Marks Sattin
Salesforce Consultant
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Salesforce Consultant
We are seeking a Salesforce Consultant to help design, build, and optimise Salesforce solutions across Sales, Service and/or Experience Cloud. You’ll translate business needs into scalable platform capabilities, lead configuration and delivery, and support users through change and adoption.
Key Responsibilities
- Lead discovery workshops; capture requirements, user stories, and acceptance criteria.
- Translate business processes into Salesforce solution designs (declarative-first where appropriate).
- Configure and deliver Salesforce capabilities: objects, fields, page layouts, Lightning apps, flows/approvals, validation rules, reports/dashboards.
- Partner with technical teams on integrations, data migration, security model, and custom development when needed.
- Produce clear functional documentation: process maps, solution design notes, admin guides, release notes.
- Support testing (test strategy, UAT coordination, defect triage) and deployment activities.
- Drive stakeholder management, scope control, and delivery planning; identify risks and dependencies early.
- Support change management and user enablement (training materials, comms, hypercare).
- Contribute to continuous improvement: governance, best practice, and platform roadmap.
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Required Skills & Experience
- Proven experience delivering Salesforce implementations or enhancements in a consulting or in-house role.
- Strong declarative configuration skills (Flow, security/sharing, reporting).
- Solid understanding of Salesforce data model design and environment management (sandboxes, change sets/DevOps tools).
- Experience with Agile delivery (user stories, backlog management, sprint ceremonies).
- Confident communicator with stakeholders from end users through to senior sponsors.
- Strong analytical/problem-solving skills; able to balance business outcomes with platform constraints.
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Desirable
- Experience with one or more: Sales Cloud, Service Cloud, Experience Cloud, CPQ, Field Service, Marketing Cloud (or Account Engagement).
- Exposure to integration patterns and tools (APIs, middleware such as MuleSoft/Boomi, SSO).
- Salesforce certifications (e.g., Admin, Advanced Admin, Platform App Builder, Sales/Service Cloud Consultant).
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