What Are The Responsibilities of Salesforce Admin?

Introduction

Salesforce is a prominent CRM (Customer Relationship Management) tool. It connects approximately 150,000 clients across multiple enterprises, organizations, and institutions. However, many people all around the globe use Customer Relationship Management (CRM) technology to keep their businesses functioning. Also, to ensure this software works well, the organization hires dedicated professionals. As a result, the Salesforce Administrator is vital to success. He is essential for every organization that utilizes Salesforce CRM to get the most out of the product. Therefore, understanding the position and what work you can do after becoming a Salesforce administrator is quite essential for every individual. In this article, we’ll explore the answer to such a question in detail.

Salesforce Administrator: Meaning

Salesforce Admins employ declarative configuration to modify Salesforce, maintain a healthy Salesforce org, meet user needs, and improve business processes. Undoubtedly, Salesforce Admins are well compensated; they provide a crucial job that allows enterprises to get the most out of their Salesforce investment. However, their primary responsibilities are broader than those of system administrators from other sectors, ranging from basic configuration-based activities to work that demands business acumen. Therefore, to know more about these professionals and stand out from the crowd, it’s advisable for an interested individual to enrol in the Salesforce Administrator Online Training in India.

Different Job Positions of Salesforce Admin

In order to understand the exact duties of Salesforce Admin, it is necessary to get familiar with the job position an individual is currently working. These job positions are as follows:

• An entry-level administrator with 0 – 2 years of experience maintains the Salesforce org regularly and acts as the primary point of contact for users.
• However, a mid-level professional with 2 – 5 years of experience helps to manage a very advanced Salesforce org and modify Salesforce with the help of best practices.
• Senior Administrator with 5+ years of experience maintaining a complex Salesforce org, managing a team or collaborating with third parties to complete several releases annually. They also have stakeholder management skills and be in charge of governance.

Responsibilities of Entry-Level Salesforce Admin

While working as an entry-level administrator, you’ll work with experienced Salesforce Admins in our IT team to continuously expand and enhance your organization’s Salesforce platform. However, their primary tasks include:

1. User and license management. It comprises new user creation and deactivation, roles, profiles, permissions, and public groups.
2. Manage incoming support tickets as the initial point of contact with users.
3. Collect some needs from users and stakeholders.
4. Changes to the Salesforce configuration like the basic Flows, fields, page layouts, record kinds, custom settings, dashboards, and reports.
5. Keep an eye on user adoption.
6. Develop training materials and conduct user training.

Mid-Level Salesforce Admin Responsibilities

With 2-5 years of experience, you will come under the category of a mid-level administrator. Such professionals are more experienced than junior administrators but not yet senior administrators. Mid-level administrators often manage a large Salesforce org. However, their primary tasks include:

1. Working with a Sales Cloud or a suite of clouds may result in a specialization, such as CPQ.
2. Using best practices to maintain and customize the Salesforce org. Also, have a complete understanding of alternatives such as automation and record types vs. page layouts.
3. These individuals make use of more advanced automation.
4. They use integrated apps such as DocuSign, MailChimp, Conga, etc.
5. Monitor and enhance user uptake proactively.
6. Will not typically have experience with programmatic changes but will be able to provide specifications for developers.
7. Experience collecting needs and understanding business procedures.

Senior-Level Salesforce Admin Responsibilities

A Senior Salesforce Administrator has at least five years of expertise. They are in charge of all requests for their organization. Also, they require familiarity with change management and governance and communication, prioritization, and administration of all areas of a Salesforce project. Their major work includes the following:

1. Maintain a complex Salesforce org with 300+ average users or 100+ heavy users that employs numerous Salesforce products on the platform.
2. Worked as a product owner for top enterprise firms.
3. These experts have proper knowledge of Salesforce’s best practices, architecture, and how it connects with other platforms.
4. Manage a team or collaborate with other parties to supervise Salesforce org development and several releases each year.
5. Create a platform plan and prioritize your efforts.
6. Have stakeholder management skills and be in charge of governance.

Conclusion

Hopefully, you may find this article informative. We have compiled the responsibilities or job description of a Salesforce administrator, no matter whether you are at the entry, mid, or senior level position. Being a popular technology and the work duties, these professionals perform makes Salesforce a promising career. So, if you want to make a career in this domain, we suggest you enrol for training at the Salesforce Administrator Training Institute in Gurgaon.