Salesforce Platform Engineer
Location: Hybrid (Wilmslow HQ) or Remote
Salary: Competitive
We are The Citation Group – a collective of businesses dedicated to supporting small and medium-sized enterprises across a range of essential services. We know that running a business means juggling a lot. Our mission is to ease these pressures by providing expertise, guidance, and solutions that enable business leaders to focus on what they do best. From HR and Health & Safety to Cybersecurity, E-Learning, and ISO compliance, we’ve got you covered.
Citation has achieved strong growth through a combination of organic expansion and strategic acquisitions, continually broadening our expertise, services, and reach to create a one-stop shop that supports businesses across the UK, Canada and Australia.
The role
We are looking for Salesforce Platform Engineer our internal Salesforce team at Citation. This is a true hybrid role: you’ll split your time between configuration (admin) and custom development (Apex, Lightning, integrations).
In the short term, you’ll help us stabilise and improve a complex, tech‑debt‑heavy org. Over time, you’ll work with the team to simplify and modernise our Salesforce estate, choosing the right mix of declarative tools and code for each problem.
Configuration (Admin) – roughly 40–50%
You’ll use Salesforce’s declarative tools to design and deliver changes:
- Configure and maintain objects, fields, record types, page layouts and apps.
- Build and optimise Flows, validation rules, formulas, approval processes and other automation.
- Manage permission sets, profiles and sharing to ensure secure, appropriate access.
- Create and maintain reports and dashboards for operational and leadership stakeholders.
- Support day‑to‑day issue resolution, small change requests and user queries.
- Experienced in applying configuration and declarative best practices in line with Salesforce architectural guidelines
- Experienced in applying configuration and declarative best practices in line with Salesforce architectural guidelines
- Proven history of producing detailed build documentation and thorough unit testing
- Can demonstrates a scalability-oriented mindset, consistently considering the bigger picture and anticipating how even small changes can impact interconnected systems.
Development (Dev) – roughly 50–60%
You’ll take the lead on the more technical aspects of the platform:
- Design, build and maintain Apex classes, triggers, batch and queueable jobs.
- Develop and support Lightning Web Components (LWC) and other UI customisations.
- Work with existing legacy code and technical debt, debugging, fixing and refactoring where needed.
- Build and maintain integrations with other systems (REST/SOAP APIs, middleware or ETL tools).
- Write clean, testable code with appropriate unit/integration tests and good coverage.
Tech debt, quality and governance
- Help identify and prioritise high‑risk or fragile areas of the org.
- Refactor and simplify over‑engineered solutions, reducing duplication and improving performance.
- Contribute to and follow development standards, code reviews and best practices.
- Support release management: sandbox strategy, deployments, and version control/CI where applicable.
- Keep up to date with Salesforce releases and suggest where new standard features can replace custom build.
About you
Essential
- Hands‑on experience in a hybrid Salesforce Admin + Developer role, or as a dev with significant admin/config work.
- Strong declarative skills, including:
- Flows (including more complex automations).
- Validation rules, formulas, approval processes.
– Data model design (custom objects, relationships, record types).
– Permission sets, profiles, sharing and general security model.
Solid Apex development experience:
– Bulkified triggers using sensible patterns.
– Apex classes, batch jobs, queueables/schedulables.
– Ability to read, understand and improve existing/legacy code.
- Experience with Lightning Web Components (LWC) (or strong Aura and happy to work with LWC).
- Good understanding of governor limits, performance considerations and secure coding on the Salesforce platform.
- Experience working with integrations (REST/SOAP APIs, outbound/inbound calls, middleware or ETL tools).
- Familiarity with source control and deployments (e.g. Git, Azure DevOps, GitHub, Bitbucket).
- Experience working in an agile environment (user stories, sprints, retrospectives).
Desirable
- Previous experience in a Salesforce org with significant technical debt, where stabilisation and refactoring were key.
- Experience with our key Salesforce products Sales Cloud and Service Cloud
- Exposure to CI/CD tools & repositories such as gearset & git
- Experience mentoring admins or junior devs on best practices.
Qualifications
Preferred (flexible)
- Salesforce Platform Administrator II and Platform Developer I, or equivalent hands‑on experience and willingness to certify.
- Salesforce Platform Administrator I and/or other certifications are an advantage.
Personal attributes
- Balanced mindset: comfortable both “clicks not code” and “code when it’s right”, and able to defend that choice.
- Engineering‑oriented: cares about code quality, tests and maintainability, not just short‑term fixes.
- Problem‑solver: enjoys untangling complex behaviours and debugging issues across config and code.
- Clear communicator: able to explain technical concepts in plain language to different audiences.
- Ownership: takes responsibility for work from design through build, testing, deployment and support.
Here’s a taste of the perks we roll out for our extraordinary team members:
25 Days of Holiday + 8 Bank Holidays: We’re talking sun-soaked beaches, snow-capped mountains, or simply your favourite cozy spot at home. Take your well-deserved break with 25 days of holiday, plus those cherished bank holidays.
Birthday Bliss: Your birthday isn’t just another day on the calendar; it’s YOUR day! Enjoy it in style with a day off, because at Citation, we believe in celebrating YOU.
Post-Wedding Bliss: Newlyweds, we’ve got something special for you too! Extra weeks of holiday to bask in the glow of post-wedding happiness.
Growing Families: We’re all about supporting our Citation family, and that includes expectant parents. Vouchers and special perks await to celebrate the newest addition to your family.
Healthcare cash plan: Your well-being is our priority. That’s why we offer private healthcare to ensure your peace of mind and keep you feeling your best.
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