- Lead structured discovery workshops to capture and analyse functional and nonfunctional business requirements.
- Translate requirements across Sales Cloud, Service Cloud, Automotive Cloud, and Agentforce workstreams into detailed user stories, process flows, and acceptance criteria.
- Maintain a comprehensive requirements traceability matrix to ensure endtoend alignment throughout the delivery lifecycle.
- Identify requirement gaps, inconsistencies, or constraints, and resolve them in partnership with Solution Architects and Technical Leads.
2. Process Mapping and Optimisation:
- Document AsIs business processes and design ToBe processes aligned with Salesforce platform capabilities.
- Identify opportunities for automation and recommend Salesforcenative solutions such as Flows, Approval Processes, and Macros.
- Facilitate process improvement discussions to ensure Salesforce adoption delivers measurable operational value.
3. Salesforce Functional Expertise:
- Demonstrate solid functional understanding of Sales Cloud, Service Cloud, and Automotive Cloud objects, configuration capabilities, and standard features.
- Support configuration tasks including page layouts, validation rules, record types, assignment rules, and picklist updates.
- Collaborate closely with technical teams to accurately convey functional intent behind customisation needs.
- Maintain awareness of Agentforce and Salesforce AIpowered features to help align business expectations with platform capabilities.