Job Summary
We are seeking an experienced Salesforce RCA / CPQ Developer with 6+ years of
overall IT experience and strong hands-on expertise in Salesforce Revenue Cloud,
Revenue Lifecycle Management (RLM), Revenue Cloud Advanced, and/or Salesforce
CPQ.
The candidate will be responsible for designing, developing, configuring, and
maintaining enterprise-grade product configuration, pricing, quoting, discounting,
contract, and order management solutions. The role requires strong technical
proficiency in Salesforce platform development, pricing engines, product catalog
configuration, quote-to-cash processes, integrations, and enterprise application
architecture.
The ideal candidate will have hands-on experience in Salesforce CPQ managed-
package implementations and/or newer Revenue Cloud capabilities, including product
catalog management, product configuration, pricing procedures, pricing adjustments,
transaction processing, and order lifecycle management.
The role involves close collaboration with Salesforce architects, business analysts, sales
operations, finance, QA, integration teams, and business stakeholders to deliver
scalable, secure, high-performing, and maintainable solutions aligned with business
requirements.
Key Responsibilities
1. Salesforce RCA / CPQ Development & Configuration
1. Design, develop, configure, and maintain Salesforce CPQ and Revenue Cloud
solutions based on business requirements.
2. Implement end-to-end product configuration, pricing, quoting, discounting,
approval, contract, and order management capabilities.
3. Configure product catalogs, product records, product bundles, product options,
product attributes, product relationships, and product eligibility rules.
4. Develop and maintain Salesforce CPQ Price Rules, Product Rules, Configuration
Rules, Price Conditions, Price Actions, and Lookup Queries.
5. Configure price books, price book entries, contracted prices, discount schedules,
block pricing, percent-of-total pricing, and other supported pricing models.
6. Implement quote creation, quote line management, quote calculations, quote
approvals, quote document generation, and quote-to-order processes.
7. Configure Salesforce CPQ quote line editor functionality, quote fields, custom
actions, field sets, and pricing-related business rules.
8. Develop reusable components and services to support product configuration,
pricing calculations, quoting, and transaction processing.
9. Configure product eligibility, compatibility rules, selection rules, validation rules,
and bundle configuration logic.
10. Troubleshoot complex issues involving pricing calculations, product rules, quote
generation, order creation, and configuration dependencies.
11. Evaluate standard platform capabilities against business requirements and
recommend appropriate declarative or programmatic solutions.
12. Maintain technical documentation covering configuration logic, pricing rules,
dependencies, integrations, and deployment procedures.
2. Salesforce Revenue Cloud / RCA Technical Expertise
1. Implement and support Salesforce Revenue Cloud capabilities covering product
catalog management, product configuration, pricing, quoting, order capture,
and revenue lifecycle processes.
2. Work with the applicable Salesforce Revenue Cloud architecture, data model,
configuration framework, APIs, and transaction processing capabilities.
3. Configure product catalogs, product classifications, product attributes, product
relationships, bundles, eligibility rules, and commercial product offerings.
4. Develop and maintain pricing procedures, pricing elements, pricing adjustments,
pricing logic, and calculation sequences where supported by the target
implementation.
5. Work with applicable product, pricing, quote, quote line, order, order item, and
related transaction records.
6. Configure product selling models, one-time charges, recurring charges,
subscription products, and usage-based pricing where required.
7. Implement business rules for pricing eligibility, product compatibility,
commercial terms, discounts, and pricing exceptions.
8. Support order capture, order decomposition, fulfillment orchestration, order
amendments, cancellations, and related transaction processes where
applicable.
9. Integrate Revenue Cloud capabilities with Salesforce CRM, ERP, billing, finance,
and external product catalog platforms.
10. Analyze complex requirements and determine the appropriate use of standard
Revenue Cloud capabilities, Salesforce Flow, Apex, APIs, and custom
components.
11. Troubleshoot issues involving product configuration, pricing procedures,
calculation results, transaction processing, and integration failures.
12. Maintain technical specifications, configuration documentation, data mappings,
and operational support procedures.
3. Salesforce Development & Customization
1. Develop custom business logic using Apex classes, triggers, asynchronous Apex,
SOQL/SOSL, and Salesforce platform capabilities.
