1.5 Responsibilities of a Salesforce Admin

RESPONSIBILITIES OF A SALESFORCE ADMINISTRATOR

Master the internal business processes

Understand team dynamics & roles/responsibilities of individuals on the team

Understand organization’s data

Be a Change Agent for the organization

When new INTERNAL business requirements are identified:

  • Gather business requirements
  • Confirm business requirements
  • Manage Salesforce configuration to meet business requirements
  • Review configuration in sandbox with key SMEs who requested change
  • Communicate upcoming changes to impacted users
  • Move configuration from sandbox to production
  • End user training materials (screenshots/video snippets/classes)

Release Management: (Winter/Spring/Summer)

Become familiar w upcoming release notes

Communicate upcoming changes to impacted users

End user training materials (screenshots/video snippets/classes)


Discussion

18 comments