06 Sep
|
Photonx technologies
|
Hyderabad
06 Sep
Photonx technologies
Hyderabad
About The Role
You'll join a small team remediating and extending a large, heavily customised Sales Cloud org for a commercial real-estate lender. The org models the full Lead → Account → Opportunity → Loan lifecycle across roughly 215 objects, 145 flows, 17 Apex triggers, 48 profiles and 17 managed packages, with outbound integrations to an external loan-origination system.
Your job is to make that org secure to change again — consolidate its automation, rebuild routing and data-quality controls, modernise security, and put a proper release pipeline underneath it — while feature cycles ship in parallel.
What You'll Do
Consolidate three coexisting automation layers (Apex triggers, workflow rules, record-triggered flows) into one predictable pattern per object; migrate legacy workflow rules and Process Builder to Flow.
Design and build a single, auditable lead-routing model (assignment rules, Flow or Omni-Channel) and reactivate or rewrite validation, duplicate and matching rules in agreed batches.
Migrate from profile-centric security to a permission-set / permission-set-group model, remove person-specific sharing rules, classify and protect borrower financial data, and fix code that bypasses record- or field-level security.
Harden integrations: introduce Named Credentials, retire obsolete callout flows, and help design a two-way sync with the loan-origination system (Azure Functions fronting QuickBase).
Retire dead metadata — around 110 unused flows, 350 unused fields and duplicate package namespaces — with impact analysis and an observe-before-delete discipline.
Rationalise the data model: overlapping status picklists, redundant team-role fields, and five overlapping broker objects.
Work within a Git-based sandbox → QA → staging → production pipeline with automated regression tests; no direct changes to production.
Partner with Sales Ops and Marketing Ops on the design decisions, and support UAT and dashboard regression checks.
Must have
5+ years hands-on Sale
📌 Salesforce Developer (Hyderabad)
🏢 Photonx technologies
📍 Hyderabad