Certinia Salesforce Administration

Visdin Solutions; Pune District; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Visdin Solutions in Pune, Maharashtra, India, is seeking a Certinia Salesforce Administrator to configure, administer, and optimize Certinia PSA and Salesforce Lightning. The role involves designing workflows, managing security, troubleshooting, and collaborating with stakeholders to drive platform enhancements.

The ideal candidate has strong technical skills, problem-solving abilities, and experience supporting end users.

Qualifications

• 3-4 years of Salesforce Lightning (Sales Cloud) administration.
• 2+ years of Certinia (FinancialForce PSA) experience.
• Hands-on experience with flows, validation rules, and approval processes.
• Proficiency in Data Loader and Excel.
• Salesforce Administrator Certification is required.

Responsibilities

• Design and implement workflows, customizations, and automations (flows, validation rules, approvals).
• Manage data quality, including data imports with Data Loader.
• Maintain user setup, roles, profiles, permissions, and system integrity.
• Plan platform upgrades and sandbox management.
• Provide technical support and user training for Certinia PSA and Salesforce.
• Collaborate with stakeholders to prioritize enhancements and manage development lifecycle.
• Create and maintain reports/dashboards to track KPIs and data quality.

Skills

Salesforce Lightning administration

Certinia FinancialForce PSA

Data quality & governance

Communication skills

Education

Salesforce Administrator Certification

PSA System Admin (nice-to-have)

Platform Developer 1 (nice-to-have)

Tools

Data Loader

Excel

Job description

Company : Visdin Solutions

Job Title: Certinia Salesforce Administrator

Location: Pune, Maharashtra, India

Employment Type: Contract to Hire

Department: IT/Software Administration

Job Summary

The Certinia Salesforce Administrator will be responsible for the configuration, administration, and optimization of the Certinia (formerly FinancialForce) PSA platform and Salesforce Lightning environment. This role involves designing workflows, managing security, troubleshooting issues, and collaborating with stakeholders to drive platform enhancements. The ideal candidate will have strong technical skills, a problem-solving mindset, and experience in supporting end-users.

Key Responsibilities

• System Configuration & Automation:
• Design and implement workflows, customizations, and automations (e.g., flows, validation rules, approval processes).
• Manage data quality, including resolving issues and performing data imports using tools like Data Loader.
• Security & Maintenance:
• Maintain user setup, roles, profiles, permissions, and system integrity.
• Plan and execute platform upgrades, new feature implementations, and sandbox management.
• Support & Collaboration:
• Provide technical support for Certinia PSA, including troubleshooting and user training.
• Collaborate with stakeholders to prioritize enhancements and manage the development lifecycle.
• Reporting & Documentation:
• Create and maintain reports/dashboards to track KPIs and monitor data quality.
• Document processes and provide end-user guidance.
• Continuous Improvement:
• Evaluate new Certinia/Salesforce releases for opportunities and impacts.
• Recommend third-party apps to enhance platform functionality.

Required Skills & Qualifications

• 3-4 years of Salesforce Lightning (Sales Cloud) administration.
• 2+ years of Certinia (FinancialForce PSA) experience.
• Hands-on experience with flows, validation rules, and approval processes.
• Proficiency in Data Loader and Excel.
• Certifications:
• Salesforce Administrator Certification (minimum).
• Nice-to-have: PSA System Admin, Salesforce Advanced Admin, or Platform Developer 1 certifications.
• Soft Skills:
• Excellent written and verbal communication.
• Strong problem-solving and stakeholder management abilities.