Salesforce Developer

• Develop and maintain custom Salesforce solutions, including Apex classes, triggers, Visualforce pages, and Lightning Web Components (LWCs).
• Customize objects, fields, layouts, and record types to enhance advisor usability.
• Integrate Salesforce with third-party financial applications (e.g., Orion, eMoney, DocuSign)
• Develop and manage API integrations, ensuring secure and efficient data transfers.
• Support data imports, deduplication, and cleansing processes to maintain CRM data integrity.
• Collaborate with advisors, client service associates, and operations teams to understand CRM needs and develop scalable solutions.
• Troubleshoot and resolve Salesforce-related issues while providing ongoing support.
• Train end-users on best practices and new Salesforce features.
• Design and implement custom reports, dashboards, and analytics tools for advisors and firm leadership.
• Improve platform performance by optimizing queries, workflows, and automation.
• Maintain system security, access controls, and user permissions.

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