About CRMIT Solutions

CRMIT Solutions is a leading CRM Solutions Provider specializing in AI-led digital transformation and decision transformation solutions, all powered by Customer360++ (a proprietary AI and decision science framework). The flagship Agent Success Value Plan (ASVP) leverages decision science and agentic AI techniques with considerable value-for-money-and-time. The ASVP is a transformative shift from traditional managed services contracts.

? Experience: 5–10 years overall, with 3+ years of hands-on Salesforce configuration experience

? Employment Type: Full-time

Location: Bangalore/Jaipur

Are you a Salesforce professional passionate about building scalable CRM solutions, automating business processes, and designing secure Salesforce environments?

We’re looking for a Salesforce Consultant – Sales & Service Cloud to lead end-to-end configuration across Sales Cloud and Service Cloud, own the organization’s security model and access matrix, and deliver solutions from discovery and design through deployment and hypercare.

? Key Responsibilities

1. Sales Cloud Configuration

- Configure lead management, assignment rules, lead conversion, duplicate rules, and matching rules.
- Set up accounts, contacts, account teams, opportunity processes, products, price books, and quotes.
- Configure Collaborative Forecasts, territory management, and sales automation.
- Build Flows, approval processes, validation rules, Lightning pages, reports, and dashboards.
- Configure email templates, activity management, and Outlook/Gmail integration.

2. Service Cloud Configuration

- Configure case management, assignment rules, auto-response rules, and escalation rules.
- Set up Email-to-Case, Web-to-Case, Messaging, and Omni-Channel routing.
- Configure entitlements, milestones, SLAs, queues, agent capacity, and skills-based routing.
- Implement Service Console features,



Lightning Knowledge, macros, and Quick Text.
- Build automation and dashboards for case management, SLA compliance, and agent productivity.

3. Salesforce Security & Access Matrix

- Design and maintain a persona-based access matrix following least-privilege principles.
- Configure profiles, permission sets, permission set groups, field-level security, and system permissions.
- Manage OWDs, role hierarchy, sharing rules, teams, territories, queues, and public groups.
- Configure app access, record types, page layouts, login policies, MFA, and SSO.
- Conduct access reviews and validate security through persona-based testing.

4. Implementation & Delivery

- Lead client discovery workshops, requirements gathering, and fit-gap analysis.
- Prepare BRDs, user stories, acceptance criteria, process maps, functional specifications, and configuration workbooks.
- Manage data migration, cleansing, deduplication, and validation using Data Loader and Data Import Wizard.
- Write basic SOQL queries and identify requirements that need Apex, LWC, or integrations.
- Execute SIT/UAT, defect triage, deployments, release documentation, and production support.
- Deliver user training, adoption support, and post-go-live hypercare.

? Required Skills & Experience
- 4–7 years of experience in CRM/business applications, including 3+ years of hands-on Salesforce configuration.
- Experience in at least 2 full-cycle implementations covering both Sales Cloud and Service Cloud.




- Solid expertise in Salesforce Flow, validation rules, formula fields, approval processes, and Lightning App Builder.
- Solid understanding of profiles, permission sets, permission set groups, OWDs, role hierarchy, and sharing rules.
- Proven experience designing and documenting security models and access matrices for multiple user personas.
- Hands-on experience with reports, dashboards, custom report types, Data Loader, and basic SOQL.
- Experience working in Agile environments using Jira or Azure DevOps.
- Excellent communication, client-facing workshop facilitation, and documentation skills.
- Bachelor's degree in Engineering, Computer Science, IT, or equivalent experience.
- Salesforce Administrator certification is required.

? Preferred Qualifications
- Salesforce Sales Cloud Consultant and Service Cloud Consultant certifications.
- Advanced Administrator, Platform App Builder, or Sharing and Visibility Architect certification.
- Experience Cloud, including external sharing, sharing sets, and share groups.
- Exposure to Agentforce, Einstein features, CPQ, Revenue Cloud, Field Service, or Data Cloud.
- Knowledge of REST/SOAP APIs, MuleSoft, integration-user security, and Salesforce Shield.
- Experience in BFSI, manufacturing, retail, or other relevant industry domains.

? What Success Looks Like in the First 6 Months ✅ Independently lead client workshops and translate business needs into scalable Salesforce solutions.

✅ Own configuration, security design, documentation, and delivery end to end.

✅ Recommend simple, maintainable solutions while challenging unnecessary complexity.

✅ Keep stakeholders informed and ensure smooth releases and production support.

✅ Mentor junior administrators and contribute reusable implementation best practices.

📌 Salesforce Business Analyst (Bengaluru)
🏢 CRMIT Solutions
📍 Bengaluru