ciandt - CI&T - Salesforce SME / Consultant
Requirements
• 3–6 years of hands-on experience working with Salesforce. • Solid understanding of Salesforce Sales Cloud. • Experience creating Salesforce reports and dashboards for business users. • Experience with Salesforce configuration, including custom objects, fields, flows, validation rules, and page layouts. • Good understanding of Salesforce data model, data management, and data quality concepts. • Experience supporting data integration between Salesforce and other systems. • Ability to understand business requirements and translate them into Salesforce solutions. • Good communication skills and ability to work with both business and technical stakeholders. • Strong problem-solving skills and attention to detail. • Ability to work independently while collaborating effectively with distributed teams. • Mandarin or other regional language capability is a plus, depending on project needs. • Experience in the financial services, investment management, banking, or insurance industry. • Experience with Salesforce API, middleware, ETL tools, or integration platforms. • Basic understanding of Apex, SOQL, or Salesforce development concepts. • Experience with Salesforce Data Loader or other data migration tools. • Salesforce certifications such as Salesforce Administrator, Platform App Builder, Sales Cloud Consultant.
Responsibilities
• Work with business stakeholders to understand Salesforce-related requirements and translate them into clear functional and technical solutions. • Configure and enhance Salesforce features, including objects, fields, page layouts, flows, validation rules, reports, and dashboards. • Design and build Salesforce reports and dashboards to support business performance tracking and management visibility. • Support data integration between Salesforce and other internal or external systems. • Analyze data mapping, data quality, and integration requirements to ensure accurate and reliable data flow. • Support testing activities, including test case preparation, UAT support, defect analysis, and issue resolution. • Document business requirements, solution designs, data mappings, and operational processes. • Provide user support, troubleshooting, and knowledge sharing when needed.
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