Solutions Designer - CRM
Responsibilities • Undertakes the design of hosting technology
solutions based on the client’s service specifications, standards,
policies, best practices and cost models, in order to meet client CRM
application business requirement and project/initiative deliverables.
General Skills • Knowledge of CRM applications, operating systems,
environments, database technologies, programming languages and
communication protocols. • Knowledge of related best practices, OPS
directory/messaging standards, standard facilities architecture
management, facility service delivery processes, infrastructures
policies, procedures and direction, cost models and procurement
processes, • Ability to gather client business requirements; corporate
I&IT information mandates, client information technology strategic
plans, environment and standards • Ability to participate in the
development of solutions and provide advice on short/long term CRM
solution service development activities. • Knowledge of leading edge
technologies design criteria, security and recovery procedures,
preparation of technical specifications for installation, testing and
performance of integrated, multi-services systems; assess performance
and capacity of existing system making recommendations for improving
performance and develop technical documentation. • Experience
planning, migrating, implementing and sustaining large complex system
development projects • Knowledge of technology developments, trends
and new products to evaluated application to client short and long
term technology requirements. • Basic knowledge of project management
methodology (e.g. PMBOK), analytical tools and processes. • Conceptual
and analytical skills to assess and evaluate client needs and c o n d
u c t cost/benefit analyses for new technology requirements in
planning and designing solutions. • Experience designing and
developing large, complex, CRM applications • Experience with systems
evaluation to assess conditions, technical performance and capacity of
existing systems and determine need and feasibility of expansion,
renovation or replacement. • Excellent analytical, problem-solving and
decision-making skills, verbal and written communication skills,
interpersonal skills and negotiation skills, teamwork skills • A team
player with a track record for meeting deadlines

Skills
Experience and Skill Set Requirements

General Skills
Experience in programming and analysis; specialized CRM software
package support at the specified experience level
Ability to collaborate with IT Professionals throughout the Software
Development Life Cycle
Experience in structured methodologies for the development, design,
implementation and maintenance of applications
Experience in design, code, test, debug and document applications
Experience in the use of object and/or third generation language
development tools
Experience in one or more programming languages
Experience in application design, latest design patters, deployment
and troubleshooting
Experience with relational and hierarchical database technologies
Experience in the use of information retrieval packages using query languages
Experience with one or more communications protocols
Experience in structured methodologies for the design, development,
implementation and maintenance of applications
Experience eliciting and documenting information from diverse business
area stakeholders and subject matter experts
Excellent analytical, problem-solving and decision-making skills;
verbal and written communication skills; interpersonal and negotiation
skills
A team player with a track record for meeting deadlines CRM Software
Development Skills
Knowledge and experience with specific CRM software and anticipated
future releases high availability solution design and implementation
Knowledge and experience with specific CRM enterprise architecture
methodologies, design standards and tools
Experience with middleware and gateways
Expertise in specific tools for CRM software development Desirable Skills
Knowledge and experience with programming Internet-ready applications
 Knowledge and experience in rapid application development (RAD) methodologies
 Knowledge and understanding of Information Management principles,
concepts, policies and practices
Experience with middleware and gateways
Experience reviewing, analyzing, and modifying product installation
scripts including encoding, testing, debugging
Ability to provide post-implementation support and resolve any
post-implementation technical issues
 Experience conducting design walkthrough sessions with project team
 Knowledge and understanding of Accessibility for Ontarians with
Disability Act (AODA) and related regulations and standards
Ability to provide user and system documentation as required

Desirable Skills
 Able to quickly integrate new concepts and easily understand business needs
 Evaluating which Salesforce components and other technology products
and frameworks to use based on cost benefit analysis, risk management
and market research.
Experience with building Salesforce solutions based on user stories
and low level designs
 Adhere to defined coding standards and develop well-structured,
maintainable and easy to understand code
Strong experience delivering products in Agile/Scrum mode.
Map Salesforce capabilities, features and best practices against
business and technical requirements by performing fit-gap analysis
against Salesforce cloud, service, community, available tools
available within AppExchange and Salesforce Platform
 Design, develop, implement, configure, maintain, administer, and
integrate solutions on Salesforce Lightning Cloud platform (LWC)
Hands-on knowledge of Apex, lightning, VisualForce, Salesforce APIs,
data loaders, SOQL, SOSL, and web services
Strong understanding of Salesforce security model including sharing
rules, roles, profiles, sharing settings, etc.
Build integrations between Salesforce and external applications using
REST, SOAP APIs, Auth and Single Sign-On
Migrate changes from development to test to production environment(s)
using CI technologies like Salesforce DX, Jenkins and ANT
 Experience with deployment tools such as GitLab, Jenkins, etc.


Knowledge Transfer Requirements:
Knowledge transfer is expected to occur through the duration of the
assignment through regular meetings, touchpoints, and working sessions
with LRC staff
All design, development and artefacts, including all relevant and
complete documents must be transferred to the ministry in the
designated repositories provided
Evaluation Criteria

Criteria 1: Salesforce Experience - 30 points
 5+ years experience (including recent experience) solutioning and
hands-on configuring in Salesforce
Salesforce Certified Platform Developer I
Salesforce Certified OmniStudio Developer
Salesforce Certified Experience Cloud Consultant
Salesforce Certified Administrator

Criteria 2: Design, Analysis, Development and Configuration - 35 points
Demonstrated experience supporting, developing, maintaining, and
configurating Salesforce solutions
 Hands-on experience configurating and troubleshooting of issues in
Salesforce implementation and its integration with subsidiary systems
in Development and Production environments
Demonstrated experience configurating and integrating Salesforce with
other applications using web services or other mechanisms
 Demonstrated experience designing and supporting the development of
prototypes and proof of concepts
Demonstrated experience conducting root cause analysis to troubleshoot
and resolve defects/incidents resolve issues
 Demonstrated experience documenting build books, working with staff
on actual implementation document performance measures of the new
environments
 Experience conducting fit/gap analysis between high-level
requirements and Salesforce Public Sector capabilities
 Experience conducting diagnostics and determining methods to help
incident management
Experience implementing AODA compliant solutions

Criteria 3: Communication and Documentation - 25 points
 Excellent analytical, problem solving and decision-making skills
Excellent communication skills, both written and verbal
Experience reporting progress on deliverables to team, project leads
and management, including proactively raising risks/issues with
migrations
 Demonstrated experience working with clients and technical teams to
ensure effective resolution of defects and management of change
request are complete
 Experience documenting processes and technical designs and updating build books
 Experience engaging with project team to develop techniques to
expedite implementation; works closely with Project Manager and lead
architect and participate in the planning and design process
 Experience providing estimates for proposed features/enhancements and
review the estimates from other team members for completeness and
accuracy

Criteria 4: Agile Experience - 5 points
Experience with Agile scrum methodologies
Demonstrated experience with agile sprint management, bug tracking and
testing life cycle management using Azure DevOps
Thorough understanding of SDLC, specifically DEV processes in agile
development environments

Criteria 5: Public Sector Experience - 5 points
Previous experience working in Government or Public Sector organizations

Supplier Comments

MUST HAVES:
5+ years of Salesforce development experience in Public Sector
Foundation and Sales Cloud with a solid understanding of when
salesforce configuration options are desirable over custom code
 Certified Salesforce Platform Developer I or equivalent experience
Salesforce Certified OmniStudio Developer
Salesforce Certified Experience Cloud Consultant
Salesforce Certified Administrator