Salesforce Admin Job Description
Salesforce Admin Duties & Responsibilities
To write an effective salesforce admin job description, begin by listing detailed duties, responsibilities and expectations. We have included salesforce admin job description templates that you can modify and use.
Sample responsibilities for this position include:
Salesforce Admin Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Salesforce Admin
List any licenses or certifications required by the position: ADM, II, SFDC, ADM201, SCRUM, DEV, CPQ, PMP, SAAS
Education for Salesforce Admin
Typically a job would require a certain level of education.
Employers hiring for the salesforce admin job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Computer Science, Business, Education, Engineering, Information Technology, Information Systems, Technical, Software Engineering, Administration, Technology
Skills for Salesforce Admin
Desired skills for salesforce admin include:
Desired experience for salesforce admin includes:
Salesforce Admin Examples
Salesforce Admin Job Description
- Be an expert in automating sales processes and working with the tools that will help Management and Finance departments in their revenue forecasting
- Strength and experience in reporting dashboards and Salesforce.com coding
- Manage all support requests and the administrative needs of our users
- Manage user roles, reports, profiles, security, workflows, processes, interfaces, and process flows between departments
- Troubleshoot all reporting issues related to Salesforce.com
- Oversee the upgrade, streamlining and improvement of our Salesforce system
- Train users on how to use the tool depending on their department
- Document any and all changes and keep a working tutorial to share with others
- Understand business needs across NCS and clearly translate them into business and functional user requirements for our development team
- Work closely with the Commercial team and stakeholders to create and publish best practices in relation to our products and Salesforce configuration
- Certified Salesforce.com Administrator or equivalent experience a plus
- Experience training new users on the Force.com platform a plus
- Bachelor's Degree in Information Technology, Computer Science or a related field or an equivalent combination of education and work experience
- Internet development experience, eg
- At least 5 years managing CRM software projects
- At least 5 experience designing and developing software components in a web-based systems architecture
Salesforce Admin Job Description
- Spearhead sales performance and SaaS metric reporting for our Sales and Business Development team members
- Create and manage reports and dashboards based on KPIs for stakeholders, and ad hoc reporting support upon request
- Knowledge and troubleshooting of video conferencing equipment and other office equipment such as copiers, phone systems
- Support New York City based senior leadership as needed to book meetings, conferences, travel
- Knowledge of Google Suite
- Proficiency of Microsoft Word, Excel Outlook, and PowerPoint
- Plan and schedule project timelines, deliverables, and milestones using appropriate tools
- Become an expert in Optum Analytics Care Coordination functionality, staying current with product information, changes and updates
- Provide clients with consultative support and recommendations
- Drive client issues to resolution by engaging clients and internal teams to address application or data-related issues (including working closely with our Engineering, QA and Clinical Informatics Teams
- At least 3 years of experience as a salesforce.com developer
- At least 3 years of experience managing the process of implementing improvements and new functionality in Salesforce Development Community application
- At least 3 years experience with Service Oriented Architecture
- 3+ years of experience with enterprise integration tools and extract, transformation, and load, (ETL) tools
- 3+ years of experience in real-time Salesforce Development Community (SFDC) data integration with Enterprise systems
- 3+ years of experience with SOAP/REST API development
Salesforce Admin Job Description
- Identify creative opportunities to solve client problems
- Manage client communication around data and product related issues and questions
- Develop and maintain an understanding of the healthcare priorities driving use of the Optum Solutions
- Build an understanding of how data drives clinical and analytic applications
- Serve as a resource for Client Service Managers and other internal teams
- Contribute to Test specifications, advising the Test Team on how and what to test
- Ensure weekly standardized dashboarding of KPI’s and analysis/insight into trends and impact of campaigns and initiatives are accurate and delivered to executive team
- Assist in defining first touch and multi-touch attribution of lead sources and provide reporting on multi-channel marketing performance tied to bottom of the sales funnel revenue generation
- Execute a monthly “health checkup” on salesforce utilizing a native tool like Data.com in Salesforce
- Create and maintain documentation of all application integrations and all custom development on the Salesforce platform
- 2+ years of experience converting business requirements into solution designs
- 1+ year of experience with Lightning
- 1+ years of experience leading or facilitating sessions to define and document business requirements
- Bachelors or Master’s Degree in a technology related field
- 2-4 years of experience as Salesforce Administrator
- Flexible in the face of changing priorities, with the ability to multi-task, and handle urgent interruptions with high level of professionalism and a positive attitude
Salesforce Admin Job Description
- Ensuring data integrity in Salesforce.com and across all enterprise applications
- Working in collaboration with and assist developers in delivering technical solutions that leverage functionality in our supported applications including Salesforce.com, Open CTI, Cameleon CPQ, Oracle Cloud CPQ and Kimble PSA
- Assisting in other activities, including data analysis and mapping, documenting technical design and requirements, etc, required to execute small- to large-scale Saleforce.com implementations, migrations, upgrades, enhancements and maintenance projects simultaneously
- Staying current with periodic Salesforce.com releases and leverage the updates to promote optimized technical solutions while maintaining cost effectiveness, system stability, security and reliability
- Proactively seeking opportunities for process improvement and promote best practices for application development, implementation, IT security and compliance
- Assisting in the training and development of new Salesforce.com administrators, developers and analysts
- Assisting with other IT Operations deliverables, as needed
- To Create and maintain fields, views, reports, dashboards, campaigns and other salesforce.com objects and functions
- To Create custom objects when necessary
- Handling on‐going customization/ alteration of Salesforce.com
- Fluency in Google Suite, Microsoft Office applications, especially Excel, PowerPoint, and Word
- Salesforce Admin Certification or equivalent experience
- Ability to be flexible and work in a fast-paced, dynamic environment
- Comfortable learning new technology systems
- Experience in managing or interfacing with clients/customers
- Health care experience or knowledge base highly desirable
Salesforce Admin Job Description
- To Create new reporting capabilities and respond to ad hoc reporting requests as needed
- Maintaining System, Security and Integrity –
- Mapping salesforce.com hierarchy and territories in response to personnel changes
- To Reassign Accounts, Contacts, and Opportunities in response to personnel changes
- To Grant/ remove and maintain user licenses
- Maintaining security including sharing rules and security levels
- To Design, Create and maintain user roles, profiles and hierarchies
- To Monitor application storage usage and archive data as needed
- Checking Data Quality, Migration and Maintenance
- To ensure data integrity by merging duplicate Leads, Contacts, and Accounts
- Can require some non-standard hours as interaction in other time zones is required
- Strong expertise in working with standard clickstream analysis and business intelligence tools such as Google Analytics, Tableau, and other analytics platforms
- Certified as Salesforce Administrator (ADM201) or be able to successfully earn certification within 90 days of employment
- Ability to communicate effectively (in person, on phone and by email) with people on all levels and backgrounds
- Creating and maintaining dashboards
- Creating and maintaining reports including folder maintenance