The typical day for a Salesforce admin depends on the role, the responsibilities of the individual, and the company. There is no specific job description for a Salesforce admin. This type of role is customized based on the needs and requirements of the organization utilizing this application. But there are some responsibilities that are common for the role of Salesforce Admin in every organization. In this blog, we are going to tell you about them. So let us get started!
What Is Salesforce?
Salesforce is a cloud-based CRM tool that allows users to manage client interactions and customer data. The platform can be used to improve sales, marketing, and service functions.
Salesforce was founded in 1999 by Marc Benioff and Parker Harris. The company is headquartered in San Francisco and has over 6,000 employees worldwide.
Salesforce is the enterprise cloud computing company that helps companies of all sizes transform their businesses and create a human-like customer experience. For more than 35 years, businesses have trusted Salesforce to transform the way they connect with customers, partners, and employees. Today, more than 280 000 companies around the world—including 97 percent of the Fortune 500—use Salesforce to connect with their customers in new ways.
The company has been honored as one of Fortune’s World’s Most Admired Companies for 11 consecutive years and was named #1 Best Company to Work For in 2019 by Glassdoor. Salesforce also ranked #1 on LinkedIn’s 2018 Top Companies list for professionals looking to advance their careers through opportunities with its top cloud brands, including Salesforce Platform (platform-as-a-service), Heroku (software-as-a-service), and AppExchange (business process management), Einstein Bots (artificial intelligence) and more.
Who Is A Salesforce Admin?
Salesforce admins have a lot of responsibility. They’re the ones who keep their company’s data safe and secure. They’re the ones who make sure that everyone has access to the right information at the right time. And they’re the ones who ensure that everyone in the organization can get their work done quickly and efficiently.
Salesforce admins are IT professionals, but they don’t necessarily have to be developers. They’re skilled in Salesforce technology, but they often spend most of their time dealing with people — not code or databases. They’re also experts in security and compliance standards like GDPR and HIPAA.
Most importantly, they understand how to make sure that your business runs smoothly. If a sales rep needs access to customer data, an admin makes it happen — no questions asked. If someone wants to add a new field to an object or create a new report on their own, an admin makes sure it stays up-to-date and accurate for everyone else as well.
- Maintain the data in your organization, such as entering new leads and converting them into opportunities, managing accounts, updating territories and more
- Provide support to users by answering questions and resolving problems as they arise
- Set up reports and dashboards that help you track how your company is performing in real-time
Salesforce admins are responsible for making sure that your data is accurate and accessible. They also provide support for both internal users (other employees) and external users (customers).
What Are The Everyday Responsibilities Of A Salesforce Admin?
Salesforce admins have many responsibilities, but they can be broken down into three main categories:
1. Setting Up And Configuring Salesforce
This includes setting up user accounts, customizing fields and tabs, implementing security features, and more.
2. Providing Training
Salesforce admins must make sure their colleagues know how to use the system effectively before they begin using it themselves. This means providing specific training sessions as well as general guidance when needed.
3. Ensuring Continuous Uptime
It’s important for your company’s success that its software is always working properly; it’s up to you as an admin to fix any problems that arise quickly, so your colleagues don’t have to suffer through downtime.
Here are some everyday responsibilities that are often carried out by Salesforce admins:
1. Your Day Will Be Unstructured And Fast-Paced
The bad news is that because of the fast pace. It can take longer than expected to complete projects. Also, because there are so many different tasks at once, it’s easy for things to slip through the cracks. But don’t worry — if you stay on top of it all, you’ll do just fine!
2. You Will Review Requests From The Previous Day.
You’ll need to look at what you did and make sure that everything was done properly. This can be a time-consuming process, so you should be prepared for it when you start.
3. Helping Users And Supporting The CRM.
You’ll need to help your team members with any questions they have about their accounts or the software itself. You will also need to make sure that they understand how to use all of the features of Salesforce, including new ones being added all the time.
4. Maintaining User Accounts And Permissions On Salesforce.
This includes making sure that everyone has access to exactly what they need for their job, but not more than what they need. You’ll also need to ensure that no one has access to anything they shouldn’t have access to in order to prevent any unauthorized changes from being made by mistake or maliciously by someone else in the company.
5. You Will Be Responsible For Auditing Data.
You will be ensuring compliance with regulations like GDPR or HIPAA depending on where your company is located (this is especially important if you’re working in healthcare). Your audits may include checking that customers’ information.
6. Handling Data And Solve Problems.
Your primary responsibility is to ensure that your company’s Salesforce users are able to use the platform effectively. This means that you must be a master of all things Salesforce. You will need to know how to create new users and groups, design reports and dashboards, and troubleshoot when something isn’t working as it should.
6. Creating Reports And Dashboards.
The second major component of your job is creating reports for management so they can make informed decisions about their sales performance. You’ll also be responsible for creating dashboards for your team members so they can view their metrics at a glance.
8. Maintaining Custom Objects & Fields.
Finally, as an admin, you will be responsible for maintaining all of the custom objects, fields, and tabs created by your team members through the creation of change sets. You will also need to make sure that any updates made by end-users are reflected in the system properly.
9. Your Day Will Be Filled With Project Work, Too!
You’ll spend at least half of your time working on projects, which means you’ll go through a lot of different tasks in a short period of time. This can be good news if you are someone who likes to learn new things and does not mind a little pressure.
Conclusion & Takeaway
As you can see, the path for a Salesforce admin is not set in stone. There is some traditional territory, but in truth, a day can be filled with any number of duties. The most important thing to remember is that whatever your job is, it should help your organization achieve its goals and improve its relationships. If you can keep that in mind as you develop your career as a Salesforce admin, then you’ll have your best shot at success.
When you look at the list of duties, yes, a salesforce admin’s job is quite varied. The thing that is consistent across the board is that there are never enough hours in a day. Salesforce admins are typically working during what would be considered “off-hours” for other industries, so if that is not your kind of work environment, then this is probably not the job for you. But otherwise, this is a great job with lots of opportunities!
How Can You Become A Salesforce Admin?
Salesforce admin jobs can be found in many industries and companies, from financial services to retail. If you are interested in becoming a Salesforce admin, here are some steps you can take:
1. Have A Good Understanding Of Salesforce.
You do not need to be an expert but having a basic understanding of how Salesforce works will give you an advantage over other candidates. You will also need to be comfortable using the platform’s interface — including its dashboards, reports, and other built-in tools — so it is best if you have had some hands-on experience with them before applying for a job as an admin.
2. Take Online Courses And Certifications If Available.
There are not many formal education programs available yet, but there are many online resources where you can learn more about how Salesforce works or even get certified in specific areas such as development or security certification. The best option is Salesforce Admin Certification Training offered by Wolf Careers. This training is specially designed for candidates who want to become Salesforce admin and start their careers in this field. The training course is designed in such a way that it covers all the important topics related to Salesforce Administration. You will learn how to manage users, customize objects and reports as well as use built-in tools — so it is best if you have had some hands-on experience with them before applying for a job as an admin.
3. Keep Up With Industry News So That You Know What Is Happening In Your Field (And Other Related Fields).
This will also help you stay competitive during job interviews because recruiters tend to ask questions about current events in the industry. You can also do this by reading tech blogs and industry publications. Keep up with trends in the industry and try to see how it affects your job role.