Salesforce Architect
Remote
Direct Client: Teradata
Assist with retrofit work within Certinia as a result of Chart of Account changes being implemented in 2024
Standard Admin Updates
Updates to field labels
Creating new fields, adding help text
Modifying page layouts and lightning record pages
Updating or deprecating validation rules
Advanced Admin Updates
Updates to existing declarative automation, as a result of the COA changes (ex. Flows, Workflow Rules)
Developer Updates
Updates to apex classes, including automation and validation logic to remove old COA references and replace with new COA references
Assist with Services CPQ Advanced Scope of Work
Developer Updates
Creating rollups on records where master-detail relationship does not exist and cannot be established
Changing the existing rate card matching logic to be used in SCPQ and PSA modules
Admin/Analyst Updates
Updating permission sets, cloned from base permissions, to reflect Teradata specific requirements.
Persona mapping has been done by Teradata. Certinia will be formally providing a recommended starting point. As such, architect input is not required.
Stream Line Invoicing and account Receivable and Close the books Faster
Reduce DSOs, Billing Errors and Customer Disputes
Experience in Integrating Accounting software such as NetSuite, Salesforce Revenue Cloud, Acumatica with Salesforce
Standard Admin Updates
Updates to field labels
Creating new fields, adding help text
Modifying page layouts and lightning record pages
Updating or deprecating validation rules
Tech Debt
Developer Updates
Perform tasks to reduce tech debt based on Salesfo