Salesforce Architect / Developer Needed – Custom Scheduling Engine (Enterprise Org)

UpworkUSNot specifiedexpertScore: 54
Salesforce CRMSalesforce App DevelopmentApexSalesforce Lightning
We are completing a Salesforce-based scheduling and automation platform for a multi-location golf academy training program. The current system has custom objects, Experience Cloud portals, and enrollment flows built, but the core scheduling intelligence and automation layer still needs to be implemented. We are looking for an experienced Salesforce Architect / Senior Developer who can design and build a structured scheduling engine and automation framework. This is not basic CRM configuration — this involves scheduling logic, automation design, and real-time notification workflows. Current Environment - Salesforce Enterprise Edition - Experience Cloud enabled (portals partially built) - Custom objects already created (Participants, Lessons, Schedule, Registration, Feedback, etc.) - 50+ Flows exist (basic automation implemented) - Some Apex controllers exist (portal login & lesson views) - No Connect-4 scheduling engine currently implemented - No SMS integration configured Project Objective Build an automated scheduling and tier-progression system that: - Groups participants into sessions of 4 (priority optimization) - Automatically progresses participants between training tiers - Handles rescheduling logic - Manages substitute instructor workflow (accept/decline system) - Sends real-time notifications (email + SMS) - Integrates with Experience Cloud portals (Parent + Instructor access) - Synchronizes calendar visibility across instructors and locations Core Features To Implement 1. Connect-4 Scheduling Engine - Match participants by Tier - Prioritize filling groups of 4 - Optimize based on location + availability - Handle cancellations & reassignments 2. Tier Progression Automation - Move participant from Tier 1 → 2 → 3 → 4 upon completion - Trigger next scheduling cycle automatically 3. Substitute Instructor Workflow - Notify eligible instructors of open class - Accept/Decline functionality - Lock record upon acceptance - Notify parents + golf course 4. Notification System - Email automation (existing foundation) - SMS integration (Twilio or similar) - Multi-party notifications - Reminder scheduling 5. Portal & Calendar Enhancements - Parent confirm/reschedule functionality - Instructor mobile schedule access - Calendar mapping (Event integration or custom view) Required Skills - Salesforce Enterprise architecture - Apex development (required) - Record-triggered Flows - Experience Cloud configuration - REST API integrations - SMS provider integration (Twilio preferred) - Data modeling & automation design - Experience building scheduling systems (preferred)
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Spent: $31,708.98Rating: 5.0Verified