2. Build Lightning Web Components (LWC) to support custom quoting interfaces,
pricing administration, product configuration, and transaction management.
3. Develop reusable Apex services, helper classes, service layers, and integration
utilities.
4. Configure Salesforce Flow, validation rules, approval processes, custom
metadata types, and other declarative automation.
5. Implement custom logic for complex pricing scenarios, quote validation,
discount calculations, product eligibility, and commercial approval
requirements.
6. Develop asynchronous processing using Queueable Apex, Batch Apex, scheduled
Apex, and platform events where appropriate.
7. Work with Salesforce APIs, named credentials, external credentials, and custom
metadata to support integrations and configuration-driven functionality.
8. Implement robust error handling, logging, retry mechanisms, and exception
management for critical business transactions.
9. Optimize Apex code, SOQL queries, and automation to ensure scalability and
compliance with Salesforce governor limits.
10. Develop Apex test classes and automated tests covering business logic,
integrations, pricing scenarios, and exception handling.
11. Troubleshoot issues involving Apex, flows, pricing calculations, transaction
sequencing, and cross-object automation.
12. Follow secure coding standards, including appropriate record sharing,
CRUD/FLS enforcement, and protection of sensitive customer and pricing data.
4. Product Configuration & Pricing Engine
1. Translate complex product configuration and commercial pricing requirements
into Salesforce CPQ or Revenue Cloud solutions.
2. Design product bundles, product options, configuration attributes,
dependencies, exclusions, and compatibility rules.
3. Configure pricing strategies covering list pricing, customer-specific pricing,
volume discounts, tiered pricing, promotional discounts, and negotiated pricing.
4. Implement discount schedules, contracted prices, partner discounts, channel
pricing, and pricing approval thresholds.
5. Configure and validate price calculations involving list price, regular price,
customer price, partner price, net price, and other applicable pricing values.
6. Implement pricing adjustments, discount restrictions, margin controls, price
floors, and exception approvals where supported.
7. Troubleshoot pricing calculation sequences, Price Rule execution order, formula
dependencies, field updates, and quote calculation inconsistencies.
8. Ensure pricing consistency across product catalogs, quote lines, contracts,
orders, and downstream systems.
9. Perform impact analysis for changes to product definitions, pricing procedures,
price books, discount policies, and approval rules.
10. Collaborate with sales operations, product management, finance, and
commercial teams to validate pricing outcomes against approved business
policies.
5. Quote-to-Cash Process Implementation
1. Implement and support end-to-end quote-to-cash processes, from
opportunity-based quoting through quote approval, contracting, ordering, and
downstream billing handoff.
2. Configure opportunity-to-quote relationships, quote creation, quote
synchronization, primary quote handling, and quote line management.
3. Implement quote approval workflows based on discount thresholds, deal value,
margins, product types, customer segments, and approval hierarchies.
4. Support subscription products, recurring revenue, usage-based pricing, contract
amendments, renewals, extensions, and cancellations as applicable.
5. Configure order creation, order activation, order validation, and downstream
order processing.
6. Implement contract and subscription-related business processes where included
in the solution scope.
7. Integrate quoting and order management processes with ERP, billing, invoicing,
finance, contract management, and fulfillment platforms.
8. Identify automation opportunities to reduce manual intervention, improve quote
turnaround times, and increase pricing accuracy.
9. Ensure transaction data remains consistent across opportunities, quotes, quote
lines, contracts, orders, and external financial systems.
10. Support end-to-end testing and resolution of issues affecting quoting, pricing,
approvals, order creation, and downstream transaction processing.
6. Integration & API Development
1. Design, develop, and maintain integrations between Salesforce CPQ/Revenue
Cloud and ERP, billing, finance, e-commerce, product catalog, and contract
management systems.
2. Develop integrations using REST APIs, SOAP APIs, Apex callouts, platform
events, and other supported integration mechanisms.
3. Work with middleware platforms such as MuleSoft, Boomi, Informatica, or
equivalent integration technologies.
4. Develop data mappings and transformation logic for product catalogs, pricing
records, quote details, customer information, contracts, and order records.
5. Implement secure authentication and authorization using OAuth 2.0, named
credentials, external credentials, and approved security mechanisms.
