Salesforce Functional Consultant
CID Consulting Cairo, Cairo, Egypt
Business Consulting and Services · 11-50 employees
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About the role
Translate client business processes into Salesforce requirements, configurations, and user-friendly CRM solutions. Conduct workshops, demos, and user training while collaborating with technical teams on customizations and integrations.
What they look for
Requirements
Requires 3-5 years of experience in Salesforce configuration and CRM process mapping. Professional certifications such as Salesforce Administrator or Consultant are preferred.
Full description
Role Purpose
Translate client business needs into effective Salesforce solutions, from requirements through configuration and adoption.
Key Responsibilities
- Gather
and document business requirements.
- Map
sales, service, and customer processes.
- Configure
Salesforce objects, fields, flows, reports, dashboards, and approval processes.
- Write
user stories and support solution design.
- Conduct
workshops, demos, testing, and user training.
- Work
with technical teams on customizations and integrations.
Requirements
Required Skills
- Salesforce configuration, Flow, reports, dashboards,
roles, and permissions.
- Strong CRM process knowledge across sales and service.
- Requirements gathering, process mapping, user stories,
and documentation.
- Testing, UAT, training, and strong client-facing
communication.
Preferred
- Salesforce Administrator.
- Sales Cloud or Service Cloud Consultant.
- Platform App Builder.
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