Greetings from Web Geo Solutions, LLC. We have an exciting new job opportunity with our direct client, matching your skills. Please review the job description and respond with all the requested details if you are interested. Job Details JOB ID: NC - COM - Salesforce Specialist - Expert (718226) Client: NC - Last day to apply: 10/11 Initial Term: 6Months+ Tentative start date: ASAP Interview mode: Webcam/In-Person Work location: Remote Job Description: Business Need The North Carolina Department of Commerce is requesting services from a Salesforce Administrator/Developer to provide an analysis of the Salesforce solution consisting of a single Salesforce Org for two separate and distinct divisions, the Division of Workforce Solutions (DWS) and the Rural Economic Development Division (REDD), referred to as the business units. Each division manages its own users, applications, processes, and forms to meet their separate business needs with little overlap or sharing of data. The data and applications are split within the Org using public read/write permissions. The selected Administrator/Developer will: Determine the feasibility, cost, and timeframe to separate the divisions into two separate Salesforce Orgs. Assess the REDD Division solution to determine whether the underlying system design and configuration should be used going forward in a new, single-tenant Org. Brief History In 2020, DWS hired a Salesforce vendor to develop and implement an Online CRM to help log and manage North Carolina company information used for reporting to the Department of Labor. Later in 2021, DWS extended their CRM to include a grants management application. In 2022, the REDD Division hired the same Salesforce vendor to develop their own grants management CRM, which was also deployed in the same Org with DWS. The CRM permits governmental units across the State to submit requests for grants and services through a public facing portal. REDD Division staff use the CRM to manage the funding requests and ensure grant requirements are met. The decision to deploy the REDD Division solution in the same Org was based on an urgent need to distribute emergency grant funding, which would have resulted in delay without an existing Org in production, and the potential to share common information with DWS. However, several challenges were soon identified such as limitations in the naming of Salesforce objects and fields, limited use of sandbox environments, and the erroneous appearance of data fields created for one business solution appearing in the other. It was also later determined that the potential to share common information would not be feasible. As such, the REDD Division sought the assistance from Salesforce specialists who were able to guide the business units through a high-level Org health assessment to determine whether the business units were suited to share the same Org. The following justifications were identified to separate the business units into two separate Orgs. 1. The business units have different overall goals. 2. Business processes are different enough to require custom processes. 3. The business units maintain separate accounts and customer profiles. 4. Reporting is separate. 5. The business units will continue developing their solutions at different times. REDD Division Solution Issues In addition to the challenges of sharing an Org, the REDD Division solution has system issues that impact daily performance or prevent additional customizations needed for key business processes. Current solution issues are: 1. Scalability a. The solution was deployed for the management of 4 grant programs with most workflows and processes identical between one another. Similar grant programs cannot be added without significant, costly development. b. The solution must be able to send and receive e-mail communication from each subrecipient agreement, which is the main repository for the functions of an awarded grant. Currently, the solution permits an internal user to send an e-mail from the Subrecipient agreement, but the response e-mail only goes to the senders Outlook email inbox. It is required that the return email response must also automatically be delivered to the correct subrecipient record in Salesforce. The current solution cannot support this 2-way communication in its current cloud type. 2. Data Management a. Ineffective Private Read/Write permissions fail to prevent REDD Division applicants from selecting DWS data during application completion. b. The solution fails to prevent the duplication of accounts and contacts. 3. Environments Management a. Unexpected differences occur between the development sandbox and production environments. b. No Versioning History. 4. Queue and Permissions Management Approval queues appear to be inconsistent across automated processes. Groups and queues established by the vendor do not appear to be reconfigurable without additional development. Potential factors which may be contributing to the current solution issues are: 1. Current cloud type is not conducive to scalability 2. Inadequate or poor solution design 3. Code quality 4. Some solution components are shared between both business units (e.g. objects, data, apps, any integrations) 5. Some environments are shared between both business units (e.g. sandbox, development) Project Plan The Salesforce Administrator/Developer is requested to provide a complete project plan to include a: 1. thorough analysis of the REDD Division solution to include all repairs and development needed to resolve the current solution issues and to ensure efficient maintainability in the future. 2. thorough Org health analysis. 3. detailed Org strategy plan which includes the options to transfer the current REDD Division solution to the new Org or build a new solution in the new Org. 4. detailed description of the methodology and project management approach. 5. description of the key activities and milestones. 6. description of how the Administrator/Developer will analyze, assess, validate, document, and complete the project milestones and deliverables. 7. description of the time and resources necessary to support the project. 8. listing of the third-party software needed and any dependencies of the project. 9. high-level project schedule. 10. staffing plan that lists the proposed staff assigned to the project. 11. data migration plan. 12. testing plan. 13. total project cost. Qualifications Salesforce System Administrator & Developer 1. Technical system administrator performing daily Salesforce administration tasks 2. Manage all User Profiles and Profile Matrix all user license management (setup/deactivation, roles, profiles, permissions, and public groups) 3. Manage all custom and standard list views, custom field values, page layouts, reports and dashboards and e-mail templates 4. Monitor and manage all site and environment/sandbox management activities and all org assets and any 3rd party managed or unmanaged packages 5. Manage issuing all org Salesforce tickets and managing primary and designated contacts 6. Management custom objects, workflow and validation rules, triggers, classes and data management 7. Troubleshoot platform and user issues and conduct root cause analysis 8. Identify and gather requirements from users and stakeholders 9. Provide leadership to others and manage highly complex work efforts 10. Support team members and monitor user adoption of Salesforce tools in our organization 11. Provide ongoing user training and create training materials as needed 12. Manage functional system diagrams 13. Manage Copado pipelines 14. Manage Ownbackup If you are interested, please reply with below details for further evaluation v Please send all the requested below information for consideration 1. Contact details (and employer details if C2C) Your full legal name (Must match with state issued ID or ) Phone number Personal email id (this same id should be used to send E-RTR after submission) Desired hourly rate (above max advertised rate is not considered): W2: $ C2C: $ Work Status (H1B, EAD, GC, US Citizen), please attach a copy of work authorization: If H1B, who holds the visa (contact details, please include name, phone number and email If selected, how soon would you be available to start? Have you ever worked for this client? If so, please provide team name, project name, reason for leaving and when the engagement ended. Upon selected, employment is subjected to 7-year national criminal background check. Will you be able to attend In-Person interview (Yes or No Your current address? Are you available to be on-site at clients location for the duration of the project? Note: Payment for all approved hours will be paid at the straight hourly rate regardless of the total hours worked (regular and overtime hours) by the engaged resource. Do you accept this requirement? Upon selection, candidate must be able to provide three (3) references from prior engagements before a final decision is made. Do you accept this requirement? LinkedIn profile URL 2. Skill Matrix NC - COM - Salesforce Specialist - Expert (718226) Skill Required / Desired Amount in years Your actual Experience in years (Please fill all of them) Project Planning Required 5 Reporting on Salesforce critical system issues Required 5 Proven work experience as a Salesforc