6. Support asynchronous integration patterns, retries, timeout handling, error
logging, and exception notifications.
7. Implement real-time and batch data synchronization between Salesforce and
external enterprise systems.
8. Troubleshoot API failures, authentication issues, integration errors, data
mismatches, and transaction processing failures.
9. Maintain API specifications, interface documentation, data mappings, and
integration dependency records.
10. Ensure integrations meet security, reliability, performance, and auditability
requirements.
7. Data Management & Migration
1. Support migration of product catalogs, price books, pricing records, product
options, configuration data, contracts, subscriptions, and related commercial
data.
2. Develop source-to-target mappings, data transformation rules, data cleansing
procedures, and migration validation scenarios.
3. Use Salesforce Data Loader, APIs, ETL tools, and approved migration utilities as
appropriate.
4. Validate referential integrity, mandatory fields, lookup relationships, product
configuration dependencies, and pricing data consistency.
5. Perform data reconciliation between source systems, Salesforce CPQ/Revenue
Cloud, and downstream applications.
6. Support migration of legacy CRM and CPQ data while preserving commercial
and transaction relationships.
7. Identify and resolve duplicate records, missing reference data, invalid
configurations, and pricing discrepancies.
8. Collaborate with data teams to define migration sequencing, cutover
procedures, rollback considerations, and post-migration validation.
9. Ensure customer, pricing, contract, and financial data is handled in accordance
with organizational security policies.
10. Maintain migration scripts, execution logs, reconciliation reports, and exception
records.
8. Testing, Debugging & Quality Assurance
1. Develop unit tests, integration tests, functional scenarios, and regression tests
for Salesforce CPQ and Revenue Cloud functionality.
2. Validate product configuration, pricing calculations, quote line updates,
discounting, approval routing, and quote document generation.
3. Test complex pricing scenarios involving multiple products, bundles, discount
tiers, contracted prices, subscriptions, and amendments.
4. Validate quote-to-order transitions, contract creation, order processing, and
downstream billing or ERP integrations.
5. Perform end-to-end testing across Salesforce and connected systems to confirm
transaction accuracy and process reliability.
6. Troubleshoot defects using Salesforce debug logs, Apex tests, Developer
Console, API monitoring, and platform diagnostics.
7. Participate in System Integration Testing (SIT), User Acceptance Testing (UAT),
regression testing, defect triage, and production smoke testing.
8. Collaborate with QA teams and business stakeholders to resolve defects and
validate fixes.
9. Maintain test evidence, defect records, technical documentation, and release
validation reports.
10. Ensure solutions meet functional acceptance criteria, security standards,
performance expectations, and deployment readiness requirements.
9. Salesforce DevOps & Release Management
1. Support development lifecycle activities across development, integration, QA,
UAT, staging, and production environments.
2. Use Salesforce DX, Salesforce CLI, metadata APIs, and appropriate deployment
tools to manage source code and metadata.
3. Work with version control systems such as Git, GitHub, GitLab, or Bitbucket.
4. Support CI/CD pipelines and release automation using Copado, Gearset,
Jenkins, or equivalent platforms.
5. Manage metadata dependencies, deployment sequencing, configuration
promotion, and environment-specific settings.
6. Maintain deployment documentation, release notes, implementation plans,
rollback procedures, and technical change records.
7. Coordinate with release managers, QA teams, architects, and business
stakeholders to ensure controlled deployments.
8. Troubleshoot deployment failures, metadata conflicts, missing dependencies,
and environment-specific configuration issues.
9. Support Salesforce release assessments and regression testing of affected CPQ
or Revenue Cloud functionality.
10. Follow established release governance, code review, branching, and
environment management standards.
10. Technical Documentation & Stakeholder Collaboration
1. Work closely with Salesforce architects, business analysts, product owners, sales
operations, finance, QA, and integration teams.
2. Participate in requirements workshops, technical design reviews, backlog
refinement, sprint planning, and solution walkthroughs.
3. Translate functional requirements into technical designs, implementation tasks,
and development specifications.
4. Prepare technical design documents, integration specifications, data mappings,
configuration guides, and troubleshooting documentation.
5. Provide technical estimates, identify dependencies, and communicate
implementation risks and delivery constraints.
