WHAT DOES A SALESFORCE DO?

Published: Dec 12, 2025 - The Salesforce Professional develops and customizes CRM solutions to optimize business processes and enhance customer engagement. This role involves managing data integrity, automating workflows, generating reports, and collaborating with cross-functional teams to align Salesforce functionality with organizational goals. The individual also provides technical support, conducts user training, and ensures system performance through ongoing monitoring and updates.

A Review of Professional Skills and Functions for Salesforce

1. Salesforce Administrator Duties

  • Technical Expertise: Take responsibility for resolving the root cause of issues in technical expertise
  • System Documentation: Create and maintain system documentation
  • Backlog Planning: Plan tasks in the backlog to maintain the system
  • Release Monitoring: Monitor and communicate the latest releases to the appropriate audience
  • Solution Research: Research adequate solutions to the business problems presented by the Business Operations Manager
  • Agile Design: Design the development of the solution in an agile way to meet all user acceptance criteria
  • UAT Definition: Define a user acceptance testing scenario according to the business requirement
  • Solution Configuration: Configure functions and develop customised solutions according to business needs

2. Salesforce Admin Responsibilities

  • Salesforce Administration: Administer Sales and Service Clouds, Force.com App Cloud, Marketing Cloud, Pardot, and Quip
  • Issue Support: Provide support and help troubleshoot Salesforce issues
  • User Collaboration: Work with users to gather requirements and optimize user experience on Salesforce
  • Process Analysis: Understand business processes and translate them into technical solutions that are designed responsibly to scale with the organization
  • Advanced Development: Develop and apply advanced Salesforce functionality to solve business problems and create customized solutions on the Force.com platform
  • Feature Quality: Quality-check new features and gather user feedback for usability improvements
  • Feature Documentation: Document new and old features/processes/etc. (technical documentation, understanding-based documentation)
  • Salesforce Updates: Stay up-to-date with the latest and greatest from Salesforce
  • Release Review: Proactively review and identify potential issues/considerations with new releases, app packages, etc.

3. Senior Salesforce Analyst Accountabilities

  • Process Collaboration: Collaborate with leadership and customer-facing functions to prioritize, develop, and act on business processes and experimental hypotheses.
  • Flow Documentation: Help teams to define, build, and document all process flows of operations and intersections with areas.
  • Stakeholder Support: Support stakeholders on bugs, new features on CRM, and projects.
  • Data Reporting: Create reports, dashboards, and provide reliable information to the business areas about their processes.
  • Process Measurement: Measure the efficiency and accuracy of the operational process to find opportunities for improvement.
  • CRM Structure: Create new structures on Salesforce and be the owner of CRM accesses, alerts, and bugs.
  • Integration Monitoring: Make sure all peripheral platforms' logs and essential integrations are live and working fine (Marketo, SalesLoft, Drift, etc).
  • UX Improvement: Plan and execute constant improvements to the user experience on CRM.
  • Feature Testing: Test and implement new features on CRM that can improve its use.
  • Tool Training: Democratize Salesforce/Marketo use by training CRM champs in each team to perform simple adjustments.

4. Salesforce Analyst Job Description

  • Salesforce Expertise: Display strong Salesforce skills and leverage those to complete everyday tasks and deliver on all the assigned responsibilities
  • Workflow Documentation: Document process workflows and make appropriate recommendations to impact operational efficiencies
  • Team Coordination: Work with various teams and act as an interface between the business teams and the development team
  • Data Accuracy: Liaison with CRM development team/Business teams to identify areas of data inaccuracy and communicate with users to correct data and update Salesforce
  • Data Cleanup: Maintain ongoing data clean-up
  • SOP Maintenance: Perform and update standard operating procedures, ensuring data quality
  • Trend Analysis: Communicate specific trends, issues, targets, and opportunities using analytics.
  • Quality Recommendation: Make recommendations to management for data quality
  • Report Management: Maintain accurate dashboards and reports.
  • Dashboard Development: Continuously develop and maintain cascading dashboards for all user levels (executive, management, individual)
  • User Support: Understand and navigate the application accurately and support users in troubleshooting issues

5. Salesforce Business Analyst Details and Accountabilities

  • Project Implementation: Implementation of projects and/or business applications based on Salesforce technologies
  • Solution Engineering: Work with business partners to understand their functional and technical requirements to engineer solutions
  • Process Improvement: Aid in identifying, documenting, and implementing process improvements in business areas
  • Requirements Analysis: Perform analysis and research in support of requirements definition for high-level scoping of projects
  • Document Creation: Create and present professional-quality documents to share ideas and findings using tools such as Lucidchart, Word, PowerPoint, and Excel.
  • Documentation Preparation: Prepare documents, such as BRD, solution diagram, use case list, process flows, functional design, wireframe, user stories, object description, training materials, and guides
  • QA Testing: Perform various testing and QA functions.
  • Requirement Alignment: Work with developers to ensure that development is in accordance with requirements.
  • Status Reporting: Report back to the user community with regular status updates and run prioritization meetings.
  • User Enablement: Assist or lead user acceptance testing, change management, and user training
  • Migration Planning: Design a data migration plan and prepare data mapping.

