Requirements

Salesforce Functional Lead - Salesforce Field Service implementation - Bay Area, CA

San Francisco,California,USA Posted: Thu, Apr 17 2025

Skills

Salesforce Field Service implementation

Type

CON_W2,CON_CORP

Experience

7+ Years

Job Description


Key Responsibilities:

  • Work directly with clients to understand their field service operations and translate requirements into Salesforce Field Service solutions.

  • Design and implement scalable and efficient Salesforce Field Service configurations, including service territories, work types, service appointments, crews, scheduling policies, and dispatching.

  • Lead discovery workshops, requirements gathering, and functional design sessions.

  • Customize and configure Salesforce (including Lightning Experience) to meet business needs.

  • Collaborate with cross-functional teams including developers, project managers, and QA.

  • Create documentation, including process flows, configuration guides, and training materials.

  • Support data migration, system integration, and go-live readiness activities.

  • Provide user training and post-implementation support as needed.

  • Stay current on Salesforce updates, best practices, and roadmap enhancements.