6. Perform code reviews and ensure adherence to Salesforce development
standards and reusable design patterns.
7. Support root cause analysis and resolution of production incidents affecting
quoting, pricing, contracts, orders, and integrations.
8. Mentor developers and contribute to knowledge sharing on Salesforce CPQ,
Revenue Cloud, pricing configuration, and platform development.
9. Collaborate with business teams to validate delivered functionality and ensure
alignment with approved commercial processes.
10. Contribute to continuous improvement of development practices, automation,
technical documentation, and application support.
Required Qualifications
1. Salesforce CPQ / Revenue Cloud Expertise
1. Minimum 8+ years of overall IT experience, with substantial hands-on
experience in Salesforce development and enterprise CRM solutions.
2. Strong hands-on experience in Salesforce CPQ implementation, configuration,
customization, or production support.
3. Practical knowledge of product configuration, product bundles, product options,
Product Rules, Price Rules, discount schedules, and quote line management.
4. Experience configuring pricing logic, discounting, quote approvals, quote
templates, and document generation.
5. Strong understanding of Salesforce CPQ data models and key objects, including
Quote, Quote Line, Product, Price Book Entry, and CPQ-specific objects.
6. Experience supporting quote-to-cash processes, including opportunities,
quotes, contracts, subscriptions, orders, amendments, and renewals.
7. Understanding of CPQ calculation behavior, Price Rule execution order,
configuration constraints, and pricing troubleshooting.
8. Experience with Salesforce Revenue Cloud, Revenue Lifecycle Management
(RLM), or Revenue Cloud Advanced is highly desirable.
9. Ability to evaluate whether a requirement should be implemented using
standard CPQ functionality, Revenue Cloud configuration, Salesforce Flow, or
custom development.
10. Experience handling complex pricing rules, commercial approvals, product
dependencies, and enterprise quoting requirements.
2. Salesforce Development Expertise
1. Strong proficiency in Apex, Apex triggers, asynchronous Apex, SOQL/SOSL, and
Salesforce platform customization.
2. Experience developing Lightning Web Components (LWC) and custom Lightning
interfaces.
3. Working knowledge of Salesforce Flow, validation rules, approval processes,
custom metadata types, and platform events.
4. Experience designing reusable services, helper classes, integration components,
and maintainable application logic.
5. Strong understanding of Salesforce governor limits, bulk processing, transaction
management, and performance optimization.
6. Experience writing Apex test classes and implementing unit testing and
regression testing practices.
7. Understanding of Salesforce security, CRUD/FLS, record sharing, and secure
coding practices.
8. Experience troubleshooting production issues involving automation, pricing
calculations, integrations, and custom code.
9. Knowledge of Salesforce DX, Salesforce CLI, metadata deployment, and source-
driven development.
10. Ability to produce clean, maintainable, well-documented code aligned with
enterprise development standards.
3. Integration & Data Expertise
1. Experience developing or supporting REST and SOAP API integrations.
2. Knowledge of OAuth 2.0, named credentials, external credentials, secure
authentication, and API authorization.
3. Experience integrating Salesforce with ERP, billing, finance, product catalog,
and contract management systems.
4. Familiarity with MuleSoft, Boomi, Informatica, or equivalent middleware
platforms.
5. Experience with data migration, transformation, mapping, validation, and
reconciliation.
6. Strong understanding of Salesforce object relationships, data models, and data
integrity.
7. Experience troubleshooting API failures, asynchronous processing, integration
errors, and data synchronization issues.
8. Knowledge of event-driven integration patterns and Salesforce Platform Events.
9. Ability to define and maintain technical interface specifications and data
mapping documentation.
10. Understanding of data security, sensitive commercial information, and
integration reliability.
4. DevOps & Delivery Expertise
1. Experience with Salesforce DX, Salesforce CLI, and metadata deployment.
2. Proficiency in Git-based version control and collaborative development
workflows.
3. Familiarity with CI/CD tools such as Copado, Gearset, Jenkins, or equivalent
platforms.
4. Experience with Agile/Scrum delivery, sprint planning, estimation, backlog
management, and defect resolution.
5. Ability to manage technical dependencies across environments and coordinated
releases.
6. Experience with code reviews, quality gates, automated testing, and
deployment validation.
