What Does A Salesforce Administrator Do?

WHAT DOES A SALESFORCE ADMINISTRATOR DO?

Published: Dec 10, 2025 - The Salesforce Administrator drives the Salesforce roadmap and platform enhancements to align with business goals while ensuring optimal system performance and user adoption. This role is responsible for configuring and maintaining Salesforce features, managing system upgrades and integrations, maintaining data integrity, and resolving day-to-day user issues. The administrator also collaborates with cross-functional teams to gather requirements, implement scalable solutions, and deliver ongoing training and support to maximize CRM effectiveness.

A Review of Professional Skills and Functions for Salesforce Administrator

1. Salesforce Administrator Duties

Daily Operations: Drive day-to-day as well as project-oriented improvements
Salesforce Administration: Play a fundamental role in the experienced Admin Team in charge of the Salesforce instances, and work closely with the Salesforce Product team
User Support: Provide support to users from several departments across the organization globally, and proactively adjust and enhance their
Administrative Management: Handle administrative requirements for the global Salesforce organization, to build towards a scalable and optimized instance
Feature Delivery: Support planning, designing, implementing, and testing of new functionalities and features
Integration Configuration: Configure custom and packaged integrations with other internal and third-party systems, and help maintain the existing customization
Milestone Ownership: Own milestones, keeping up a high velocity in a fast-paced agile environment

2. Salesforce Administrator Responsibilities

List Management: Customize list views, queues, reports, and dashboards.
Security Management: Maintain security such as user accounts, mobile user accounts, sharing rules, user roles, user profiles and permissions, field-level security, content folder rights, groups, and list view rights.
System Configuration: Maintain overall system configuration, change control, and enhancements.
Documentation Support: Assist in developing and maintaining documentation on processes, policies, application configuration, and help-related materials.
Issue Resolution: Manage operational requests and troubleshoot issues, working with diverse user groups and potentially with business leaders.
User Liaison: Act as a point of contact for Salesforce Users.
Data Integrity: Manage instances to ensure data integrity, security, and daily basic audits.
Feature Training: Assists in conducting training of Business Owners for new features and helps with the roll-out.
Change Presentation: Present changes/system enhancements and overall training to diverse audiences.
Data Operations: Manage mass imports and exports of data.
Ticket Support: Provide high-quality support via the ticket system.
Reporting Strategy: Develop best practices for reporting, access models, SSO strategies, and audit controls.
Platform Governance: Master of governance limits and overall platform scalability (with product, developers).
Emergency Procedures: Develop best practices for emergency procedures around Salesforce.
Project Delivery: Undertake additional projects under management.

3. Salesforce Administrator Job Summary

Roadmap Ownership: Develop and own the roadmap for building the capabilities to deliver best-in-class customer experience, leverage technologies (CRM), processes, and business standards
Cross-functional Collaboration: Work closely with other teams to uncover and address operational pain points
SOP Ownership: Define, implement, and own SOPs to help build a lean and efficient sales and support team
Program Leadership: Lead new program management initiatives to transform the way to support and serve the customers and partners
Forecast Reporting: Prepare forecasts and KPI reporting for the Ops leaders, CRO, and upper management, for use in organizational planning, financial forecasting, budget setting, and strategic planning
Process Analysis: Drive analysis of SOPs and programs to improve the experience of the customers, but also the Ops teams
Service Management: Manage the level of service provided to the customers and partners
Stakeholder Management: Work closely and act as a point of contact for Ops key stakeholders (marketing, product, etc) to uncover, address, and unlock customer pain points

4. Salesforce Administrator Accountabilities

User Training: Be responsible for training users of Salesforce.
CRM Ownership: Directly accountable for maintaining and developing the individual “CRM apps.”
Risk Management: Reduce exposure to risk by maintaining appropriate Documentation and following Change Control processes
Compliance Enforcement: Enforce DPA and GDPR to ensure design meets these expectations
Solution Design: Make effective solution design decisions, with guidance from the Salesforce Developer and Product Owner
Department Training: Train colleagues from every business-side department (membership, development, finance, volunteers, events, etc) on the use of Salesforce.
Report Development: Proactively reach out to these different internal teams to query their needs and build out custom dashboards and specialized reports to help support their work.
Data Quality: Take the primary responsibility for deduping the contacts and for ensuring the quality of the data within the system.
Technical Troubleshooting: Respond to technical issues, troubleshoot these issues, and know when to escalate them to the Salesforce development consultants.

