Role Overview:

The Salesforce Field Service Solutions Architect will focus on building automation workflows for field service implementation, debug issues in existing flows,  testing activities, including the creation of test scripts, conducting system integration testing (SIT), user acceptance testing (UAT), and ensuring that the Salesforce Field Service platform (including ServiceMax/Asset 360) is working as expected. The ideal candidate will be a quick learner, able to grasp business requirements related to field service operations, and apply that knowledge to effectively test and validate system functionality to drive project success.

Key Responsibilities:

• Hands on experience with Flows and process automations
  
  • Develop and debug flow automations
  • Hand on configuration experience
  • Great understanding of field service data model and master data setup activities
• Test Script Creation & Execution:
  
  • Develop comprehensive test scripts based on functional specifications and business requirements.
  • Conduct detailed testing (SIT, UAT) to validate system functionality, performance, and user experience.
  • Collaborate with stakeholders to ensure all scenarios, including edge cases, are tested and documented thoroughly.
  • Execute test cases across different environments and track defects, working with the development team to resolve issues.
• Field Service Concepts & Quick Learning:
  
  • Demonstrate a rapid learning ability to understand business needs related to field service operations, including scheduling, dispatch, work order management, asset management, and mobile functionality.
  • Apply field service best practices and concepts to ensure that the Salesforce Field Service Cloud, ServiceMax (Asset 360), and related applications are effectively tested to meet operational objectives.
  • Quickly adapt to new business requirements and project needs, contributing to testing efforts from day one.
• Collaboration & Testing Support:
  
  • Work closely with business stakeholders, developers, and other team members to ensure the successful testing and validation of new features, updates, and integrations.
  • Provide feedback to development teams on potential system improvements based on testing results and user feedback.
  • Ensure that all testing activities are completed within project timelines and meet the required quality standards.
• Issue Tracking & Defect Management:
  
  • Track and manage defects identified during testing, providing clear documentation of issues, including steps to reproduce and impact analysis.
  • Collaborate with development and technical teams to resolve defects in a timely manner.
  • Conduct regression testing as needed to ensure that new system changes do not impact existing functionality.
• Quality Assurance & Continuous Improvement:
  
  • Continuously evaluate testing processes and tools, proposing improvements to enhance efficiency and test coverage.
  • Ensure that testing aligns with business requirements and field service processes.
  • Document and report on testing progress, including defect status and test results, to project stakeholders.
• Training & Knowledge Transfer:
  
  • Participate in user training sessions to understand real-world application and gather additional insights for testing purposes.
  • Share knowledge and best practices related to testing strategies and tools with team members and stakeholders.

Qualifications:

• Experience:
  
  • 8+ years of experience in a Business Analyst role, with a focus on testing Salesforce Field Service Cloud, ServiceMax (Asset 360), or related Salesforce applications.
  • Hands-on experience in configuration of flows, Lightning record pages, object data model etc..creating test scripts, performing system integration testing (SIT), and user acceptance testing (UAT).
  • Experience with Salesforce Field Service concepts, including asset management, work orders, scheduling, dispatching, and mobile workforce management.
  • Familiarity with ServiceMax (Asset 360) and its integration with Salesforce is highly desirable.
• Skills:
  
  • Strong understanding of Salesforce Field Service Cloud and ServiceMax (Asset 360) features and functionality.
  • Ability to quickly learn business requirements and apply field service concepts to testing and validation.
  • Excellent analytical, problem-solving, and troubleshooting skills.
  • Strong communication skills, with the ability to articulate test results and issues to both technical and non-technical stakeholders.
  • Experience with Agile/Scrum methodologies is a plus.
• Certifications:
  
  • Salesforce Certified Field Service Consultant (preferred).
  • Salesforce Administrator or Salesforce Service Cloud certifications are a plus.
  • ServiceMax (Asset 360) certifications are highly desirable.

Additional Attributes:

• Quick learner with the ability to rapidly understand business needs and field service concepts.
• Highly detail-oriented with a passion for ensuring system quality and project success.
• Strong interpersonal skills with the ability to work effectively with cross-functional teams.
• Self-motivated with the ability to manage competing priorities and deliver results within tight deadlines.