Salesforce Technical Architect

Roles & Responsibilities

1. Leadership and Ownership

• Serve as the primary point of contact for all Salesforce-related discussion, providing leadership throughout all project phases (Foundation, Build, UT, Testing[SIT & UAT],Data migration and Deployment[Go live and Hypercare]).
• Collaborate with Project stakeholders to align Salesforce solutions with business objectives and project goals which include both client and team.
• Act as a bridge between onshore stakeholders and the offshore team, ensuring seamless communication and task execution.
• Define Salesforce scope, timelines, and deliverables in collaboration with project stakeholders.
• Develop and maintain Implementation plans, tracking progress and identifying risks, dependencies, and mitigation strategies.
• Adherence to project budgets & timelines, and quality standards of all project deliverables.
• Conduct regular status meetings(Daily, weekly, monthly) and prepare detailed reports for stakeholders and leadership based on meeting requirements.

2. Technical Leadership

• Design scalable and robust Salesforce solutions, ensuring alignment with industry best practices and technical feasibility.
• Oversee the configuration and customization of Salesforce, including workflows, data models, custom objects, and Lightning components.
• Ensure integrations with third-party systems are developed and maintained efficiently.
• Provide guidance and expertise on Salesforce releases, updates, and new features.

3. Functional Expertise

• Translate business requirements into functional specifications and technical solutions.
• Collaborate with business stakeholders to understand their needs and recommend Salesforce functionalities to meet these needs.
• Develop prototypes or proof-of-concepts to demonstrate solution capabilities.
• Perform gap analysis and ensure solutions align with organizational goals.

4. Project Deliverables(Documentation)

• Create and maintain detailed project deliverables, including:
• Solution design documents(Business Blueprint document, High level solution, Low level Solution design)
• Functional and technical specifications
• Deployment plans and post-deployment support documentation
• Ensure all documentation is maintained in a centralized repository and kept up-to-date throughout the project lifecycle.

5. Offshore Team Management

• Manage and coordinate the offshore team, ensuring efficient task allocation and monitoring progress.
• Foster collaboration between onshore and offshore teams through regular communication, including stand-ups and sync-up calls.
• Provide mentorship, technical guidance, and performance feedback to offshore resources.
• Address any challenges faced by offshore resources, ensuring alignment with project objectives and timelines.

6. Risk and Issue Management

• Identify potential risks and implement mitigation strategies to minimize impact.
• Monitor and resolve issues promptly to maintain project momentum.
• Communicate risks and resolutions effectively to stakeholders.

7. Stakeholder Communication

• Act as the single point of contact for all Salesforce-related matters across teams and stakeholders.
• Conduct regular updates, presentations, and workshops to ensure alignment between business and technical teams.
• Handle escalations efficiently, ensuring stakeholder confidence and satisfaction.

8. Continuous Improvement

• Stay updated on Salesforce trends, releases, and best practices to incorporate into ongoing and future projects.
• Conduct retrospectives to identify lessons learned and improve processes for future projects.
• Recommend process optimizations and automation within the Salesforce ecosystem.

9. Project Phase Responsibilities

A. Build Phase

• Lead the development of Salesforce configurations, customizations, and integrations.
• Ensure the development team adheres to technical designs and coding standards.
• Lead the Salesforce Environment readiness for development with dev team
• Oversee the creation/development and reusability of all Saleforce Components, for example(not exhaustive): (i) Custom objects, fields, validation rules, and workflows. (ii) Apex triggers, classes, and batch jobs. (iii) Lightning Web Components (LWC) and Visualforce pages. (iv) Data models and security models (profiles, roles, permission sets).(v) APIs and integrations with third-party systems. (vi) Custom Metadata (vii) Salesforce built to meet the customer environment standards and within the Salesforce Governance limit.
• Review and approve technical deliverables, including code, configurations, and integrations.
• Conduct regular code reviews to ensure quality, performance, and scalability of solutions.
• Develop prototypes and proofs-of-concept for complex features or functionality.
• Provide technical guidance to the team for resolving blockers and addressing challenges.
• Ensure alignment of the build phase deliverables with the functional requirements and solution design.

B. Quality Assurance and Testing phase

• Develop and execute comprehensive test strategies with testing team for SIT, and UAT phases.
• Oversee and validate unit testing, system integration testing, and user acceptance testing to ensure solutions meet requirements.
• Address and resolve issues identified during testing phases efficiently.

C. Data Migration and Management

• Develop comprehensive migration strategies with Migration team, including planning, mapping, and execution for Salesforce
• oversee the Data migration activities for Salesforce with Data migration SME for following:
• Assess and analyze legacy data to ensure data integrity and consistency before migration.
• Utilize Salesforce tools like Data Loader or external ETL tools for data migration activities.
• Perform data mapping, transformation, and validation during the migration process.
• Ensure accurate migration of all required data elements, including standard and custom objects.
• Identify and resolve migration-related issues promptly to maintain project timelines.
• Document the migration process and create backup plans to ensure minimal disruption.

D. Deployment and Go-Live Support

• Lead deployment activities, ensuring a smooth transition from development to production environments.
• Develop and execute cutover plans and ensure minimal disruption to business operations.
• Provide post-go-live support and address any issues or concerns promptly.

Key Skills:

• Extensive knowledge and hands-on experience with Salesforce Sales Cloud, Service Cloud, Marketing Cloud, Field Service, and Experience Cloud.
• Proficient in designing scalable Salesforce solutions, including data models, security models, workflows, custom objects, and integrations
• Deep understanding and proven experience in integrating Salesforce with SAP ERP systems for master data and transactional data synchronization.
• Expertise in handling integrations for manufacturing and sales client to streamline operations, improve data accuracy, and enhance cross-system communication
• In-depth understanding of the sales and service domain, with experience in implementing Salesforce solutions tailored for CPG sector.
• Familiarity with industry-specific processes, including order management(Sales and Work), inventory tracking, field service operations, and customer relationship management (CRM).
• Proven ability to manage and mentor offshore teams effectively.
• Excellent leadership, communication, and stakeholder management skills.

Tell employers what skills you have

Leadership
Quality Assurance
Customer Relationship Management CRM
Onshore
ETL
Visual Force
Data Migration
Team Management
SAP ERP
Metadata
System Integration Testing
Technical Leadership
Master Data Management
Visualforce
Business Requirements

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