What does a Salesforce administrator do and why do you need one?
Posted: Tue Jan 21, 2025 4:50 am
Salesforce is the world's number one customer relationship management (CRM) platform. Today, more than 150,000 companies use Salesforce to grow their businesses, which has led to Salesforce administrator job profiles being in high demand these days.
In this article, we will discuss the Salesforce administrator. We will answer the questions: What is a Salesforce administrator? How can they help you improve your business? What are the functions of a Salesforce administrator? You will be surprised to learn about the problem-solving skills that this specialist can offer you.
What is a Salesforce Administrator?
A Salesforce administrator plays this important role through thailand whatsapp lead his or her in-depth knowledge of managing and administering a Salesforce organization. He or she is the one who, without writing a line of code, makes it possible for you to use the arsenal of functionalities that Salesforce has developed for you. Salesforce administrators interact directly with stakeholders to define requirements, customize the platform, and enable users to get the most out of it.
What does a Salesforce administrator do?
They are responsible for tasks ranging from helping users develop reports and reset passwords, to maintaining data quality, adding fields, and running backups, among many others. They have a wide range of responsibilities including platform maintenance, bug fixing, user training, process automation, and more. They create amazing tools on any device, such as easy-to-use dashboards and intelligent workflows.
What does a Salesforce administrator do?
Among the activities that a Salesforce administrator can develop are:
Data Cleanup – Remove duplicate accounts and contacts by bulk updating and importing data using import wizards, data loader, etc.
Customization and Development: They may spend a lot of time in the settings menu adding picklist values, modifying page layouts, creating assignment rules, and more.
User maintenance: add new users, modify existing accounts, verify system permissions on user profiles, restrict and open data access, etc.
Reports and Dashboards: Create reports to gain insights from data stored in Salesforce that are used for decision making.
Many features available in Salesforce that normally require a software developer can now be performed by an administrator without writing a single line of code, saving a lot of time and money.
Salesforce administrators work hard to achieve efficiency and promote productivity. They offer creative solutions, making Salesforce users happier and the business more efficient. A good Salesforce administrator will not only execute what is asked of them, but will also make suggestions on how things can be done better. In fact, their job can be considered both management and consulting.
The role of a Salesforce administrator may differ from company to company, depending on the size of the company and other factors, but the basic responsibilities mentioned above remain the same.
What certifications can a Salesforce administrator obtain?
To become certified, a Salesforce administrator does not need deep technical knowledge, but he or she must have adequate experience in using the platform. He or she must go through a long and intense path to achieve that much-desired certification that supports the result of his or her practices, knowledge, and preparation in the implementation of Salesforce.
salesforce admin certifications
It takes a lot of perseverance and dedication from these specialists to keep their knowledge and skills up to date. Related to the Salesforce administrator role, there are 5 certifications included:
Administrator: Designed for those who are experienced with Salesforce and continually look for ways to help their businesses get the most out of the platform's features and capabilities.
Advanced Administrator: Designed for professionals who have experience designing advanced installation and configuration solutions on the platform and who can devise a solution to solve a wide variety of business problems.
CPQ Specialist: Designed for individuals who have experience implementing Salesforce CPQ. This certification is a great way to demonstrate skills and knowledge in designing, building, and implementing quote flows with Salesforce CPQ.
Marketing Cloud Administrator: Designed for administrators who can configure Marketing Cloud products using industry and product best practices. Candidates should be familiar with data management, account setup, and user requests.
Platform App Builder: Designed for those who can demonstrate skills and knowledge in designing, building, and deploying custom applications using the customization capabilities of the Salesforce Platform.
Is it essential to have a Salesforce administrator?
If you're using Salesforce, you'll find it to be an excellent tool for your business. However, the sheer amount of functionality that it offers can be a bit intimidating at first. That's where the importance of a Salesforce administrator lies: their ability to help your business with errors, changes, issues, training, and improvements to this tool.
For example, with the help of a Salesforce admin, your sales staff can set up custom dashboards, fields, alerts, and reports to shorten the sales cycle and track each lead in detail.
