Sign Up for Salesforce BA/ Admin Training: http://sfbatraining.com/

"What Is the Role Of A Salesforce Admin"

A Salesforce Administrators work with stakeholders to define requirements and to customize the platform. To put it simply: they enable users to get the most out of Salesforce.

A Salesforce Admin best understands how to make the platform work for their company’s unique needs. So here are few responsibilities of a salesforce admin. 

Create New User Profiles and Monitor Access Levels

Salesforce administrators are the gatekeepers of their employer’s sales and marketing data. They create each user account and determine the proper level of access based on the employee’s role within the company. When an employee is fired or leaves the company, it is the Salesforce administrator who must remove their access credentials.

Import New Leads and Contacts

Salesforce administrators oversee the importation of new leads and contacts on a daily basis. In large corporations, they develop a standard operating procedure for this process that is followed by entry-level market researchers and data analysts.

Run Deduplication Tools

Duplicate data clogs up Salesforce and keeps it from running at full force. Salesforce administrators use deduplication tools like Demand Tools or Ring Lead to scrub duplicate data from their database at least once a week.

Install High-Priority Updates from Salesforce.com

While Salesforce automatically installs high-priority updates after a certain time period, good Salesforce administrators install these updates as soon as possible. This allows them to test the update in controlled conditions to see how it affects their system configurations.

Run Quarterly Database Maintenance Reports

Salesforce administrators run many tests and reports to keep an eye on the health of their database. These include APEX tests, field utilization reports, roles by profile reports, and several others depending on the needs of one’s employer.

Create and Maintain Archive for Field History Tables

Salesforce administrators have to keep records that go back at least 12 months and preferably 18 months. This includes documenting all error reports and all changes to field history tables.

Address User Issues as They Arise

This broad duty encompasses several tasks. Salesforce administrators are the ones who solve any problems users are having with Salesforce. They also educate employees on new updates and onboard new hires whose role involves access to Salesforce.

 Now let’s talk about the skills and qualifications you need to have to become a salesforce admin:

To become a good salesforce admin, you need to have the following skills and qualifications: 

• Salesforce expertise – a Salesforce administrator can’t get a job without knowing Salesforce inside and out. This includes at least a working knowledge of various secondary products and solutions offered by Salesforce, as well as the ability to teach basic Salesforce functions

• Email marketing expertise – managing email marketing campaigns is one of the most common uses for CRMs like Salesforce. Salesforce administrators are experts in segmenting lists and conducting A/B tests to monitor email performance

• Conversion rate optimization – Salesforce administrators use their data analysis skills and knowledge of company products and services to ensure the sales team’s conversion rate is as high as possible

• Data management – Salesforce administrators use the principles of data management to keep data organized and easy to use

• Problem-solving skills – since Salesforce administrators are the person employees contact if they have an issue accessing Salesforce, they rely on their problem-solving skills daily

• Strong attention to detail – managing large data sets and routinely checking data for accuracy