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Salesforce Consultant

Job in Pleasanton, Alameda County, California, 94566, USA
Listing for: Teqfocus
Full Time position
Listed on 2026-06-01
Job specializations:
  • IT/Tech
    Technical Support, CRM System, IT Business Analyst, IT Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

We are looking for a skilled Salesforce Consultant with strong hands‑on experience in Salesforce configuration, data management, automation, security setup, reporting, and business‑user communication. The ideal candidate should be able to understand business requirements, translate them into scalable Salesforce solutions, configure the platform effectively, and support users in getting the best value from Salesforce.

This role requires a good understanding of standard and custom Salesforce objects, fields, profiles, roles, permission sets, flows/workflows, validation rules, reports, dashboards, and data loading using Salesforce Data Loader.

About Teqfocus

Teqfocus is a Data and AI company that helps enterprises build and scale the Agentic Enterprise — connecting the data foundation, the intelligence layer, and the applications teams run their businesses on into a single, coherent architecture.

As a Salesforce Summit Partner, we work in Healthcare, Life Sciences, Financial Services, Insurance, and Hi‑Tech — industries where getting AI right matters and the tolerance for failure is low. Our delivery model is senior‑heavy by design. The same team that scopes an engagement ships it to production. There are no junior shadow teams, no sub‑contractors brought in when the problem gets hard, and no hand‑off to a separate managed services vendor when the project closes.

We run an internal innovation practice that builds the reusable patterns, pre‑tested architectures, and industry‑specific frameworks that give every Teqfocus client a head start — and give every Teqfocus practitioner work that compounds over time.

We are a diverse, immigrant‑entrepreneurial company. We were built on the conviction that the best outcomes come from people who take genuine ownership of what they build — and are trusted to do so.

Key Responsibilities Salesforce Configuration and Customization
  • Configure and customize Salesforce to support business processes across sales, service, operations, or other functional areas.
  • Create and manage custom objects, fields, page layouts, record types, list views, tabs, and related configurations as per business requirements.
  • Configure and maintain profiles, roles, permission sets, sharing rules, and user access controls to ensure secure and appropriate access to Salesforce data.
  • Support day‑to‑day Salesforce administration activities, including user setup, access changes, configuration updates, and issue resolution.
Automation and Business Process Implementation
  • Design, configure, and maintain Salesforce Flows, workflows, approval processes, and validation rules
    .
  • Translate business requirements into effective automation solutions that reduce manual effort and improve process efficiency.
  • Troubleshoot automation issues and optimize existing flows, workflows, and validation rules.
  • Ensure that automation logic is scalable, maintainable, and aligned with Salesforce best practices.
Data Management and Data Loader
  • Perform data import, export, update, upsert, and delete operations using Salesforce Data Loader
    .
  • Prepare, validate, clean, and map data before loading it into Salesforce.
  • Handle CSV‑based data loads, troubleshoot data load errors, and maintain data quality.
  • Support data migration, bulk updates, duplicate cleanup, and ongoing data maintenance activities. Salesforce Data Loader is commonly used for bulk record operations, including insert, update, delete, export, and CSV‑based data handling.
Reports and Dashboards
  • Create and maintain Salesforce reports, dashboards, report types, and folders
    .
  • Work with business users to understand reporting needs and convert them into meaningful dashboards and actionable insights.
  • Support management reporting, operational dashboards, pipeline visibility, activity tracking, and performance monitoring.
  • Ensure reports and dashboards are accurate, user-friendly, and aligned with business objectives.
Stakeholder Communication and Support
  • Work closely with business stakeholders, end users, project managers, and technical teams to gather requirements and deliver Salesforce solutions.
  • Communicate clearly with both technical and non‑technical stakeholders.
  • Provide user support, training,…
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