Salesforce Technical Architect

Skill-Salesforce Technical Architect

Exp-12-16 Years

Notice-Immediate-30 Days

Required 12to 16 years of Salesforce experience with at least 4+ years as a Technical Architect. Deep experience across: Sales Cloud, Service Cloud, LWC, Apex, Flows, Salesforce APIs (REST/Bulk/Streaming), Named Credentials, Security, Auth, Integration patterns (Platform Events, ESB, middleware), Strong hands-on experience designing and reviewing scalable Apex/LWC solutions

Key Responsibilities

1. Salesforce Architecture & Solution Design:

• Define the future-state Salesforce architecture aligned with lead management, appointment workflows, dispositioning, and contact center operations.
• Architect solutions across Sales Cloud, Service Cloud, Experience Cloud (if applicable), and integrations with external systems.
• Lead design of data models, role hierarchies, Permissioning, and governance for scalable operations.
• Establish coding standards, review Apex/LWC designs, and ensure best practices across orgs.

2. CRM & Contact Center Integration Leadership

• Architect seamless integrations between Salesforce and:
• CCaaS platforms (AWS Connect / Five9)
• Lead Perfection (LP)
• Spotio
• MoEngage / marketing platforms
• SMS gateways (Hatch, etc.)
• Data layer / reporting systems
• Define API contracts, asynchronous patterns, event streaming, and error-handling mechanisms.
• Ensure Salesforce is the reliable system of record or engagementbased on the target-state model.

3. Lead Lifecycle, Dialer & Workflow Optimization

• Build technical frameworks supporting:
• Lead routing and prioritization rules
• AI-driven lead scoring
• Appointment scheduling workflows
• Disposition capture and quality validation
• Dialer workflows (predictive/power/manual)
• Ensure Salesforce supports unified workflows across all centers.

4. Governance, Standards & Technical Leadership

• Own the Salesforce BRD HLD LLD documentation for all modules.
• Establish DevOps, CI/CD, and environment strategy (scratch orgs, version control).
• Guide development teams on Apex, LWC, Flows, APIs, batch/async processing.
• Review technical deliverables, provide design direction, and lead technical workshops.

5. Data, Security & Compliance

• Define Salesforce data model standards for Lead, Contact, Appointment, Disposition, and Activity objects.
• Ensure compliance with:
• Data privacy (GDPR, CCPA)
• HIPAA/PCI (if applicable)
• Salesforce Shield / encryption needs
• Support data migration, deduplication, and cleanup strategies.

6. Stakeholder Collaboration

• Work closely with Integration SMEs, Contact Center SMEs, AI teams, and business owners.
• Present architecture designs to leadership and steer technology decisions.
• Support cross-functional alignment for technology rollout, pilots, and scale deployments.

7. Build Support for Command Center Lite & Scale Phase

• Own CRM readiness for the 30-agent pilot including integrations, scripts, flows, and dashboards.
• Ensure Salesforce configuration and integrations are stable, monitored, and scalable for rollout across centers.

Required Skills & Experience Technical Expertise

• 10+ years of Salesforce experience with at least 4+ years as a Technical Architect.
• Deep experience across:
• Sales Cloud, Service Cloud
• LWC, Apex, Flows
• Salesforce APIs (REST/Bulk/Streaming)
• Named Credentials, Security, Auth
• Integration patterns (Platform Events, ESB, middleware)
• Strong hands-on experience designing and reviewing scalable Apex/LWC solutions.

Functional Expertise

• Solid understanding of Lead Management, Connect Center Operations, Dialer integrations.
• Experience with appointment workflows, dispositioning, and sales/marketing automation.
• Prior exposure to systems like Spotio, LeadPerfection, Five9/AWS Connect is a plus.

Architecture & Delivery Skills

• Proven experience defining org strategy, integration architecture, and multi-cloud designs.
• Expertise in DevOps (Copado/GitHub Actions), CI/CD pipelines, automated deployments.
• Ability to lead technical teams, coach developers, and enforce engineering best practices.

Soft Skills

• Strong problem-solving and analytical abilities.
• Excellent communication and stakeholder management.
• Ability to simplify complex technical concepts for business and leadership teams.
• Ownership mindset and ability to drive architectural decisions end-to-end.

Certifications (Preferred)

• Salesforce Certified Technical Architect (CTA) preferred
• Salesforce Application Architect / System Architect
• Salesforce Platform Developer I & II
• Salesforce Sales/Service Cloud Consultant
• Experience with Mulesoft or similar middleware certifications is a plus.

