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Salesforce Platform Specialist
Find a Salesforce Platform Specialist Who Builds Deep on the Core Salesforce Stack
A skilled Salesforce Platform Specialist builds and optimizes advanced platform solutions — Apex classes, Lightning Web Components, custom metadata frameworks, and complex Flow automations — that go beyond what declarative tools alone can deliver. We place specialists who code and configure at the highest platform level.
- Advanced Apex, LWC, and custom metadata framework development
- Complex Flow automation, governor limit optimization, and platform architecture
- We screen for practical depth, not just certifications
- Contract, contract-to-hire, or full-time — your choice
- US and Canada talent. Shortlist in 5–10 business days.
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About CRM Force
Boutique means something different when the person who built the company has done the work.
Saad Ahmed spent 20 years as a CRM consultant, solution architect, and implementation lead — building marketing automation and CRM systems for clients from start-ups to publicly traded enterprises. He founded CRM Force to bring practitioner-led vetting to a space dominated by generalist agencies.
Every candidate goes through a two-step internal qualification process — reviewed by two separate evaluators before they reach you. We confirm experience, certifications, technical depth, and fit. You receive a shortlist, not a resume dump.
CRM consultants, architects, developers, and admins. Marketing automation specialists. RevOps leaders, business analysts, and project managers. If it touches the CRM or marketing technology stack, we place it. Contract, contract-to-hire, and direct hire — across all seniority levels.
We Recruit for You
Three reasons companies choose us over a traditional recruiter — and what makes the difference in practice.
Vetted by Someone Who Has Done the Work
Saad Ahmed, founder of CRM Force, spent 20 years as a CRM Consultant and Solution Architect — building HubSpot implementations, designing data models, and running client engagements himself. When he reviews a candidate for your role, he is not reading a job description. He is evaluating whether someone can do work he has done himself. That distinction matters.
No Resume Dumps. A Shortlist You Can Act On.
You receive 3 to 5 pre-vetted candidates, each with our written assessment — why we believe they fit your role, where they are strong, and what to probe in the interview. Our internal process puts every candidate through two separate evaluation stages before they reach you. You only meet people who have cleared the bar.
Three Engagement Models. One Standard.
Contract for short and long-term engagements. Contract-to-hire when you want to try before you commit. Direct placement for permanent roles. Every model includes the same sourcing, multi-stage screening, skills assessment, and reference validation. The delivery vehicle changes — the standard does not.
Our Recruitment Process
Four steps from brief to shortlist — no surprises, no padding, no wasted interviews.
We Learn Your Requirements
A focused role briefing call — not a generic intake form. We ask about portal size, Hub configuration, seniority level, technical depth required, team structure, and what a genuinely great candidate looks like for your specific situation. The brief matters more than most clients expect.
We Search Our Network
We work our pre-built database of CRM and HubSpot professionals alongside targeted outreach to passive candidates who are not actively applying. The majority of the people we present are not on job boards — they are available to the right opportunity, if the right person asks.
You Receive a Shortlist
Typically 3 to 5 pre-vetted candidates, each with our written assessment — not just a resume. We tell you why we believe each person is right for your specific role, where they are strong, and what you should probe in the interview. You decide who moves forward.
We Support You to Offer
We coordinate interviews, facilitate debriefs, provide market-rate compensation benchmarks, and support you through the offer stage. The search does not end when we send the shortlist — it ends when you have the right person in the role.
Need a Salesforce Platform Specialist Fast?
We place CRM and Marketing Automation professionals across the US and Canada.
Industries We Serve
Platform Specialists serve organizations with complex Salesforce requirements across every sector. We place specialists with experience in: We work with organizations of all sizes — from growth-stage startups to publicly traded enterprises — across all major industries.
Not sure what you need? We can help you define the role.
One conversation is usually enough. No commitment required.
When You Need a Salesforce Platform Specialist
A few things we hear from clients before they reach out.
