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Salesforce Analyst / Developer

Covestic, Inc. is looking for a fulltime Salesforce.com Business Analyst / Developer. The individual is to provide support business analysis, configuration and development of the client’s Salesforce.com solution, in support of the Sales, Marketing, Business Development, Client Services and Product Development functional areas. This is a hands-on role focused on identifying, planning, and implementing new features, functions (new screens, workflow, Triggers, Java Script, S-controls, reports,  etc.) and related on-demand solutions in response to business needs. 

This is also a business / technical leadership role; the successful candidate will have the ability to conceptualize creative solutions that are consistent with Covestic's client business requirements, architecture, and the intended usage and capabilities of Salesforce.com and the other applications.  The candidate will also have the ability to either independently implement these solutions or direct others to implement them. 

Key Responsibilities:

  • Primary Salesforce.com business analyst / technical team lead. 
  • Partner with business managers to identify and scope CRM requirements and promote enhancements (including the hand-on development of the changes, testing, rollout, and documentation).  This includes custom programs outside of, but integrated with Salesforce. 
  • Develop and maintain CRM operational procedures and associated documentation
  • Support offices and teams in maintaining and managing client data accuracy and integrity

Essential Skills:

  • Saleforce.com experience in overall architecture and development roles
  • Strong Office tools skills including Excel, Word, PowerPoint
  • Familiarity with MS Project
  • A quick learner who enjoys a stretching role within a fast moving and dynamic environment
  • A self-starter proven ability to manage own time and work with minimal direction, demonstrating self-direction and resourcefulness
  • Excellent organization skills and calm under pressure
  • Excellent attention to detail
  • Strong communication skills- Able to engage professionally and influence tactfully at all levels within the organization

Hanif Noormohamed
CRM Solutions Architect
Covestic, Inc. 


email: hnoormohamed@covestic.com

  • December 13, 2007
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I am trying create a custom list view that will diplay all "My open tasks" and would like to create button to Select All Tasks and close it with a single click.
I don't know if this can be accomplished by writing an S Control or is there a better way to do it within SFDC.
Any suggestions ??/.
  • August 30, 2007
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Hello Everyone,
My client has a requirement to expose Lead Information in the Account Page. It is my understanding that once we convert Lead to an Opportunity, the Lead information is erased and there is no link between the Lead and the Account.
Please correct me if I am wrong, and if someone has created a routine to expose Lead information on the Account , please let me know how I fullfill this requirement.
  • June 08, 2007
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Hello Everyone,
My client has a requirement to expose Lead Information in the Account Page. It is my understanding that once we convert Lead to an Opportunity, the Lead information is erased and there is no link between the Lead and the Account.
Please correct me if I am wrong, and if someone has created a routine to expose Lead information on the Account , please let me know how I fullfill this requirement.
  • June 08, 2007
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Apprivo is recognized as a leading salesforce.com implementation partner with a growing presence in both small/medium and global organizations. Apprivo is expanding our consulting practice with professionals that have experience with either salesforce.com implementation consulting or CRM consulting. We're looking for people with world-class skills with a preference for a fast paced, entrepreneurial, start up environment who want to take their career to the next level.  


Apprivo offers an aggressive compensation package and awards top performers with ability to earn base salary plus percentage of billable hours.


The Senior Consultant role requires the ability to build strong client relations, understand customer requirements and business processes, and a proven ability to create and deliver CRM solutions that meet customer needs.


Apprivo is based in downtown San Francisco at One Market, conveniently located to salesforce.com, local transportation, and the Ferry Building. Minimal travel is required.



·         Manage implementation projects from post sale to post go-live

·         Manage resource requirements on each project

·         Write customer deliverables and implementation plans

·         Provide customer training as required

·         Configure Salesforce.com

·         Attain or exceed billable utilization target


General Skill Requirements

·         Experience in customer consulting, through setting, managing, and delivering on customer expectations

·         Strong analytical, problem solving, client relationship, and communication skills

·         Experience and familiarity with CRM/salesforce.com software implementation methodologies and tools

·         Experience in analyzing and documenting customer business processes and conducting gap analysis between packaged application functionality and customized solutions

·         Excellent leadership, communication (written and oral) and interpersonal skills

·         University degree or equivalent relevant experience.



CRM Experience

·         2-5 years experience in a consulting role

·         2-5 years experience managing complex CRM projects and interacting with stakeholders from technical and business disciplines

·         Understanding of the full spectrum of CRM planning including: lead generation, customer analytics, sales planning, channel and partner management, closed loop marketing and sales effectiveness measurement


To apply visit Apprivo at www.apprivo.com/company_careers.asp


I have been a Salesforce Support Administrator/Specialist for a bank in Harrisburg PA for the last three years.  My primary role with the company has been the support administrator for Salesforce.com, the Customer Relationship Management (CRM) system.  My responsibilities included:


·         Assisted in a complete business process redesign for all sales functions

·         Customization of the system to meet specific business needs

·         Support for 145 Salesforce.com (SFDC) users - maintaining profiles, access and security requirements

·         Resolve over 100 simple to complex user requests and calls each month

·         Develop complex, macro driven reports to summarize system information for Senior Management

·         Develop complex macro and analysis procedures to integrate data between SFDC and internal systems

·         Assisted in developing comprehensive SFDC training courses, structured to meet specific needs of the company

·         Developed process documentation and field maps

·         Provided one to one training to end users on an on-going basis

·         Researched  and provided feasibility studies for third party SFDC partners

·         Process optimization, redesign, and development of new procedures

·         Developed internal configuration process and procedures for LinkPoint360 (SFDC Third Party Vendor); Coordinated all internal issues between vendor, users and IT department


I am an individual who is quick to learn and interested in furthering my knowledge of Salesforce including workflow, SControls and other technical challenges.  I am not looking to relocate, and would prefer the Lancaster/Harrisburg/York area or a position which allows telecommuting with travel, please respond to angelis2@ptd.net.

There's a deficiency somewhere, either in the way SFDC handles Product Line Items or in my knowledge of the app.  I hope it's the latter.
Here's the problem.  We want the ability to apply percentage discounts for each Opportunity Product selected within an Opportunity and have the Total Price per line item reflect that discount, then autopopulate the Opportunity Amount field with the sum of the line items.
Currently, line item Total Price calculates only the Quantity x Sales Price (with no ability to modify the formula), so I can't include the discount.  I have created custom formula fields at the Opty Product level to provide our "true" price, including the discount, but our sales team will have to manually add, then enter, the sum in a custom "True Amount" field in the Opportunity.  In the meantime, the standard Amount field will continue to reflect an incorrect Amount (which means that I'll also have to reconfigure every report that we use for pipeline data to pull in the new "True Amount" totals (that'll be fun.)
Short of Apex or S-Control programming, does anyone know of a workaround?  I find it difficult to believe that SFDC hasn't had this issue crop up before now.
Any help appreciated!!!!  Thanks!