Introduction to Salesforce Administration 101

INTRODUCTION TO SALESFORCE ADMINISTRATION

In our previous blog post we had discussed about Introduction to salesforce . In these blog post we discuss about Introduction to salesforce administration

What is a salesforce administration:-

Salesforce administrators typically work with company stakeholders to customize the platform, support users within the company, and  connection between business and technology.

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.

1. Maintain the platform
2. Make it as easy as possible for users of any technical level to use Salesforce
3. Stay current on the platform’s new tools, capabilities, and updates

Admine also gives to the user, profile level permissions .

What does the salesforce Administrator do:-

• A Salesforce administrator is a systems administrator specialized in Salesforce, a customer relationship management (CRM) software. Salesforce administrators know how their company operates and contribute to its success by handling process automation, report creation, data collection and analytics. They offer support and training to employees on Salesforce products. They usually work for large corporations and in a standard office setting.
• “In some organizations, administrator jobs are combined with other roles. Depending on their needs, some hire for this role specifically. Because of our platform’s capabilities, having someone with an admin certification (more on that in a minute) can ensure the company is using the platform to its fullest potential.” CLICK HEREWorking as a salesforce Administrator:-

As a Salesforce administrator, you would typically have the following responsibilities:

1. Manage Salesforce security, including profiles, roles, sharing rules, workflows and groups.
2. Build dashboards, reports, workflows and handle operational requests.
3. Complete consistent internal system audits, evaluate new versions and prepare for upgrades.
4. Manage basic administrative functions including user account maintenance.
5. Provide support and training to SalesForce.com end users and troubleshoot issues.
   

   What skills do salesforce administrator need?

6. Organizational and time management skills: Salesforce administrators are able to complete work within the established deadlines.
7. Project Management: A salesforce administrator can coordinate multiple projects at the same time and prioritize.
8. Communication and interpersonal skills: Administrators often need a positive attitude when managing end-users requests, and while creating and maintaining courteous working relationships with others.
9. Computer proficiency: It’s important for administrators to have the ability to understand and apply computer and software application skills.
10. Analytical skills and a problem-solving mentality.
    

    What is the key role Salesforce administrator:-

The duties of a Salesforce Administrator include user and license management, resolving support tickets, gathering requirements from users and stakeholders, supporting team members, providing training, and maintaining Salesforce databases.

How to contact the salesforce administrator:-

This are possible ways to contact the salesforce administrator .

Email: If you know the email address of your Salesforce administrator, you can send them an email directly.

Ask the colleague: If you’re unsure how to reach the Salesforce administrator directly, ask a colleague or supervisor who may be able to provide you with the appropriate contact information.

Salesforce support: If you’re unable to contact your organization’s Salesforce administrator through internal channels, you can reach out to Salesforce support for assistance. They may be able to provide guidance or connect you with the appropriate person at your organization.

Help or support desk: Some companies have a help desk or support desk where you can submit requests or inquiries. You may be able to contact the Salesforce administrator through this channel.

In next blog post we will discussed about How to create developer org in salesforce

Top ten question on salesforce Administration:-

1. What is Salesforce and what role does an administrator play?

   Salesforce is a cloud-based customer relationship management (CRM) platform. A Salesforce administrator is responsible for managing and customizing the Salesforce platform to meet the organization’s specific needs, including user management, customization of objects and fields, security settings, automation, and more.

2. What are Profiles and Permission Sets in Salesforce?

   Profiles and Permission Sets control what users can see and do in Salesforce. Profiles are assigned to users and define their access levels and permissions, while Permission Sets provide additional permissions that can be assigned to users on top of their profile settings.

3. What is the purpose of Role Hierarchy in Salesforce?

   The Role Hierarchy in Salesforce determines the levels of access that users have to records. It is used to define reporting relationships within an organization and grants users higher in the hierarchy access to the records owned by users below them.

4. How does Data Loader work in Salesforce?

   Data Loader is a tool provided by Salesforce for importing, exporting, updating, and deleting large volumes of data in Salesforce. It uses CSV files to perform bulk data operations and can be used to automate data migration and synchronization tasks.

5. What is the purpose of Validation Rules in Salesforce?

   Validation Rules in Salesforce ensure that data entered by users meets specific criteria or follows predefined business rules. They are used to enforce data quality and integrity by preventing users from saving records that do not meet the specified criteria.

6. Explain the difference between Workflow Rules and Process Builder in Salesforce.

   Workflow Rules and Process Builder are both automation tools in Salesforce, but they differ in complexity and functionality. Workflow Rules are simpler and allow for basic automation based on criteria and actions, while Process Builder provides more advanced automation capabilities, including the ability to handle more complex processes with multiple criteria and actions.

7. What is the purpose of Salesforce Sandbox?

   A Salesforce Sandbox is a copy of your organization’s Salesforce environment used for development, testing, and training purposes. It allows administrators and developers to make changes and test new features without impacting the production environment.

8. What is the difference between a Standard Object and a Custom Object in Salesforce?

   Standard Objects are pre-built objects provided by Salesforce, such as Accounts, Contacts, Opportunities, and Cases. Custom Objects are objects that you create to store information specific to your organization’s needs. They can have custom fields, relationships, and behaviors tailored to your requirements.

9. What are Governor Limits in Salesforce?

   Governor Limits are runtime limits enforced by the Salesforce platform to ensure the efficient use of shared resources. They include limits on the number of API requests, database queries, CPU time, and other resources that can be consumed within a single transaction.

10. How do you enable and manage Two-Factor Authentication (2FA) in Salesforce?

    Two-Factor Authentication (2FA) adds an extra layer of security to Salesforce logins by requiring users to provide a second form of authentication, such as a verification code sent to their mobile device, in addition to their password. It can be enabled and managed in Salesforce through the Security Controls settings in Setup.