5. Salesforce Administrator Job Description

Roadmap Management: Drive the Salesforce roadmap and enhancements to ensure alignment with the strategic objectives of the business
User Adoption: Drive end-user adoption by assisting in day-to-day Salesforce CRM support, including the management of system upgrades, releases, and change control processes
Issue Response: Respond to end-user issues, enhancement requests, and other administrative needs
Request Coordination: Coordinate the evaluation, scope, and completion of new development requests
Salesforce Configuration: Configure and maintain custom objects, record types, fields, page layouts, formulas, data validation rules, triggers, custom workflows, approval processes, installed packages, etc. within Salesforce.com
Report Creation: Create and maintain reports and dashboards
Integration Management: Manage the integration of applications connected to Salesforce.com, including but not limited to Marketo, Seismic, eFront, etc.
Integration Troubleshooting: Troubleshoot data or integration-related issues across platforms
Data Quality: Maintain data quality by identifying, deleting, or merging duplicate records, cleansing and updating inaccurate data, and managing data imports
Sandbox Management: Maintain sandbox environments used for testing and training
System Audits: Complete regular internal system audits, keep abreast of new functionality
Security Administration: Maintain user roles and profiles, role hierarchy, and security settings
Requirements Analysis: Elicit, analyze, and document requirements, and propose solutions that leverage Salesforce functionality.
Solution Delivery: Translate approved solutions into actionable deliverables, ensuring high levels of quality, accuracy, and process consistency
User Training: Assist in the training of new users, and grow the Salesforce.com skill set across the organization
Stakeholder Liaison: Effectively act as the liaison between users, vendors, and the application development team

6. Salesforce Administrator Details and Accountabilities

Daily Administration: Provide comprehensive daily administration and support to Salesforce users
Requirements Gathering: Conduct a deep dive analysis with key stakeholders to interpret, define, and document their requirements
Problem Solving: Delve into ambiguous business problems, identify root causes, and present scalable solutions.
Data Governance: Serve as a resource for ongoing data management and governance, organizing documentation to support data integrity efforts for reporting
Platform Optimization: Manage the overall health of the platform through quarterly optimization checks, system performance, and data management activities
Release Support: Support Salesforce releases and processes for implementing new features with minimal user disruption
Case Management: Manage and respond to internal user support cases, and request external Salesforce support
Change Communication: Proactively communicate system changes to the user community and conduct training and support on Salesforce functionality
Agile Delivery: Manage project timelines, delivery, and deployment of Salesforce customizations with agile methodologies effectively
Data Security: Guarantee system data security and integrity, performing bulk data analysis and data loads
API Integration: Partner with developers to integrate with custom code and APIs
Product Knowledge: Stay current on Salesforce functionality, best practices, and product releases

7. Salesforce Administrator Additional Details

Platform Management: Manage the Salesforce platform day-to-day maintenance, upgrades, releases, environment management, architecture, reporting, governance, testing, and release management.
Data Governance: Ensure all UO data and process governance and best practice guidelines are followed before system design and implementation
Solution Delivery: Lead the design, configuration, testing, and deployment of new Salesforce functionality, processes, architecture, and reporting while ensuring connectivity in related and downstream processes, data integrity, and following architectural standards.
Tool Evaluation: Identify new declarative Salesforce functionality, Apps, and tools that could have a positive impact on business processes and lead the conversation with internal and external teams to vet potential implementation and assess the potential impact on the Salesforce ecosystem
Business Review: Function as an SME in business reviews of new tools/functionalities, make recommendations, and help support business case development
Documentation Development: Lead the development of documentation to ensure accurate and effective documentation of business processes, SOPs, test cases, and support in writing training materials
Analytics Support: Assist in the development of Salesforce reports, analytics, and dashboards to support and monitor selling activity and key performance metrics
Integration Design: Participate in the design of data integration to connect Salesforce to other company systems or data warehouses
User Onboarding: Participate in Salesforce training and new user onboarding to increase product knowledge, train new users, and maintain Admin certification
Platform Knowledge: Have In-depth knowledge of the Salesforce platform that interconnects to other systems throughout the business
Process Efficiency: Focus on process efficiency, tool development, and ensuring data integrity within Salesforce and the outputs of workflows

