Salesforce Admin Job Description, Skills, and Salary
Get to know about the duties, responsibilities, qualifications, and skills requirements of a Salesforce Admin. Feel free to use our job description template to produce your own. We also provide you with information about the salary you can earn as a Salesforce Admin.
Who is a Salesforce Admin?
A Salesforce Administrator, often known as a Salesforce Admin, is a Salesforce-certified professional who is knowledgeable about the Salesforce environment or ecosystem. They are capable of comprehending various system needs, stakeholders, and client interests, with the ultimate goal of assisting users in getting the most out of Salesforce technology. They are also competent enough to use Salesforce capabilities to reach a company’s ambitions and goals.
A Salesforce Admin is a company leader with an in-depth understanding of how his organization operates; he contributes to making all departments successful through process automation. Salesforce admin works hard to combat inefficiency and increase productivity.
They create wonderful tools on devices with features such as a user-friendly dashboard, brilliant workflows, and project apps. Salesforce administrators educate salesforce users on how to stay current. They will tackle difficult business difficulties to keep the projects running.
Salesforce Admin Job Description
Below are the Salesforce Admin job description examples you can use to develop your resume or write a Salesforce Admin job description for your employee. Employers can also use it to sieve out job seekers when choosing candidates for interviews.
- Oversee all areas of user and license administration, such as new user activation/deactivation, roles, profiles, permissions, and public groups.
- Resolve customer service tickets.
- Identify and collect user and stakeholder requirements.
- Support team members and monitor Salesforce tool uptake in our organization.
- Provide continuing user training and generate training materials when needed.
- Import leads, contacts, and other data from the sales department.
- Identify and collect user and stakeholder requirements.
- Keep track of user adoption.
- Manage the sales cloud and create custom reports and dashboards.
- Execute database maintenance operations such as diagnostic tests and duplicate entry cleanup.
- Evaluate and install new Salesforce releases, as well as train and support them.
- Prepare sales and other departments’ reports.
What Do the Salesforce Administrators Do?
Supervise user-profiles and access levels
Salesforce Administrators are in charge of the organization’s data, which includes important information about sales and marketing, products and services, customer demographics, transactions, and other activities. They create user identities and assign access levels based on organizational roles and responsibilities. This frequently entails onboarding new hires that require Salesforce access. They also handle off-boarding and access removal for former workers and others who no longer use Salesforce.
Import new leads, contacts, and data
Administrators create rules for these processes as users enter leads and other data into Salesforce to help maintain data consistency across the enterprise.
Develop processes for reporting
Salesforce administrators are CRM data management professionals. Companies rely on them to maintain data clean and organized, as well as to pull data as needed to support training initiatives and justify business choices.
Setup and run deduplication tools
Users, webform submissions, and imported lists can all duplicate contact data and user behavior over time, thus it is up to the Salesforce Admin to run deduplication tools to scrub the data and remove duplicates. Depending on the instruments used, the frequency with which various organizations conduct this process will vary. Some run in real-time, while others are run regularly (typically at least once a week) to keep Salesforce functioning smoothly.
Carry out system updates in the sandbox
Salesforce is meant to automatically update regularly, but the best administrators test and install these upgrades in a sandbox before they go live to comprehend changes and explore new possibilities. This helps to guarantee that the organization’s data is kept as secure as possible and that Salesforce is running at full capacity.
Operate database maintenance reports
Salesforce administrators execute a variety of tests and reports to ensure that the database remains in good working order. Field utilization reports, APEX tests, role and profile reports, and other industry-specific reports are examples of these tests and reports. Because of their system knowledge and access to data, administrators are the go-to resource for this type of activity, and they frequently automate processes for tests and reporting.
Develop and maintain records archives
Best practices suggest that administrators preserve records for at least 12 months, if not much longer. This necessitates the documentation of all error reports as well as any changes made to field history tables.
Provide solutions to new issues and challenges as they arise
When difficulties emerge with Salesforce, the administrator is in charge of determining what’s wrong and resolving any issues. They also poll users and management for new ideas, which they subsequently design, construct, test, and implement. Administrators educate other staff about updates, changes, and processes.
