SalesForce Administration
Information Technology > Customer relationship management CRMDescription
Salesforce Administration involves managing and customizing the Salesforce platform to meet a company's specific needs. This includes creating and managing user accounts, setting up security structures, customizing the interface, and implementing automation processes. Administrators also handle data management tasks such as importing/exporting data, data migration, and backup. They create reports and dashboards for data visualization and can integrate Salesforce with other systems. Advanced skills include optimizing Salesforce performance and leading implementation projects. The goal is to ensure that the platform is tailored to support the company's business processes effectively and efficiently.
Expected Behaviors
Fundamental Awareness
At the fundamental awareness level, individuals are expected to have a basic understanding of Salesforce platform and its functionalities. They should be familiar with Salesforce terminology and understand the security model. They should also have knowledge about standard objects in Salesforce.
Novice
Novices should be able to navigate through the Salesforce interface and manage users. They should be capable of setting up profiles and roles, customizing standard objects, and creating custom fields. Basic data management skills such as import/export are also expected at this level.
Intermediate
At the intermediate level, individuals should be able to design and implement security structures, manage custom objects, and customize page layouts. They should be proficient in creating workflows and approval processes, managing data using Data Loader, and creating reports and dashboards.
Advanced
Advanced users should be adept at complex tasks like advanced data management including data migration and backup. They should be able to implement automation with Process Builder, design complex workflows, create advanced reports and dashboards, manage Salesforce apps, and configure Salesforce for mobile use.
Expert
Experts are expected to handle advanced automation with Apex triggers, design complex security structures, perform advanced customization of Salesforce UI, integrate Salesforce with other systems, optimize Salesforce performance, and lead Salesforce implementation projects.