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The Salesforce Consultant involves business consulting, requirements management, administration and declarative development, testing, training, and documentation.
Salesforce Administrator responsibilities, including:
o Gathering and documenting requirements;
o Developing test plans and leading testing cycles (both QA and UAT).
o Developing training materials and conducting training sessions.
o Analyzing and cleansing data files (in Excel, text, etc.);
o Extracting data from, and loading files into, Salesforce;
o Designing and generating Salesforce reports and dashboards.
• Salesforce App Builder responsibilities, including:
o Designing the application database;
o Building objects and fields;
o Building validation rules;
o Building page layouts;
o Defining and building calculated fields;
o Creating workflows;
o Defining security with roles, groups, profiles, permission sets, and field-level security.
• Experience demonstrating competence in the roles and responsibilities described above.
• Experience working in a client-facing, consulting environment.
The following credentials are required:
o Certified Salesforce Administrator
o Certified Force.com Developer (DEV 401) or
Certified Salesforce Platform App Builder
The following credentials are preferred:
o Certified Salesforce Advanced Administrator
o Certified Salesforce Sales Cloud Consultant
o Certified Salesforce Service Cloud Consultant