Salesforce Administrator

About the Role

The Salesforce Administrator is responsible for configuring, customizing, and managing the Salesforce platform to meet the company's needs, including managing user accounts, ensuring data integrity, setting security settings, automating processes, generating reports, and maintaining overall system health.

The Salesforce Administrator works closely with stakeholders to ensure efficient use of the platform to its fullest potential and solves business problems through Salesforce functionalities.

The Salesforce Administrator is a trusted advisor on all things related to Salesforce. Is the vital bridge between business and technology. Challenges the current setup and ways of working, to help with Salesforce adoption and use.

Main duties and responsibilities 

Key responsibilities of a Salesforce Administrator include: 

• User Management: Creating and managing user accounts, assigning profiles and roles, managing access levels, and ensuring proper data security.  

• System Configuration: Customizing fields, page layouts, and record types to align with business processes.  

• Data Management: Importing and exporting data, maintaining data quality through validation rules, and managing data cleansing processes.  

• Security Management: Setting up sharing rules, organization-wide defaults (OWDs), and managing data visibility based on user permissions.  

• Automation: Designing and implementing flows, approval processes, and triggers to automate repetitive tasks.  

• Reporting and Dashboards: Creating custom reports, dashboards, and visualizations to provide insights and track key metrics.  

• Training and Support: Providing user training on Salesforce features and functionality, troubleshooting issues, and answering user questions.  

• System Upgrades and Maintenance: Managing Salesforce updates, performing system health checks, and ensuring smooth transition to new versions.  

• Requirements Gathering: Collaborating with stakeholders to understand business needs and translate them into Salesforce configurations.  

• Integration Management: Setting up integrations with other systems to streamline data flow. 

• Collaboration: Collaborate with business support, other IT and security teams. 

Reporting and collaboration 

• IT (1st, 2nd and 3rd level of support) 

• Salesforce Support Team 

• Commercials / Sales 

• Operations 

• Finance  

• Product Managers 

Preferable skills and competencies 

• Strong understanding of Salesforce platform features and functionalities 

• Excellent communication and collaboration skills to work with different stakeholders 

• Analytical and problem-solving abilities to identify and resolve system issues 

• Data management skills including data cleansing and validation 

• Basic understanding of coding or scripting can be beneficial 

• Project management skills to plan and execute Salesforce implementations 

Education and qualifications 

• University degree or Business school degree 

• Salesforce Administrator Certification  

Experience 

• 3-5 years of experience as Salesforce Administrator.