- Salesforce Administration and Maintenance
1. Grant/remove and maintain user licenses.
2. Manage and update queues, assignment rules, chatter groups, and public groups.
3. Create and maintain fields, views, campaigns and other objects and functions.
4. Create processes to help monitor activities.
5. Monitor neglected Leads, Opportunities, Accounts, and Contacts as appropriate.
6. Monitor application storage usage and archive data as needed.
- Salesforce Security
1. Maintain security including sharing rules and security levels.
2. Design, create and maintain user roles, profiles, hierarchies, and permissions.
- Salesforce Improvement & Enhancement
1. Manage new releases of SFDC and efficiently roll out new features.
2. Adopt best practices and standardised procedures.
3. Proactively gather requirements from end users and identify needed system changes to increase benefits and usability.
4. Manage changes without interruption to the user.
- Reporting
1. Develop and maintain report and dashboard folders, communication templates, and mass email contacts to improve system usability.
2. Create new reporting and dashboard capabilities and respond to ad hoc reporting and dashboard requests as needed.
3. Provide sales and financial data to company executives.
4. Upload monthly sales targets and make approved changes as needed.