8. Salesforce Administrator Essential Functions

Salesforce Configuration: Parameter complex solutions within the different Salesforce Components (Sales Cloud, Service Cloud, Experience Cloud, and Pardot)
Automation Development: Build and simplify complex automation processes with the whole Salesforce stack (Flows, Processes, Apex triggers)
Request Intake: Receive requests from the whole Supply team
Structural Improvement: Preconize structural improvements to enhance the reliability of Salesforce
Team Collaboration: Work closely with the Engineers and the Product Manager of the Salesforce Team.
Stakeholder Support: Help to respond to various stakeholder requests, train on Salesforce evolution, as well as find smart solutions and improve the way of doing things are done.

9. Salesforce Administrator Role Purpose

User Administration: Manage administrative functions, including user profiles, roles, and permission sets
Salesforce Configuration: Create and maintain Salesforce fields, validation rules, record types, assignment rules, custom objects, page layouts, sharing rules, and business processes
Data Management: Ensure data quality, accuracy, and integrity of the Salesforce database, and assist with imports, exports, and updates for Sales, Marketing, and Customer Success
Workflow Automation: Set up and maintain automation processes to streamline end-user workflows and performance
Bug Investigation: Investigate bugs and provide insights on recurring issues.
Integration Support: Assist with integrations and maintenance of any third-party applications
User Onboarding: Manage new user onboarding and training

10. Salesforce Administrator General Responsibilities

Application Knowledge: Develop and maintain an understanding of application dependencies, workflows, integrations, and processes surrounding applications
Application Support: Support existing applications (accounting and purchasing, grants management, and program data collection)
Developer Coordination: Work with app developers (contractors and the Office of Information Technology) to define, communicate, and manage new developments
Data Monitoring: Develop reports, dashboards, and processes to continuously monitor data quality and integrity
Executive Updates: Provide communication updates to the CEO staff on project development and status
Platform Knowledge: Maintain broad knowledge of CEO-wide Salesforce development needs
User Consultation: Consult with users (CEO staff, vendors, grant applicants and recipients, Colorado residents) to manage input and feedback on new designs and updates
Working Group Leadership: Lead working groups to solve problems and implement solutions associated with Salesforce development
Backlog Management: Manage product development backlog to ensure change orders are being addressed in a planned and efficient manner
Quality Assurance: Perform quality assurance testing, establishing that the design and release are fit for purpose and use before introducing the changes in a live environment
Release Adoption: Ensure configuration and adoption of new release features
Training Materials: Develop and update training materials for new processes
Troubleshooting Liaison: Serve as the liaison for all troubleshooting and Q&A from users
Integration Support: Assist in establishing cross-platform integrations
Stakeholder Liaison: Serve as Salesforce liaison with the CEO team and OIT
Procurement Support: Assist with managing vendor procurement processes
DEI Support: Assist in advancing Equity, Diversity, and Inclusion initiatives
Safety Compliance: Adhere to all health and safety policies in the planning and execution of activities
Relationship Building: Maintain positive working relationships with a diverse range of stakeholders
Policy Compliance: Abide by office policies and procedures in a manner that ensures fiscal responsibility and promotes efficient, effective, and elegant government
Software Proficiency: Use word processing, spreadsheet, database, and scheduling software applications to prepare correspondence, plans, reports, schedules, and other documents
Department Support: Assist other CEO departments in carrying out unit and office-wide priorities
Event Participation: Participate in and travel to designated events and conferences in support of office programming

