WHAT DOES A SALESFORCE DO?
Reviewed by Lam Nguyen under Editorial Standards
Updated: Mar 10, 2026. 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
Job Role FAQs
What is a job role?
A job role refers to the duties, responsibilities, and expectations associated with a specific position within an organization. It explains what tasks an employee performs, how they contribute to team objectives, and how their work supports the company’s overall goals.
What are the typical responsibilities of a job role?
Typical job role responsibilities include completing daily tasks, collaborating with team members, making decisions, and meeting performance targets. For example, a software developer may write code, fix bugs, review pull requests, and collaborate with product teams.
What is the difference between a job role and a job title?
A job title is the official name of a position, such as Marketing Manager or Software Engineer. A job role describes the actual duties, responsibilities, and expectations associated with that position.
Why are clearly defined job roles important?
Clearly defined job roles help organizations improve productivity, reduce workplace confusion, and ensure accountability. When employees understand their responsibilities and expectations, teams can collaborate more effectively.
How do job roles support career development?
Understanding different job roles helps professionals identify career paths and the skills required for advancement. By learning the expectations of various roles, individuals can build relevant skills and plan long-term career growth.
Editorial Process
Lamwork content is developed through structured review of publicly available job postings and documented hiring trends.
Editorial operations are managed by Thanh Huyen, Managing Editor, with research direction and final oversight by Lam Nguyen, Founder & Editorial Lead. Content is periodically reviewed to reflect observable labor market changes.