The Salesforce Administrator is responsible for the day-to-day management, configuration, support, and continuous improvement of the Salesforce platform to meet business needs. This role ensures the effective utilization of Salesforce to enhance business processes, improve data quality, and provide insights through robust reporting. The ideal candidate will possess a strong attention to detail, excellent problem-solving abilities, and a customer-centric approach. The Salesforce Administrator collaborates closely with stakeholders to understand their requirements and translate them into efficient Salesforce solutions, ensuring data integrity and system reliability.
• Provide day-to-day support for Salesforce users, troubleshooting issues, and answering questions.
• Track, manage, and resolve issues using a ticketing system, ensuring timely and effective resolution.
• Design, develop, and maintain Salesforce dashboards and reports to provide actionable insights and support business decision-making.
• Ensure the accuracy and integrity of Salesforce data through regular data audits and clean-ups.
• Customize and configure Salesforce to meet business needs, including creating custom objects, fields, and workflows.
• Manage user access and security settings to ensure data protection and compliance with organizational policies.
• Work closely with business stakeholders to gather requirements and implement Salesforce solutions that meet their needs.
• Maintain comprehensive documentation of system configurations, processes, and user guides.
• Assist with developing and delivering training programs and materials to help users effectively utilize Salesforce.
• Perform regular system maintenance tasks, including backups, monitoring system performance, and applying updates.
• Identify and implement improvements to Salesforce processes to enhance efficiency and user experience.
• Configuring Salesforce settings, including user profiles, roles, permissions, workflows, and validation rules.
• Data imports, updates, and data quality management using tools like Data Loader.
• Creating and managing reports and dashboards to provide insights and support decision-making.
• Salesforce security best practices, including field-level security, sharing rules, and data encryption.
• Using Process Builder, Flow, and Workflow Rules to automate business processes.
• Creating and managing custom objects, fields, page layouts, and record types.
• Installing and managing AppExchange applications and integrating Salesforce with other systems.
• Basic understanding of Salesforce Object Query Language (SOQL) and Salesforce Object Search Language (SOSL) for data queries.
• Staying up-to-date with the latest Salesforce releases and features, and applying updates as necessary.
• Expertise in Salesforce CPQ, including configuration, pricing rules, quote templates, and product bundling, to streamline and optimize the quoting process is an asset
Top Skills
What We Do
Today’s markets demand new research methods. Sago, formerly Schlesinger Group, is the global research and data partner that connects business questions to human answers. Backed by our history, global reach, and innovative spirit, our adaptive solutions enable organizations to move beyond buyer data spreadsheets and make confident decisions.
When businesses have questions, we find answers. We help you understand your customers as people — their wants, needs and pain points. And we’re a committed partner that works with you to define your needs. Our comprehensive suite of qualitative and quantitative capabilities equips our team to create custom-made solutions that provide extensive audience access and deliver the data you need to better serve consumers.
After 55+ years in market research, our experience and stability support reliable offerings that grow your customer knowledge base, and our commitment to continuous improvement drives us to pioneer new paths in a rapidly evolving industry. Our range of solutions and expertise is constantly expanding, but our focus remains the same: people.
Ready for answers? Just say go. #Sago.
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