Salesforce CLM Data Migration Testing Engineer

Job Summary

We are seeking an experienced Salesforce CLM Data QA Testing Engineer with 5+ years

of experience in software quality assurance, Salesforce application testing, contract

lifecycle management, and data validation. The ideal candidate will have hands-on

experience testing Salesforce-integrated CLM platforms, validating contract data,

performing data migration testing, and ensuring data integrity across Salesforce and

connected enterprise applications.

The candidate will be responsible for validating contract records, metadata, document

associations, contract lifecycle workflows, data mappings, business rules, and

integrations between Salesforce and CLM platforms such as Conga CLM, Icertis,

DocuSign CLM, Sirion, or equivalent solutions.

The role requires strong experience in functional testing, data quality testing, source-

to-target reconciliation, SQL/SOQL-based validation, API testing, System Integration

Testing (SIT), User Acceptance Testing (UAT), and regression testing. The candidate

should understand Salesforce objects, fields, relationships, automation, security, and

data models, along with CLM processes covering contract creation, review, approval,

execution, amendments, renewals, and termination.

The successful candidate will collaborate with Salesforce developers, CLM consultants,

business analysts, data engineers, integration teams, and business stakeholders to

identify data discrepancies, validate system behavior, investigate defects, and ensure

accurate and reliable contract information throughout the contract lifecycle.

Key Responsibilities

1. Salesforce CLM Functional Testing

1. Analyze business requirements, functional specifications, user stories, process

flows, and acceptance criteria related to Salesforce CLM implementations.

2. Prepare and execute test cases for contract creation, drafting, review,

negotiation, approval, execution, amendment, renewal, and termination.

3. Validate Salesforce-integrated CLM functionality, business rules, application

configurations, and end-to-end workflows.

4. Test Salesforce standard and custom objects, fields, record types, page layouts,

and relationships used for contract management.

5. Validate contract request initiation, contract record creation, document

generation, approval routing, and contract status transitions.

6. Test Salesforce Flow automation, validation rules, approval processes,

notifications, and automated field updates relevant to contract processes.

7. Validate contract templates, clause selection, document generation, merge

fields, and document associations.

8. Perform functional, smoke, sanity, regression, and end-to-end testing across

Salesforce and CLM applications.

9. Validate user access, contract visibility, document permissions, and role-based

access controls.

10. Maintain test cases, execution evidence, defect reports, and requirements

traceability.

2. Salesforce CLM Data Quality Testing

1. Validate contract data stored in Salesforce and integrated CLM platforms for

accuracy, completeness, consistency, uniqueness, and validity.

2. Verify contract attributes such as contract ID, contract type, account, customer,

counterparty, contract owner, effective date, expiration date, renewal date,

contract value, currency, and status.

3. Validate Salesforce field mappings, mandatory fields, default values, picklist

values, formula fields, and business-specific data rules.

4. Verify relationships between Salesforce Accounts, Contacts, Opportunities,

contract records, CLM documents, and related business entities.

5. Identify duplicate contracts, missing records, invalid field values, inconsistent

metadata, and orphaned relationships.

6. Validate contract status synchronization and lifecycle data consistency between

Salesforce and the CLM platform.

7. Test cross-field validations, date dependencies, contract renewal rules, notice

periods, and approval thresholds.

8. Validate parent-child contract relationships, amendments, renewals, historical

versions, and associated documents.

9. Perform data profiling, record count checks, null checks, duplicate checks, and

field-level data comparisons.

10. Document data quality defects, investigate root causes, and coordinate

remediation with Salesforce, CLM, and data engineering teams.

3. Salesforce CLM Data Migration & Reconciliation

1. Validate migration of legacy contract data into Salesforce and the integrated

CLM platform.

2. Review source-to-target mapping documents, migration specifications,

transformation rules, and business validation requirements.

3. Compare source and target contract records to verify data completeness and

accuracy after migration.

4. Validate record counts, field mappings, mandatory attributes, default values,

and transformed data values.

5. Test migration of contract metadata, contract relationships, document

attachments, contract status, amendment history, and renewal information.

