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What does a salesforce consultant do?

Updated January 8, 2025
7 min read

Salesforce consultants are professionals who help companies implement or enhance a popular customer relationship management platform called Salesforce. These consultants must meet with the clients to discuss options and make recommendations as well as remain in close contact until the completion of the project. They must perform the Guaranteed Asset Protection (GAP) analysis so that they can identify problems and inconsistencies with the business requirements and specifications. Salesforce consultants must also deploy workflow rules to automate the sales processes while ensuring a smooth transition between the sales and customer service teams.

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Salesforce consultant responsibilities

Here are examples of responsibilities from real salesforce consultant resumes:

  • Evaluate new PeopleSoft functionality and suggest system enhancements to achieve optimum system performance and to streamline processes.
  • Create mobile applications with Salesforce1 mobile app features and used HTML and JavaScript to create the interface.
  • Develop SFDC customize reports and dashboards base on business requirements.
  • Attend monthly QA meetings at several nursing homes.
  • Create account, data extensions, users, and business units via API.
  • Educate clients in data conversion, data cleansing, and PL/SQL and SQL programming.
  • Execute SOQL queries in workbench and data loader to verify Product/Pricing staging data in SFDC/CPQ.
  • Develop apex custom, extension controller classes to searching adding records into other objects using DML methods.
  • Used the sandbox for testing to ensure minimum code coverage for the application to be migrate to production.
  • Used SOQL and SOSL for various data fetching and manipulation needs of the application using platform database objects.
  • Embed the HTML code into the custom visual force pages that constitute the online application with responsive design.
  • Implement SFDC web-to-lead functionality into the corporate site and establish 30 plus auto-assignment rules for routing to the appropriate internal party.
  • Create and test resolutions in sandbox environment
  • Create detail page buttons that executes JavaScript for various business requirements.
  • Used Ajax and JavaScript to materialize on-demand pricing and product configuration.

Salesforce consultant skills and personality traits

We calculated that 10% of Salesforce Consultants are proficient in Apex, Cloud, and Workflow Rules. They’re also known for soft skills such as Detail oriented, Problem-solving skills, and Interpersonal skills.

We break down the percentage of Salesforce Consultants that have these skills listed on their resume here:

  • Apex, 10%

    Developed Apex triggers/classes for various functionality.

  • Cloud, 8%

    Influenced ExactTarget Marketing Cloud Services tools and scripting language to deliver highly dynamic and personalized content.

  • Workflow Rules, 6%

    Developed complex workflow rules, Approval process for effective business requirements.

  • Custom Objects, 5%

    Project manager and business analyst for high tech manufacturing company developing custom objects and integrating to SAP.

  • SFDC, 5%

    Involved in developing prototype for various SFDC Scenarios according to Business Requirements.

  • Dashboards, 5%

    Developed and configured various custom reports & dashboards for different users based on organizational needs.

Common skills that a salesforce consultant uses to do their job include "apex," "cloud," and "workflow rules." You can find details on the most important salesforce consultant responsibilities below.

Analytical skills. salesforce consultant responsibilities often require "analytical skills." The duties that rely on this skill are shown by the fact that "analysts must interpret complex information from various sources and decide the best way to move forward on a project." This resume example shows what salesforce consultants do with analytical skills on a typical day: "created visual force pages and components to render data from associated controllers and embedded java scriptand dhtml as needed. "

Communication skills. Another common skill required for salesforce consultant responsibilities is "communication skills." This skill comes up in the duties of salesforce consultants all the time, as "analysts work as a go-between with management and the it department and must explain complex issues in a way that both will understand." An excerpt from a real salesforce consultant resume shows how this skill is central to what a salesforce consultant does: "worked with communication solution such as email templates, workflow alerts, notifications and approval processes. "

Creativity. Lastly, "creativity" is an important element of what a salesforce consultant does. Salesforce consultant responsibilities require this skill because "because analysts are tasked with finding innovative solutions to computer problems, an ability to “think outside the box” is important." This resume example highlights how salesforce consultant duties rely on this skill: "created custom objects such as inventory, orders, production planning, scheduling, shipping. "

See the full list of salesforce consultant skills

The three companies that hire the most salesforce consultants are:

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Compare different salesforce consultants

Salesforce consultant vs. Customer relationship management consultant

A customer relationship management consultant is responsible for providing management solutions for clients to develop successful customer relationships. Customer relationship management consultants evaluate business requirements and plans and identify potential risks that may affect the reputation and stability of an organization in the market. They also review the company's services, find strengths and weaknesses, and recommend solutions to enhance customer satisfaction. A customer relationship management consultant must be highly organizational and communicative, especially in finding opportunities to boost the company's brand image and maximize operational productivity to support the customers' needs and concerns.

The annual salary of customer relationship management consultants is $457 higher than the average salary of salesforce consultants.While their salaries may differ, the common ground between salesforce consultants and customer relationship management consultants are a few of the skills required in each roleacirc;euro;trade;s responsibilities. In both careers, employee duties involve skills like apex, dashboards, and salesforce marketing cloud.

