Improvise Your Business Workflows with Salesforce Administrator

1. Improvise Your Business Workflows with Salesforce Administrator

2. Introduction 2 Salesforce CRM provides huge range of services to its clients, it needs to be maintained to keep it running. Salesforce Administrators perform the task of day to day today management of Salesforce Application while eliminating inefficiency and increasing productivity. Salesforce Administrators create tools for any device like intelligent workflows, easy to use dashboards and apps for any project.

3. Tasks Performed by Salesforce Administrator 2 01 03 05 Ongoing Tasks Monthly Tasks Annual Tasks 02 04 Weekly Tasks Quarterly Tasks

4. 1 2 Ongoing Tasks Weekly Tasks Salesforce Administrator has to take care of day to day admin tasks and resolve user problems in real time. They perform activities like adding new white-listed IP addresses and unlocking user accounts for resetting passwords. The help users to fine tune reports to produce meaningful metrics along with formulating workflows and troubleshooting email campaigns. Administrator also refines sharing rules and access privileges for proper viewing while hiding special records. It includes running data reduplication tools such as Ring lead or demand tools and run adoption dashboards. They also run and Store weekly snapshot of system data which includes history tables for at least 90 days. Data administrator also has to spot any user Lockouts, login errors or unexpected IP addresses. They deactivate users from time to time if the user does not require SFDC access and also transfer record ownership if there is any change in responsibility.

5. 1 1 Monthly Tasks Quarterly Tasks Salesforce Administrator perform monthly activities like making additions and amendments to picklist values or other fields and also pre-test changes in a full sandbox. They run field utilisation report to find out new sources of data pollution and remove idle fields if they are consistently blank. Salesforce Administrator perform some quarterly tasks like adding or removing members of your community or partner portals and downloading CSV from system administrator setup. Profile report is also run to identify rules for profiles which have no active users and new picklist values are also examined. 1 2

6. 1 2 1 1 Annual Tasks Annual tasks performed by Salesforce Administrator include creation of archive of all system field history tables to ensure audit trail. They also archive documents, image etc to reduce storage charges of your system while adhering to your companies document retention policy. They summarise upgrades and new feature additions and update the system roadmap to achieve business objectives. 1 2

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