Salesforce Sales Cloud Integration Consultant
About the Role
Scope of work and role outline
We are looking for an experienced Salesforce Consultant with strong integration-focused expertise to support a CRM-to-ERP integration environment. This role is ideal for someone who understands Salesforce beyond basic configuration especially from a data model, API, and automation standpoint.
Role Details
Know more about your Role
In this role, you will (Responsibilities)
- Review and optimize Salesforce Sales Cloud data model (Accounts, Contacts, Opportunities, Products, Price Books, Orders)
- Align and validate Opportunity → Order lifecycle
- Audit and refine automation (Flows, Validation Rules, Approval Processes)
- Ensure Salesforce is integration-ready for external ERP systems
- Review field-level security, permissions, and API access configurations
- Support data cleanup and governance prior to integration
- Collaborate with internal NetSuite and middleware teams
- Participate in integration testing and troubleshooting
- Provide documentation and best-practice recommendations
What you’ll need to succeed (Requirements)
- 4+ years of hands-on Salesforce Sales Cloud experience
- Strong understanding of Accounts, Opportunities, Products, Price Books, Orders, Record Types, Page Layouts, Permission Sets
- Experience working with Salesforce REST APIs and OAuth 2.0
- Practical knowledge of Salesforce automation (Flow, Validation Rules)
- Experience preparing Salesforce for third-party or ERP integrations
- Strong troubleshooting and analytical skills
- Ability to work independently in multi-system environments
Nice to Have
- Prior experience integrating Salesforce with ERP systems (NetSuite, SAP, Oracle, etc.)
- Exposure to middleware platforms (Celigo, MuleSoft, Workato, etc.)
- Salesforce certifications (Administrator, Sales Cloud Consultant, Platform App Builder)
- Experience handling high-volume transaction environments
- Knowledge of order management or subscription-based sales models
Key job details
Essential information at a glance
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