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Senior Salesforce Team Needed – Automation Rationalization & CPQ Optimization
UpworkUSNot specifiedexpert
Business Process AutomationSalesforce CRMApexSalesforce LightningCustomer Relationship ManagementVisualforceSalesforce CPQsalesforce flowSalesforce ArchitectureSystem Integration
We are seeking an experienced Salesforce team to support a mid-phase initiative within a large, complex Salesforce environment.
This is not a greenfield implementation. The org contains a high volume of existing automation and an established CPQ setup. The focus of this engagement is to rationalize and rebuild automation in a structured, phased approach, followed by Salesforce CPQ optimization.
The goal is to improve system stability, performance, and long-term maintainability without introducing unnecessary complexity.
Scope of Work
- Automation Rationalization & Rebuild
- Assess and refactor existing Salesforce Flows
- Reduce automation conflicts and technical debt
- Design clean, scalable automation architecture
- Support safe decommissioning and phased rebuild
- Participate in UAT and validation cycles
- Salesforce CPQ Optimization
- Review and improve CPQ configuration (products, pricing, rules, templates)
- Simplify over-customized logic
- Align CPQ with real sales processes
- Improve governance and quote consistency
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