MetroMax Group
Report
Location
India
JobType
internship
About the job
This job is sourced from a job board
Designation: Salesforce Sales & Service Cloud Intern
Internship Duration- 6 Months
Working hours- 11 AM to 8 PM
Location- Remote
Paid Internship
About the role:
Intern will play a crucial role in supporting the configuration, customization, and optimization of Salesforce Sales Cloud and Service Cloud applications. This internship provides hands-on experience with lead management, opportunity tracking, case management, and customer service automation while collaborating with sales and support teams.
Responsibilities:
Sales Cloud Configuration:
· Assist in configuring Leads, Opportunities, Accounts, and Contacts with custom fields and page layouts
· Build Sales Processes including stages, probabilities, and forecasting configurations
· Create validation rules, formula fields, and roll-up summary fields for sales metrics
· Configure Email Templates, Mail Merge, and Sales Path guidance for reps
· Set up lead assignment rules, scoring models, and web-to-lead forms
Service Cloud Configuration:
· Configure Case Management with custom case fields, record types, and business hours
· Build Service Console apps with Lightning App Builder and utility components
· Create entitlement processes, SLAs, and milestone tracking for support contracts
· Configure Knowledge Articles, macros, and quick text for agent productivity
· Set up Omni-Channel routing, presence configurations, and skills-based routing
Process Automation:
· Design and build Flow Builder automations for lead conversion and case escalation
· Configure Process Builder and Workflow Rules for sales/service notifications
· Create approval processes for discount approvals and case escalations
· Implement Einstein Opportunity/Auto-Response features under guidance
Collaboration:
· Work with sales managers and service leads to gather and document requirements
· Collaborate with senior admins on live client implementations and UAT testing
· Participate in daily standups, sprint planning, and sales/service operations meetings
· Support end-user training and adoption through sandbox demonstrations
Testing and Validation:
· Perform user acceptance testing (UAT) for new configurations and automations
· Validate data quality during migrations and permission set assignments
· Test mobile layouts and Sales/Service Console performance across devices
· Document test cases and results for production deployment validation
Reporting & Analytics:
· Build Sales Cloud dashboards for pipeline, forecast accuracy, and win/loss analysis
· Create Service Cloud reports for case aging, SLA compliance, and CSAT trends
· Configure Einstein Analytics datasets and lenses for sales/service insights
· Set up scheduled report subscriptions and dashboard refresh schedules
Documentation:
· Document configurations, Flows, validation rules, and business processes
· Create user guides, quick reference cards, and admin handbooks
· Maintain configuration change logs and sandbox refresh procedures
· Support creation of training materials for sales reps and service agents
Learning and Development:
· Complete Trailhead badges (Sales Cloud Consultant, Service Cloud Consultant, Admin Advanced)
· Learn CPQ basics, Revenue Cloud concepts, and Field Service Lightning
· Study sales enablement best practices and customer service optimization
Adherence to Best Practices:
· Follow Salesforce security model (OWD, sharing rules, role hierarchy)
· Maintain clean data with duplicate rules and matching rules
· Use change sets, VS Code, and Salesforce CLI for deployments
· Ensure configurations are scalable and governor limit compliant
Communication:
· Present configuration demos during sales/service team reviews
· Document progress in daily standups and project status reports
· Participate in requirements workshops with business stakeholders
· Support live go-live sessions and hypercare activities
Process:
· Experience with sandbox management and production deployment validation
Qualifications:
· Trailhead badges (Admin Intermediate, Sales Cloud Basics, Service Cloud Basics)
· Understanding of Salesforce data model and security architecture
· Basic knowledge of Flow Builder, Process Builder, and Lightning App Builder
· Familiarity with Sales Cloud (Leads, Opportunities) and Service Cloud (Cases, Entitlements)
· Strong analytical skills for report/dashboard creation
· Excellent problem-solving abilities for business process automation
· Clear communication skills for cross-functional collaboration
· Available for 6-month internship with possibility of conversion
Interested candidates can share their CV on this email-id : Anubha.Kumari@themetromaxgroup.com