Salesforce Specialist

Position: Salesforce Specialist

Number of Positions: 1

Experience: 5–6+ Years

Employment Type: Full-Time

Location: Udaipur/ Jaipur/ Bhopal/ Bangalore

Role Overview

We are looking for an experienced Salesforce Specialist with 5–6+ years of hands-on experience in Salesforce data management, data quality, deduplication, and bulk data operations.

The ideal candidate should have strong expertise in Salesforce Account, Contact, and Lead data models, duplicate management, bulk data cleanup using Salesforce Data Loader and APIs, and executing safe data updates with proper sandbox testing and rollback procedures.

The candidate will be responsible for improving Salesforce data quality, resolving duplicate records, managing large-scale data updates, and ensuring data integrity across Salesforce environments.

Key Responsibilities

· Work with Salesforce standard data models, particularly Accounts, Contacts, and Leads.

· Analyze Salesforce data structures, relationships, field mappings, and dependencies.

· Identify, analyze, and resolve duplicate records across Accounts, Contacts, and Leads.

· Configure and manage Salesforce Duplicate Rules and Matching Rules.

· Perform bulk data extraction, transformation, cleanup, deduplication, and migration activities.

· Execute large-scale data operations using Salesforce Data Loader, APIs, and other data management tools.

· Develop and execute data cleanup strategies while maintaining data integrity and consistency.

· Perform data validation, reconciliation, and quality checks before and after bulk updates.

· Implement safe data write-back processes with appropriate validation and error handling.

· Conduct sandbox testing before deploying changes to production environments.

· Establish rollback and recovery procedures to minimize risks associated with bulk data operations.

· Maintain documentation of data cleanup activities, mappings, validation results, and deployment procedures.

· Collaborate with business stakeholders and technical teams to understand data quality requirements.

Key Deliverables

1. Assessment of existing Salesforce Account, Contact, and Lead data.

2. Identification and resolution of duplicate records.

3. Configuration or optimization of Salesforce Duplicate and Matching Rules.

4. Execution of bulk data cleanup using Data Loader and APIs.

5. Validated and reconciled Salesforce data after cleanup.

6. Documented sandbox testing, production deployment, and rollback procedures.

Requirements

Required Technical Skills

Skill Area

Required Expertise

Salesforce Data Model

Accounts, Contacts, Leads, relationships and field mappings

Duplicate Management

Duplicate Rules, Matching Rules, deduplication

Salesforce Data Loader

Bulk import, export, update, upsert and delete operations

Salesforce APIs

REST API, Bulk API and data integration

Data Management

Data cleansing, standardization, reconciliation and validation

Data Quality

Duplicate detection, consistency checks and integrity management

Sandbox Management

Sandbox testing, validation and deployment readiness

Data Write-back

Safe bulk updates, error handling and data integrity

Rollback & Recovery

Backup strategies, rollback planning and recovery procedures

Experience & Qualifications

· 5–6+ years of hands-on experience working with Salesforce CRM.

· Strong practical experience managing Account, Contact, and Lead records.

· Proven experience handling large-scale Salesforce data cleanup and deduplication exercises.

· Hands-on expertise with Salesforce Data Loader and Salesforce APIs.

· Experience configuring Salesforce Duplicate Rules and Matching Rules.

· Strong understanding of Salesforce data relationships, dependencies, and record ownership.

· Experience executing bulk updates in production environments with appropriate testing and rollback mechanisms.

· Ability to troubleshoot data quality issues and recommend effective solutions.

Good to Have

· Salesforce Administrator or Salesforce Platform App Builder certification.

· Experience with Salesforce Inspector, Workbench, or third-party data management tools.

· Knowledge of Apex and SOQL.

· Experience with Salesforce data migration and integration projects.

· Exposure to enterprise CRM data governance and data quality frameworks.