- Your Salesforce org has complex business logic that requires advanced Apex development beyond declarative Flow capabilities
- You need Lightning Web Components built for specialized UI requirements not achievable with standard page layouts
- Your Apex codebase has governor limit violations, test coverage issues, or technical debt that needs expert remediation
- You need a custom metadata framework or platform configuration layer that makes the org more maintainable and admin-friendly
- Your complex Flow automations are reaching governor limits and need Apex-backed optimization
How We Vet Salesforce Platform Specialists
Platform Specialists operate at the intersection of admin and developer — they must understand both the platform's declarative capabilities and its programmatic layer. We assess:
Red Flags to Watch For
- No Apex coding experience — relies entirely on declarative tools for complex business logic
- Cannot write a bulkified trigger — produces code that fails governor limits at scale
- No LWC experience — still builds Visualforce or Aura for new components
- No unit test discipline — ships Apex with minimal or fake test coverage
Whatever your sector, we know CRM talent.
Tell us about the role and we will get back to you within one business day.
What a Salesforce Platform Specialist Focuses On
From advanced Apex to complex Flow automation, here is where Platform Specialists spend their time:
Advanced Apex Development
Build triggers, batch classes, queueable jobs, and invocable methods that implement complex business logic within governor limits.
Lightning Web Components
Develop custom LWC components with wire services, event handling, and performance optimization for Lightning Experience.
Complex Flow Automation
Design and build advanced Flow automations — screen flows, record-triggered flows, and subflows — scaled for real-world volume.
Custom Metadata Frameworks
Design custom metadata types and platform configuration layers that allow admin-driven customization without code deploys.
Platform Performance Optimization
Diagnose and resolve governor limit violations — SOQL optimization, trigger bulkification, async patterns, and heap optimization.
Code Quality & Test Coverage
Write meaningful Apex test classes with real assertions, proper data setup, and isolation — not coverage-gaming minimal tests.
Platform Specialist Capabilities Across the Salesforce Stack
Salesforce Platform Specialists deliver across the full programmatic layer of the Salesforce platform.
Core Platform Development
Advanced Apex, LWC, and platform configuration for complex business requirements beyond declarative tools.
- Apex triggers and service classes
- Lightning Web Component development
- Visualforce to LWC migration
- Custom permission and metadata frameworks
Automation & Integration
Complex Flow automations and Apex-backed integration callouts for connected platform solutions.
- Advanced Flow and subflow design
- Apex REST callouts and inbound services
- Platform Events and CDC consumers
- Queueable and batch job architecture
Performance & Scalability
Governor limit remediation, query optimization, and async pattern design for high-volume orgs.
- SOQL and SOSL query optimization
- Trigger bulkification and rearchitecture
- Async processing pattern design
- Large data volume management
Code Quality & Governance
Test coverage, code review standards, and technical governance for Salesforce development teams.
- Apex unit test design and coverage
- Static analysis and code quality gates
- Code review and pair programming
- Technical debt assessment and remediation
Frequently Asked Questions
- What is the difference between a Salesforce Platform Specialist and a Salesforce Developer?
- A Salesforce Developer handles standard Apex and LWC development tasks. A Platform Specialist operates at a higher level — building complex custom frameworks, designing the platform architecture, remediating governor limit issues, and making decisions about when declarative tools reach their limits and programmatic solutions are needed.
- When do we need a Platform Specialist instead of a standard Salesforce Admin?
- When your business requirements exceed what Flow, Process Builder, and declarative configuration can deliver — complex multi-object trigger logic, custom UI components, real-time integrations, or high-volume batch processing. A Platform Specialist bridges the gap between admin-level configuration and full custom development.
- Do Platform Specialists only write code, or do they also configure?
- Both — the most effective Platform Specialists know when to code and when to configure. They understand Salesforce's declarative capabilities deeply enough to avoid unnecessary custom code, and they write clean, bulkified Apex when code is genuinely needed.
- How important is governor limit knowledge for a Platform Specialist?
- Critical — Salesforce governor limits define the boundary conditions for every Apex class, trigger, and Flow. A Platform Specialist who does not design for governor limits from the start produces code that works in sandbox but fails in production at volume. We filter specifically for this experience.
Tell Us What You’re Looking For
Share the role, your timeline, and any must-haves. No commitment required.