-architected solutions that best leverage the Salesforce platform.
- Lead technical design sessions; architect and document technical solutions aligned with client business objectives; identify gaps between client's current and desired end states.
- Provide oversight and governance of Salesforce projects.
- Follow and help define coding standards. Lead code reviews during projects to ensure quality and appropriate design patterns are followed.
- Handle the technical delivery of custom development, integrations, and data migration elements of Salesforce implementation.
- Maintain a target billable utilization aligned to the role.
- Ability to understand a project and deep dive to debug issues.
- From time-to-time, the architect may be expected to partake in other pre-sales activities such as discovery and technical deep-dive sessions, Proof-Of-Concept (POC) development with prospects.
Candidate Qualifications:
Extensive experience designing Salesforce applications, preferably for Government clients.
Experience in Salesforce CRM with Government Cloud, Service Cloud, Experience cloud meeting security, compliance and efficiency.
Deep knowledge of Salesforce architecture, integrations and best practices
Proven ability to meet cybersecurity and non-functional requirements.
Strong problem solving and communication skills.
References from similar projects in the last projects.
Salesforce certifications preferred.
Required/Desired Skills
| Skill | Required /Desired | Amount | Candidate Exp in Years |
| Bachelor's degree from an accredited college or university | Required | 0 | |
| Extensive experience designing Salesforce applications, preferably for Government clients. | Required | 3 | |
| Experience in Salesforce CRM with Government Cloud, Service Cloud, Experience cloud meeting security, compliance and efficiency. | Required | 0 | |
| Deep knowledge of Salesforce architecture, integrations and best practices | Highly desired | 0 | |
| Proven ability to meet cybersecurity and non-functional requirements. | Required | 3 | |
| Strong problem solving and communication skills. | Required | 0 | |
| References from similar projects in the last projects. | Required | 0 | |
| Salesforce certifications preferred. | Desired | 0 | |
Questions
| No. | Question | Answer |
| Question1 | Absences greater than two weeks MUST be approved by CAI management in advance, and contact information must be provided to CAI so that the resource can be reached during his or her absence. The Client has the right to dismiss the resource if he or she does not return to work by the agreed upon date. Do you accept this requirement? | |
| Question2 | Please list candidate's email address that will be used when submitting E-RTR. | |
| Question5 | This assignment is contingent upon customer renewal and availability of adequate funding. Do you accept this requirement? | |
| Question6 | The selected candidate will be expected to start their engagement no later than 2 weeks (10 business days) from the client's selection date. Do you accept this requirement? | |
| Question7 | Remote Work Permitted: Due to COVID-19, the client has agreed to allow the selected candidate to work remotely for the time being. However, the selected candidate must be available to report onsite as directed by the client. Do you accept this requirement? | |
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