Position Overview

 The Salesforce Administrator will be responsible for managing, optimizing, and troubleshooting our Salesforce environment and its integrated applications. Reporting to the COO and working under the guidance of a Senior Admin/Developer, this role ensures system and data integrity, supports business operations and enhances automation. 

System Administration & Support 

• Manage user accounts, profiles, roles, and security settings. 
• Maintain and optimize Salesforce configuration, including custom objects, fields, record types, workflows, validation rules, page layouts, and automation. 
• Provide day-to-day support and troubleshooting for Salesforce-related issues. 
• Ensure data integrity by implementing data validation rules and duplicate management strategies. 
• Develop and maintain user documentation related to Salesforce configurations and processes. 
• Report and manage our data using migration tools such as Excel and data loader

Process Automation & Optimization 

• Design and implement simple automation using Salesforce Flows, Process Builder, and Approval Processes to improve business workflows. 
• Optimize our Field Service Lightning (FSL) implementation for scheduling and job tracking. 
• Work closely with stakeholders to identify opportunities for process automation and efficiency improvements. 
• Develop and implement best practices for Salesforce adoption and usage. 

Reporting & Analytics 

• Develop and maintain reports and dashboards to provide business insights and real-time data analytics. 
• Support leadership and operational teams with data-driven decision-making by providing customized reporting solutions. 

Customization & Integrations 

• Maintain and enhance custom objects. 
• Manage integrations between Salesforce and external platforms such as AWS, Workato, and third-party CRMs. 
• Ensure seamless data flow and integration across various business systems. 

Training & User Adoption

• Develop and maintain user guides, training materials, and process documentation. 
• Act as the primary contact for user-related questions and troubleshooting.

ShoreXtra Perks

• Highly engaged team
• Unlimited potential for growth
• Challenging role
• Fun and family-oriented working environment

Work Set Up:

• WFH
• Work Schedule: Monday to Friday, 8:00 AM - 5:00 PM

• Minimum three years’ experience in the administration of Salesforce.
• Certified Salesforce Administrator. 
• Experience managing users, profiles, roles, permission sets, and security settings. 
• Strong proficiency in Sales Cloud and Service Cloud, including Workflows, Flows, Process Builder, Formulas, Validation Rules, and Lightning Web Components. 
• Extensive support to end users, understanding client needs and required solutions. 
• Problem resolution to minimize the impact of service outages, with an excellent understanding of data structures and data modeling.
• Integration of Salesforce with third-party applications. 
• Strong data management skills, including data cleansing and duplicate management. 
• Excellent problem-solving skills and the ability to work independently on multiple projects. 
• Strong communication skills to liaise with non-technical stakeholders and translate business needs into technical solutions

Preferred Qualifications 

• Experience with Youreka forms engine or other form-building applications within Salesforce. 
• Experience managing Field Service Lightning (FSL) and understanding scheduling and dispatching processes. 
• Experience Cloud implementation experience 
• Exposure to Apex, SOQL, and Lightning Components is a plus.