These skill sets are where the common ground ends though. The responsibilities of a salesforce consultant are more likely to require skills like "cloud," "workflow rules," "custom objects," and "sfdc." On the other hand, a job as a customer relationship management consultant requires skills like "power bi," "azure," "salesforce," and "customer service." As you can see, what employees do in each career varies considerably.

Customer relationship management consultants tend to make the most money working in the retail industry, where they earn an average salary of $105,565. In contrast, salesforce consultants make the biggest average salary, $105,758, in the pharmaceutical industry.The education levels that customer relationship management consultants earn slightly differ from salesforce consultants. In particular, customer relationship management consultants are 4.0% more likely to graduate with a Master's Degree than a salesforce consultant. Additionally, they're 0.2% more likely to earn a Doctoral Degree.

Salesforce consultant vs. Consultant/team lead

Consultant team leads analyze background documentation, project documents, financial reports, etc., to prepare an initial report about the projects they are working on. They gather data through interviews, research, and surveys to design proposals meant to create an inclusive environment for everyone. These leaders work with clients to improve their organization's performance by coordinating their teams and identifying their needs. They also lead a team of consultants and discuss the techniques that help their clients improve their quality of living.

Consultant/team lead positions earn lower pay than salesforce consultant roles. They earn a $287 lower salary than salesforce consultants per year.While the salary may differ for these jobs, they share a few skills needed to perform their duties. Based on resume data, both salesforce consultants and consultants/team lead have skills such as "html," "pre sales," and "css. "

While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that salesforce consultant responsibilities requires skills like "apex," "cloud," "workflow rules," and "custom objects." But a consultant/team lead might use other skills in their typical duties, such as, "customer service," "product knowledge," "project management," and "hr."

Consultants/team lead earn a lower average salary than salesforce consultants. But consultants/team lead earn the highest pay in the finance industry, with an average salary of $112,433. Additionally, salesforce consultants earn the highest salaries in the pharmaceutical with average pay of $105,758 annually.In general, consultants/team lead achieve similar levels of education than salesforce consultants. They're 0.7% more likely to obtain a Master's Degree while being 0.2% more likely to earn a Doctoral Degree.

Salesforce consultant vs. Oracle functional consultant

Oracle functional consultants are professionals who are responsible for providing Oracle application solutions to a range of clients across high-profile jobs. These consultants are required to conduct several sessions with key users so that they can analyze their business requirements and perform analysis to map their requirements. They must collaborate with other information technology (IT) professionals to define and implement solutions related to enterprise resource planning (ERP). Oracle functional consultants must also prepare end-user training materials as well as standard operating procedures.

On average scale, oracle functional consultants bring in lower salaries than salesforce consultants. In fact, they earn a $302 lower salary per year.By looking over several salesforce consultants and oracle functional consultants resumes, we found that both roles require similar skills in their day-to-day duties, such as "java," "api," and "custom reports." But beyond that, the careers look very different.

The required skills of the two careers differ considerably. For example, salesforce consultants are more likely to have skills like "apex," "cloud," "workflow rules," and "custom objects." But a oracle functional consultant is more likely to have skills like "gap analysis," "test scripts," "erp," and "business process."

Oracle functional consultants make a very good living in the hospitality industry with an average annual salary of $115,466. On the other hand, salesforce consultants are paid the highest salary in the pharmaceutical industry, with average annual pay of $105,758.When it comes to education, oracle functional consultants tend to earn higher degree levels compared to salesforce consultants. In fact, they're 10.5% more likely to earn a Master's Degree, and 0.2% more likely to graduate with a Doctoral Degree.

Salesforce consultant vs. Salesforce administrator

A salesforce administrator is considered the gatekeeper for the marketing data and sales of their employer. The administrators create each user account and identify the proper data access level based on the role of the employees within the company. They perform tasks that help users create reports and reset their passwords for data quality, additional fields, and running of backups. It is also their job to handle the sales and service cloud applications for businesses. They are also business leaders with deep knowledge of the operation of their company.

Salesforce administrators typically earn lower pay than salesforce consultants. On average, salesforce administrators earn a $10,773 lower salary per year.While their salaries may vary, salesforce consultants and salesforce administrators both use similar skills to perform their duties. Resumes from both professions include skills like "apex," "workflow rules," and "custom objects. "Each job also requires different skills to carry out their responsibilities. A salesforce consultant uses "cloud," "object oriented programming," "client facing," and "automation studio." Salesforce administrators are more likely to have duties that require skills in "service cloud," "custom fields," "business process," and "role hierarchy. "salesforce administrators enjoy the best pay in the finance industry, with an average salary of $100,809. For comparison, salesforce consultants earn the highest salary in the pharmaceutical industry.In general, salesforce administrators hold similar degree levels compared to salesforce consultants. Salesforce administrators are 2.2% less likely to earn their Master's Degree and 0.0% more likely to graduate with a Doctoral Degree.

Types of salesforce consultant

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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