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Revenue Cloud / CPQ & Billing
▸ Configure and extend Salesforce Revenue Cloud (CPQ) for complex product catalogs, bundling, pricing rules, and approval workflows
▸ Build and maintain Quote-to-Contract flows including Adobe signature
▸ Set up Revenue Cloud Billing: invoice schedules, payment terms, tax integration, and revenue recognition rules
▸ Implement amendments, renewals, and co-termination logic in CPQ
Lightning Web Components (LWC) & Experience Cloud
▸ Build custom LWC components for quoting, project status dashboards, time/expense entry, and invoice previews
▸ Develop and maintain Experience Cloud portals for customer-facing project tracking, document access, and invoice approval
▸ Implement real-time data updates using the Lightning Data Service (LDS) and platform events
▸ Ensure responsive, accessible UI design following WCAG 2.1 guidelines within Experience Cloud
Flows, Process Automation & Triggers
▸ Architect and build complex Screen Flows and Record-Triggered Flows for guided selling, project intake, and invoice generation
▸ Write bulkified, test-covered Apex triggers and handler classes following trigger framework best practices
▸ Replace legacy Workflow Rules and Process Builder automations with modern Flow equivalents
Salesforce Integration
▸ Integrate Salesforce with Oracle EBS for GL posting, AR, and payment reconciliation
▸ Build and maintain REST/SOAP API integrations and Platform Events / Change Data Capture (CDC) consumers
▸ Manage Connected Apps, Named Credentials, and OAuth flows for secure third-party authentication
▸ Design outbound callout patterns respecting Salesforce async limits
Salesforce Projects & Field Service
▸ Configure and extend Salesforce Projects (or Salesforce Field Service) for task management, resource scheduling, and milestone tracking
▸ Build time and materials tracking tied directly to CPQ billing milestones and invoice triggers
▸ Implement Gantt-style project views via LWC or approved AppExchange components
▸ Create automated status updates and customer notifications as project milestones are completed
DevOps, Quality & Governance
▸ Maintain Salesforce DX (SFDX) project structure with scratch org development and CI/CD pipelines (GitHub Actions)
▸ Write Apex unit tests achieving ≥ 85% code coverage with meaningful assertions
▸ Conduct peer code reviews and enforce org-wide development standards
▸ Manage sandbox strategy (Dev, QA, UAT, Staging → Production) and release schedules
▸ Maintain comprehensive technical documentation including architecture diagrams and data dictionaries.
Revenue Cloud / CPQ & Billing
▸ Configure and extend Salesforce Revenue Cloud (CPQ) for complex product catalogs, bundling, pricing rules, and approval workflows
▸ Build and maintain Quote-to-Contract flows including Adobe signature
▸ Set up Revenue Cloud Billing: invoice schedules, payment terms, tax integration, and revenue recognition rules
▸ Implement amendments, renewals, and co-termination logic in CPQ
Lightning Web Components (LWC) & Experience Cloud
▸ Build custom LWC components for quoting, project status dashboards, time/expense entry, and invoice previews
▸ Develop and maintain Experience Cloud portals for customer-facing project tracking, document access, and invoice approval
▸ Implement real-time data updates using the Lightning Data Service (LDS) and platform events
▸ Ensure responsive, accessible UI design following WCAG 2.1 guidelines within Experience Cloud
Flows, Process Automation & Triggers
▸ Architect and build complex Screen Flows and Record-Triggered Flows for guided selling, project intake, and invoice generation
▸ Write bulkified, test-covered Apex triggers and handler classes following trigger framework best practices
▸ Replace legacy Workflow Rules and Process Builder automations with modern Flow equivalents
Salesforce Integration
▸ Integrate Salesforce with Oracle EBS for GL posting, AR, and payment reconciliation
▸ Build and maintain REST/SOAP API integrations and Platform Events / Change Data Capture (CDC) consumers
▸ Manage Connected Apps, Named Credentials, and OAuth flows for secure third-party authentication
▸ Design outbound callout patterns respecting Salesforce async limits
Salesforce Projects & Field Service
▸ Configure and extend Salesforce Projects (or Salesforce Field Service) for task management, resource scheduling, and milestone tracking
▸ Build time and materials tracking tied directly to CPQ billing milestones and invoice triggers
▸ Implement Gantt-style project views via LWC or approved AppExchange components
▸ Create automated status updates and customer notifications as project milestones are completed
DevOps, Quality & Governance
▸ Maintain Salesforce DX (SFDX) project structure with scratch org development and CI/CD pipelines (GitHub Actions)
▸ Write Apex unit tests achieving ≥ 85% code coverage with meaningful assertions
▸ Conduct peer code reviews and enforce org-wide development standards
▸ Manage sandbox strategy (Dev, QA, UAT, Staging → Production) and release schedules
▸ Maintain comprehensive technical documentation including architecture diagrams and data dictionaries.