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JOBSTER PRIVATE LTD. is seeking a Salesforce specialist to configure modules, establish end-to-end case management workflows, and implement automation to streamline processes. The role covers AI-assisted capabilities evaluation and validation to support POC testing.
You will document configurations and dependencies and collaborate with business analysts to ensure system readiness. The position emphasizes knowledge transfer, technical validation, and ensuring scalable, secure configurations
Configure Salesforce modules, objects, fields, forms, validation rules, workflows and other platform components to support the identified POC requirements.
Develop and configure end-to-end case management workflows covering case creation, customer interaction logging, assignment, triaging, routing, escalation, resolution and closure.
Configure role-based access, task assignments, approval processes, supervisor vetting and collaboration workflows where required.
Implement workflow automation to improve case handling efficiency and reduce manual processing.
Translate business requirements and process flows into technical configurations and functional solutions.
Configure and validate relevant Salesforce AI-assisted capabilities, subject to the selected platform features, licensing and available environment.
Support the evaluation of automated customer interaction logging, intelligent case triaging and routing, similar case detection and context summarisation.
Validate AI-assisted trend and sentiment analytics reporting and other relevant AI-enabled capabilities.
Assess how AI-assisted functions integrate with case processing workflows and support operational requirements.
Document configuration dependencies, technical limitations, integration requirements and capability gaps identified during testing.
Develop and execute technical test cases to validate configured workflows, business rules, automation and platform functionality.
Support end-to-end testing across high-volume case processing, escalation handling, management reporting, multi-user collaboration and supervisor review scenarios.
Troubleshoot configuration issues, workflow errors and functional defects, and implement appropriate fixes where feasible.
Work with business analysts and project stakeholders to validate system behaviour against agreed requirements and acceptance criteria.
Document test results, technical issues, resolutions and outstanding limitations.
Assess the platform's technical suitability, configuration flexibility, scalability considerations and ability to support the identified use cases.
Document technical dependencies, configuration requirements, integration considerations, limitations and potential implementation risks.
Prepare technical configuration documents, workflow diagrams, test scripts, troubleshooting guides and relevant system documentation.
Provide technical inputs to the final POC assessment, including findings on platform strengths, limitations and areas requiring further validation.
Conduct hands-on knowledge-sharing sessions and provide technical guidance on Salesforce configuration and workflow management.
Demonstrate platform features, configuration approaches, troubleshooting methods and relevant best practices.
Develop technical guides, standard operating procedures and reusable configuration or testing templates where appropriate.
Support knowledge transfer to enable internal teams to administer, maintain, enhance and optimise the platform beyond the POC.
Degree or diploma in Information Technology, Computer Science, Software Engineering or a related discipline.
Relevant experience in application development, low-code development, workflow automation, system configuration or enterprise platform implementation.
Hands-on experience with Salesforce development or configuration.
Familiarity with Salesforce capabilities such as case management, workflow automation, business rules, forms, approvals, access controls and reporting.
Experience configuring end-to-end business processes and automated workflows based on functional requirements.
Familiarity with Salesforce Flow, Lightning App Builder, Apex or related Salesforce development tools would be advantageous.
Familiarity with AI-enabled platform features, intelligent automation, case summarisation, classification or routing would be advantageous.
Experience in system testing, troubleshooting, defect resolution and technical documentation.
Understanding of system integration, data flows, role-based access control and enterprise application security would be benefi