6. Validate legacy identifiers, Salesforce record IDs, external IDs, lookup

relationships, and reference data mappings.

7. Perform record-level and field-level reconciliation using SQL, SOQL, Salesforce

reports, Excel, and approved data validation tools.

8. Test full data loads, incremental migration, delta loads, and migration reruns

where applicable.

9. Validate migration error logs, rejected records, duplicate handling, data

cleansing, and exception resolution.

10. Prepare reconciliation reports, migration defect logs, data quality summaries,

and migration sign-off evidence.

4. Salesforce Data Validation Using SOQL, SQL & Data Tools

1. Write SOQL queries to retrieve and validate Salesforce contract records,

Accounts, Opportunities, Contacts, and related objects.

2. Use SQL queries to validate source databases, staging tables, target databases,

and downstream reporting datasets.

3. Compare Salesforce records with corresponding records in CLM and other

integrated systems.

4. Validate record relationships, lookup fields, external IDs, formula fields, and

cross-object dependencies.

5. Perform null checks, duplicate detection, record count reconciliation, and field-

level comparisons.

6. Validate Salesforce data loads and updates using Data Loader, Salesforce

reports, Workbench, or equivalent utilities.

7. Test bulk insert, update, upsert, and delete operations where applicable and

authorized.

8. Verify that data transformations and mappings preserve expected values across

connected systems.

9. Investigate discrepancies between Salesforce UI results, SOQL query results, API

responses, and downstream data stores.

10. Collaborate with Salesforce developers and data engineers to resolve data-

related defects.

5. Salesforce CLM Application Testing

1. Test integration between Salesforce CRM and CLM platforms such as Conga

CLM, Icertis, DocuSign CLM, or equivalent solutions.

2. Validate contract creation from Salesforce Accounts, Opportunities, contract

requests, or other configured business processes.

3. Test contract template selection, clause libraries, conditional clauses, document

generation, and metadata population.

4. Validate contract review, negotiation, approval, execution, and renewal

workflows.

5. Verify synchronization of contract status, contract dates, counterparty details,

contract values, and document references.

6. Test amendments, renewals, terminations, and historical contract version

management.

7. Validate electronic signature integrations with DocuSign or Adobe Acrobat Sign

where applicable.

8. Verify document upload, download, versioning, repository association, and

executed document availability.

9. Test error handling for failed contract creation, document generation, approval

routing, and synchronization.

10. Work with Salesforce and CLM functional teams to investigate and resolve

application defects.

6. API & Integration Testing

1. Perform API testing for integrations between Salesforce, CLM, ERP, document

management, procurement, and finance systems.

2. Validate REST APIs and SOAP APIs using Postman, Salesforce Workbench, or

equivalent tools.

3. Verify request and response payloads, HTTP status codes, headers,

authentication, authorization, and error messages.

4. Validate JSON and XML structures, mandatory attributes, field mappings, and

data transformation rules.

5. Test contract creation, updates, approval status, execution status, amendments,

and renewal synchronization.

6. Validate API authentication and authorization, including OAuth 2.0

fundamentals.

7. Test positive and negative scenarios involving invalid payloads, missing fields,

duplicate requests, unauthorized access, and service failures.

8. Validate asynchronous integrations, batch processing, retry mechanisms, and

failed-message handling where applicable.

9. Perform end-to-end validation of contract data across Salesforce, CLM, and

downstream enterprise applications.

10. Document integration defects and collaborate with developers to resolve data

mismatches and interface failures.

7. Salesforce Security & Access Validation

1. Validate Salesforce profiles, permission sets, roles, sharing rules, and field-level

security relevant to contract management.

2. Test contract record visibility based on ownership, account relationships,

organizational roles, and business unit requirements.

3. Verify that confidential contracts and supporting documents are accessible only

to authorized users.

4. Validate access permissions for contract creation, modification, approval,

execution, and document download.

5. Test negative scenarios involving unauthorized record access and restricted field

visibility.

