Salesforce Administrator Job Description: Role and Requirements

The Salesforce Administrator role is responsible for configuring and maintaining the organisation's CRM to support sales, service and marketing operations. Candidates should apply if they have proven experience in CRM administration, strong data management skills, and the ability to translate business requirements into reliable system configurations and reports.

Salesforce Administrator Job Profile

The Salesforce Administrator ensures the CRM remains performant, secure and aligned with business needs. This role focuses on system configuration, data quality, user support and the delivery of routine enhancements that enable commercial teams to operate effectively.

The post-holder will work closely with stakeholders across sales, service and operations to capture requirements, implement changes using best practice configuration, and maintain documentation and training material for users organisation-wide.

Salesforce Administrator Job Description

The Salesforce Administrator manages day-to-day administration tasks, including user access, security, configuration of objects and fields, workflow logic and report and dashboard development. They are expected to investigate and resolve user issues, perform regular data quality checks and support periodic system updates and releases.

The role operates within a collaborative team environment and requires engagement with stakeholders to prioritise requests, scope changes and validate solutions. The administrator will contribute to optimisation initiatives, ensure compliance with data governance requirements and maintain clear system documentation and training resources.

Reporting and analytics are an important aspect of the role. The administrator will design and deliver accurate reports and dashboards to meet operational and strategic needs, and work with stakeholders to refine metrics and improve data-driven decision making.

Salesforce Administrator: Duties and Responsibilities

• Manage user accounts, security settings and access permissions to maintain appropriate data visibility.
• Configure and maintain objects, fields, page layouts and record types to reflect business processes.
• Create and maintain reports and dashboards to provide actionable insights to stakeholders.
• Design, implement and optimise workflow rules, validation rules and automation to support business processes.
• Monitor and improve data quality through deduplication, validation and regular auditing.
• Administer release and change processes, including testing, deployment and post-release verification.
• Respond to and resolve user support requests, providing timely guidance and training as required.
• Maintain system documentation, configuration records and operational runbooks for audit readiness.
• Work with business users to gather requirements, produce specifications and validate implemented changes.
• Coordinate with technical teams or vendors on integration points and data synchronisation issues.
• Develop and deliver user training materials, how-to guides and onboarding support for new users.
• Implement and monitor security controls, sharing best practice for data protection and compliance.
• Perform regular system health checks and recommend improvements to performance and usability.
• Support data migration and cleansing activities as part of system updates or process changes.

Salesforce Administrator: Requirements and Qualifications

• Degree in business, IT, computing or a related discipline, or equivalent practical experience.
• Minimum of three years experience in CRM administration or a similar systems support role.
• Practical knowledge of CRM configuration, data modelling and security concepts.
• Experience building reports and dashboards to support operational and management reporting.
• Strong data management skills, including validation, deduplication and migration techniques.
• Proven ability to translate business requirements into technical configuration and test cases.
• Familiarity with release management, testing practices and deployment processes.
• Good stakeholder engagement skills with the ability to communicate clearly to technical and non-technical audiences.
• Analytical problem solving, attention to detail and a methodical approach to incident resolution.
• Experience producing user documentation and delivering training to end users.
• Ability to manage competing priorities and work effectively in a cross-functional team environment.
• