Salesforce Consultant - RFP - Talent Software Services, Inc.

Salesforce Project Manager
Sample Tasks

• Provide leadership for program/project
• Provide strategic vision and thinking with focus on outcomes
• Create clear and attainable project/program objectives
• Create clear and attainable project/program requirements
• Manage program/project constraints of cost, time, and scope
• Form close links with team members and stakeholders
• Provide knowledge transfer.

Qualifications

• Five (5) years' experience in Program/Project Management role
• Two (2) engagements lasting more than six (6) months in Program/Project Manager role

• Demonstrable leadership ability
• Ability to direct & manage program/project development from beginning to end
• Ability to define program/project scope, goals, and deliverables in collaboration with project sponsors and stakeholders
• Ability to estimate program/project resource requirements and participants needed to achieve goals including changes during where necessary
• Ability to identify and manage program/project dependencies and critical path
• Ability to establish program/project timelines and milestones using appropriate tools and tracking such milestones and deliverables
• Ability to manage changes in program/project scope, identify potential crises or issues, and devise contingency plans as appropriate
• Ability to communicate program/project plans, expectations, updates, progress, issues, and successes in a timely & clear fashion when necessary
• PMI-ACP Certification
• PMP Certification
• Salesforce.com, CRM implementation, and Agile/Predictive Agile delivery experience
• Experience managing Salesforce projects

Salesforce Business Analyst/Administrator
Sample Tasks

• Serve as the Scrum Master
• Elicit requirements using interviews, document analysis, requirements workshops, storyboards, surveys, site visits, business process descriptions, use cases, scenarios, event lists, business analysis, competitive product analysis, task and workflow analysis, and/or viewpoints
• Write requirements specifications according to standard templates, using natural language simply, clearly, unambiguously, and concisely. Represent requirements using alternative views, such as analysis models (diagrams), prototypes, or scenarios, where appropriate
• Decompose high-level business and user requirements into functional requirements specifying an appropriate level of detail suitable for use by those must base their work on the requirements
• Transform software designs and specifications into high functioning code in the appropriate language
• Identify the current- and future-client's business processes; define quality attributes, external interfaces, constraints, and other nonfunctional requirements
• Lead requirements analysis and verification, ensuring that requirement statements are complete, consistent, concise, comprehensible, traceable, feasible, unambiguous, and verifiable, and that they conform to standards
• Participate in requirements prioritization and facilitate the negotiation of requirements amongst multiple stakeholders
• Analyze and document business requirements and required data to deliver work products throughout the project life cycle
• Translate business requirements to System/Functional specifications (User Stories)
• Coordinate Business Validation to verify that a set of end-to-end business processes function as intended
• Work with the product manager or project sponsor to document the product's vision and the project's scope (roadmap)
• Participate in peer reviews and inspections of requirements documents and work products derived from those documents to ensure that the requirements were interpreted correctly
• Manage requirements traceability information and track requirements status throughout the project
• Manage changes to baselined requirements through effective application of change control processes and tools
• Propose new product features and updates
• Manage Salesforce Projects
• Provide knowledge transfer
• Set up users in the Salesforce Platform
• Assist in the Configuration of security and access settings on the Salesforce Platform
• Create Salesforce custom objects and create and maintain fields, page layouts, etc.
• Manage Salesforce Sales, Service and Support applications
• Manage Salesforce activities and collaboration
• Manage Salesforce data
• Build reports, dashboards, and other analytics within Salesforce
• Create process automations within Salesforce (workflows)
• Administer Salesforce desktop and mobile apps
• Train Salesforce users
• Communicate with stakeholders
• Analyze workflow problems and formulate/implement process solutions; utilizing configurable Salesforce functionality
• Leverage Lightning components to edit Salesforce Console layout and work with business to get approval on page layouts
• Provide knowledge transfer.

Qualifications

• Five (5) years' experience in a Business Analyst/Salesforce Admin Role
• Two (2) engagements lasting more than six (6) months in a Salesforce Business Analyst and/or Administrator role
• Salesforce Administrator Certification
• Preference given for additional Salesforce certifications such as Advanced Administrator, Sales Cloud Consultant or Service Cloud Consultant certifications
• experience developing on Salesforce platform; demonstrated experience in developing custom objects, profiles, reports, dashboards, workflows and validation rules in a Salesforce organization
• Extensive experience with scrum methodology
• Extensive experience as scrum master
• Will be expected to work with of business application owners
• Will be expected to meet with business owners and developers via TEAMS for requirements sessions and retrospectives
• Will be expected to prepare agendas for meetings and notes covering content
• Will be expected to provide information to project manager on progress for monthly status reports
• Extensive experience writing user stories

Salesforce Quality Assurance
Sample Tasks

• Implement and provide inputs for test plans
• Design and create test cases and scenarios for software testing
• Perform functional testing, regression testing and keep track of all the new developments
• Use bug tracking software's to track and report problems
• Produce evaluated test reports and take part in software walkthrough
• Provide knowledge transfer

