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Salesforce Administrator Duties and Responsibilities

Being in charge of a corporation’s Salesforce efforts takes a lot of responsibility. The following list details some of the most relevant duties:

Create New User Profiles and Monitor Access Levels Salesforce administrators are the gatekeepers of their employer’s sales and marketing data. They create each user account and determine the proper level of access based on the employee’s role within the company. When an employee is fired or leaves the company, it is the Salesforce administrator who must remove their access credentials.

Import New Leads and Contacts Salesforce administrators oversee the importation of new leads and contacts on a daily basis. In large corporations, they develop a standard operating procedure for this process that is followed by entry-level market researchers and data analysts.

Run Deduplication Tools Duplicate data clogs up Salesforce and keeps it from running at full force. Salesforce administrators use deduplication tools like DemandTools or Ring Lead to scrub duplicate data from their database at least once a week.

Install High-Priority Updates from Salesforce.com While Salesforce automatically installs high-priority updates after a certain time period, good Salesforce administrators install these updates as soon as possible. This allows them to test the update in controlled conditions to see how it affects their system configurations.

Run Quarterly Database Maintenance Reports Salesforce administrators run many tests and reports to keep an eye on the health of their database. These include APEX tests, field utilization reports, roles by profile reports, and several others depending on the needs of one’s employer.

Create and Maintain Archive for Field History Tables Salesforce administrators have to keep records that go back at least 12 months and preferably 18 months. This includes documenting all error reports and all changes to field history tables.

Address User Issues as They Arise This broad duty encompasses several tasks. Salesforce administrators are the ones who solve any problems users are having with Salesforce. They also educate employees on new updates and onboard new hires whose role involves access to Salesforce.

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Salesforce Administrator Skills and Qualifications

Salesforce administrators rely on a blend of technical data-related skills and people skills to do their jobs successfully. The following is a list of required skills for this position:

  • Salesforce expertise – a Salesforce administrator can’t get a job without knowing Salesforce inside and out. This includes at least a working knowledge of various secondary products and solutions offered by Salesforce, as well as the ability to teach basic Salesforce functions
  • Email marketing expertise – managing email marketing campaigns is one of the most common uses for CRMs like Salesforce. Salesforce administrators are experts in segmenting lists and conducting A/B tests to monitor email performance
  • Conversion rate optimization – Salesforce administrators use their data analysis skills and knowledge of company products and services to ensure the sales team’s conversion rate is as high as possible
  • Data management – Salesforce administrators use the principles of data management to keep data organized and easy to use
  • Problem-solving skills – since Salesforce administrators are the person employees contact if they have an issue accessing Salesforce, they rely on their problem-solving skills daily
  • Strong attention to detail – managing large data sets and routinely checking data for accuracy both require strong attention to detail
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Salesforce Administrator Education and Training

Most employers require Salesforce administrators to have at least a bachelor’s degree in computer science or a related field, but it’s more important to possess official certification from Salesforce. The company offer two levels of certification for administrators: Salesforce Certified Administrator and Salesforce Certified Advanced Administrator. Preparation and registration information can be found on the Salesforce website.

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Salesforce Administrator Salary and Outlook

According to Glassdoor, the average base pay for Salesforce administrators is $62,504. Those at the low end of the scale make $45,000, while those at the high end make $89,000. The Bureau of Labor Statistics expects demand for database administrators, which includes Salesforce administrators, to rise 11 percent through 2026.

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Salesforce Administrator Helpful Resources

If you consider yourself a Salesforce expert and want to make a career out of it, check out the list of resources below:

Salesforce.com – the Salesforce website contains all the information regarding Salesforce certification as well as detailed descriptions of every product offering. It also features a blog with additional helpful tips

Salesforce.com for Dummies – written by Liz Kao, Tom Wong, and Matt Kaufman, this book covers all the basic functions of Salesforce. It is a good resource for those just starting their Salesforce education

Pardot.com – Pardot is a lead-analysis tool within the Salesforce portfolio. Its blog is updated regularly with articles specific to lead acquisition, analysis, and optimization

Practical Salesforce.com Development Without Code: Customizing Salesforce on the Force.com Platform – written by Salesforce expert Philip Weinmeister, this book breaks down virtually every function Salesforce administrators need to perform. It is written in language that is so simple even beginners can easily grasp the concepts