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Salesforce Developer

Job Description - Salesforce Developer

About the role
You'll join a small team remediating and extending a large, heavily customised Sales Cloud org for a commercial real-estate lender. The org models the full Lead → Account → Opportunity → Loan lifecycle across roughly 215 objects, 145 flows, 17 Apex triggers, 48 profiles and 17 managed packages, with outbound integrations to an external loan-origination system.
Your job is to make that org safe to change again — consolidate its automation, rebuild routing and data-quality controls, modernise security, and put a proper release pipeline underneath it — while feature cycles ship in parallel.

What you'll do
•    Consolidate three coexisting automation layers (Apex triggers, workflow rules, record-triggered flows) into one predictable pattern per object; migrate legacy workflow rules and Process Builder to Flow.
•    Design and build a single, auditable lead-routing model (assignment rules, Flow or Omni-Channel) and reactivate or rewrite validation, duplicate and matching rules in agreed batches.
•    Migrate from profile-centric security to a permission-set / permission-set-group model, remove person-specific sharing rules, classify and protect borrower financial data, and fix code that bypasses record- or field-level security.
•    Harden integrations: introduce Named Credentials, retire obsolete callout flows, and help design a two-way sync with the loan-origination system (Azure Functions fronting QuickBase).
•    Retire dead metadata — around 110 unused flows, 350 unused fields and duplicate package namespaces — with impact analysis and an observe-before-delete discipline.
•    Rationalise the data model: overlapping status picklists, redundant team-role fields, and five overlapping broker objects.
•    Work within a Git-based sandbox → QA → staging → production pipeline with automated regression tests; no direct changes to production.
•    Partner with Sales Ops and Marketing Ops on the design decisions, and support UAT and dashboard regression checks.

Must have
•    5+ years hands-on Salesforce development, primarily Sales Cloud.
•    Strong Apex (trigger-handler frameworks, bulkification, test coverage, sharing and FLS enforcement) and SOQL.
•    Deep Flow experience, including record-triggered flows and migration off workflow rules / Process Builder.
•    Solid grasp of the security model: profiles, permission sets and groups, sharing rules, role hierarchy, OWD.
•    Salesforce CLI / Metadata API, Git, and CI/CD for Salesforce (GitHub Actions, Gearset, Copado or similar).
•    REST integration from Salesforce: Apex callouts, Named Credentials, External Services.
•    Track record untangling mature, over-customised orgs — not just greenfield builds.
•    Platform Developer I certification.

Nice to have
•    Platform Developer II, Sharing & Visibility Architect, or Application Architect.
•    LWC / Visualforce.
•    Account Engagement (Pardot) and dialer/cadence packages such as Revenue.io.
•    Azure Functions or QuickBase exposure.
•    Lending or financial-services background.

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About the Company

Photonx Technologies

At PhotonX Tech our expertise lies in providing solutions to businesses that rely on methods, like pen and paper or Excel sheets for their operations. We specialize in helping these businesses transition to a system. In terms, we create Android and iOS apps, CRM systems, custom ERP solutions, and va...

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