About The Role
You'll join a small team remediating and extending a large, heavily customised Sales Cloud org for a commercial real-estate lender. The org models the full Lead → Account → Opportunity → Loan lifecycle across roughly 215 objects, 145 flows, 17 Apex triggers, 48 profiles and 17 managed packages, with outbound integrations to an external loan-origination system.
Your job is to make that org safe to change again — consolidate its automation, rebuild routing and data-quality controls, modernise security, and put a proper release pipeline underneath it — while feature cycles ship in parallel.
What You'll Do
- Consolidate three coexisting automation layers (Apex triggers, workflow rules, record-triggered flows) into one predictable pattern per object; migrate legacy workflow rules and Process Builder to Flow.
- Design and build a single, auditable lead-routing model (assignment rules, Flow or Omni-Channel) and reactivate or rewrite validation, duplicate and matching rules in agreed batches.
- Migrate from profile-centric security to a permission-set / permission-set-group model, remove person-specific sharing rules, classify and protect borrower financial data, and fix code that bypasses record- or field-level security.
- Harden integrations: introduce Named Credentials, retire obsolete callout flows, and help design a two-way sync with the loan-origination system (Azure Functions fronting QuickBase).
- Retire dead metadata — around 110 unused flows, 350 unused fields and duplicate package namespaces — with impact analysis and an observe-before-delete discipline.
- Rationalise the data model: overlapping status picklists, redundant team-role fields, and five overlapping broker objects.
- Work within a Git-based sandbox → QA → staging → production pipeline with automated regression tests; no direct changes to production.
- Partner with Sales Ops and Marketing Ops on the design decisions, and support UAT and dashboard regression checks.
Must have
- 5+ years hands-on Salesforce development, primarily Sales Cloud.
- Strong Apex (trigger-handler frameworks, bulkification, test coverage, sharing and FLS enforcement) and SOQL.
- Deep Flow experience, including record-triggered flows and migration off workflow rules / Process Builder.
- Solid grasp of the security model: profiles, permission sets and groups, sharing rules, role hierarchy, OWD.
- Salesforce CLI / Metadata API, Git, and CI/CD for Salesforce (GitHub Actions, Gearset, Copado or similar).
- REST integration from Salesforce: Apex callouts, Named Credentials, External Services.
- Track record untangling mature, over-customised orgs — not just greenfield builds.
- Platform Developer I certification.
Nice to have
- Platform Developer II, Sharing & Visibility Architect, or Application Architect.
- LWC / Visualforce.
- Account Engagement (Pardot) and dialer/cadence packages such as Revenue.io.
- Azure Functions or QuickBase exposure.
- Lending or financial-services background.
Skills: apex,workflow,salesforce