• Configuration: objects, fields, page layouts, validation rules, record types, permission sets, sharing rules
• Automation: Flows, Apex triggers, Apex classes, batch jobs, scheduled jobs
• Data model optimization and schema governance
• Reports, dashboards, and KPI data layer
• Sandbox management: org strategy, refresh cycles, deployment across dev/staging/production
• Ongoing maintenance and enhancements: bug fixes, system updates, Salesforce release adaptation
Salesforce CPQ & quote-to-cash
• Product catalog, pricebooks, bundles, subscription products, product rules
• Pricing rules, discount schedules, approval matrices
• Quote templates, output document design, e-signature integration
• NetSuite ↔ SFDC handoff: own the integration and maintain clean data flow
Top-of-funnel & enrichment
• Clay integration and enrichment waterfalls: multi-vendor pipelines, fallback logic, field mapping into SFDC
• Lead capture → enrichment → scoring → routing logic in SFDC and HubSpot
• HubSpot workflow automation: lead nurture, lifecycle transitions, campaign operations
• SFDC ↔ HubSpot sync: contacts, leads, accounts, lifecycle stages, campaign attribution
• Zendesk ↔ SFDC: support ticket data into revenue pipeline and account health
• NetSuite ↔ SFDC: evaluate, recommend, implement, and maintain the connector
• REST and SOAP API integrations using middleware (Make, Workato, or equivalent)
• Write and maintain Apex test classes meeting ≥85% code coverage on all custom code
• Build and execute UAT test plans for all major releases before go-live
• Manage sprint-based delivery cycles: user stories, build, test, deploy, retrospective
• Maintain a change log and release notes for every production deployment