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Why is Salesforce administrator so important?
Salesforce helps over 150,000 customers across a myriad of businesses, nonprofits, and institutions to connect with their customers. People around the world rely on our Customer Relationship Management (CRM) platform to keep business running. The Salesforce Administrator in any of these organizations is critical for success.
What makes a great Salesforce project management tool?
So, a good UI and the ability to properly communicate and collaborate are key to a great Salesforce project management tool. These features greatly improve your efficiency on key projects–by making sure vital information is delivered on time and to the right people–and also reduce the time spent on tedious tasks. Here are our top two picks.
Why do you need Salesforce customization tools?
With the tools discussed above, you get a bit of a helping hand with managing your Salesforce project, understanding impacts, and backing up your system when releasing Salesforce customizations to your live system–all of which help you streamline your processes and save time.
Where can I learn to become a Salesforce admin?
Anyone with a computer and an internet connection anywhere in the world can get trained via Trailhead, our free online learning platform designed to teach new students and seasoned professionals a wide variety of business skills. Best of all, learning to become a Salesforce Admin happens online and on your schedule.
What is Salesforce admin?
Being a Salesforce Admin is a tough gig. In addition to being an analyst and support specialist, most admins also have to fulfill the roles of project manager, developer and occasionally – solutions architect. The role requires an Admin to react to the support needs of the organization, ensure a steady-state of operations, and incrementally enhance the organization’s use of technology.
What is release management in Salesforce?
Release management is the effort to preview, test and manage new versions of technology. Salesforce “pushes” three releases a year, meaning you cannot opt out. It falls to the organization to ensure that their peripheral applications and customizations comply with the requirements of each release.
What is AppExchange Salesforce?
AppExchange is the Sales force storefront of apps, partners, and other solutions. Due to its sheer volume, the AppExchange can be initially overwhelming, and should be approached methodically. Here are some tips for successfully navigating AppExchange: 18 Month Rule.
How often should I update my app?
18 Month Rule. If the application has not been updated in 18 months, it is likely not maintained well. The age of the application is not important, but how often a new release occurs is critical information. Avoid apps that have not been updated in the past year and a half.
Can a team use a different field than another?
One team of users may use a different field than another, though the fields essentially fulfill the same purpose. Or, reports may aggregate off a critical field that is only occasionally populated – thereby negating the results in the report.
Is Salesforce free with a license?
There is a wide community of resources available through Salesforce, the majority of which are free and included with your Salesforce license. Four major resources that have the potential to add value to your organization are training through Salesforce Trailhead, community on the Power of Us Hub, help from Salesforce Support, and networking with regional Nonprofit User Groups.
Can I integrate Outlook with Salesforce?
One of the most valuable business applications that can be integrated with Salesforce is email. Gmail and Outlook can be integrated and should be considered. This will provide a level of automation that replaces the more manual process of re-typing notes or copying/pasting email conversations. By integrating the system where you most often communicate, your organization can avoid issues of partial adoption and human error. For more information read our post on Email Integration with Salesforce.
Salesforce 101
Salesforce.com is a customer relationship management (CRM) system that helps businesses of all sizes manage and automate the sales process. The Salesforce ecosystem is where a business’s sales and marketing team collaborate to monitor leads and drive sales.
Salesforce Administrator Best Practices
While succeeding as a Salesforce admin will definitely require some Salesforce skills, you’ll also find that sticking to some best practices is helpful, too.
Top 9 Salesforce Administrator Skills
Thinking of becoming a Salesforce administrator and wondering if you have the right skill set for the job? Here are the most important Salesforce skills.
Final Thoughts: 9 Must-Have Salesforce Administrator Skills
Entering the world of Salesforce administration is perfect if you have a head for sales and a penchant for organization, whether or not you’re a certified administrator. And with these nine Salesforce admin skills under your belt, you’ll quickly find your way around the platform.
What is Salesforce admin?
A Salesforce Admin best understands how to make the platform work for their company’s goals. Some organizations may employ just one admin; some employ many people in this role. A Salesforce Administrator’s colleagues can rely on them to: Maintain the platform.
What companies use Salesforce?
Many companies across industries and of different sizes use Salesforce, including retailers, nonprofits, financial services, healthcare providers, software companies, and businesses that provide a service.
How many customers does Salesforce have?
Salesforce helps over 150,000 customers across a myriad of businesses, nonprofits, and institutions to connect with their customers. People around the world rely on our Customer Relationship Management (CRM) platform to keep business running. The Salesforce Administrator in any of these organizations is critical for success.
Is there a fee to take Salesforce certification?
After you pass the test, you’re a certified Salesforce administrator, and your career opportunities have expanded. But your learning doesn’t stop there. Maintain your certification on a specific schedule to keep your knowledge, skills, and abilities current.
Can a Salesforce administrator be just one person?
Some organizations may employ just one admin; some employ many people in this role. A Salesforce Administrator’s colleagues can rely on them to: Maintain the platform. Make it as easy as possible for users of any technical level to use Salesforce. Stay updated on the platform’s new tools, capabilities, and updates.