Salesforce Platform Engineer

Job Description: Salesforce Platform Engineer

About the Role

We are looking for Salesforce Platform Engineer our internal Salesforce team at Citation. This is a true hybrid role: you’ll split your time between configuration (admin) and custom development (Apex, Lightning, integrations).

In the short term, you’ll help us stabilise and improve a complex, tech‐debt‐heavy org. Over time, you’ll work with the team to simplify and modernise our Salesforce estate, choosing the right mix of declarative tools and code for each problem.

Key responsibilities

Configuration (Admin) – roughly 40–50%

You’ll use Salesforce’s declarative tools to design and deliver changes:

• Configure and maintain objects, fields, record types, page layouts and apps.
• Build and optimise Flows, validation rules, formulas, approval processes and other automation.
• Manage permission sets, profiles and sharing to ensure secure, appropriate access.
• Create and maintain reports and dashboards for operational and leadership stakeholders.
• Support day‐to‐day issue resolution, small change requests and user queries.
• Experienced in applying configuration and declarative best practices in line with Salesforce architectural guidelines
• Experienced in applying configuration and declarative best practices in line with Salesforce architectural guidelines
• Proven history of producing detailed build documentation and thorough unit testing
• Can demonstrates a scalability-oriented mindset, consistently considering the bigger picture and anticipating how even small changes can impact interconnected systems.

Development (Dev) – roughly 50–60%

You’ll take the lead on the more technical aspects of the platform:

• Design, build and maintain Apex classes, triggers, batch and queueable jobs.
• Develop and support Lightning Web Components (LWC) and other UI customisations.
• Work with existing legacy code and technical debt, debugging, fixing and refactoring where needed.
• Build and maintain integrations with other systems (REST/SOAP APIs, middleware or ETL tools).
• Write clean, testable code with appropriate unit/integration tests and good coverage.

Tech debt, quality and governance

• Help identify and prioritise high‐risk or fragile areas of the org.
• Refactor and simplify over‐engineered solutions, reducing duplication and improving performance.
• Contribute to and follow development standards, code reviews and best practices.
• Support release management: sandbox strategy, deployments, and version control/CI where applicable.
• Keep up to date with Salesforce releases and suggest where new standard features can replace custom build.

Skills and experience

Essential

• Hands‐on experience in a hybrid Salesforce Admin + Developer role, or as a dev with significant admin/config work.
• Strong declarative skills, including:
• Flows (including more complex automations).
• Validation rules, formulas, approval processes.
• Data model design (custom objects, relationships, record types).
• Permission sets, profiles, sharing and general security model.
• Solid Apex development experience:
• Bulkified triggers using sensible patterns.
• Apex classes, batch jobs, queueables/schedulables.
• Ability to read, understand and improve existing/legacy code.
• Experience with Lightning Web Components (LWC) (or strong Aura and happy to work with LWC).
• Good understanding of governor limits, performance considerations and secure coding on the Salesforce platform.
• Experience working with integrations (REST/SOAP APIs, outbound/inbound calls, middleware or ETL tools).
• Familiarity with source control and deployments (e.g. Git, Azure DevOps, GitHub, Bitbucket).
• Experience working in an agile environment (user stories, sprints, retrospectives).

Desirable

• Previous experience in a Salesforce org with significant technical debt, where stabilisation and refactoring were key.
• Experience with our key Salesforce products Sales Cloud and Service Cloud
• Exposure to CI/CD tools & repositories such as gearset & git
• Experience mentoring admins or junior devs on best practices.

Qualifications

Preferred (flexible)

• Salesforce Platform Administrator II and Platform Developer I, or equivalent hands‐on experience and willingness to certify.
• Salesforce Platform Administrator I and/or other certifications are an advantage.

Personal attributes

• Balanced mindset: comfortable both “clicks not code” and “code when it’s right”, and able to defend that choice.
• Engineering‐oriented: cares about code quality, tests and maintainability, not just short‐term fixes.
• Problem‐solver: enjoys untangling complex behaviours and debugging issues across config and code.
• Clear communicator: able to explain technical concepts in plain language to different audiences.
• Ownership: takes responsibility for work from design through build, testing, deployment and support.