Salesforce Admin

2 days ago

Coral Gables, Florida, United States Phoenix Pro Connect Full time
Phoenix Pro Connect is collaborating with a client in Miami to fill a crucial role as a Salesforce Admin Consultant for a 3-month maternity coverage contract, with the potential for a permanent position.
Salesforce Admin Tasks and Responsibilities:

Handled by /Ops:
  • Troubleshooting user access
  • Creating reports and dashboards
  • Updating picklist values and adding them to record types if necessary
  • Creating and managing queues
  • Omni-channel troubleshooting and managing queues and agents
Additional Admin Assistance Needed:
  • Ensuring data quality on opportunities and events created
  • Maintaining field access and visibility, removing access for unused fields
  • Managing user permissions and roles
  • Implementing automation, flows, and validation rules, including enhancing existing ones and creating new ones
  • Evaluating if validation rules can be replaced using Lightning Record page conditional criteria
  • Monitoring Salesforce Audit Trail for any configuration changes made by other users or systems
  • Assigning permission sets and permission set groups for new users
  • Maintaining and updating sales channels hierarchy (Roles)
  • Adding new Sales users to Einstein Activity Capture configuration
  • Creating and updating fields and managing profile access
Ongoing Projects:
  • Fraud Prevention Tickets - Kount integration: Enhancing internal Salesforce processes to manage potential fraudulent payments flagged by Kount.
  • Opportunity validation for ISRs: Implementing a validation process for opportunities created by ISRs, including approval/rejection by team leaders.
  • Updating ticket Survey flow: Enhancing survey evaluation for individual events related to opportunities and creating reports and dashboards for monitoring.
Upcoming Projects:
  • Fee Exception Approval Process: Implementing a process for account managers to request discounted rates for customers (Pending Data Team process definition).
  • Updating Call Ticket Flow: Simplifying the screen flow for CERs to create call tickets in Salesforce to improve efficiency.
  • Report Cleanup: Improving folder structure, reviewing folder access, eliminating duplicate and obsolete reports, etc.
If you're a Salesforce Admin professional looking for an exciting opportunity to contribute to impactful projects in a dynamic environment, we encourage you to apply. Join us in driving success and innovation

#SalesforceAdmin #Consultant #MiamiJobs #NowHiring #JoinOurTeam #phoenixproconnect.com

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