6. Verify security behavior across Salesforce and the connected CLM platform.

7. Validate user access provisioning and deprovisioning where applicable.

8. Test audit trails, field history tracking, contract approval history, and document

version history where supported.

9. Identify security-related data exposure and access control defects.

10. Maintain test evidence and coordinate remediation with Salesforce

administrators, CLM teams, and security stakeholders.

8. Test Planning & Defect Management

1. Prepare test plans, test scenarios, detailed test cases, test data, expected

results, and execution schedules.

2. Design test cases covering Salesforce functionality, CLM workflows, contract

data quality, migration, and integrations.

3. Maintain requirements traceability matrices and ensure adequate functional

and data validation coverage.

4. Identify test dependencies, environment requirements, migration prerequisites,

and data quality risks.

5. Log defects with reproduction steps, expected and actual results, affected

records, query outputs, and supporting evidence.

6. Classify defects according to severity, priority, business impact, and release risk.

7. Participate in defect triage meetings with Salesforce developers, CLM

consultants, data engineers, and business analysts.

8. Retest resolved defects and perform regression testing to ensure fixes do not

introduce new issues.

9. Maintain defect dashboards, test execution summaries, data reconciliation

reports, and test completion metrics.

10. Support release readiness and go/no-go decisions through accurate test results

and quality risk assessments.

9. SIT, UAT & End-to-End Testing

1. Participate in System Integration Testing, User Acceptance Testing, functional

testing, regression testing, and end-to-end testing.

2. Validate end-to-end business processes spanning Salesforce CRM, CLM, and

connected enterprise applications.

3. Test contract generation from Salesforce Opportunities, contract requests, or

other configured business events.

4. Validate the complete contract lifecycle, including drafting, review, approval,

execution, amendment, renewal, and termination.

5. Verify consistency of contract data and documents across Salesforce and

integrated systems.

6. Coordinate with business users to prepare UAT scenarios, test data, execution

schedules, and acceptance criteria.

7. Support business stakeholders during UAT and assist with functional

clarification and defect resolution.

8. Validate migrated contract data against agreed business acceptance criteria.

9. Prepare UAT completion reports, reconciliation summaries, outstanding issue

logs, and sign-off documentation.

10. Perform post-deployment smoke testing and confirm that critical contract

processes remain operational.

10. Agile Delivery & Release Validation

1. Work within Agile/Scrum teams and participate in sprint planning, daily stand-

ups, backlog refinement, sprint reviews, and retrospectives.

2. Collaborate with Salesforce developers, CLM consultants, data engineers, and

business analysts to clarify requirements.

3. Review solution designs, data mappings, integration specifications, and user

stories to identify test scenarios early.

4. Validate new features, enhancements, configuration changes, and defect fixes

delivered during each sprint.

5. Support regression testing, release planning, migration rehearsals, deployment

validation, and production readiness.

6. Validate changes across development, QA, SIT, UAT, pre-production, and

production environments as applicable.

7. Investigate environment-specific defects, data refresh issues, and configuration

inconsistencies.

8. Maintain test status reports, defect metrics, reconciliation results, and release

quality summaries.

9. Ensure test evidence and artifacts are maintained for auditability and release

governance.

10. Contribute to continuous improvement in Salesforce CLM testing, data quality,

and test automation practices.

Required Qualifications

1. Functional Testing Expertise

1. Minimum 5+ years of experience in software QA, functional testing, data

testing, or enterprise application testing.

2. Strong hands-on experience in manual testing, functional testing, regression

testing, smoke testing, and end-to-end testing.

3. Experience in test case design, test execution, defect reporting, and test

documentation.

4. Strong understanding of STLC, defect management, and QA methodologies.

5. Experience in SIT, UAT, integration testing, and business process validation.

6. Ability to analyze requirements and create positive, negative, boundary, and

exception-based scenarios.

7. Experience with Jira, Azure DevOps, Zephyr, Xray, or equivalent tools.

8. Understanding of test coverage, traceability, defect severity, and release quality.

9. Experience with root cause investigation and defect triage.

10. Strong analytical skills and attention to detail.

2. Salesforce Testing Expertise

1. Strong functional knowledge of Salesforce CRM and its data model.

2. Experience testing standard and custom objects, fields, relationships, record

types, and page layouts.

