Salesforce Consultant

Overview

We are seeking a skilled Salesforce Consultant to join a public sector organization on a contract basis. The consultant will primarily work remotely with occasional onsite workshops and team days, focusing on defining data and configuration standards for Salesforce Service Cloud implementation. The role aims to establish a repeatable onboarding process for teams and support effective case management within Salesforce, emphasizing design and standard-setting rather than daily administration.

Responsibilities

  • Define best practices for Salesforce Service Cloud implementation.
  • Establish data and configuration standards for customer records.
  • Create a repeatable onboarding approach for teams using Salesforce.
  • Assist teams in utilizing Salesforce for case management effectively.
  • Repoint existing customer forms to generate Salesforce cases.
  • Set data standards for case management within Salesforce.
  • Facilitate workshops to train non-technical teams on Salesforce usage and integration.

Requirements

  • Demonstrated hands-on expertise in Salesforce, particularly in data modeling and case management configuration.
  • Experience in implementing Salesforce as the primary customer contact and case record system alongside other line-of-business systems.
  • Proven ability to design and establish data standards and operating models for team adoption.
  • Strong skills in data cataloguing, de-duplication, and defining common case models.
  • Experience in onboarding and training non-technical teams in Salesforce usage.
  • Public sector experience is highly desirable.