About Disco
Salesforce Management: Configures, manages, and maintains DISCO’s Salesforce environment, covering Sales Cloud, Service Cloud, and CPQ. Handles all aspects of user and license management, including new user setup, deactivation, roles, profiles, permissions, public groups, OWD, and sharing rules. Implements Salesforce configuration changes, such as workflows, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, and more. Manages sandbox environment.
Requirements Gathering and User Experience: Identifies and gathers requirements, translating them into scalable solutions that prioritize exceptional user experiences. Identifies and addresses unused or underutilized platform features.
Communication and Data Management: Communicates any platform changes to end-users and stakeholders. Manages data to enhance Salesforce data quality, implementing rules and automation as necessary.
System Maintenance: Proactively performs system maintenance, including Security Reviews, Release Updates, Health Checks, and Optimizer
Technical Support and Integration: Provides technical support, troubleshooting, and training to DISCO employees. Works with integrated applications including Docusign and Docusign CLM.