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One of the most important profiles yet unsung in the Salesforce ecosystem is that of Salesforce administrators ( also known in brief as Admins ) who work with Salesforce partners. As one of the front faces of Salesforce they are vital to the health of the org deployed reveal Salesforce implementation services partners. Their primary duty daily is to maintain the org, masters of clean data in the system and ensure that all functionalities are on a smooth keel. The task list of the admin needs to be well defined as well the intervention period between the tasks being performed. Our blog today is focused on the responsibilities of a Salesforce admin working with Salesforce implementation services partners whether it a daily, weekly, or monthly task. Let’s read, shall we?
Ad hoc tasks
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Provide user access to new users and fix any access issues for existing users
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Fix tickets related issues in configuration tools like workflows, email campaigns, etc.
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Provide further access to users & assist with manual sharing of records.
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Solve tickets to add a new IP address, resolve SSO issues due to certificate problems
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Solve tickets to analyse and aid in fixing data issues
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Generate reports as requested by the client / user
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Review requests to create new fields, custom objects, and other customizations and provide approvals
Weekly Tasks:
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Update profiles and remove any users that no longer need to access Salesforce for whatever reasons
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Run all tests to see if there are no test failures after the addition of any new features
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Undertake record ownership changes, update price lists, and amend records as per business roles
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Check all jobs, error logs, and debug logs for any problems on a fixed day
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Check the data quality, usage of licenses etc. and create reports on the same
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Be alert for any unauthorised login issues and user login issues
Monthly Tasks:
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Refresh sandboxes as part of Salesforce implementation services
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Metadata back – ups
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Deploy the needed updates from Salesforce
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Check field utilisation
Quarterly Tasks:
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Study all new releases and their ramifications
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Check for all unused reports
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Store all needed documents
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Analyse any projects in the pipeline and monitor for impact on the org
The list of tasks carried out by an admin in Salesforce implementation services partners can always be increased / added based on customisations & complexities. The lists documented is substantial but vary from company to company. Mr. RS Maan, Managing Director Codleo Consulting says “ Administrators are the stars who ensure that any Salesforce org runs smoothly and optimally. Their role is immense yet goes unrecognised in most organisations. It needs to be corrected.”
If you are looking to onboard Salesforce CRM or need extensive support services to maintain your org, Codleo Consulting is among the best Salesforce implementation services partners. We are a Summit Tier Salesforce partner with a large team of certified & experienced personnel.
About the Author
Arun Jangra
Arun is a 5x Salesforce certified Developer with an overall work experience of 9 years. He is very organised and uses his skill set & knowledge to deliver out-of-box solutions.