11. Salesforce Administrator Key Accountabilities

Platform Administration: Administers overall setup, configuration, and maintenance of the Salesforce.com platform for the various divisions.
Support Monitoring: Serves as a daily monitor for the internal Salesforce Support inbox, acting as a Tier 2 help desk, researching and diagnosing user issues.
Backlog Triage: Disposition of items as Hot Fixes or deferred to the backlog as PBI.
System Administration: Performs system administration functions such as user management (profiles and roles), field and validation rule configuration, record types, picklists, page layout management, mobile setup, data management (uploads), email templates, folder management, and public groups, as well as other configuration items.
Workflow Automation: Works with custom workflow, notifications, approval processes, and Lightning Process Builder.
Reporting Development: Develops reports and dashboards for various teams and departments throughout the organization.
Report Enablement: Guides them with self-service report writing and dashboard maintenance.
Agile Participation: Participates in a cross-functional agile team that addresses strategic business issues involving CRM.
Sprint Support: Participates in monthly development sprints, including design documentation and testing.
Access Management: Maintains multiple user profiles, role hierarchy, security, and sharing rules, and other Salesforce.com out-of-the-box access features.
Data Integrity: Performs data integrity (rules and merging records) functions, establishing proper ownership and record type maintenance in accordance with sales territories.
Training Support: Supports the training department with new material for end users on the Salesforce.com application.
User Training: Assists in training the new and existing users on how to use SFDC and related applications.
QA Testing: Conducts QA Tests on changes to the Salesforce.com deployment, including managing multiple sandbox instances
Process Awareness: Maintains a holistic view of all business processes and users in the system to understand cross-functional impacts on configuration, process, workflow, and reporting.
Documentation Management: Creates and maintains documentation on processes, policies, application configuration, and help-related materials for users.
Duplicate Management: Works with Data Integrity and Duplicate Management to help clean and dedupe lead, contact, and account data.
Requirements Documentation: Participates in user requirement sessions and documents user requirements to address changing business needs.
Design Review: Reviews design approach with Product Manager.
Solution Development: Contributes to the technical side of business projects and creates solutions to meet challenges (including performing detailed analysis of technical and business requirements).
Best Practice Knowledge: Builds a strong understanding of SFDC best practices and functionality.
SME Support: Acts as SFDC SME for the Help Desk and Technical Support teams.

12. Salesforce Administrator Roles and Details

Meeting Coordination: Manage the diary of Board meetings and Committee Meetings, sending out invitations, managing notification of attendance, booking the conference room for meetings, or setting up Zoom calls
External Liaison: Liaison with external hosts of meetings
Trustee Support: Assist the Trustees in setting up meetings and inviting participants
Leave Tracking: Maintain the register of annual leave and 'clash chart.'
Inbox Monitoring: Monitor the mail address for inquiries to the relevant staff members and the Director
Minute Taking: Take minutes and write up committee notes
Correspondence Support: Support the Director in maintaining regular correspondence
Report Preparation: Collect and collate all required information for the quarterly Directors' Report, Financial Administration
Invoice Processing: Collect and process for payment and authorisation all invoices following the laid down procedures and timeframe
Sales Invoicing: Send invoices for gift shop sales
Sales Reporting: Ensure invoicing and receipt of sales from the Gift Shop are compiled and reported monthly to the Director in an agreed format
Membership Payments: Ensure that all Membership Scheme payments are recorded, and invoices and receipts are sent
Loan Payments: Ensure that Loan invoices are paid by the due date, following up on outstanding payments through an agreed procedure, Loans Programme Administration
Partner Contact: Act as the primary contact for a set number of smaller partner accounts with the Director
Contract Tracking: Ensure all Loan contracts are signed, following up on any outstanding signatures
Salesforce Updates: Assist with the updating of Salesforce
Collections Follow-up: Chase unpaid invoices and contractual documentation by the National Loans coordinator
Artwork Planning: Give support to the preparation of artwork installation plans and artwork lists for new loans and exchanges
Supplier Liaison: Point of contact for all suppliers, including the IT provider, escalating matters to the appropriate staff
Monthly Reporting: Provide a monthly report of gift shop sales to the Communications and Development Manager and Director

