Salesforce Arm_agentforce Developer

Salesforce ARM\_Agentforce Developer3 ****AI & MODERN TOOLING EXPERTISE**** **Candidates must demonstrate hands-on proficiency with next-generation AI tools, LLM platforms, and Salesforce AI capabilities:** ****CORE AI PLATFORMS & LLMS**** ****Claude (Anthropic)**** ****GitHub Copilot / Codex**** ****Cursor IDE**** ****ChatGPT-4o**** ****Gemini Code Assist**** ****SALESFORCE AI & AGENTFORCE LAYER**** ****Agentforce Sales & Deal Desk Agents**** ****Einstein Deal Insights**** ****Prompt Builder (Quote AI)**** ****Revenue Intelligence AI**** ****Einstein Opportunity Scoring**** ****MCP (Model Context Protocol)****   ****DEVELOPER PRODUCTIVITY & DEVOPS**** ****Salesforce CPQ / Revenue Cloud**** ****Salesforce Billing**** ****Apex, LWC, SOQL**** ****DocuSign / Conga CLM**** ****Git, SFDX, Copado**** ****Postman, MuleSoft REST APIs****   ****SALESFORCE CLOUD EXPERTISE (**ARM mandatory and ANY OF 2 CLOUDS AS MENTIONED BELOW**)**** ****Revenue Cloud (CPQ & Billing)**** **Expert-level configuration and development across the full CPQ stack: product catalogue, bundles, pricing strategies (list, block, cost-plus, percentage of total), discount schedules, product rules, price rules, constraint rules, quote templates, multi-tier approval chains, and order management. Deep Salesforce Billing knowledge: invoice generation, payment processing, usage summaries, credit memos, and revenue schedule management.** ****Advanced Revenue Management (ARM)**** **Hands-on experience with Salesforce ARM for ASC 606 / IFRS 15 revenue recognition: performance obligation definition, standalone selling price (SSP) configuration, transaction price allocation, and automated revenue schedule generation. Ensure ARM outputs withstand internal audit and external auditor review.** ****Sales Cloud**** **Deep CPQ-to-Sales Cloud integration expertise: Opportunity Products, Contract generation, Order management, Account hierarchy pricing, and partner pricing tiers. Build AI-assisted Deal Desk workflows and approval automations triggered by CPQ pricing and margin data.** ****Service Cloud**** **Connect Revenue Cloud to service operations: contract entitlements triggering service SLAs, usage-based billing alerts, automated renewal case creation, and Agentforce Service Agent deflection for billing enquiries and contract amendment requests.** ****Experience Cloud**** **Build CPQ-connected partner portals enabling partner quoting, deal registration, margin visibility, and self-service renewal and amendment flows for end customers — reducing revenue team operational overhead.** ****Data Cloud & Revenue Intelligence**** **Unify product usage, billing, contract, and CRM data in Data Cloud to power AI-driven upsell/cross-sell recommendations, renewal risk scoring, and Revenue Intelligence dashboards that give leadership real-time ARR visibility.** ****INDUSTRY DOMAIN KNOWLEDGE (**ANY ONE OF FOLLOWING**)**** ****Hi-Tech & SaaS**** * **Subscription pricing models: per-seat, usage-based, tiered, hybrid, and consumption-based billing configurations in Salesforce CPQ** * **SaaS ARR/MRR/NRR metrics and how Salesforce Billing data feeds into revenue reporting and board-level financial dashboards** * **Co-terming, pro-ration, and mid-term amendment logic for SaaS contract changes, upgrades, downgrades, and expansions** * **Channel sales CPQ: reseller pricing tiers, distributor margins, partner deal registration discount logic, and MDF allocation** * **PLG (Product-Led Growth) integration: product telemetry triggering auto-generated upsell quotes in Salesforce via MCP / API events** ****Healthcare & Life Sciences**** * **Complex contracting in MedTech and Pharma: GPO contracts, IDN pricing agreements, government pricing, and formulary management** * **Usage-based billing for medical devices and clinical SaaS platforms (per-scan, per-test, per-seat) with Salesforce Billing** * **Compliance considerations affecting pricing configuration: Anti-Kickback Statute (AKS), Sunshine Act, and government contract requirements** * **Multi-site, multi-entity contract structures common in health systems and hospital networks with parent-child account hierarchies** * **RFP-driven pricing, government contract vehicles (GPO, VA, DoD), and public sector quoting configuration requirements** ****FUNCTIONAL KNOWLEDGE (FOUNDATION FOR AI SOLUTIONS)**** **Deep functional knowledge enables professionals to design AI-powered Salesforce solutions that reflect real business intent — not just technical requirements. This is what separates good implementations from transformative ones.** ****Configure-Price-Quote Business Knowledge**** **Understanding WHY products are bundled, priced, and discounted the way they are — not just HOW to configure it — enables CPQ developers to build AI-assisted pricing recommendations that respect real margin guardrails, reflect actual commercial strategy, and survive Finance review.