Salesforce ARM_Agentforce Developer

Salesforce ARM_Agentforce Developer1 AI &

Modern Tooling Expertise

Candidates must demonstrate hands-on proficiency with next-generation AI tools, LLM platforms, and Salesforce AI capabilities:

Core AI Platforms

& LLMS Claude (Anthropic) GitHub Copilot / Codex Cursor IDE ChatGPT-4o Gemini Code Assist

Salesforce AI

&

Agentforce Layer

Agentforce Sales & Deal Desk Agents Einstein Deal Insights Prompt Builder (Quote AI) Revenue Intelligence AI Einstein Opportunity Scoring MCP (Model Context Protocol)

Developer Productivity

& DEVOPS Salesforce CPQ / Revenue Cloud Salesforce Billing Apex, LWC, SOQL DocuSign / Conga CLM Git, SFDX, Copado Postman, MuleSoft REST APIs

Salesforce Cloud Expertise

( ARM mandatory and

Any of

2

Clouds as Mentioned Below

) Revenue Cloud (CPQ & Billing) Expert-level configuration and development across the full CPQ stack: product catalogue, bundles, pricing strategies (list, block, cost-plus, percentage of total), discount schedules, product rules, price rules, constraint rules, quote templates, multi-tier approval chains, and order management. Deep Salesforce Billing knowledge: invoice generation, payment processing, usage summaries, credit memos, and revenue schedule management. Advanced Revenue Management (ARM) Hands-on experience with Salesforce ARM for ASC 606 / IFRS 15 revenue recognition: performance obligation definition, standalone selling price (SSP) configuration, transaction price allocation, and automated revenue schedule generation. Ensure ARM outputs withstand internal audit and external auditor review. Sales Cloud Deep CPQ-to-Sales Cloud integration expertise: Opportunity Products, Contract generation, Order management, Account hierarchy pricing, and partner pricing tiers. Build AI-assisted Deal Desk workflows and approval automations triggered by CPQ pricing and margin data. Service Cloud Connect Revenue Cloud to service operations: contract entitlements triggering service SLAs, usage-based billing alerts, automated renewal case creation, and Agentforce Service Agent deflection for billing enquiries and contract amendment requests. Experience Cloud Build CPQ-connected partner portals enabling partner quoting, deal registration, margin visibility, and self-service renewal and amendment flows for end customers — reducing revenue team operational overhead. Data Cloud & Revenue Intelligence Unify product usage, billing, contract, and CRM data in Data Cloud to power AI-driven upsell/cross-sell recommendations, renewal risk scoring, and Revenue Intelligence dashboards that give leadership real-time ARR visibility.

Industry Domain Knowledge

(

Any One of Following

) Hi-Tech & SaaS

• Subscription pricing models: per-seat, usage-based, tiered, hybrid, and consumption-based billing configurations in Salesforce CPQ
• SaaS ARR/MRR/NRR metrics and how Salesforce Billing data feeds into revenue reporting and board-level financial dashboards
• Co-terming, pro-ration, and mid-term amendment logic for SaaS contract changes, upgrades, downgrades, and expansions
• Channel sales CPQ: reseller pricing tiers, distributor margins, partner deal registration discount logic, and MDF allocation
• PLG (Product-Led Growth) integration: product telemetry triggering auto-generated upsell quotes in Salesforce via MCP / API events Healthcare & Life Sciences
• Complex contracting in MedTech and Pharma: GPO contracts, IDN pricing agreements, government pricing, and formulary management
• Usage-based billing for medical devices and clinical SaaS platforms (per-scan, per-test, per-seat) with Salesforce Billing
• Compliance considerations affecting pricing configuration: Anti-Kickback Statute (AKS), Sunshine Act, and government contract requirements
• Multi-site, multi-entity contract structures common in health systems and hospital networks with parent-child account hierarchies
• RFP-driven pricing, government contract vehicles (GPO, VA, DoD), and public sector quoting configuration requirements

Functional Knowledge

(FOUNDATION

For AI

SOLUTIONS) Deep functional knowledge enables professionals to design AI-powered Salesforce solutions that reflect real business intent — not just technical requirements. This is what separates good implementations from transformative ones. Configure-Price-Quote Business Knowledge Understanding WHY products are bundled, priced, and discounted the way they are — not just HOW to configure it — enables CPQ developers to build AI-assisted pricing recommendations that respect real margin guardrails, reflect actual commercial strategy, and survive Finance review. Contract Lifecycle & Amendment Logic Functional fluency in co-terming, upgrades, downgrades, and cancellations means developers can build amendment and renewal automations that handle real-world edge cases — not just happy-path scenarios that break on the first mid-term change request. Revenue Recognition Principles A working understanding of ASC 606 / IFRS 15 allows CPQ/ARM developers to correctly configure performance obligations, SSP hierarchies, and revenue schedule rules — producing ARM outputs that survive audit without manual correction. Deal Desk & Approval Governance Understanding the real-world deal desk process — who approves what, under which margin thresholds, with what exceptions — allows developers to encode intelligent approval routing logic and build Agentforce Deal Desk Agents that mirror actual commercial governance.

Key Responsibilities

• Design, build, and configure end-to-end Salesforce CPQ implementations: product catalogue architecture, pricing models, bundle configurations, approval workflows, and order generation
• Develop Salesforce Billing configurations: invoice runs, payment gateway integrations, usage summaries, credit memos, and tax integrations
• Build and maintain Salesforce ARM (Advanced Revenue Management): performance obligation templates, SSP hierarchies, revenue recognition rules, and ASC 606 / IFRS 15 compliant schedules
• Develop custom Apex CPQ plugins (pricing plugins, quote calculator plugins, custom action scripts) and LWC components for

Cpq UI

extensions

• Use Cursor and Claude for AI-pair-programmed development of complex Apex plugins, pricing scripts, and ERP integration connectors
• Integrate CPQ/Billing with ERP systems (SAP, NetSuite, Oracle) via MuleSoft or direct REST APIs for seamless order-to-cash automation
• Build Agentforce-powered Deal Desk Agents: AI-assisted quote structuring, margin analysis, competitive positioning, and approval escalation
• Implement DocuSign / Conga CLM integrations for automated quote-to-contract document generation and e-signature workflows
• Design and execute CPQ data migration strategies for transitions from legacy quoting systems (Apttus, Zuora CPQ, custom-built tools) AI &

Agentforce Specific Responsibilities

• Build Agentforce Deal Desk Agents with CPQ-aware skills: AI-assisted quote structuring, upsell identification, discount guardrails, and approval workflow initiation
• Use Einstein Prompt Builder to generate AI-authored Executive Summary fields on quotes — surfacing key deal terms, risk flags, and competitive context to approvers
• Expose CPQ pricing waterfall, quote configuration, and approval status via MCP servers for conversational deal intelligence in AI assistants
• Use Claude or Codex to generate complex CPQ Apex pricing scripts, product rule logic, constraint rules, and comprehensive Apex test classes
• Integrate Revenue Intelligence AI dashboards with CPQ data to identify renewal risk, churn patterns, and expansion opportunities from billing and usage signals
• Build AI-assisted renewal flows: Agentforce proactively identifies contracts approaching renewal, generates renewal quotes, and triggers approval and outreach workflows
• Implement Einstein Deal Insights integration to surface CPQ anomalies — unusual discounts, configuration errors, missing required fields — before quotes reach deal desk