If a company does not have a Salesforce administrator, the capabilities of the tool may not be fully exploited and/or adoption problems may arise as users may become frustrated with the system. An effective Salesforce implementation cannot be conceived without the role of an administrator who is at the service of users to guide them through this process successfully.
In this article, we will discuss the Salesforce administrator. We will answer the questions: What is a Salesforce administrator? How can they help you improve your business? What are the functions of a Salesforce administrator? You will be surprised to learn about the problem-solving skills that this specialist can offer you.
What is a Salesforce Administrator?
A Salesforce administrator plays this important role through thailand whatsapp lead his or her in-depth knowledge of managing and administering a Salesforce organization. He or she is the one who, without writing a line of code, makes it possible for you to use the arsenal of functionalities that Salesforce has developed for you. Salesforce administrators interact directly with stakeholders to define requirements, customize the platform, and enable users to get the most out of it.
What does a Salesforce administrator do?
They are responsible for tasks ranging from helping users develop reports and reset passwords, to maintaining data quality, adding fields, and running backups, among many others. They have a wide range of responsibilities including platform maintenance, bug fixing, user training, process automation, and more. They create amazing tools on any device, such as easy-to-use dashboards and intelligent workflows.
What does a Salesforce administrator do?
Among the activities that a Salesforce administrator can develop are:
Data Cleanup – Remove duplicate accounts and contacts by bulk updating and importing data using import wizards, data loader, etc.
Customization and Development: They may spend a lot of time in the settings menu adding picklist values, modifying page layouts, creating assignment rules, and more.
User maintenance: add new users, modify existing accounts, verify system permissions on user profiles, restrict and open data access, etc.
Reports and Dashboards: Create reports to gain insights from data stored in Salesforce that are used for decision making.
Many features available in Salesforce that normally require a software developer can now be performed by an administrator without writing a single line of code, saving a lot of time and money.
Salesforce administrators work hard to achieve efficiency and promote productivity. They offer creative solutions, making Salesforce users happier and the business more efficient. A good Salesforce administrator will not only execute what is asked of them, but will also make suggestions on how things can be done better. In fact, their job can be considered both management and consulting.
The role of a Salesforce administrator may differ from company to company, depending on the size of the company and other factors, but the basic responsibilities mentioned above remain the same.
What certifications can a Salesforce administrator obtain?
To become certified, a Salesforce administrator does not need deep technical knowledge, but he or she must have adequate experience in using the platform. He or she must go through a long and intense path to achieve that much-desired certification that supports the result of his or her practices, knowledge, and preparation in the implementation of Salesforce.
salesforce admin certifications
It takes a lot of perseverance and dedication from these specialists to keep their knowledge and skills up to date. Related to the Salesforce administrator role, there are 5 certifications included:
Administrator: Designed for those who are experienced with Salesforce and continually look for ways to help their businesses get the most out of the platform's features and capabilities.
Advanced Administrator: Designed for professionals who have experience designing advanced installation and configuration solutions on the platform and who can devise a solution to solve a wide variety of business problems.
CPQ Specialist: Designed for individuals who have experience implementing Salesforce CPQ. This certification is a great way to demonstrate skills and knowledge in designing, building, and implementing quote flows with Salesforce CPQ.
Marketing Cloud Administrator: Designed for administrators who can configure Marketing Cloud products using industry and product best practices. Candidates should be familiar with data management, account setup, and user requests.
Platform App Builder: Designed for those who can demonstrate skills and knowledge in designing, building, and deploying custom applications using the customization capabilities of the Salesforce Platform.
Is it essential to have a Salesforce administrator?
If you're using Salesforce, you'll find it to be an excellent tool for your business. However, the sheer amount of functionality that it offers can be a bit intimidating at first. That's where the importance of a Salesforce administrator lies: their ability to help your business with errors, changes, issues, training, and improvements to this tool.
For example, with the help of a Salesforce admin, your sales staff can set up custom dashboards, fields, alerts, and reports to shorten the sales cycle and track each lead in detail.
If a company does not have a Salesforce administrator, the capabilities of the tool may not be fully exploited and/or adoption problems may arise as users may become frustrated with the system. An effective Salesforce implementation cannot be conceived without the role of an administrator who is at the service of users to guide them through this process successfully.