3. Understanding of Salesforce Flow, validation rules, approval processes, and

automation.

4. Experience validating Salesforce reports, dashboards, record visibility, and

business process workflows.

5. Understanding of profiles, permission sets, roles, sharing rules, and field-level

security.

6. Familiarity with Apex, Lightning Web Components (LWC), and Visualforce from

a functional testing perspective.

7. Understanding of Salesforce sandboxes, test environments, and release

processes.

8. Hands-on experience validating Salesforce data using SOQL, Data Loader,

reports, or Workbench.

9. Ability to troubleshoot Salesforce data and functional defects.

10. Familiarity with Salesforce releases and regression testing of impacted

functionality.

3. Salesforce CLM Domain Expertise

1. Hands-on experience testing Salesforce-integrated CLM platforms is highly

desirable.

2. Knowledge of Conga CLM, Icertis, DocuSign CLM, Sirion, or equivalent solutions.

3. Understanding of contract creation, authoring, approval, negotiation, execution,

amendment, renewal, and termination.

4. Experience validating contract metadata, contract templates, clause libraries,

and document associations.

5. Knowledge of contract hierarchies, parent-child relationships, amendments, and

renewal processes.

6. Experience testing document generation and e-signature integrations.

7. Understanding of contract status synchronization between Salesforce and CLM

applications.

8. Experience validating contract-related data migration and reconciliation.

9. Knowledge of contract approval routing, renewal notifications, and expiration

alerts.

10. Ability to investigate CLM workflow, document, and data integrity defects.

4. Data Quality & Migration Testing

1. Strong experience in data validation, data integrity testing, and data quality

assurance.

2. Hands-on experience with source-to-target reconciliation and data migration

testing.

3. Proficiency in SQL and familiarity with SOQL for data validation.

4. Experience with record count validation, duplicate checks, null checks, and

field-level comparisons.

5. Understanding of data mapping, data transformation, and business rule

validation.

6. Experience validating data across Salesforce, CLM, and downstream

applications.

7. Familiarity with relational databases, staging tables, and target data

structures.

8. Ability to investigate missing records, incorrect mappings, duplicate data, and

transformation errors.

9. Experience preparing data quality reports and reconciliation evidence.

10. Knowledge of data governance, data privacy, and confidential information

handling.

5. API & Integration Testing

1. Hands-on experience testing REST APIs and SOAP APIs.

2. Proficiency in Postman or equivalent API testing tools.

3. Understanding of HTTP methods, status codes, headers, and request/response

payloads.

4. Experience validating JSON and XML structures.

5. Understanding of API authentication and authorization, including OAuth 2.0.

6. Experience testing Salesforce integrations with CLM and other enterprise

applications.

7. Ability to validate field mappings, transformation logic, synchronization, and

error handling.

8. Familiarity with asynchronous integrations, batch processing, and retry

mechanisms.

9. Experience documenting integration test cases and test evidence.

10. Strong troubleshooting skills for API and data-related defects.

6. Test Management & Technical Tools

1. Jira, Azure DevOps, Zephyr, Xray, or TestRail.

2. Salesforce Developer Console, Workbench, SOQL, reports, and Data Loader.

3. Postman or equivalent API testing tools.

4. SQL clients and relational database tools.

5. Microsoft Excel for data analysis, comparisons, and reconciliation.

6. Familiarity with ETL tools and data integration platforms is desirable.

7. Python or scripting for data validation and reconciliation is an advantage.

8. Selenium, Playwright, or API automation experience is desirable.

9. Familiarity with Git, CI/CD, and release validation processes is an advantage.

10. Strong test documentation, reporting, and defect tracking skills.

Certifications

1. ISTQB Certified Tester – Foundation Level (CTFL).

2. ISTQB Advanced Level certification, where applicable.

3. Salesforce Certified Administrator.

4. Salesforce Certified Platform App Builder.

5. Relevant Salesforce or CLM platform certifications, where available.

6. SQL, database, or data quality testing certifications.

7. API testing or software QA certifications.

8. Agile/Scrum certification.

9. Data migration, ETL testing, or data engineering certifications.

10. Test automation or test management certifications.

Certifications are preferred; practical Salesforce testing, CLM application testing, and

data validation experience are essential.

