Salesforce Functional Consultant

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.