Learn About Admin Core Responsibilities
Learning Objectives
After completing this unit, you’ll be able to:
- Identify and describe the five core responsibilities of a Salesforce administrator.
- Explain how mastering best practices can enhance an admin’s effectiveness and career growth.
- Discuss the impact of emerging technologies on the evolving role of Salesforce admins.
- Develop a personalized roadmap for success.
As a Salesforce admin, you belong to a special community that enables its members to succeed and grow together. The Salesforce ecosystem is an interconnected network of Trailblazers who are building careers, companies, and communities with Salesforce. And as the Salesforce ecosystem grows, so does the Salesforce admin role. The opportunities for admins are endless, and with the right skills and tools you can thrive.
A Salesforce admin builds and manages trusted solutions on the Salesforce Platform. You configure, automate, and optimize Salesforce to ensure org health and maximize ROI.
Your Core Responsibilities as an Admin
How can you build a successful admin career? It starts with understanding your core responsibilities and some of the best practices around them. This helps make you and your organization successful.
As an admin, you have the potential to make huge strides in your career, skyrocketing to success and becoming a strong leader within your company and the Salesforce community. To help you continue to grow your career, our research has identified five core responsibilities that are at the foundation of Salesforce admins.
- User management
- Data management
- Product management
- Security
- Actionable analytics
Learn more about each of these core responsibilities in the units that follow.
Core Responsibilities Are the Foundation for Best Practices
Each one of the five core responsibilities can be met by learning best practices and continually refining them. Focusing on best practices is more effective than relying on Tips & Tricks or hacks. Much of the content available to admins is geared toward quick tips—shortcuts discovered in the moment to complete tasks faster. However, these tips often aren’t repeatable or applicable in a wide range of scenarios, meaning you might use them once and then never again.
In contrast, best practices are proven, repeatable strategies that can be applied across various situations. For example, when you’re young, you’re taught to look both ways before crossing the street. This universal approach ensures your safety, no matter where you are or which side of the road people drive on. Similarly, adopting and continually refining best practices in your role ensures your success, regardless of the specific circumstances you face.
That’s why it’s best to approach your responsibilities through the lens of mastering best practices—building foundational skills that help you excel in any scenario.
AI and Emerging Technologies
It’s essential you pay attention to emerging technologies like AI and tools like Agentforce because the role of the Salesforce admin is rapidly evolving to incorporate these advancements. Low-code Salesforce tooling has expanded significantly over the past decade to include generative AI and Data Cloud, with the goal of empowering admins to become influential tech leaders in the AI era.
As the Salesforce ecosystem continues to grow, so too does your role as a Salesforce admin. More admins now work in IT and are expected to be proficient in automation. To support this shift, Salesforce now offers tools like Agentforce that further automate tasks, boost efficiency, and support various workflows, all while working within existing security protocols. You can tailor Agentforce abilities through custom actions, ranging from text-to-speech conversions to integrations with third-party systems. By staying informed about AI and emerging technologies, you can better support your organization and stay ahead of the curve.
In the units that follow, you learn best practices that you can implement on a schedule that works for the pace of your organization. Once you understand the core responsibilities, review these practices, and learn how to structure your time effectively, you can start building your own roadmap for success. Be sure to review the resources in each unit to round out your learning and ensure you have the knowledge needed to deliver on your core responsibilities.