Every organization that is newly on-boarding into / using Salesforce needs a skilled Salesforce Administrator to succeed. In this blog, we will discuss what are the needs that a Salesforce Administrator should fulfill in an organization day in & day out.
Who qualifies to be selected as a Salesforce Administrator?
A candidate having a Salesforce Administrator Certification (honestly is useless) because it doesn’t prove that the candidate knows to administer the complexities of an enterprise. This certification is just the first level.
A candidate having Advanced Administrator Certification OR Platform App Builder + Platform Developer 1 can be preferred.
Certifications alone are not enough. 3-5 years of experience in Salesforce is definitely required.
Most organizations say what is there so much for a Salesforce Administrator to do everyday. The reason why organizations have this perception is because of 2 reasons.
The decision makers in the organization do not understand various administrative elements in Salesforce.
They don’t value the role of a salesforce administrator much and think it is a cost overhead for them to appoint a person fulltime.
Why should you invest in a Salesforce Administrator for your organization?
They keep track of licenses, storage, limits if not administered, can become a costly affair.
They help optimize various declarative aspects like (Roles, Permissions, Profiles, Custom Permissions) so that the Salesforce implementations are neat & tidy.
They are the key personnel for running audits in the Salesforce instance. This helps to understand bottlenecks, scalability concerns, redudancies, violations to best practices.
They help strategize Backup & Disaster Recovery plans and processes to keep the organization safe from data loss or even at circumstances when you migrate away from / into Salesforce CRM.
Next section lists all the activities that a Salesforce Administrator needs to do in every organization.
Administrator Tasks
Maintain a book-keeping practice that tracks the following
Edition & features available for the org
Users (categorize by department)
Statistics on User Licenses (Total v/s Assigned v/s Available)
Statistics on Feature Licenses
Statistics of Community Usage (Logins v/s Members)
Role Hierarchy (focus on optimizing the roles)
List of Profiles (keep an active check on duplication)
List of Permission Sets (keep an active check on duplication & granularity)