Key skills
Performance OptimizationSalesforceLeadershipCommunicationSales
About this role
Salesforce Developer / Platform Lead
Summary
The Salesforce Developer / Platform Lead is a senior, hands-on individual contributor responsible for the design, delivery, and long-term stewardship of Salesforce solutions using a configuration- and Flow-first, code-when-necessary approach. This role blends deep declarative expertise with strong Apex and integration capabilities to ensure solutions are scalable, secure, maintainable, and aligned with Salesforce platform best practices. The Developer Lead partners directly with business stakeholders and end users to understand business processes, clarify requirements, and translate needs into well-architected Salesforce solutions across Sales Cloud, Service Cloud, and Health Cloud. In addition to delivery, this role plays a key part in shaping automation strategy, setting platform standards, reducing technical debt, and modernizing existing functionality to support long-term organizational growth. Provide technical mentorship and guidance to Salesforce administrators and developers, promoting platform best practices and raising overall team capability without direct people management responsibility.
Duties and Responsibilities:
- Platform & Solution Design
- Design and implement Salesforce solutions using a declarative-first mindset, prioritizing standard configuration and Flow before introducing custom code.
- Collaborate directly with business users, product owners, and stakeholders to gather requirements, clarify business processes, and propose solution options.
- Translate functional requirements into scalable Salesforce designs that align with platform best practices and enterprise architecture standards.
- Provide technical guidance on Salesforce capabilities, limitations, licensing considerations, and solution tradeoffs.
- Flow & Automation Leadership
- Serve as the platform authority for Salesforce Flow, including record-triggered flows (before-save, after-save, and asynchronous paths), screen flows, subflows, and reusable Flow components.
- Design Flows with proper fault handling, transaction control, performance optimization, and scalability considerations.
- Define, document, and enforce standards for Flow design, naming conventions, versioning, testing, and governance.
- Own the refactoring and modernization of legacy automation such as Workflow Rules and Process Builder into well-architected Flows.
- Evaluate automation requirements and determine the appropriate use of Flow, configuration, Apex, scheduled jobs, or integrations.
- Proactively evaluate and design solutions with Salesforce governor limits, transaction boundaries, and performance considerations in mind, particularly in large‑data‑volume and integration‑heavy use cases.
- Configuration & Platform Stewardship
- Design and maintain Salesforce configuration including objects, fields, schema relationships, validation rules, formula fields, and declarative business logic.
- Configure and optimize user experiences using Dynamic Forms, Lightning record pages, and standard Salesforce UI capabilities.
- Design and maintain a secure Salesforce security model using permission sets, permission set groups, sharing rules, and role hierarchy.
- Configure and support functionality across Sales Cloud, Service Cloud, and Health Cloud.
- Act as a steward of the Salesforce platform, proactively identifying technical debt and recommending improvements to support maintainability and scalability.
- Design and enforce data quality standards including validation strategies, duplicate prevention, normalization, archival considerations, and lifecycle management of core business data.
- Maintain architectural artifacts and solution documentation that communicate design decisions, tradeoffs, and long‑term implications to technical and non‑technical audiences.
- Development & Integrations
- Design and develop Apex classes and triggers to support complex business logic and extend declarative automation.
- Build invocable Apex actions to integrate custom logic into Flow where platform limits are encountered.
- Design, develop, and maintain Salesforce integrations using Apex and platform-native integration patterns.
- Develop and maintain Lightning Web Components to enhance user interfaces and support business workflows.
- Participate in code reviews and ensure adherence to Salesforce and organizational development standards.
- Delivery, Operations & Support
- Troubleshoot and resolve complex Salesforce issues across configuration, automation, custom code, and integrations.
- Collaborate with administrators, architects, QA, DevOps, and integration teams on testing, release planning, and deployments.
- Support environment and release management activities including sandbox strategy, deployment validation, and post-release support.
- Develop and maintain clear technical and functional documentation for Flows, configuration, custom code, and platform standards.
- Design and maintain testing strategies for declarative automation and custom code, including Apex test classes, Flow testing approaches, regression validation, and release readiness checks.
- Partner with DevOps and platform stakeholders to define and evolve environment strategy, release practices, and deployment standards to support predictable, low‑risk releases.
Qualification Requirements
Required Qualifications
- Education - College degree, preferably a B.S. in Information Systems, Computer Science or a degree with Clinical focus from an accredited college or university or equivalent experience in programming in a distributed computing environment or clinical/healthcare experience
- Experience - 10+ years of experience in Information Technology or a similar field, with at least 5+ years focused on Salesforce.
- Salesforce Administrator Certification
- Salesforce Certified Platform Developer I
- Extensive hands-on experience working on the Salesforce platform in complex, multi-cloud environments.
- Expert-level experience with Salesforce configuration and Flow, including enterprise-scale automation.
- Strong experience developing Apex classes, triggers, and integrations.
- Experience building and supporting Lightning Web Components.
- Deep understanding of Salesforce data modeling, security architecture, and sharing model, along with security and restricted code concepts of managed packages.
- Proven ability to translate business requirements into scalable Salesforce solutions.
- Strong communication skills and comfort working directly with business users and stakeholders.
- Excellent analytical, troubleshooting, and problem-solving skills with high attention to detail.
Preferred Qualifications
- Salesforce Advanced Administrator Certification.
- Salesforce Platform App Builder Certification.
- Experience with Sales Cloud, Service Cloud, and Health Cloud.
- Experience working in healthcare or other regulated industries.
- Experience with Salesforce DevOps tools, environment strategy, and metadata deployment practices.
- Experience acting as a platform lead or technical owner within a Salesforce program.