A Quick Guide to the Responsibilities of a Salesforce Admin

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Salesforce Administrators have a comprehensive set of responsibilities; however, these responsibilities are usually not fully articulated in standard job descriptions. This could leave many feeling unsure about the precise nature of a Salesforce Admin’s responsibilities. To help shed light on the topic, here is a quick guide of what these professionals need to be prepared to handle.

User Issues

Administrators are commonly called upon to handle user problems, often needing to respond in real time. This means anyone working in these roles must be capable of unlocking user accounts, resetting passwords, managing two-factor authentication, addressing certificate issues, white-listing IP addresses, and similar access-oriented problems.

Additionally, they may need to assist users with report development, troubleshoot a variety of functions (including email campaigns, approval cycles, auto-responders, and workflows), and fix data records when the issue arises.

Regular Tasks

Certain Admin activities must be completed routinely on a weekly basis. This can include snapshot generation, data exports, and running data deduplication tools, adoption dashboards, and data-quality dashboards. Salesforce Admins must examine and debug logs on a regular basis, particularly when the data synchronizes with an external application, as well as run APEX tests to spot errors.

Specific user maintenance activities like reviewing lockouts and deactivating accounts for exiting employees, also needs to occur regularly. Record ownership transfers and record-sharing rule modifications also fall under a Salesforce Admin’s purview.

Importing leads and contacts, as well as price list modifications, can also be part of an Administrator’s job.

Monthly Responsibilities

Certain activities need to be handled monthly to keep things running smoothly. Making additions or modifications to pick-list values may fall into this category, as well as running field utilization reports. Metadata backups should be done monthly before sandboxes are refreshed, as well as the refreshes themselves. Archiving error logs and system backups should also be completed monthly.

To help keep them informed, reviewing the details released with high-priority fixes should be part of their usual routine, as well as installing updates and monitoring their impact.

Quarterly Tasks

The addition or removal of Communities or Partner Portal members must be completed quarterly, preferably accompanied by a CSV download of the user’s login history. A CSV download should also be completed for the system administrator setup audit log.

Reviewing release notes for associated plug-ins and third-party applications should be a quarterly activity, as well as those associated with upcoming Salesforce versions or updates. Running reports to identify roles or profiles that have not been used in six months or could otherwise be considered inactive, is also an important task.

Salesforce admins may also have other duties assigned to them, but those listed above provide a solid overview of where these professionals’ responsibilities lie.

If you are interested in learning more, the professionals at Solving IT have the expertise you need to succeed. Contact us to speak with one of our Salesforce specialists today.