Salesforce Analyst responsible for managing Service Cloud functionalities and enhancing customer service operations. Involved in process mapping and ongoing improvements in a hybrid work environment.
Responsibilities
Manage and evolve Salesforce Service Cloud, focusing on customer service, productivity, and governance;
Map processes and business rules, translating requirements into platform solutions;
Configure and maintain Cases, fields, page layouts, statuses, categories, and record types;
Design and enhance the Service Console to improve agent productivity;
Configure queues, routing, distribution, and prioritization of service requests;
Configure Omni-Channel and support operational supervision using Omni Supervisor;
Support the implementation and enhancement of native service channels such as email, chat, and portal/site;
Configure and refine SLAs, Entitlements, and Milestones;
Structure and maintain the Knowledge base;
Set up productivity tools such as Macros, Quick Text, templates, and standard communications;
Implement and maintain automations for triage, notifications, distribution, and process standardization;
Support integrations for accessing and querying service data;
Configure profiles, permissions, and access visibility;
Build and maintain operational reports and dashboards;
Provide user support, deliver functional training, and assist with platform adoption;
Work with business and technology teams to prioritize the backlog and continuously evolve the solution.
Requirements
Strong experience with the Salesforce platform, working as a functional analyst, administrator, or consultant on CRM projects;
Experience with Salesforce Service Cloud;
Practical knowledge of:
Case Management
Service Console
Queues, Assignment and Routing
Omni-Channel / Omni Supervisor
Knowledge
Entitlements and Milestones
Quick Text, Macros, and service templates
Native reports and dashboards
Profiles, Roles, Permission Sets, and access visibility
Flows and native Salesforce automations
Experience in process mapping, requirements gathering, and translating business rules into the platform;
Strong communication with business stakeholders and technical teams;
Experience with support, continuous improvement, and user training;
Organized, autonomous, and able to operate in a dynamic environment.
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