Salesforce Functional Consultant
Free account needed to apply or save. It takes a minute, and we'll bring you right back to this job.
Skills
crmprocess mappingrequirements gatheringsalesforceservice cloud
About the role
Role Purpose
Translate client business needs
into effective Salesforce solutions, from requirements through configuration
and adoption.
Key Responsibilities
- Gather
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.
Requirements
Required Skills
- Salesforce configuration, Flow, reports, dashboards,
roles, and permissions.
- Strong CRM process knowledge across sales and service.
- Requirements gathering, process mapping, user stories,
and documentation.
- Testing, UAT, training, and strong client-facing
communication.
Preferred
- Salesforce Administrator.
- Sales Cloud or Service Cloud Consultant.
- Platform App Builder.