CLPS Global · 3 hours ago
Salesforce Consultant
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Responsibilities
Develop, configure, and deploy solutions integrating Salesforce with DocuSign.
Implement custom workflows, triggers, and processes to enable secure e-signature functionality within Salesforce.
Customize Salesforce and DocuSign applications to meet specific business needs, ensuring a seamless user experience.
Optimize document workflows to streamline processes and reduce manual tasks.
Utilize Salesforce and DocuSign APIs to enable smooth data exchange and secure document management.
Implement best practices for data management, ensuring compliance and security standards are met.
Conduct thorough testing to ensure code quality, system reliability, and performance.
Troubleshoot and resolve integration issues and technical challenges.
Document development processes, configurations, and integration steps to support knowledge transfer.
Provide technical support and assist end-users in leveraging DocuSign features within Salesforce.
Work closely with business analysts, project managers, and other developers to understand requirements and deliver solutions.
Participate in code reviews, agile ceremonies, and team meetings to ensure alignment with project goals.
Qualification
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Required
3+ years of experience in Salesforce development, including Apex, Lightning, Visualforce, and other Salesforce tools.
1-2 years of hands-on experience with DocuSign API and integration.
Proven track record of building custom solutions in Salesforce that integrate with third-party applications.
Strong knowledge of Salesforce customization, including workflows, process builders, triggers, and SOQL.
Proficiency with DocuSign API, including document generation, workflow configuration, and e-signature capabilities.
Familiarity with integration techniques (APIs, REST, SOAP) and tools such as Postman for testing API endpoints.
Strong problem-solving skills, with the ability to troubleshoot complex integration issues.
Detail-oriented and able to deliver high-quality code and configurations.
Good communication skills, with the ability to work collaboratively in a team environment.
Preferred
Salesforce certifications (e.g., Salesforce Platform Developer I or II)
DocuSign certifications (DocuSign Administrator or DocuSign for Salesforce Specialist)
Experience with other e-signature solutions or integration platforms is a plus
Company
CLPS Global
CLPS is a NASDAQ-listed (Nasdaq: CLPS) and global information technology, consulting and solutions service provider focused on delivering services to global institutions in banking, insurance and the financial sectors, both in China and globally.