13. Salesforce Administrator Responsibilities and Key Tasks

CRM Expertise: Be the subject matter expert for all CRM matters
Roadmap Ownership: Develop the roadmap for the platform and own key projects
Contact Management: Play a pivotal role in connecting the prospect, students, and alumni with key contact information
Platform Administration: Administrate, maintain, and further develop the Global CRM platform and its connected applications, while guaranteeing high data quality
Database Management: Maintain the customer database
Process Ownership: Own the operational process for the platform
User Training: Provide training to new joiners and existing users, and create ad-hoc training documents
Support Management: Manage the global CRM support service to assist internal and external users

14. Salesforce Administrator Duties and Roles

Solution Configuration: Designs, configures, and maintains (new) functionalities on the Salesforce platform (including Pardot and Communities)
Advanced Support: Provides advanced Salesforce support to internal and external users
Release Readiness: Stay up-to-date on Salesforce releases, complete Trailheads, and achieve more Salesforce certifications
Knowledge Sharing: Share knowledge with others in the team
Team Mentoring: Mentor the junior Salesforce Administrator
Customer Focus: Collaboration, customer focus, global perspective.
Performance Competencies: Ensures accountability, tech savvy, decision quality, optimizes work processes, cultivates innovation, communicates effectively, drives results, plans, and aligns

15. Salesforce Administrator Details

Requirements Support: Supports the Product Owner in gathering requirements by providing solution options and highlighting dependencies with the existing implementation
Story Implementation: Designs and implements user stories using Salesforce configuration
Story Testing: Tests user stories implemented by others in the team (they will test the stories)
Scrum Participation: Participates in Agile Scrum ceremonies such as the Sprint Planning, Review, and Retrospective, and Daily Stand-ups
Incident Management: Provides Level 2 Incident Management support, i.e., review and solve cases that are too complex for the Junior Salesforce Administrator
Business Support: Manages digital business support activities such as mass emails, data loads, document generation, etc.
Team Mentoring: Mentors and guides the Junior Salesforce Administrator

16. Salesforce Administrator Functions

User Administration: User administration daily, including activation, security, and sharing rules, access levels, profiles, and workflows
Object Maintenance: Maintain standard and custom objects, data fields, report types, and page layouts
Object Configuration: Configure and implement new data fields and custom objects
Compliance Management: Ensure all functionality meets compliance standards for confidentiality and revenue models
Automation Development: Develop Salesforce automation that scales to meet business requirements
Requirements Translation: Partner with internal stakeholders to translate business requirements into technical details for implementation in the Salesforce org
Vendor Evaluation: Assist with evaluating third-party vendors and apps for Salesforce
Best Practice Management: Define and maintain schedules and procedures to promote and enforce best practices
Implementation Leadership: Lead Salesforce implementation and integration projects
Release Communication: Stay up to date with Salesforce release schedules and roadmaps, and update internal stakeholders

17. Salesforce Administrator Tasks

Process Improvement: Identify business processes and workflows that can be simplified, streamlined, strengthened, and/or automated through Salesforce and other solutions, and work with the business unit to improve them.
Data Flow: Improve data/information flows throughout the organisation
Environment Management: Manage the Salesforce environment, maintain existing system and integrations, and develop new solutions to meet business requirements in a changing environment
Procedure Training: Document procedures and train staff members for business-critical operations and relevant Salesforce system administration activities
Data Integrity: Ensure data integrity by performing ongoing system administration, including application of security settings, systems access, and methods to
Executive Reporting: Design, develop, and manage the production of reports for senior management
Reporting Delivery: Work closely with business units to deliver data and reporting solutions
Relationship Management: Develop and maintain strong relationships across the business to deliver process improvements
Regulatory Reporting: Provide and manage regulatory reporting requirements of external regulatory bodies
Administrative Support: Handle all administrative functions, including user account maintenance, reports and dashboards, workflows, and other routine tasks
Ad-hoc Analysis: Provide ad-hoc information and analysis for the business

