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SALESFORCE ADMINISTRATOR SERVICES
Owing to the wide range of services provided and an array of tools that are used for specific purposes, Salesforce has transformed from a CRM platform to a field of study over time. Aspects such as development and consultancy can be studied by aspirants and obtain expertise in the same.
Of all the Salesforce designations, the role of a Salesforce Administrator is the most important. Administrators are responsible for the overall functionality and optimum deployment of Salesforce within an organisation. Techila Global Services comprises of skilled and experienced Salesforce Administrators to assist you in successful implementation and operation of Salesforce in your organisation.
Before getting into the details of our Salesforce Admin Services, let us answer the fundamental question asking, “What is a Salesforce Administrator?”
WHAT IS A SALESFORCE ADMINISTRATOR?
A Salesforce Administrator is essentially a business leader and a technical expert looking after the deployment of Salesforce within an organization. While they have a thorough knowledge of the CRM platform and every specific tool it contains, they are also well-versed with aspects key to the functioning of an organization, such as management, marketing, etc.
Now, what does a Salesforce Administrator do?
A Salesforce Administrator is responsible for coordinating every department of an organization in terms of their use of Salesforce CRM. They are shouldered with the responsibility of eliminating the inefficiency of their team and maximizing productivity. They overlook complete Salesforce administration, making them occupy the senior-most position in an organization with regards to Salesforce implementation.
Almost every Salesforce Admin job description mentions that a Salesforce Administrator is required to ensure that Salesforce users within the organization are trained and educated. They are also expected to solve complex business issues and ensure that the projects keep moving forward in an efficient manner.
The primary motive of a Salesforce Administrator is to toggle between technical and managerial aspects pertaining to the client organization and delivering creative and wholesome solutions. Owing to an increase in the complexity of business processes and the need for personalization, Salesforce Administrators are in high demand by several reputed business organizations.
WHAT SKILLS DO OUR SALESFORCE ADMINISTRATORS POSSESS?
Techila Global Services provides Salesforce Administration services with the help of highly professional and dedicated Salesforce Administrators. Here are some of the most important skills possessed by our Administrators that would help you implement Salesforce CRM in the best way possible.
Logical and Process-oriented Thinking
All our Salesforce Administrators are trained to have developed logical thinking dedicated to understanding your business processes better. They understand the nitty-gritty of the CRM platform developed to suit your organisational needs and adapt to the same while providing their services.
Our administrators possess complete knowledge of your CRM platform with all its fields, processes, categories and the infrastructure of your Salesforce CRM. They possess the required skills of knowing how one specific activity affects the other.
An Empowered Member Of Your Team
We understand the importance of building strong CRM tools that ease the time and efforts put in by the users, increasing the overall productivity of your organisation. Through our Salesforce Administrator services, we provide you with administrators who possess the right amount of resilience, conviction and a fair amount of authority.
Our administrator will work with your team as empowered team members, working in complete coordination with your employees, ensuring that all the tasks are undertaken with utmost efficiency.
Understanding Of The Sales Process
It is critical for a Salesforce Admin to have a complete understanding of the sales process undertaken by the client organisation. Our administrators understand that your CRM platform is designed around your sales funnel to suit the activities of your sales team. They are thorough with the specific sales processes and all possess the strategic skills to leverage them.
Our services are directed towards making sure that the CRM platform is meeting your intended organisational goals. Even if you do not have a clear and a well-defined sales funnel, our administrators will help you streamline your sales processes and assist your sales team in making optimum use of Salesforce CRM.
Robust Communication Skills
All our Salesforce Administrators are trained in achieving proficiency in a number of soft skills, communication being the most important. As they are constantly communicating with the employees and management regarding policies, processes, changes, concerns, ideas and explanations, they possess distinguished communication skills to get the messages across efficiently.
You can rest assured that our Salesforce Administrators can pick up their phones even at the middle of a night and indulge into productive conversations with the stakeholders without flinching.
A Knack For Technology
We understand the importance of being in sync with the latest technological advancements with respect to your CRM platform. Our Salesforce Administrators possess natural curiosity for technology that helps them adapt to the latest Salesforce tools and platforms. Instead of succumbing to technical issues, they would always have a solution to problems due to their technical knowledge.
Moreover, they often indulge in discovering new technological advancements and incorporate the same in your business processes with a positive attitude. Instead of shying away from new changes in your system, our Salesforce Administrators welcome any new change that would leverage the functionality of your organisation.
Making The Most of CRM
A Salesforce Administrator should have a complete knowledge of CRM platforms in general to be able to use Salesforce for your organisation in the best possible manner. Our administrators have years of hands-on experience with CRM platforms with a complete understanding of its operation.
The administrators are thorough with all the platforms, tools, components and add-ons pertaining to Salesforce. They know exactly which strings to pull to perform specific business processes. Irrespective of the issue, you can be certain that your Salesforce admin believes in the power of CRM and would know how to optimise the same in different circumstances.
