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  1. Skills Directory
  2. Salesforce Administration

Salesforce Administration

Salesforce administration involves working with stakeholders to define processes and customize the platform. Salesforce administrators help their company’s users get the most out of Salesforce by making the platform work for specific user needs. They bring innovation by automating business processes, creating reports and dashboards, training users on Salesforce, and staying on top of platform updates.

This key competency area includes exploring how to navigate and change the user interface of Salesforce and configure and make an Invoicing application on the platform, process automation, security, reporting, and data management.

Key Competencies:

  1. Automation - Ability to create and maintain processes to complete repetitive tasks.

  2. User management - Ability to create and assign users, work with permissions and licenses, delegate users, and more.

  3. Data management - Direct how data is stored, collected, reviewed, and used.

  4. Security - Protect the business and its data by ensuring only authorized users can access it. Train users to keep data safe.

  5. Reporting - Create and manage access to visual representations of data.

  6. Change management - Guide users through updates or changes to previous processes. Encourage the adoption of new features.

  7. Troubleshooting - Investigate and resolve org and user issues.