RESPONSIBILITIES OF A SALESFORCE ADMINISTRATOR

Master the internal business processes

Understand team dynamics & roles/responsibilities of individuals on the team

Understand organization’s data

Be a Change Agent for the organization

When new INTERNAL business requirements are identified:

• Gather business requirements
• Confirm business requirements
• Manage Salesforce configuration to meet business requirements
• Review configuration in sandbox with key SMEs who requested change
• Communicate upcoming changes to impacted users
• Move configuration from sandbox to production
• End user training materials (screenshots/video snippets/classes)

Release Management: (Winter/Spring/Summer)

Become familiar w upcoming release notes

• Release notes site
• YouTube - Salesforce Releases Channel
• Blogs
• Trailblazer Community
• Webinars

Communicate upcoming changes to impacted users

End user training materials (screenshots/video snippets/classes)