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Salesforce Administrator

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Roth Staffing

2021-12-03 07:32:00

Job location Delray Beach, Florida, United States

Job type: fulltime

Job industry: HR / Recruitment

Job description

What you will be doing:

  • Maximize efficiency and make the most of Salesforce's full features based on the various user groups' needs.
  • Work directly with internal sales participants to understand their needs to administer and enhance the system accordingly.
  • Create and run Sales reports daily, weekly, monthly.
  • Assist Sales management to create processes in Salesforce to help monitor activities, trends, sales and leads.
  • Create new processes and associated reporting.
  • Monitor neglected Leads, Opportunities, Accounts, and Contacts as appropriate.
  • Manage duplicate records.
  • Monitor and improve data quality.
  • Ensure data integrity by merging duplicate Leads, Contacts, and Accounts; performing mass uploads and updates of data as required; Removing unnecessary fields and data; ensuring screens, fields and workflow have accurate names and reflect current workflows.
  • Create and maintain dashboards.
  • Create and manage changes to the System
  • Proactively seek out and identify needed system changes.
  • Communicate system changes to the users in advance so they understand the change and how to use it prior to implementation.
  • Gather requirements from end users.
  • Manage the change control process
  • Manage all processes that impact / relate to Salesforce.
  • Create and maintain fields, views, reports, dashboards, campaigns and other salesforce objects and functions.
  • Create custom objects when necessary.
  • Maintain, enhance, and create workflows, functions, and configurations within the Salesforce CRM environment.
  • Create new reporting capabilities and respond to ad hoc reporting requests as needed
  • Map salesforce.com hierarchy and territories in response to personnel changes.
  • Reassign Accounts, Contacts, and Opportunities in response to personnel changes.
  • Grant/ remove / maintain user licenses.
  • Maintain security including sharing rules and security levels.
  • Design, create and maintain user roles, profiles, and hierarchies.
  • Monitor application storage usage and archive data as needed.
  • Create and administer training to existing or new users/groups.
  • Expand use of Salesforce CRM - attend planning meetings, assist with determining if /how Salesforce can be used in new ways as opposed to purchasing a new internal system.
  • Document company processes and workflows.
  • Develop process documentation and field maps.
  • Assist with migration from older systems/processes into Salesforce.
  • Import data as appropriate.
  • Monitor and manage exception logs for back-end system integration with SFDC.

What you should bring to the table:

  • We are seeking someone with excellent technical, report writing and communication skills
  • 5+ years of Salesforce Business Analysis / Administration experience
  • Salesforce Certified Administrator certification strongly preferred
  • In-depth knowledge of standard Salesforce capabilities
  • Strong reporting background using standard reporting tools including standard Salesforce reporting functionality
  • Previous re-engineering experience - updating an existing Salesforce configuration to provide solutions for reporting, workflows, and enhanced functions a plus.

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