Responsibilities for Internal Candidates

Key Responsibilities 1. Salesforce Architecture & Solution Design

• Define the future-state Salesforce architecture aligned with lead management, appointment workflows, dispositioning, and contact center operations.
• Architect solutions across Sales Cloud, Service Cloud, Experience Cloud (if applicable), and integrations with external systems.
• Lead design of data models, role hierarchies, permissioning, and governance for scalable operations.
• Establish coding standards, review Apex/LWC designs, and ensure best practices across orgs.

2. CRM & Contact Center Integration Leadership

• Architect seamless integrations between Salesforce and:
• CCaaS platforms (AWS Connect / Five9)
• LeadPerfection (LP)
• Spotio
• MoEngage / marketing platforms
• SMS gateways (Hatch, etc.)
• Data layer / reporting systems
• Define API contracts, asynchronous patterns, event streaming, and error-handling mechanisms.
• Ensure Salesforce is the reliable system of record or engagementbased on the target-state model.

3. Lead Lifecycle, Dialer & Workflow Optimization

• Build technical frameworks supporting:
• Lead routing and prioritization rules
• AI-driven lead scoring
• Appointment scheduling workflows
• Disposition capture and quality validation
• Dialer workflows (predictive/power/manual)
• Ensure Salesforce supports unified workflows across all centers.

4. Governance, Standards & Technical Leadership

• Own the Salesforce BRD HLD LLD documentation for all modules.
• Establish DevOps, CI/CD, and environment strategy (scratch orgs, version control).
• Guide development teams on Apex, LWC, Flows, APIs, batch/async processing.
• Review technical deliverables, provide design direction, and lead technical workshops.

5. Data, Security & Compliance

• Define Salesforce data model standards for Lead, Contact, Appointment, Disposition, and Activity objects.
• Ensure compliance with:
• Data privacy (GDPR, CCPA)
• HIPAA/PCI (if applicable)
• Salesforce Shield / encryption needs
• Support data migration, deduplication, and cleanup strategies.

6. Stakeholder Collaboration

• Work closely with Integration SMEs, Contact Center SMEs, AI teams, and business owners.
• Present architecture designs to leadership and steer technology decisions.
• Support cross-functional alignment for technology rollout, pilots, and scale deployments.

7. Build Support for Command Center Lite & Scale Phase

• Own CRM readiness for the 30-agent pilot including integrations, scripts, flows, and dashboards.
• Ensure Salesforce configuration and integrations are stable, monitored, and scalable for rollout across centers.

Required Skills & Experience Technical Expertise

• 10+ years of Salesforce experience with at least 4+ years as a Technical Architect.
• Deep experience across:
• Sales Cloud, Service Cloud
• LWC, Apex, Flows
• Salesforce APIs (REST/Bulk/Streaming)
• Named Credentials, Security, Auth
• Integration patterns (Platform Events, ESB, middleware)
• Strong hands-on experience designing and reviewing scalable Apex/LWC solutions.

Functional Expertise

• Solid understanding of Lead Management, Connect Center Operations, Dialer integrations.
• Experience with appointment workflows, dispositioning, and sales/marketing automation.
• Prior exposure to systems like Spotio, LeadPerfection, Five9/AWS Connect is a plus.

Architecture & Delivery Skills

• Proven experience defining org strategy, integration architecture, and multi-cloud designs.
• Expertise in DevOps (Copado/GitHub Actions), CI/CD pipelines, automated deployments.
• Ability to lead technical teams, coach developers, and enforce engineering best practices.

Soft Skills

• Strong problem-solving and analytical abilities.
• Excellent communication and stakeholder management.
• Ability to simplify complex technical concepts for business and leadership teams.
• Ownership mindset and ability to drive architectural decisions end-to-end.

Certifications (Preferred)

• Salesforce Certified Technical Architect (CTA) preferred
• Salesforce Application Architect / System Architect
• Salesforce Platform Developer I & II
• Salesforce Sales/Service Cloud Consultant
• Experience with Mulesoft or similar middleware certifications is a plus.

Qualifications for Internal Candidates

• Salesforce Certified Technical Architect (CTA) preferred
• Salesforce Application Architect / System Architect
• Salesforce Platform Developer I & II
• Salesforce Sales/Service Cloud Consultant