
Salesforce Administrator
1 week ago
Overview
- The Salesforce Administrator will work as part of the Sales Operations team dedicated to ensuring that we are maximizing efficiency and capitalizing on the full features and benefits of the SFDC based on the various user group needs.
- Excellent technical and communication skills who can interface directly with internal stakeholders to understand their needs in order to administer and enhance the SFDC system accordingly.
- This person will serve as the "go to" for users, promote adoption, keep current on new releases and SFDC solutions, provide training, and more.
- Additionally, the Administrator will perform basic updates, such as add/delete users, and adding basic custom fields.
- Proactively gather feedback from users.
- Manage system changes without interruption to the user.
- Communicate system changes to the users in advance so they understand the change and how to use it prior to implementation.
- Manage new releases of SFDC and efficiently roll out new features.
objects and functions.
- Create custom objects when necessary.
- Create new reporting capabilities and respond to ad hoc reporting requests as needed.
- Reassign Accounts, Contacts, and Opportunities in response to personnel changes.
- Grant/ remove and maintain user licenses.
- Maintain security including sharing rules and security levels.
- Design, Create and maintain user roles, profiles and hierarchies.
- Create and administer training to existing or new users/groups.
- Provide one to one training to end users on an on-going basis.
- trends, sales and leads.
- Monitor neglected Leads, Opportunities, Accounts, and Contacts as appropriate.
- Import data as appropriate.
- Monitor and manage exception logs for back end system integration with SFDC.
- Monitor SFDC hygiene and maintain a high level of quality and accuracy in funnel
- Ensure data integrity by merging duplicate Leads, Contacts, and Accounts; performing mass uploads and updates of data as required; Removing unnecessary fields and data; ensuring screens, fields and workflow have accurate names and reflect current workflow.
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