JOB DESCRIPTION

Salesforce Tech Lead / Salesforce Associate Architect

Salesforce Practice | Sales Cloud Service Cloud Data Cloud Agentforce

1. Role Summary

Title

Salesforce Tech Lead / Salesforce Associate Architect

Primary Domain

Sales Cloud Service Cloud Data Cloud Agentforce

Level

Senior Individual Contributor with Team Lead Responsibilities

Reporting To

Salesforce Practice Head / Engagement Delivery Manager

A senior Salesforce generalist-specialist who leads solution design and delivery across the core CRM platform and the data and AI layer. Sales Cloud and Service Cloud form the CRM backbone of every engagement. Data Cloud and Agentforce extend those foundations with unified customer intelligence and AI-powered automation. The role carries team lead accountability governing architecture, mentoring engineers, and serving as the primary technical interface with clients. Marketing Cloud knowledge is a valued complement, particularly for Data Cloud ingestion design.

2. Key Skills

Required Skill

Must-Have Skill

Desired Skill

Sales Cloud





Lead-to-Chance lifecycle, pipeline management, forecasting territory models

CPQ fundamentals, Product Catalogue, Pricebook design Approval Processes

Einstein Activity Capture, Sales Engagement, and rep productivity tooling

Account Contact hierarchies, Duplicate Management, and data quality governance

REQUIRED

Service Cloud

Case management, Entitlements, SLA / Milestones, and Escalation Rules

Omni-Channel routing, Skills-based assignment, and Agent Workspace configuration

Knowledge Base architecture, article lifecycle, and self-service portal (Experience Cloud)

Field Service Lightning fundamentals and CTI integration awareness

REQUIRED

Data Cloud

Data Streams, DMO design, field mapping standard schema governance

Identity Resolution match rules, reconciliation rules, merge unlink strategies

Calculated Insights, Streaming Insights, Segmentation Activation

Customer 360 profile assembly; surfacing uni

📌 Salesforce Associate Architect (Pune)
🏢 Dentsu Webchutney
📍 Pune