Every system requires a custodian, a person who can implement changes in structure, fix bugs, or create a new user. Although many of these changes can be automated, a human will always be necessary for system management or even its setup. That’s what a Salesforce superhero – a System Administrator – is for. The Admin role is extremely important, but it may differ across systems. Many companies may define the responsibilities of this role differently. Sometimes it involves system maintenance, sometimes user management, and sometimes deploying previously created system solutions. The main task of Administrators is to manage and adapt the system to the needs of the customer. Thanks to these changes, the system should also meet the business goals of the organization. System Admins often combine technical knowledge with the use of soft skills when in contact with the client.
So, whether it’s changes in the system, creating automation, or custom reports, the Salesforce Admin role is key to business. It happens that other roles, such as SF Developer or SF Solution Architect, perform administrative duties, but these are scenarios in which employees perform tasks dedicated to another position.
In conclusion, the Salesforce Admin is a key role for a business. Thanks to this role, the optimized system works better and more efficiently, and users can enjoy more efficient processes and a user-friendly structure. In the following points, we will look more closely at the main duties of the Administrator and what skills the “ideal” Sys Admin should have.
Main responsibilities of a Salesforce Admin
Once, Peter Parker (AKA Spiderman) heard from his uncle: “With great power there must also come great responsibility.” It is the same with a System Admin. Remember, you are the company superhero and you need to help them. Here are your responsibilities.
User management
As mentioned earlier, administration equals user management.
But it’s not just about creating new users, but also about elements closely related to the user: License, Profile, Role, Permission Set. System Administrator is a role in which one of the main tasks is creating new profiles and assigning them to specific users. Knowing what necessary access users should have, the specialist can create a profile dedicated to them and assign it during the creation of new access permissions. If the profile does not meet all requirements, it can be supplemented with a Permission Set, in which access can be granted in a trimmed manner and given to individual users. When setting up new access to the system, it is important to check the license to be granted and the profile. If the company uses a hierarchy, the user should also have a role assigned to them.
But what would user management be without creating, updating, or deactivating users? With appropriate access, the System Admin can make these kinds of changes. Fun fact! You can’t remove a user from the system; the only option is to deactivate the user by unchecking the “Active” checkbox.