Council Advisors

Salesforce Developer

• Serve as the primary administrator and developer for our Salesforce platform, including Certinia PSA and FFA modules.
• Manage user setup, roles, profiles, permissions, and security settings.
• Design, build, and maintain custom objects, fields, workflows, validation rules, and automations (Screen, Record-Triggered, and Scheduled Flows; Apex triggers and classes).
• Develop and maintain dashboards and reports for Finance, Sales, and other departments.
• Evaluate and pilot Salesforce AI tools (e.g., Agentforce, Einstein) to improve automation and analytics.
• Support and lead system upgrades, testing, and troubleshooting in collaboration with Accounting and Finance teams.
• Provide day-to-day support for Salesforce users, resolving issues and responding to enhancement requests.
• Document system configurations, processes, and best practices.
• Collaborate with stakeholders to gather requirements and translate them into scalable Salesforce solutions.
• Ensure data integrity and system performance through regular audits and maintenance.
• Train users and promote adoption of Salesforce features and best practices.

Senior Salesforce Developer, Administrator