Core Responsibilities
1) Core Platform Ownership & Governance
Own platform standards (naming conventions, metadata strategy, field hygiene, deprecation, duplicate management) and drive continuous improvement across org(s).
Manage environments and releases (sandboxes, UAT, change migration), coordinating with Product and Engineering for smooth deployments and minimal disruption.
Administer users, Permission Sets/Groups, roles, and access policies; maintain org security posture and audit readiness.
2) Configuration, Automation & Data Quality
Design and build scalable solutions using Flows (record‑triggered, screen, scheduled), Lightning App Builder, dynamic forms/actions, validation rules, formulas, and layouts.
Create and evolve Reports & Dashboards to provide actionable insights for Sales, Service, and Leadership.
Establish data quality controls (picklists, validations, required fields, duplicate rules) and steward remediation plans.
3) Agentforce / Service Cloud (Service Excellence)
Configure and optimise Agentforce Console workspaces for efficiency (tabs, utility items, keyboard shortcuts, macros, Quick Text).
Implement best‑practice Case Management: Omni‑Channel routing, assignment/escalation rules, SLAs/Entitlements, queues, email‑to‑case, and Knowledge integration.
Enable Digital Engagement channels (chat/messaging)
Partner with Service leadership to track and improve KPIs (first contact resolution, handle time, backlog, CSAT) via dashboards.
4) Salesforce AI (Einstein & Agentforce AI)
Configure and govern AI‑assisted service productivity features (e.g., case summaries, recommended replies, auto‑classification/triage) with appropriate guardrails.
Collaborate with Product/Data to identify AI use cases, define acceptance criteria, monitor quality, and drive ethical, secure AI adoption.
Measure AI impact (time saved, accuracy, adoption), iterate configurations, and champion best practices with end‑users.
5) Integrations & Data Exchange
Work with integration teams to design robust data flows via Salesforce APIs Platform Events, External Services, and connected apps.
Support troubleshooting across integrated systems (e.g., marketing automation, data platforms, ticketing) and ensure data integrity across domains.
Contribute to integration documentation, error handling standards, and monitoring routines.
7) Security, Compliance & Risk
Leverage platform audit capabilities (Login History, Setup Audit Trail) and contribute to incident response/root‑cause analysis.
(Nice to have) Familiarity with Salesforce Shield (Event Monitoring, Field Audit Trail, Platform Encryption).
Deliver demos, quick guides, and in‑app prompts; champion accessibility and UX simplicity across Lightning pages and screen flows.
Run office hours, gather feedback, and translate pain points into a prioritised backlog with the Product Owner.
8) Adoption & Enablement
Deliver demos, quick guides, and in‑app prompts; champion accessibility and UX simplicity across Lightning pages and screen flows.
Run office hours, gather feedback, and translate pain points into a prioritised backlog with the Product Owner.