Process setup and optimization
Salesforce is an extremely effective sales and marketing solution. Admins will set up contact sequences, A/B tests, workflows for data input automation, and reports to monitor the efficacy of sales and marketing campaigns to ensure that the business is utilizing all of the application’s possibilities. The procedures will then be optimized to make them even more efficient.
Qualifications
- A bachelor’s degree in computer science is required.
- Possession of salesforce certified administrator or Salesforce advanced administrator certification.
- Extensive familiarity with Salesforce upgrades and guaranteeing smooth connection.
- Extensive knowledge of Salesforce products and related functions.
- Ability to create Salesforce profiles, assign roles, and manage access.
Essential Skills
- Knowledge of Organizational Relationships: User validation and management are critical activities for every Salesforce administrator. You will assign user profiles, set user validation criteria, create user accounts, assign new users responsibilities, and allow for varying degrees of data access so that your teams can work quickly and access the right things.
Each organization uniquely addresses user management. However, you will need to comprehend an organization’s structure, how teams are segregated, and determine whether particular teams should have limited access to certain information.
- Expertise in Data Management: In addition to managing your Salesforce team’s users, you’ll need to manage all of the data housed on the platform. Managing the saved data will influence how your team moves forward with future goals.
An excellent Salesforce administrator should be able to handle the platform to acquire and store clean, correct data. They should also be familiar with data import into the Salesforce platform.
- The Capacity to Translate Ideas into Processes: Understanding how business processes work is a highly valuable Salesforce ability for aspiring Salesforce administrators. The platform incorporates several workflows to help the sales team complete their tasks more quickly.
As an administrator, you will understand how Salesforce works, but your internal customers may not. Instead, they’ll give you ideas and tell you what they want to be done, and you’ll have to translate their aims into a usable end product. Salesforce administrators should be able to use process mapping to determine the genuine need and design the optimal solution. Various methods can often be used to create an end product for your teams. A process map can assist you in communicating the consequences of a certain solution and pushing back to ensure that your colleagues receive an end product that meets all of their needs.
One of the most important Salesforce administrator skills is knowledge of the Salesforce process builder. Administrators can utilize the process builder to design unique workflows and processes within the platform.
- Effective Communication and Leadership Expertise: Leadership abilities are valuable for any Salesforce administrator, whether or not you manage a team. Working with honesty, solving challenges imaginatively, and making rapid judgments all contribute to being a great administrator.
While Salesforce can run like a well-oiled machine, if something goes wrong, a Salesforce admin must be able to handle problems on their own and effectively communicate with their team.
Customers are internal users in an admin role. Sometimes you’ll be working with execution teams and delving into Salesforce’s nitty-gritty. Other times, you’ll be required to explain your procedures or solve problems at a high level using management and leadership jobs. A good administrator can successfully communicate at all levels of the company.
- Outstanding knowledge of Sales processes: While a Salesforce administrator is unlikely to sell much, you will be closely assisting the sales team with their tasks. As a result, you must have a fundamental understanding of how the sales process works. Remember that your sales crew is one of your most important customers, so practice putting yourself in their shoes and developing solutions that serve the greater picture.
It’s normal for folks to come to you and ask for Salesforce solutions without first explaining their problem. The problem is that occasionally the answers presented do not make sense. Finally, it is your responsibility to create the ideal remedy, so you should inquire as to why they are wanting a solution and comprehend what they are attempting to accomplish. Then, using your skills, you may examine your options and determine the best strategy to solve their situation.
- Salesforce Resourcefulness: CRM suppliers constantly release new versions of their software, so the solutions you utilized previously may no longer operate. Knowing where to go for the most recent information and keeping yourself accountable to enhance your knowledge are two abilities that will set you apart as an administrator. As a Salesforce administrator, you will frequently be asked to answer Salesforce-related queries and train other team members on how to use the platform. You should be aware of the tools available in Salesforce and how to use them to address various challenges.
However, it is a large platform, and you may not always have the answers immediately soon. You must, however, know where to go for answers to follow up with current information.
