Salesforce Associate Architect

What you'll do

• Own solution architecture across Sales Cloud, Service Cloud, Data Cloud, and Agentforce workstreams — producing SDDs, data flow diagrams, and integration design documents
• Lead, mentor, and review the work of a Salesforce engineering team; act as the primary technical escalation point across all platform layers
• Present architecture decisions and trade-offs confidently to client stakeholders, business owners, and enterprise architects
• Design and deliver end-to-end Sales Cloud solutions — lead management, opportunity lifecycle, forecasting, CPQ, and Einstein-assisted productivity tooling
• Architect Service Cloud solutions covering case management, Omni-Channel routing, Knowledge, and self-service portals; ensure seamless hand-off between sales and service processes
• Govern data quality, duplicate management, and object model integrity across the CRM platform
• Design multi-source ingestion pipelines and DMO structures; architect Identity Resolution to produce a trusted Unified Individual Profile and Customer 360 view
• Build Calculated Insights and Segments that drive activation across marketing and service channels; surface Customer 360 to Sales and Service reps via embedded components and CRM Analytics
• Establish source-to-target reconciliation controls, data quality alerts, and retention policies; integrate Data Cloud data with Power BI / Tableau for enterprise reporting
• Architect and build Data Cloud-grounded Agentforce agents for Sales assist, Service resolution, and Marketing personalisation use cases
• Configure Trust Layer guardrails and RAG retrieval strategies; define autonomous vs. assistive automation boundaries per use case
• Design Marketing Cloud as a Data Cloud source system — governing connector configuration, engagement event ingestion, and closed-loop activation back into Journey Builder

Requirements

• Lead-to-Opportunity lifecycle, pipeline management, forecasting & territory models
• CPQ fundamentals, Product Catalogue, Pricebook design & Approval Processes
• Einstein Activity Capture, Sales Engagement, and rep productivity tooling
• Account & Contact hierarchies, Duplicate Management, and data quality governance
• Case management, Entitlements, SLA / Milestones, and Escalation Rules
• Omni-Channel routing, Skills-based assignment, and Agent Workspace configuration
• Knowledge Base architecture, article lifecycle, and self-service portal (Experience Cloud)
• Field Service Lightning fundamentals and CTI integration awareness
• Data Streams, DMO design, field mapping & standard schema governance
• Identity Resolution — match rules, reconciliation rules, merge & unlink strategies
• Calculated Insights, Streaming Insights, Segmentation & Activation
• Customer 360 profile assembly; surfacing unified data to Sales & Service reps
• Data reconciliation controls, job monitoring, retention & governance
• Topics, Actions, Instructions & Prompt Templates in Agent Builder
• Grounding agents with Data Cloud unified profile via RAG patterns
• Einstein Trust Layer — data masking, zero-retention & audit trail
• Use case design: Sales assist, Service resolution, personalised outreach
• Marketing Cloud Connector for Data Cloud: Contact, Subscriber & engagement event ingestion
• Journey Builder, Email Studio & Automation Studio working knowledge
• Consent & suppression propagation; closed-loop activation back into Data Cloud
• Batch ETL, CDC, event streaming & API ingestion — pattern selection per source
• SQL for Calculated Insights, ad hoc validation & reconciliation queries
• Power BI / Tableau connector patterns from Data Cloud; report-ready entity design
• Certifications: Sales Cloud Consultant, Service Cloud Consultant, Data Cloud Consultant, Salesforce Data Architect, Agentforce Specialist

Tech stack