Salesforce Administrator

Job Title

Salesforce Administrator

Job Description Summary

Salesforce Administrator supports maintenance and overall improvement of the Salesforce CRM platform. Will work closely with client stakeholders to support and deliver administration services

Job Description

• Perform administrator functions such as user management, profiles, roles, permissions, rules, assignment rules, cases, queues, licenses, capacity and storage management.
• Maintaining the overall Salesforce.com system, including data loads.
• Manage dashboards, reports, forms, templates, page layouts, workflows and approvals.
• Collect and understand requirements for enhancements to the system.
• Create and maintain custom objects, object relationships, standard and custom fields and set up integration to Salesforce where appropriate and in consultation with other members of the CRM Technology Services team.
• Receive and manage support tickets from Users on ServiceNow.  Debug issues and work with developers as needed for issue resolution. Work with end users to provide coaching around best practices and tips on Salesforce usage when tickets
• Create and maintain end-user documentation including internal processes and Knowledge Base Articles (KBA’s).
• Create and Customize report types, reports, and dashboards.
• Install, manage and maintain third party integrated apps and app exchange apps and make recommendations on tools that will provide better user experiences and efficiencies.
• Stay current with Salesforce releases and corresponding documentation and provide new functionalities and solutions as needed.

• Assist with data migration from other systems as needed.
• Set up Salesforce Workflow tools and flows including Salesforce Process Builder, Flows.
• Designing and deploying Custom tabs, Validation rules, and Auto-Response Rules for automating business logic.
• Creating new custom objects, assigned fields, designed page layouts, custom tabs, components, custom reports.
• Implementing pick lists, dependent pick lists, lookups, master detail relationships, validation and formula fields to the custom objects.
• Setting up and maintaining tasks, email alerts, and field updates.
• Creating custom Apps, Objects and Dashboards and giving accessibility to authorized team members.
• Working on Agile and Scrum Methodology for Salesforce change implementation.
• Supporting team member issues reported and setting up new team members for access to the CRM system.
• Work in Flosum to follow the DevOps process to develop and deploy system changes.
• Follow and adhere to all Cushman & Wakefield protocols, processes and security requirements.
• Maintaining and adjusting security settings in the system.
• Fully understanding both the Classic and Lightning versions of Salesforce.
• Experience working with Sales Cloud and Service Cloud.
• Experience working with Salesforce Communities.
• Experience working with Salesforce Marketing Cloud preferred.
• Experience working with Salesforce CRM Analytics preferred.

The minimum education, training, and experience necessary to perform the job duties is a Bachelor’s degree or its equivalent.  Salesforce Administrator certification is required,  Advance Administrator certification is preferred.

INCO: “Cushman & Wakefield”