Technical Skills & Tools

1. Salesforce: Sales Cloud, Service Cloud, standard and custom objects, fields,

relationships, Salesforce Flow, validation rules, approval processes, and reports.

2. Salesforce CLM: Conga CLM, Icertis, DocuSign CLM, Sirion, or equivalent

platforms.

3. CLM Workflows: Contract creation, clause management, approvals, document

generation, execution, amendments, renewals, and termination.

4. Data Validation: Data quality checks, field-level validation, source-to-target

reconciliation, duplicate detection, and data integrity testing.

5. SQL & SOQL: Database queries, Salesforce record validation, joins,

aggregations, data comparison, and reconciliation.

6. API Testing: Postman, REST APIs, SOAP APIs, JSON, XML, HTTP status codes,

and OAuth 2.0 fundamentals.

7. Data Migration: Mapping validation, transformation testing, legacy data

migration, reconciliation, and exception handling.

8. Document Management: Contract templates, document repositories, version

control, metadata validation, and e-signature integrations.

9. Test Management: Jira, Azure DevOps, Zephyr, Xray, and TestRail.

10. Automation & Reporting: Python, Selenium, Playwright, Excel, defect

dashboards, and test execution reports.

Architecture & Integration Testing Experience

1. Understanding of Salesforce application architecture and CLM business

processes.

2. Experience validating end-to-end integrations between Salesforce and CLM

platforms.

3. Knowledge of API request/response validation and integration failure scenarios.

4. Understanding of Salesforce data models, object relationships, external IDs, and

data mapping.

5. Experience validating contract records and documents across Salesforce and

external systems.

6. Familiarity with asynchronous processing, batch interfaces, and data

synchronization.

7. Understanding of Salesforce access controls and contract record visibility.

8. Ability to identify data dependencies, integration risks, and migration issues.

9. Experience coordinating cross-system testing and validating multiple test

environments.

10. Ability to ensure contract data integrity across Salesforce, CLM, and

downstream enterprise applications.

Program & Delivery Experience

1. Proven experience supporting QA for Salesforce implementation, CLM

implementation, or enterprise application enhancement projects.

2. Experience working in Agile/Scrum and hybrid delivery environments.

3. Ability to estimate testing effort and contribute to sprint and release planning.

4. Experience managing testing activities across Salesforce, CLM, migration, and

integration workstreams.

5. Strong collaboration with business analysts, Salesforce developers, CLM

consultants, data engineers, and business users.

6. Experience managing defects, data quality issues, dependencies, risks, and

release readiness.

7. Ability to provide accurate test status reports and data reconciliation metrics.

8. Experience supporting UAT, production releases, data migration cutovers, and

post-go-live stabilization.

9. Ability to manage competing priorities while meeting project timelines.

10. Commitment to continuous improvement in testing processes and data quality

standards.

Preferred Experience

1. Experience in Banking, Financial Services, Insurance (BFSI), or other regulated

industries.

2. Hands-on experience testing Salesforce-integrated CLM applications.

3. Exposure to Conga CLM, Icertis, DocuSign CLM, Sirion, or similar platforms.

4. Experience validating contract data migration, reconciliation, and data quality.

5. Experience testing Salesforce integrations with ERP, billing, finance,

procurement, and document management platforms.

6. Knowledge of contract metadata, legal entity structures, counterparty

information, and renewal management.

7. Experience with SOQL, SQL, Postman, and Salesforce Data Loader.

8. Exposure to data validation automation, API automation, or ETL testing.

9. Experience supporting enterprise release management and regression testing.

10. Familiarity with information security, audit controls, data privacy, and

compliance requirements.