✨ AI Summary
The Salesforce Functional Specialist will translate client business processes into Salesforce requirements, configurations, and user-friendly CRM solutions. Key responsibilities include gathering and documenting business requirements, mapping sales, service, and customer processes, and configuring Salesforce objects, fields, flows, reports, dashboards, and approval processes. The role also involves writing user stories, supporting solution design, conducting workshops, demos, testing, and user training, and working with technical teams on customizations and integrations.
Requirements
Required Skills: Salesforce configuration, CRM process knowledge, requirements gathering, and documentation. Strong communication with business and technical users. Preferred: Salesforce Administrator, Sales Cloud Consultant, or Service Cloud Consultant certification.
Description
Role PurposeTranslate client business processes into Salesforce requirements, configurations, and user-friendly CRM solutions.Key ResponsibilitiesGather and document business requirements.Map sales, service, and customer processes.Configure Salesforce objects, fields, flows, reports, dashboards, and approval processes.Write user stories and support solution design.Conduct workshops, demos, testing, and user training.Work with technical teams on customizations and integrations.RequirementsRequired SkillsSalesforce configuration, CRM process knowledge, requirements gathering, and documentation.Strong communication with business and technical users.PreferredSalesforce Administrator, Sales Cloud Consultant, or Service Cloud Consultant certification.