Salesforce Administrator:
Or Salesforce “Admin” as they’re often referred. A Salesforce Administrator is the person that provides value to the business by automating complex business processes, makes sure the system is clean and efficient and monitors new releases (these occur three times a year). Essentially, your Salesforce Admin is the SME Salesforce expert within the organisation, and they will have an in-depth understanding of customisation.
What does a Salesforce Administrator do? Typical Salesforce Administrator tasks might include:
• setting-up new users
• user maintenance
• workflow rules
• managing organisation wide defaults
• permissions
• role hierarchy
• basic platform customisations (fields, page layouts etc.)
• creating reports and dashboards
• security and data management
• training new users on using Salesforce
• collating requirements for new processes with stakeholders
What qualities will a Salesforce Administrator typically possess?
• Exceptional communication skills as they’ll work with people at all levels in the organisation, from the CEO to the users themselves across the business.
• Patient, with the ability to listen and understand customer problems, needs and issues will be useful, as will the confidence to push back on requests which aren’t in the best interests of the platform. Governance and best practice are key considerations in this role.
• Influential and motivating. The users across the organisation might not all be the most system savvy or keen to use the system, and so these qualities demonstrated by the Salesforce Admin will be helpful to drive user adoption.
• Solution focused. The beauty of Salesforce as a CRM tool is that there is no specific way of doing anything. For a single set of requirements, there could several solutions. Some people thrive in this kind of environment, others not so much.
Primary Skill:
Unit Test