Introduction
Salesforce Administrators are an essential part of the Salesforce team. Being a Salesforce Admin is a challenging task; there are different responsibilities to take on, challenges to face, and different credentials to get. As a high-level executive in charge of Salesforce, the best thing to do is get a Salesforce Administrator on board to deliver solutions to businesses and get the most out of Salesforce technology.
Salesforce Admins support users, maintain a secure org, keep data, and deliver actionable analytics. The job can change on a day-to-day basis; it might be about discussing complex business requirements with clients, and next, they may be talking to a third-party vendor about how to integrate data into an organization.
Admins understand the business, know the technology, and understand how to combine the two to reach success.
Having a Salesforce Admin on the team is extremely helpful to jumpstart your Salesforce brand.
What can a Salesforce Admin do for your company?
There are different responsibilities associated with being a Salesforce Administrator. Being an Admin requires building, configuring, and automating technology solutions to ensure your business delivers the best possible product. An Admin will work directly with a stakeholder or a client to ensure they know all the system requirements before customizing the platform to deliver business value.
Admins are responsible for creating and managing user accounts, profiles, and roles. This is known as user management. With it comes the ability to set permissions and access levels for different users based on their roles and responsibilities.
Ensuring data integrity by monitoring data quality, importing, and exporting data, performing data backups and updates, and managing data storage limits is critical and known as data management. As an Admin, data management must be consistently done to ensure no corrupt or outdated information.
A Salesforce Admin can customize Salesforce to meet your organization’s needs by creating and configuring custom objects, fields, and page layouts. This is called customization, and it is possible to make workflows, user interfaces, and validation rules customizations to streamline business processes.
An Admin can automate repetitive tasks using salesforce automation tools (such as workflows, process builders, and approval processes). For example, the company may need to create email templates, alerts, and notifications, and it may be impractical to develop each one every time one needs to be delivered to a client. Automation can help save time and reach out to customers more efficiently.
Finally, Salesforce Admins need to make sure licenses and versions are current and up to date. This is called org maintenance.
What are the Challenges That an Admin Can Face?
As with any position, being a Salesforce Administrator comes with challenges. There are things that an Admin must keep in mind when dealing with an org and substantial amounts of data. Managing data quality is essential to make sure data is clean and accurate. Duplicate records should be kept in case the original data is lost. However, the same data must not mix with the actual data; this is like archiving old data so that the current operations are unaffected. Long-term visions must be set, primarily since Admins work directly with clients; it is essential to gain precise requirements to ensure client necessities are hit and maintained. Salesforce Admins support organizations – not build them, so a challenge may be navigating through complicated builds, workflows, and process builders that someone else has created.
What do you need to be an Admin?
To be an Admin, one must have skills that are common in any job. Skills like communication, problem-solving, and attention to detail will be helpful for anyone who needs to complete complex projects using the Salesforce Platform. Other skills are specific to the role of Salesforce Admin.
Security management skills are essential to proactively set up processes to manage and protect customers and business data.
Data analysis skills make reporting regularly easier to help executives gain insights into Salesforce data to help them make decisions.
Business analysis skills improve the efficiency of business operations.
Having a designer’s mindset is necessary to create human-centered user experiences.
Process automation is required to create, maintain, and enhance automated business processes.
User management skills are helpful to customize the user experience and manage profiles, permissions, roles, and groups.
Data management skills ensure data is appropriately managed.
Quick adaptation to change since Salesforce technology is constantly being updated.
Product management to manage end-to-end implementation of Salesforce, including knowledge of all the different cloud solutions offered by Salesforce.
Project management skills to plan and oversee Salesforce projects and ensure they are completed on time and within budget.
Credentials that you should look for when Hiring an Administrator
An administrator can have many different credentials, but you must know what is best for your company. The basic certification is the Administrator Certification. Users with that credential will have basic knowledge about the features and capabilities of Salesforce. As a high-level executive, you should assess the basic Salesforce needs of your company before looking into the other credentials a Salesforce Admin can have.
The Advanced Administrator exam is an advanced version of the first Administrator certification so that the admin will have more skills than one with just the basic certification. However, a company that needs an Admin with experience implementing Salesforce CPQ and knowledge about designing, building, and implementing quoting flows with Salesforce CPQ should look for an Admin with a CPQ Specialist Certification. A company that needs an Admin who can configure Marketing Cloud products is familiar with the data structure in subscriber data management, can thoroughly navigate Setup, and can troubleshoot account configuration. User requests should look for an Admin with a Marketing Cloud certification. A company that needs an Admin who can demonstrate skills and knowledge in designing, building, and implementing custom applications using the declarative customization capabilities of the Salesforce Platform should look for those with a Platform App Builder certificate.
Conclusion
To jumpstart your Salesforce Admin Brand, make sure that you have the right Salesforce Admin with the correct certifications and experience. Prudent has a pool of talented Salesforce Admins you can work with to ensure your business needs are delivered. Contact Us right now, to make sure you have the right Salesforce Admin working for you, right now!