Skip to main content

Knowledge and Skills

Skills Experience Knowledge​

Must-Have Skills:​

  • Proven experience in planning, executing, and monitoring Salesforce projects on time and within budget.
  • Deep knowledge of Agile practices and Waterfall approach to project management.
  • Deep understanding of the Salesforce platform, including its functionalities, configurations, and best practices.
  • Understanding the different approaches to development and delivery and their pros and cons (DX, MDAPI, packages).
  • Working knowledge of DevOps principles and tools (CI/CD pipelines, Git, SFDX) used in Salesforce deployments.
  • Ability to manage and communicate effectively with stakeholders across various levels of the organization.
  • Ability to identify, analyze, and resolve project issues proactively. Develop contingency plans to mitigate risks and ensure smooth project delivery.
  • Experience and deep knowledge in metrics and best practices for their application, depending on the project's goals.

Nice-to-Have Skills:​

  • Familiarity with project management and collaboration tools (e.g., Netsuite OpenAir) and CI/CD tools relevant to Salesforce deployments.
  • Background in consulting, especially in Salesforce.com or other CRM/SaaS solutions, providing a broad perspective on different implementation strategies.
  • Understanding of change management methodologies for implementing new Salesforce functionalities within organizations.
  • Familiarity with integrating Salesforce with external APIs for data exchange.

Special Knowledge:​

  • Capability to mentor, coach, and develop junior team members, fostering a culture of continuous improvement and learning.
  • Ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines effectively.
  • Strong analytical skills to assess project data and make informed decisions.
  • Ability to adapt to changing project requirements and work effectively in a fast-paced environment.

Trailhead SF​

  • Admin Beginner - link
  • User Management - link
  • Quick Start: Salesforce DX - link
  • Data Security - link
  • Second-Generation Managed Packages - link
  • Quick Start: Unlocked Packages - link

Trailmix:​

  • Architect Journey: Development Lifecycle and Deployment - link

Certifications​

Confirming an understanding of the specifics of working with Salesforce:​

  • Development Lifecycle and Deployment Architect - link

Understanding of processes:​

  • Agile Project and Delivery Management (ICAgile) - link
  • Leading SAFe - link
  • ITIL 4 Foundation - link
  • Project Management Professional (PMP) - link
  • Agile Delivery at Scale (ICAgile) - link

Grades​

GradeResponsibility and Employment
JuniorAssists in managing smaller projects or components of larger projects under supervision.
Focuses on learning the basics of agile project management, tools, and techniques.
Participates in meetings and supports the communication flow between teams.
Receives guidance from a mentor or manager.
Junior+Manages small to medium projects with minimal supervision.
Begins to handle client communications and coordinates effectively with team members.
Tracks project progress, analyzes basic metrics, and identifies areas for improvement.
Can identify and solve basic project issues.
Still receives support from a mentor or manager but shows initiative and problem-solving skills.
MiddleManages projects of moderate complexity, ensuring on-time and on-budget delivery.
Demonstrates strong communication with clients and stakeholders.
Able to solve most of the project-related problems independently.
Contributes to process improvement and effectively manages project risks.
Manages dependencies across teams.
Middle+Leads the delivery of complex projects with multiple teams and dependencies.
Leads project planning, scheduling, monitoring, and reporting activities.
Works across teams to solve complex issues and improve project delivery processes.
Begins to contribute strategically, offering insights for improvement across projects.
Optimizes delivery processes to improve efficiency and quality.
Builds end-to-end, delivery and discovery processes.
SeniorFully responsible for the delivery of large and complex projects.
Develops and implements Delivery strategies aligned with overall business goals.
Excels in stakeholder management, strategic planning, and risk management.
Manages a portfolio of projects, ensuring optimal resource allocation and prioritization.
Identifies opportunities for organizational-level improvements in the delivery process.
Innovates and leads in the adoption of new methodologies or tools to improve delivery efficiency and quality.
Acts as a mentor to less experienced Delivery Managers and contributes to the strategic planning of the department.
LeadOversees multiple projects or a portfolio, setting strategic direction and ensuring alignment with organizational goals.
Leads and develops a team of Delivery Managers, fostering a culture of continuous improvement and excellence.