Salesforce Omnistudio (FSC) Technical Architect

Salesforce Omnistudio Technical Lead/Architect (FSC) Manager

Key Responsibilities

Technical Design & Solutioning

• Own the creation of Technical Design Documents (TDDs) covering data models, OmniStudio components, Apex architecture, integrations, security and deployment approach.
• Translate functional requirements and user stories into scalable technical solutions aligned with Salesforce and FSC best practices.
• Design the Salesforce data model, including FSC standard objects such as Person Accounts, Business Accounts, Account-Account and Account-Contact Relationships, plus custom extensions.
• Make "Configuration vs. Customization" decisions. Favor declarative and OmniStudio capabilities where appropriate.
• Take part in solution reviews and Design Authority forums, and contribute to architecture decisions.

Development Leadership

• Lead, guide and mentor a team of Salesforce developers.
• Allocate work, estimate effort, and track development progress across sprints.
• Conduct code reviews and enforce coding standards, design patterns, governor-limit awareness and security best practices.
• Do hands-on development on complex components and act as the escalation point for technical blockers.
• Define and enforce development standards, naming conventions, and reusable frameworks such as a trigger framework, error-logging framework and Integration Procedure patterns.

Delivery Ownership

• Take end-to-end ownership of technical delivery: quality, timelines and scope.
• Work with Project Managers on sprint planning, estimation, risk identification and mitigation.
• Support SIT, UAT, performance testing, deployment and hypercare phases.
• Act as the technical point of contact for client stakeholders and present designs and progress clearly.

Practice & People Development

• Contribute to PwC's Salesforce practice through accelerators, reusable assets, knowledge sessions and pre-sales support such as solution estimates and RFP responses.
• Coach and develop team members. Contribute to performance feedback and capability building.

Must-Have Skills

1. Salesforce Financial Services Cloud (FSC)

• Strong hands-on implementation experience with FSC (Banking, Wealth Management and/or Insurance).
• Good understanding of the FSC data model, Household and Relationship management, Action Plans, Rollup-by-Lookup (RBL), Interaction Summaries and Compliant Data Sharing.

2. OmniStudio Implementation

• OmniScripts: guided, multi-step user journeys with conditional logic, reusable components and custom LWC overrides.
• Integration Procedures: server-side orchestration, caching, chaining, error handling and performance optimization.
• Data Mappers (formerly DataRaptors): Extract, Turbo Extract, Transform and Load.
• FlexCards: contextual data display and actions (highly preferred).

3. Lightning Web Components (LWC)

• Build custom, reusable and performant LWCs.
• Embed LWCs within OmniScripts and FlexCards.
• Handle component communication, Lightning Data Service and wire adapters.

4. Business Rules Engine (BRE)

• Hands-on with Decision Matrices / Lookup Tables and Expression Sets.
• Implement eligibility and decisioning logic.

5. Document Generation

• Experience with OmniStudio Document Generation (client-side and server-side), including template design, Data Mapper/Integration Procedure data sources, and generating PDF/DOCX outputs.

6. Salesforce Data Modelling

• Design scalable data models, including object relationships, record types, and the trade-offs of master-detail vs. lookup.

7. Salesforce Design & Configuration

• Strong command of declarative configuration: Flows, Validation Rules, Page Layouts, Lightning App Builder, Dynamic Forms, Approval Processes, Custom Metadata and Custom Settings.
• Configure the security model: Profiles, Permission Sets, Permission Set Groups, Roles, Sharing Rules and Field-Level Security.
• Declarative Rollup summaries (DLRS)

8. Apex Development

• Expert-level Apex: Triggers (framework-based), Classes, Test Classes with strong coverage and meaningful assertions, and Exception Handling.
• Real-time processing: synchronous transactions and REST/SOAP callouts.
• Asynchronous and batch processing: Batch Apex, Queueable Apex (including chaining), Schedulable Apex, Future Methods and Platform Events.
• Strong understanding of governor limits, bulkification and performance tuning.

9. Code Quality & Reviews

• Run structured code reviews.
• Use static code analysis tools such as PMD, Salesforce Code Analyzer, SonarQube or Clayton.
• Enforce secure coding practices: CRUD/FLS enforcement, SOQL injection prevention and with sharing usage.

10. Team Leadership & Technical Design Ownership

• Proven experience leading development teams of 515 developers.
• Strong track record of authoring Technical Design Documents and owning delivery outcomes.