About the role
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Job Category
Customer Success
Job Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
SENIOR SALESFORCE TECHNICAL CONSULTANT – CORE (SALES & SERVICE CLOUD)
Location: Mexico City (CDMX), Mexico
ROLE OVERVIEW
The Senior Technical Consultant – Core (Sales & Service Cloud) is a hands-on execution role within the Strategic Migration CoE / Migration Factory. The role supports end-to-end migrations and implementations from legacy CRM platforms (e.g., Siebel, Microsoft Dynamics, legacy or custom CRMs, other Salesforce orgs) to Salesforce Sales Cloud and Service Cloud. Unlike the Technical Architect (who owns solution strategy and design), this role focuses on detailed technical implementation: platform configuration, declarative and programmatic development, data migration, integrations, and quality validation. You will work under the architect's guidance and in direct contact with client teams, and you will mentor junior consultants and set technical quality standards on the team.
RESPONSIBILITIES
• Configure and build Sales Cloud and Service Cloud components: Lead/Opportunity management, Accounts and Contacts, Products/Price Books/Quotes, Forecasting, Cases, Omni-Channel, Entitlements/Milestones, Knowledge, Service Console, and Email-to-Case/Web-to-Case.
• Build declarative automation (Flow, Process Builder migration, validation rules, approval processes) and customizations with Apex, SOQL, and LWC, following best practices and governance limits.
• Execute technical data migration (Accounts, Contacts, Opportunities, Cases, attachments, history) per the architect's blueprint, using Data Loader, Data Import Wizard, and/or ETL tools.
• Configure security and access models: profiles, permission sets, roles, sharing rules, and field-level security.
• Design and configure integrations with external systems (ERP, telephony/CTI, marketing platforms) via REST/SOAP APIs, Platform Events, and MuleSoft.
• Build and execute test plans (unit, integration, UAT support) and data validations ahead of cutover and go-live.
• Perform code reviews, and mentor and guide junior consultants on best practices.
• Document configurations, code, and technical decisions for Migration Factory playbooks and accelerators.
• Participate in discovery workshops and client validation sessions, proactively identifying and escalating technical risks to the architect.
MUST-HAVE
• Strong hands-on experience configuring Sales Cloud and/or Service Cloud (Lead-to-Opportunity, Case management, Service Console, Omni-Channel).
• Solid knowledge of Flow and declarative automation.
• Advanced Apex, SOQL, and LWC (or Aura).
• Deep understanding of the Salesforce data model, the security model, and data migration best practices for large volumes.
• Experience with API integration (REST/SOAP) and/or middleware.
• Experience with CRM migration or implementation projects.
• Familiarity with Salesforce DevOps tools (Git, SFDX, CI/CD, sandboxes, and deployment strategies).
PREFERRED
• Prior experience migrating from Siebel, Microsoft Dynamics, S
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