Implementing a digital Customer Relationship Management (CRM) system is an absolute must have if you plan on taking your business into the next decade. It is a business solution imperative to the sustained efficient management of your operation functions. Salesforce
as a CRM system has more than a 15% share in the CRM market
and is a platform that you can leverage for services around the clock.
close to $20 billion in subscription-based revenue in 2021
alone by meeting the demands of 150,000 companies 90%
of which are on the Fortune 500 list.
With such an expansive market share and revenue Salesforce has continued to amass a significant increment in its clientele while sustaining services across the board.
With this increase in platform utilization it is essential to have access to adequately trained employees who can take on the many roles native to a successful Salesforce implementation. There are two overarching channels with regards to Salesforce CRM training, the first being Salesforce Administration and the second being Salesforce Development.
The former within these two pathways comprises of Salesforce administrators while the latter consists of Salesforce developers. Other Salesforce delegations include technical architects, business analysts, consultants and more. Let’s take a closer look at the distinctions between the afore mentioned primary variations – Salesforce administrator and developer.
The administrator is responsible for the proper functioning of all Salesforce applications. They’re role involves any and all tangible actions that can be taken in lieu of arriving at an intuitive solution designed to help the business in question run better. An administrator is more or less in charge of the overall seamless functioning of all Salesforce services.
The roles of a Salesforce administrator also involve,
- Validation Rules – execute precise validation rules that guarantee specific project deliveries.
- Workflows – maintain and oversee workflows to ensure appropriate project execution.
- Security and Data Access – define who can access how much information.
- User Training – teach and guide new Salesforce recruits on the system know how.
- Dashboards and Reporting – assist in formulating reports and the translating them into comprehensive dashboards.
- User Maintenance – undertake the onboarding of new users, dealing with extant accounts, find permissions on profiles and enable data access.
Also listed as follows are the skill sets that an individual will require in order to become a Salesforce administrator,
- The ability to conduct presentations and actively communicate and motivate are indispensable elements required of an administrator in order to pander to partners, stakeholders, customers and dealers.
- Catering the requested customizations will need a good deal of experience in project management and coordination.
- Finally a Salesforce admin must also know the constructs of the company it’s key alliances and business processes like the back of their hand.
The name already indicates that the nature of this role leans towards the development side. Those engaged in this role are responsible for the design and development of particular codes and functionalities needed for an acceptable level of application modification. Developers are also in charge of drawing up new plans and charting out a course of action all geared towards the successful execution of operational enhancements.
Here we look into the various roles that an individual will need to conduct as a developer,
- Define, Develop and Deploy – ensure all phases of coding are sound.
- Third Party Integrations – respond to all APIs and other integrations needed.
- Salesforce Triggers and Visualforce Pages –design depending on customer needs.
- Testing – check methodologies to make room for premium end user deliveries.
- com – deal with web services for creating new solutions.
- Apex and Visualforce – develop code with these technologies.
Just as an admin requires very select skills so does the Salesforce developer. For instance:
- A core attribute that makes for a successful developer is patience. Diligence is equally important and works best when combined with an individual’s ability to have vision.
- Understand company culture so that the services they offer will be more attuned to their expectations and requirements.
Interested in harnessing the full potential of Salesforce? At eConnect, we understand the nuances of leveraging Salesforce for your unique business requirements. We provide hassle-free support with implementation driving digital transformation for more efficient operations and better business outcomes. Our team has experienced and knowledgeable experts to enhance lead nurturing and even reputation management. If you’d like to explore using Salesforce to your advantage, reach out to us
and we’d be glad to help.