Project Management Skills
All of our Salesforce Administrators are distinguished project managers. They can be completely trusted to chart out effective plans for an array of different projects and executing them in a timely manner. Once they assume command of a project, they would indulge into multi-tasking to meet the deadlines, coordinate the different team members and get the work done effectively.
WHY CHOOSE OUR SALESFORCE ADMINISTRATOR SERVICES
While providing our clients with Salesforce Administrator services, our professionals are well aware of all the Salesforce Administrator responsibilities they are shouldered with. We ensure that all our administrators do their best in performing all the tasks falling under the purview of their role and guide you ever step of the way.
The services provided by the administrators at Techila Global Services and their responsibilities towards the Salesforce Administration can be broadly divided into five categories based on specific time intervals.
Services Provided In Real-Time
- Our administrators indulge in unlocking specific user accounts and/or resetting passwords if a user forgets their credentials.
- They help you in dealing with issues regarding Single sign-on (SSO), two-factor authentication, and certificate issues.
- They help you in adding white-listed IP addressed within your system.
- They help you in making modifications in or creating new Salesforce reports.
- They look after troubleshooting of email campaigns, approval cycles, workflows, and auto-responders that might generate bounced emails.
- They indulge in refining or leveraging specific access privileges and sharing rules, allowing you to view and manipulate records efficiently.
- If some of the data records have been set with record types or if ownership has denied their access to users, the administrators would help you fix these records.
Services Provided On A Weekly Basis
- The Salesforce Administrator would take a weekly snapshot of your system data and attachments, run it, and store the same onto the platform. This data, including all history tables, are stored for a period of at least 90 days.
- They help you in running tools for data de-duplication such as DemandTools and Ring Lead to avoid your data sets being duplicated.
- They indulge in running adoption and data quality dashboards.
- Keep a track of APEX queues and time-bound workflow, ensuring there are no unexpected entries into the system.
- They keep a regular check on the login history table to ascertain any user lockouts, unexpected IP addresses, and login errors.
- They hold the responsibility of deactivating specific users, whether they have left the organization or switched to a job position that does not require the use of SFDC.
- They are in charge of transferring the ownership of records resulting out of a change in job responsibilities or coverage of the territory.
- They overlook the import of leads and contacts onto the CRM platform.
- They are empowered to change the escalation and delegation paths belonging to workflows and approval cycles.
- They are responsible for running all the APEX tests within your system, helping you spot errors resulting out of changes in triggers, validation rules, or because of data cleanup.
Services Provided On A Monthly Basis
- The administrators would make monthly changes and additions to your pick-list values and other relevant fields.
- They have the responsibility of running field utilization reports, helping you identify new sources of data pollution.
- They undertake a total metadata backup of your sandbox images and your main system image with the help of Eclipse before refreshing your sandboxes.
- They are also responsible for refreshing your sandboxes and coordinating the timings of such updates with developers using the concerned sandbox.
- They would gain all relevant knowledge about high-priority fixes by salesforce.com and install the same within your system.
- They would make archive copies of error logs present in your integration server or any connected applications.
- They are responsible for running a full system data backup on all the systems and applications integrated with SFDC.
- They help you run Salesforce Data Loader or other data extraction tool for pulling out the custom setting data and compare the same with the corresponding files belonging to the previous month.
- As the administrators would possess names of all custom settings, they would compare the current custom settings metadata with the exports of metadata in Eclipse of the previous month, spotting necessary differences in object definitions.
- They would also manually add the “notes” field in your production system if a custom setting object does not contain the same.
- They are also responsible for looking into your email logs and identifying any unwanted use of email through the platform of Salesforce CRM .
Services Provided On A Quarterly Basis
- The administrators are responsible for adding and removing the members of your Salesforce Communities or Partner Portals.
- They would download CSV from your system administrator set up audit log.
- They would run Reports to identify the Salesforce reports that have not been run by users for over six months. After identifying them, the reports are hidden from the users, but not deleted from the system.
- They are responsible for running the “Roles by Profile” report, helping you ascertain the roles or profiles with no active users.
- They indulge in the examination of new pick-list values that have been modified or added to specific fields in your system.
- They obtain an overview of the health of your system’s object model by running the tools of Field Trip and EasyDescribe on all the tables.
- The archive (not delete) weekly data snapshots that are older than 90 days.
Services Provided On An Annual Basis
- The administrators would create an archive of all the field history tables of your system, making sure your audit trail goes beyond a year.
- They indulge in archiving or purging specific documents, tasks, and emails to reduce the storage changes within your system while complying with all email/document retention policies of your organization.
- They would archive relevant Chatter histories for compliance, regulatory, and auditing reasons.
- They also help you in updating your system road maps; summarising new upgrades and feature additions that would help you attain your organizational goals.
