IN PERSON INTERVIEW - Onsite
Client Interaction & Requirements Gathering:
Meetings with clients: Participating in discovery sessions, status updates, workshops, and Q&A sessions.
Gathering business requirements: Eliciting needs from stakeholders through interviews, surveys, and observation.
Documenting requirements: Creating user stories, functional specifications, and process flows.
Presenting solutions: Explaining proposed Salesforce configurations or customizations to clients.
Providing updates: Communicating progress, challenges, and next steps to clients and project managers.
II. Salesforce Configuration & Development:
Configuring Salesforce: Setting up objects, fields, page layouts, record types, validation rules, and automation (Workflow Rules, Process Builder, Flow).
Customizing Salesforce: Developing custom components, Apex code, Visualforce pages, or Lightning Web Components (if in a technical role).
Data management: Importing, exporting, cleansing, and migrating data.
Building reports and dashboards: Creating and refining reports to meet client reporting needs.
Testing configurations and code: Performing unit testing, integration testing, and user acceptance testing (UAT).
Troubleshooting issues: Investigating and resolving bugs or user-reported problems.
III. Project Management & Collaboration:
Updating project management tools: Tracking tasks, progress, and time spent on activities.
Collaborating with team members: Working with other consultants, developers, administrators, and project managers.
Participating in team meetings: Daily stand-ups, sprint planning, and retrospectives.
Reviewing work: Providing feedback on configurations or code developed by other team members.
Managing scope: Ensuring that project work stays within the agreed-upon scope.
IV. Learning & Development:
Staying updated on Salesforce releases: Researching new features and functionalities.
Learning new Salesforce products or technologies: Continuously expanding knowledge base.
Pursuing certifications: Studying for and taking Salesforce certification exams.
Reading industry blogs and forums: Staying informed about best practices and trends.
V. Documentation & Knowledge Sharing:
Creating and updating documentation: Developing user guides, administrator guides, and technical documentation.
Sharing knowledge: Presenting findings or best practices to colleagues.
Maintaining a knowledge base: Contributing to internal wikis or documentation repositories.
| Requested | Requested Qualification Notes to Agency:
| Experience you Have |
| 1. | 84 Months of Experience with Salesforce Sales Cloud and/or Service Cloud configuration and administration | |
| 2. | 60 Months of Experience in Demonstrated ability to design, build, and deploy custom objects, fields, page layouts, record types, validation rules, and workflow rules | |
| 3. | 60 Months of Experience in Hands-on experience with Salesforce automation tools such as Process Builder and Flow | |
| 4. | 60 Months of Experience in Proficiency in managing user profiles, permission sets, roles, and sharing settings to ensure data security and access control | |
| 5. | 60 Months of Experience in creating and optimizing reports and dashboards to provide actionable business insights | |
| 6. | 60 Months of Experience in Familiarity with the Salesforce AppExchange and the ability to recommend and integrate third-party solutions | |
| 7. | 60 Months of Experience in Understanding of Salesforce data management best practices, including data loading, cleansing, and de-duplication | |
| 8. | 60 Months of Experience in Knowledge of Salesforce release cycles and the ability to adapt solutions to new features and functionalities | |
| 9. | 60 Months of Experience with Apex, Visualforce, and/or Lightning Web Components (LWC) for custom development | |
| 10. | 60 Months of Experience in Understanding of SOQL and SOSL for data querying | |
| Required Documentation | R sum Copy of Candidate Identification (i.e., Driver's License/Green Card/Visa and Passport if applicable) Any documents referenced in the above Requested Qualifications (i.e., professional certifications, degrees, etc.) |
Brandon Consulting Associates, Inc. is an EQUAL OPPORTUNITY EMPLOYER and has been in business for 29years.
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