Qualifications

• Five (5) years' experience in Quality Assurance Analyst role.
• Two (2) Salesforce engagements lasting more than six (6) months in a Quality Assurance Analyst Role
• Capacity to understand the QA processes and work in the software environment
• Ability to communicate (verbally & written) test plans, expectations, updates, progress, issues, and successes in a timely & clear fashion if necessary
• Ability to analyze and problem solve using the modern testing methodologies, SDLC etc.
• Ability to think beyond what is expected of the software/product and think about how users can misuse the software/product
• Ability to organize and prioritize features and test cases. And prioritize his/her activities so that testing goals are achieved
• Ability to read and write program codes
• Experience in using automated testing tools
• Experience in database concepts and defect tracking tools
• Experience aligning QA processes with Agile/Scrum methodology, sprint planning and execution
• Experience with API testing
• experience with Salesforce platform
• Active Salesforce certifications

Salesforce Developer

Sample Tasks

• Collaborate with business analysts and developers to produce software designs
• Formulate program specifications and basic prototypes
• Transform software designs and specifications into high functioning code in the appropriate language
• Integrate individual software solutions to higher level systems
• Use web-based tools to create and advance applications
• Test code to ensure it produces the desirable results and perform debugging when necessary
• Perform upgrades to make software and systems more secure and efficient
• Provide application support and assistance on resolution of issues
• Collaborate with technical writers to create documentation for user support
• Attend and participate in meetings and working sessions
• Create Complex workflows
• Create triggers
• Apex development
• Development of visualforce pages and lightning components
• Provide new API development as defined by the project team and assigned by project leads
• Produce technical documentation
• Complete assigned duties according to project plans and schedules
• Document assessment of risks associated with the migration based on developed and configured elements
• Provide testing and implementing of Apex and Salesforce developed and configured elements
• Migration applications from development to QA to Production environments
• Support Quality Assurance goals through writing regression test scripts and/or programming as necessary
• Provide support of and participation in troubleshooting and resolving issues that arise
• Plan and execute mitigation strategies for project risks
• Adhere to client's time reporting and time management standards
• Adhere to documented project team rules and norms
• Provide knowledge transfer

Qualifications

• Five (5) years' experience in Developer/Programmer role
• Two (2) engagements lasting more than six (6) months in Developer/Programmer role using Salesforce
• Four (4) years' experience with Apex, Visualforce development in Salesforce
• Four (4) years' experience with the Salesforce Platform and performing configuration
• Three (3) years' experience developing API's
• Proven experience as a programmer or relevant role
• Delivery of projects using the Agile SCRUM methodology
• Detail-oriented and excellent concentration ability
• An analytical mindset and critical thinking
• Demonstrable ability to Client and fix errors in code
• Strong communication skills
• Ability to work independently and in team settings

Salesforce Architect
Sample Tasks

• Conduct research into clients' use of Salesforce, producing a report of findings with recommended steps and a roadmap for Salesforce solutions,
• Collaborate with colleagues and customers to create prototypes and proofs of concept as a means of eliciting and defining requirements,
• Review solutions and recommending improvements,
• Groom and refine the Salesforce product backlog, in liaison with stakeholders on the project
• Lead the design of system architecture and governance, including integration with external systems and data migration
• Develop technical documentation and architectural diagrams to support decision-making and guide project teams
• Own the design of Salesforce and (optionally) other affiliated solutions for Sales, Service, and platform solutions,
• Act as a release manager, approving configuration and coded items to be deployed between environments. Where appropriate, this could include deploying changes,
• Provide guidance on user story writing style,
• Ensure success and acceptance criteria are defined for each story,
• Describe and illustrate designs with appropriate justifications,
• Ensure documentation of the steps for testing,
• Groom and refine the Salesforce product backlog, in liaison with Salesforce SMEs,
• Supervise the configuration, quality assurance, testing, and deployment of Salesforce,
• Collaborative project and workstream planning.
• Provide knowledge transfer

Qualifications

• 5 years' experience in a leading role in delivering Salesforce projects,
• Excellent communication skills, written, verbal, and interactive when online,
• Salesforce certified in:
  • Administrator
  • Sales Cloud Consultant
  • Service Cloud Consultant
  • Platform App Builder
• A pro-active personality, with a can-do attitude,
• Excellent relationship-building skills,
• Strong analytical skills, with the ability to observe trends. Able to actively make suggestions based on the results,
• Available and responsive to question, clarifications and instructions
• Ability to tailor communication to multiple audiences at all levels
• A self-starter, experienced in leading projects or delivery work streams
• Outstanding written communication skills
• Ability to demonstrate concepts visually and in writing in a way that enables stakeholders to decide with confidence
• A strategic approach to solution design, with proven ability to develop and execute tactical plans to support the strategy
• Excellent ability to coach, motivate and direct work tasks to a multi-discplinary team of Salesforce professionals