Participating in the Salesforce community fosters resourcefulness. Many administrators can function as specialist experts to whom you might seek help.
- Exceptional Skills in Project Management and Organization: A large part of the job of a Salesforce administrator is to coordinate the overall flow of a project. In reality, the function is frequently compared to that of a project manager. Knowing how to provide end-user training and create custom dashboards will make you a far more adaptable and useful member of the team.
A great Salesforce administrator will be familiar with the following project management components:
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- Understanding of the Project Charter and Statement of Work
- contacting key stakeholders
- Project planning, execution, and quality control levels establishment
- Communicating with other execution team members.
- Organizational Strategy and Optimization Competencies: Salesforce requires the ability to strategize and plan. A Salesforce administrator should be able to anticipate prospective problems, be inspired by solutions to team management concerns, and see a probable schedule for an upcoming project. Instead of just reacting to each request from a team member. Skilled administrators utilize a proactive approach at work.
- Possession of a Developer Mindset: While coding skills are not required for Salesforce administrators, understanding developer logic might be beneficial. A large part of your job entails managing permissions. In other words, you must define who may do what in each section of the CRM. You should be able to write logic and work with tools like validation rules and process builders. You should also be able to think logically and comprehend the software’s limits. When you can make changes, you must comprehend the repercussions of those changes.
- Possession of Industry Skills: Salesforce Administrators must have a solid awareness of the business and industry in which their organization operates because the exact types of activities and business processes that they implement will undoubtedly be influenced by these.
- Project Management Skills: An effective Salesforce Admin will apply their knowledge, skills, tools, and approaches to operations that are aimed at meeting corporate goals and demands. There are numerous talents related to project management, some of which are listed here.
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- Leadership
- Task management
- Scheduling
- Quality management
- Planning
- Execution
In addition to this, it is critical that you solicit feedback from your stakeholders regularly, assess the feedback, and then devise the best possible solution to go forward.
How to Become a Salesforce Admin
- Obtain a Bachelor’s Degree in Business, Communications, or a related field.
- Obtain your Salesforce certification: People often train for 6 to 12 months before taking the Certified Salesforce Administrator test. This will vary depending on people’s present job duties and the amount of spare time they have to devote to training.
- Obtain at least two to four years of Salesforce platform experience, including implementation, training, and documentation.
- Polish your computer skills: Obtain at least two to four years of experience with the Salesforce platform, including implementation, training, and documentation.
Certifications Required for this Role include the following:
Certified Administrator
This certification is ideal for administrators who wish to understand and utilize Salesforce’s features and capabilities. To earn it, administrators must have a thorough awareness of the platform’s procedures and capabilities, as well as an understanding of the Sales Cloud and Service Cloud apps, as well as the ability to develop complex reports, and dashboards, and automate business processes using Salesforce.
Certified Advanced Administrator
This certification, as the name implies, is for more experienced Salesforce administrators who have mastered the skills and knowledge of the basic Salesforce Certification and wish to broaden their understanding of the CRM’s more sophisticated features and functionality.
CPQ specialist
This certification helps demonstrate an administrator’s skills and understanding of developing, creating, and implementing estimation and proposal workflows for product pricing configuration for professionals who have experience working with Salesforce CPQ (configure, price, and quote software). Administrators with this accreditation assist their companies in gaining the trust of their clientele through accurate assessment and pricing processes.
Platform App Builder
Some businesses require bespoke applications on the Salesforce platform. The Platform App Builder certification allows administrators to demonstrate their knowledge and competence to develop and create bespoke applications using Salesforce’s declarative customization features.
Where to Work as a Salesforce Admin
- Firms that provide salesforce consulting.
- Sales and marketing firms.
- Advertising companies
- commercial advertising departments
- charitable organizations
- marketing research businesses
Salesforce Admin Salary Scale
The average salesforce administrator’s gross compensation in the United States is $79,285 per year or $38 per hour. They also receive an average bonus of $3,528. Wage estimates are based on salary survey data from employers and anonymous employees in the United States. The average Salesforce Administrator salary in the United Kingdom is £45,738.62.