Key Responsibilities of a Salesforce Administrator
The demand for competent Salesforce administrators is humongous. This is because these professionals provide lots of value to their clients or organization. However, their job is not that easy and is very complex. Furthermore, Salesforce administrators have to perform lots of important duties in an organization. In short, it is not that easy to become a Salesforce administrator. Keeping this in mind, today we are going over various key responsibilities of a Salesforce administrator.
Here are the major responsibilities of a Salesforce administrator.
Who Is a Salesforce Administrator?
He is a system admin who is an expert in managing and working with the Salesforce platform. He is responsible for solving all the problems that may arise due to the use of the platform. Besides this, he develops processes, organizes/process data, and creates reports using the tools of the CRM. Additionally, he is also responsible for giving training to other employees on how to use the platform effectively. In other words, he is a person who has in-depth knowledge of the Salesforce CRM. The demand for such experts is very huge in the market. This is because today more and more organizations depend on their data to improve their sales, revenue, and customer relations. Thus, mastering this platform can be very beneficial for your career. However, to pursue your career as a Salesforce admin you will need to clear a certification exam. For this, you must register for the Salesforce administrator exam on the website of Salesforce. But this certification exam is not free and you will need to pay a specific fee to register for the exam. However, the Salesforce Admin Certification Cost or registration cost can vary from location to location. So, make sure you check the official website of Salesforce to learn about the exact cost of the exam.
What Are the Responsibilities of a Salesforce Administrator?
Since you can use the CRM in different ways the role of an administrator may vary between organizations. Following are some of the major responsibilities of a Salesforce administrator.
Oversee User Profiles
They are responsible for managing the critical data of an organization. For instance, they manage an organization’s sales, marketing, purchases, and customer demographics data. Besides this, they create user profiles for employees and assign access levels to the data depending on their profile. Besides this, they also oversee which user profiles are inactive and remove them from the CRM.
They often work with an organization’s IT/security team. This enables them to ensure that the processes created with the platform align with the compliance policies of the company. Besides this, working with the IT team also help them ensure that the organization’s data is safe and secure.
Another responsibility of a Salesforce admin is to create different processes using the platform for their clients. He develops different processes for his clients that align with their needs and wants. For instance, they create processes for ensuring data consistency across the company. Besides this, he also develops processes for cleaning, organizing, pulling, and reporting data from the system. Thus, if you seek to become a good Salesforce administrator you must be proficient in developing processes using the CRM.
The platform is capable of installing updates automatically on a regular basis. However, installing the updates automatically can cause lots of problems in the working of an organization. Thus, to avoid this problem Salesforce administrators first install the updates in Sandbox. This gives them the opportunity to explore the new features in the update before installing them on the CRM. Furthermore, it also helps them make sure the updates do not disrupt the functioning of the organization.
Run Deduplication Tools
Over time the CRM might get filled with duplicate data. However, it’s the responsibility of a Salesforce administrator to make sure the CRM does not contain duplicate data. He uses the in-built deduplication tools of the CRM to scrub the system data and remove duplicate data from it. However, the frequency of this exercise depends on the amount of data that the users add to the platform. But generally, it is best practice to scrub the data to remove duplicate data from the CRM at least once a week. This will not only help you in removing duplicate data but will ensure that the CRM keeps running efficiently. To learn how to use the deduplication tools of the platform in more detail feel free to join our Salesforce Admin Online Course.
As you can see the job of a Salesforce admin is not that easy. He performs lots of important duties/responsibilities for his clients. This is why they also get hefty salaries as remuneration from their clients. So, if all this excites you then you must pursue your career as a Salesforce administrator. You will not regret learning this amazing CRM and pursuing your career as a Salesforce admin.