18. Salesforce Administrator Additional Details

User Support: Provide chat and incident/ticket-based technical and functional support to end users of SFDC and related upstream and downstream integrated systems daily.
Salesforce Customization: Implementation and maintenance of Salesforce customizations, including custom fields, objects, layouts, workflows, process builder, and validation rules.
User Management: Perform user management via profile and permission set creation and maintenance.
Data Loading: Perform ad-hoc data load requests by Salesforce engineering, business analysts, and other business stakeholders.
Integration Support: Support and maintain the system integrations with the other business systems, including Eloqua, Zuora, Gainsight, and homegrown custom systems.
Support Documentation: Document relevant support requests and solutions provided.
Requirements Analysis: Participate in the planning and analysis of business requirements for system changes and enhancements.
Testing Validation: Perform testing and validation of Salesforce configuration and development.
Performance Monitoring: Monitor performance, scalability, and refactor existing sub-optimal features.
Deployment Execution: Perform daily deployments requested by the Salesforce engineering and business analyst team.
Sandbox Refresh: Perform and own regular Sandbox refreshes and other post-refresh activities.
System Health: Monitor the overall system health and proactively engage the business analyst and Salesforce engineers in solving any maintenance or system administrative issues.
Team Mentoring: Mentor junior support analysts in administration work through Knowledge Transfer, documentation, and hands-on training.

19. Salesforce Administrator General Responsibilities

Platform Ownership: Owner of the Salesforce environment and primary Salesforce administrator.
Feature Delivery: Implement enhancements and roll out new features.
Solution Design: Execute solution design activities such as data mapping, object modelling, page layout design, and rule logic definition in the context of the Salesforce application, including 3rd party app exchange applications.
Documentation Creation: Create training materials and user documentation, and maintain such documentation as business needs evolve.
Reporting Development: Create and maintain reports, dashboards, and views that enable effective business decisions.
Metric Management: Design, develop, and maintain all company, team, and individual dashboard metrics.
Workflow Development: Design and develop workflow rules, validation rules, email notifications, etc.
Data Management: Complete mass data imports/exports using the API tool, lead management, audit, and resolve data integrity issues such as merging duplicate records and establishing proper ownership of existing accounts and contacts in accordance with sales groups.
Process Consulting: Consult with all stakeholders to improve business processes, including developing functionality to automate manual processes.
User Enablement: Add, configure, and train new Salesforce users, including integration of existing users.
Security Administration: Maintain security user roles and profiles, security settings, access settings, etc.
Testing QA: Test and QA of enhancements/changes.
Best Practices: Establish and implement best practice procedures for system maintenance and optimization, configuration development, testing, data integrity, backups, etc.
Stakeholder Partnership: Fosters close, cooperative relationships with marketing, sales management, and support personnel.
Project Delivery: Accountable for the on-time implementation of assigned projects.

20. Salesforce Administrator Responsibilities and Key Tasks

User Support: Provide first-line support to internal Salesforce users in the Marketing, Customer Service, and Finance teams.
Salesforce Configuration: Custom object and field creation, layouts and views, workflows and rules, email templates and customization.
Admin Management: User administration, profiles and permissions, sandbox and release management and oversight, integrations, and application installation.
Data Reporting: Data and reporting, including data import and export, bulk data updates, reports and dashboards, integration into PowerBI.
Data Quality: Ensure data quality, in particular around the area of customer data, by identifying and then working with suppliers to resolve issues.
Requirements Translation: Work with stakeholders within the business to capture business requirements and translate them into specifications for implementation.
Project Scoping: Work with the Head of Digital Marketing and Transformation to identify new business areas and scope projects where we can leverage additional value or business return from the Salesforce single customer view.
Agency Management: Manage the two external Salesforce support agencies to deliver projects, code development, and/or complex data integrations.
Review Meetings: Hold weekly review meetings, performing testing and quality assurance, raising, and managing tickets
Release Awareness: Stay up to date with Salesforce developments and product changes, for example, quarterly releases, including attending Salesforce webinars and conferences.

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