7. Strong troubleshooting and root cause analysis skills.
8. Ability to work effectively with distributed teams, architects, business analysts,
QA, and product owners.
9. Strong technical documentation and communication skills.
10. Commitment to continuous learning and adoption of Salesforce platform
improvements.
Certifications
1. Salesforce Certified Platform Developer I.
2. Salesforce Certified Platform Developer II.
3. Salesforce Certified Administrator.
4. Salesforce Certified Advanced Administrator.
5. Salesforce Certified Platform App Builder.
6. Salesforce CPQ Specialist certification, where applicable to the candidate's CPQ
implementation background.
7. Relevant Salesforce Revenue Cloud or Revenue Lifecycle Management
certifications.
8. Salesforce integration or architecture-related certifications.
9. Agile/Scrum certification or equivalent professional qualification.
10. Other relevant Salesforce domain-specific certifications.
Relevant certifications are preferred; practical Salesforce CPQ/Revenue Cloud
implementation and development experience is essential.
Architecture & Integration Experience
1. Strong understanding of Salesforce platform architecture and enterprise
application design principles.
2. Experience designing scalable product configuration and pricing solutions.
3. Knowledge of quote-to-cash and revenue lifecycle architecture.
4. Experience with API design, middleware integration, and cross-platform data
exchange.
5. Understanding of synchronous and asynchronous processing patterns.
6. Experience with enterprise data models and transaction data integrity.
7. Knowledge of performance optimization and Salesforce platform constraints.
8. Familiarity with enterprise security and access control requirements.
9. Ability to collaborate with solution architects on technical design and
architecture decisions.
10. Experience evaluating standard Salesforce capabilities against custom-built
solutions.
Program & Delivery Experience
1. Proven experience delivering Salesforce development, enhancement, or
implementation projects.
2. Ability to estimate development effort and identify technical dependencies.
3. Experience managing development activities across multiple workstreams.
4. Expertise in Agile, Scrum, or hybrid delivery methodologies.
5. Ability to manage competing priorities and delivery timelines.
6. Experience collaborating with business stakeholders and technical teams.
7. Strong defect, risk, issue, and dependency management capabilities.
8. Experience supporting production deployments and post-go-live stabilization.
9. Ability to provide technical status updates and communicate delivery risks.
10. Strong commitment to quality, maintainability, and business outcomes.
Additional Technical Skills
1. Experience with Salesforce CPQ calculation sequences, Price Rule evaluation,
and quote calculation troubleshooting.
2. Knowledge of Revenue Cloud product catalog, pricing, transaction, and order
management capabilities.
3. Experience with subscription products, recurring revenue, usage-based pricing,
amendments, and renewals.
4. Familiarity with contract lifecycle management and downstream billing
integration.
5. Exposure to Salesforce Industries CPQ or industry-specific product
configuration, where relevant.
6. Experience with data migration tools, ETL platforms, and bulk data processing.
7. Knowledge of Salesforce debug logs, Developer Console, Workbench, and API
testing tools.
8. Familiarity with Platform Events, asynchronous processing, and event-driven
integration.
9. Understanding of Salesforce security, audit controls, and secure application
development.
10. Experience with automated testing, deployment validation, and production
monitoring.
Preferred Experience
1. Experience in Banking, Financial Services, Insurance (BFSI),
telecommunications, manufacturing, or other industries with complex pricing
requirements.
2. Experience with Salesforce CPQ implementations involving complex product
bundles, multi-level discounting, and high-volume quoting.
3. Exposure to Salesforce Revenue Cloud Advanced or Revenue Lifecycle
Management implementations.
4. Experience integrating Salesforce with SAP, Oracle, Microsoft Dynamics, or other
enterprise ERP platforms.
5. Experience integrating Salesforce with billing, invoicing, subscription
management, or contract management platforms.
6. Knowledge of commercial pricing, recurring revenue, subscription-based
business models, or financial products.
7. Experience with enterprise CRM transformation and quote-to-cash
modernization programs.
8. Familiarity with Salesforce release management and enterprise DevOps
practices.
9. Experience working with global delivery teams and multi-vendor
implementation environments.
10. Exposure to Salesforce AI capabilities or AI-enabled revenue operations, where
relevant.
