Migration Strategy & Architecture: Design and execute scalable, end-to-end data migration strategies across Sales Cloud, Service Cloud, PRM, ARM, custom objects, and Data Cloud for enterprise clients.
Agentforce & AI Data Readiness: Ensure legacy and transactional data is cleansed, standardized, and vectorized (RAG-ready) to support Agentforce Reasoning Engine, action triggers, and grounding context.
Data Extraction & ETL/ELT: Extract data from legacy databases (SQL Server, Oracle, PostgreSQL, Snowflake) and transform it to meet target Salesforce and Data Cloud schema standards.
Field & Relationship Mapping: Map complex source-to-target entity relationships (Master-Detail, Lookups, Junction Objects, Polymorphic fields) while preserving legacy record IDs and external IDs.
Unstructured Data Ingestion: Prepare unstructured data assets (PDFs, knowledge articles, case histories) for migration into Data Cloud to power Agentforce retrieval workflows.
High-Volume Execution & Automation: Leverage Salesforce APIs (Bulk API 2.0, REST/SOAP) and ETL/Zero-Copy tools to process millions of records without exceeding platform governor limits.
Validation, QA & Governance: Create automated verification checks to reconcile post-migration record counts, relationship trees, deduplication rules, and Salesforce Einstein/Agentforce Trust Layer compliance.
Salesforce Expertise (5+ yrs): Strong hands-on experience with core Salesforce architecture, data security model, governor limits, and data import/export utilities.
AI & Agentforce Data Concepts: Working understanding of Salesforce Agentforce , Atlas Reasoning Engine context grounding, RAG (Retrieval-Augmented Generation), vector databases, and how dirty data impacts AI agent decisions.
Data Tools Mastery: Advanced experience with Salesforce Data Loader , MuleSoft , Jitterbit , Talend , Informatica Cloud (IICS) , or Workbench .
Data Cloud & Data Lakehouses: Practical knowledge of Salesforce Data Cloud ingestion, Data Streams, Identity Resolution, and Zero-Copy architecture (e.g., Snowflake, BigQuery integrations).
SQL & SOQL: Advanced proficiency in writing complex SQL queries, stored procedures, joins, and SOQL/SOSL queries.
Scripting/Programming: Hands-on capability in Python, Shell scripting, or Apex for custom data transformation and pre-migration sanitization.