** ****Contract Lifecycle & Amendment Logic**** **Functional fluency in co-terming, upgrades, downgrades, and cancellations means developers can build amendment and renewal automations that handle real-world edge cases — not just happy-path scenarios that break on the first mid-term change request.** ****Revenue Recognition Principles**** **A working understanding of ASC 606 / IFRS 15 allows CPQ/ARM developers to correctly configure performance obligations, SSP hierarchies, and revenue schedule rules — producing ARM outputs that survive audit without manual correction.** ****Deal Desk & Approval Governance**** **Understanding the real-world deal desk process — who approves what, under which margin thresholds, with what exceptions — allows developers to encode intelligent approval routing logic and build Agentforce Deal Desk Agents that mirror actual commercial governance.** ****KEY RESPONSIBILITIES**** * **Design, build, and configure end-to-end Salesforce CPQ implementations: product catalogue architecture, pricing models, bundle configurations, approval workflows, and order generation** * **Develop Salesforce Billing configurations: invoice runs, payment gateway integrations, usage summaries, credit memos, and tax integrations** * **Build and maintain Salesforce ARM (Advanced Revenue Management): performance obligation templates, SSP hierarchies, revenue recognition rules, and ASC 606 / IFRS 15 compliant schedules** * **Develop custom Apex CPQ plugins (pricing plugins, quote calculator plugins, custom action scripts) and LWC components for CPQ UI extensions** * **Use Cursor and Claude for AI-pair-programmed development of complex Apex plugins, pricing scripts, and ERP integration connectors** * **Integrate CPQ/Billing with ERP systems (SAP, NetSuite, Oracle) via MuleSoft or direct REST APIs for seamless order-to-cash automation** * **Build Agentforce-powered Deal Desk Agents: AI-assisted quote structuring, margin analysis, competitive positioning, and approval escalation** * **Implement DocuSign / Conga CLM integrations for automated quote-to-contract document generation and e-signature workflows** * **Design and execute CPQ data migration strategies for transitions from legacy quoting systems (Apttus, Zuora CPQ, custom-built tools)** ****AI & AGENTFORCE SPECIFIC RESPONSIBILITIES**** * **Build Agentforce Deal Desk Agents with CPQ-aware skills: AI-assisted quote structuring, upsell identification, discount guardrails, and approval workflow initiation** * **Use Einstein Prompt Builder to generate AI-authored Executive Summary fields on quotes — surfacing key deal terms, risk flags, and competitive context to approvers** * **Expose CPQ pricing waterfall, quote configuration, and approval status via MCP servers for conversational deal intelligence in AI assistants** * **Use Claude or Codex to generate complex CPQ Apex pricing scripts, product rule logic, constraint rules, and comprehensive Apex test classes** * **Integrate Revenue Intelligence AI dashboards with CPQ data to identify renewal risk, churn patterns, and expansion opportunities from billing and usage signals** * **Build AI-assisted renewal flows: Agentforce proactively identifies contracts approaching renewal, generates renewal quotes, and triggers approval and outreach workflows** * **Implement Einstein Deal Insights integration to surface CPQ anomalies — unusual discounts, configuration errors, missing required fields — before quotes reach deal desk review** ****TECHNICAL SKILLS & QUALIFICATIONS**** * **Salesforce CPQ (Steelbrick) — Expert** * **Salesforce Billing & Revenue Schedules** * **Salesforce ARM (ASC 606 / IFRS 15)** * **CPQ Apex Plugins & Pricing Scripts** * **LWC custom CPQ UI components** * **REST/SOAP APIs for ERP integration** * **Agentforce Agent Builder** * **Einstein Prompt Builder** * **MuleSoft / Boomi integration** * **DocuSign / Conga CLM integration** * **Git, SFDX, Copado CI/CD** * **Cursor / Claude AI-pair development** ****NICE TO HAVE**** * **Salesforce Certified CPQ Specialist or Revenue Cloud Consultant credential** * **Salesforce Industries (Vlocity) Contract Lifecycle Management experience** * **Zuora or Chargebee migration experience to Salesforce Billing** * **Revenue Intelligence (formerly Clari) or Gong integration experience** * **MEDDICC / MEDDPICC sales methodology and its CPQ data model implications** * **Multi-currency, multi-entity, and multi-language CPQ configuration for global enterprises** ****SOFT SKILLS & MINDSET**** * **High commercial acumen and pricing intuition** * **Precision in technical documentation and audit trails** * **Challenges commercial configuration decisions constructively** * **Strong Finance, Legal, and Sales Ops collaboration** * **Navigates complex approval hierarchies with confidence** * **Identifies revenue leakage and quoting inefficiency proactively**