6. Jr. Salesforce Administrator Additional Details

  • User Training: Complete training for new hires to the Wholesale and Retail teams on basic Salesforce/Salesforce Maps functionality
  • Tool Effectiveness: Provide training for current Salesforce users to maximize effectiveness in tool usage
  • Reporting Guidance: Ensure users understand how to use backend reporting, dashboards, etc, and are leveraging them to be effective in their role
  • Maps Maintenance: Maintain Salesforce Maps to reflect ongoing realignments
  • System Maintenance: Daily maintenance of Salesforce and Salesforce Maps
  • Territory Management: Load new accounts and adjust territories
  • Project Support: Support the Salesforce Manager with special projects
  • Ticket Resolution: Address and resolve open tickets for Salesforce issues

7. Salesforce Consultant Role Purpose

  • Stakeholder Engagement: Working with business stakeholders to understand their business needs
  • Solution Management: Managing and communicating with the development team to design and implement solutions
  • Team Leadership: Leading to create an atmosphere of trust, and seeking diverse views to encourage innovation
  • Staff Coaching: Answering questions and providing direction to less-experienced staff, and providing coaching.
  • Engagement Execution: Executing engagements across various phases while maintaining consistency in relationships, quality of work, and delivering value
  • Quality Review: Displaying attention to detail in executing the work product of others to ensure quality standards
  • Effective Communication: Writing, communicating, facilitating working sessions, and presenting deliverables
  • Capability Development: Learning and performing in functional and/or technical capacities
  • System Implementation: Implementing systems application, or other related efforts in Salesforce.com, Mulesoft
  • Application Utilization: Utilizing PC applications (i.e., Microsoft Word, Excel, PowerPoint, and Project) and business-level fluency to write, communicate, facilitate, and present
  • Team Collaboration: Producing deliverables within a diverse, fast-paced environment while collaborating effectively across teams.

8. Salesforce Business Analyst Key Accountabilities

  • Business Knowledge: Develop in-depth business knowledge of the company’s processes and interaction with systems
  • Salesforce Expertise: Function as a Salesforce subject matter expert
  • Solution Design: Work as a member of cross cross-functional team to help design solutions
  • Requirement Gathering: Work closely with end-users to gather requirements for system enhancements and translate business requirements into functional specifications
  • Issue Troubleshooting: Troubleshoot and investigate application problems
  • Security Configuration: Configure application security, including users, roles, profiles, and other permission controls
  • Security Compliance: Maintain security documents relating to SOX compliance
  • QA Testing: Perform quality assurance testing on improvements and enhancements
  • Test Execution: Develop and execute test scripts, test procedures, and test scenarios
  • Test Analysis: Analyze test results for validity and clarity
  • Project Assistance: Assist in project management, including plan development, estimates, feasibility, coordinating and executing system projects, maintaining task lists, status updates, etc.

9. Salesforce Developer Responsibilities and Key Tasks

  • Solution Design: Designing and implementing software solutions.
  • Proposal Review: Reviewing and collaborating with others on internal and cross-team technical proposals.
  • Platform Customization: Performing configuration and customization of the Salesforce platform.
  • API Collaboration: Collaborating on the API layer using a micro-services architecture and components on public cloud infrastructure.
  • Team Collaboration: Collaborating with everyone openly and constructively.
  • Quality Assurance: Ensuring high quality, stability, and functionality in changes introduced to the platform.
  • Efficiency Improvement: Continuously increasing efficiency and quality of the team through tooling and experimentation.
  • Platform Operation: Operating the platform products offered by the team

10. Salesforce Engineer Duties and Roles

  • Requirements Analysis: Analyze and specify requirements and business processes
  • Strategy Understanding: Understand the overall project goals and the client’s CRM/business strategy
  • Project Lifecycle: Plan and manage the life cycle of projects, external and internal.
  • Requirements Leadership: Lead business requirements collection, analysis, and solution proposal
  • Cross Communication: Organize cross-functional communication meetings and workshops
  • Project Implementation: Lead and participate in Salesforce project implementation and management
  • Project Planning: Define clear project objectives, schedule, and management plan
  • Vendor Management: Search for vendors and manage vendor performance.

11. Salesforce Project Manager Job Summary

  • Delivery Management: Overall delivery management of the project
  • Customer Coordination: Coordination with the customer and the onshore team for planning, communication, status management, and risk management
  • Resource Management: Resource and cost management
  • SDLC Coordination: Ensure the SDLC lifecycle for the project and coordinate the delivery
  • Knowledge Sharing: Conduct and facilitate knowledge sharing and learning sessions across the team
  • Repository Awareness: Build awareness of the knowledge repository among reporting teams
  • Knowledge Tracking: Track contribution to the knowledge management portal
  • Best Practices Update: Update best practices, white papers, artifacts, etc, to the database regularly
  • Team Guidance: Direct and guide other managers’ team leaders on resolving employee complaints
  • Talent Development: Identify, groom, reward, and develop high performers
Relevant Information
What Does A Salesforce Developer Do?
What Does A Salesforce Administrator Do?