Collaborate with stakeholders to define the scope and objectives of the assessment.
Serve as the technical point of contact, providing updates and addressing concerns.
Analyze the Client environment (e.g., multi-org vs. single-org) and governance framework.
Review Apex classes, triggers, Lightning Web Components (LWCs), and Visualforce pages for quality and efficiency.
Identify areas where custom code can be replaced with declarative solutions.
Assess API usage, external system integrations, and middleware connections.
Evaluate data flow and synchronization mechanisms.
Ensure compliance with Client best practices in configuration and development.
Highlight technical debt and propose strategies for reduction.
Evaluate workflows, process builders, and flows for performance and maintainability.
Assess the design and usage of custom objects, fields, and relationships.
Analyze data quality, identifying duplicates, inconsistencies, and unused data.
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Salesforce Technical Lead • Pleasanton, CA, United States
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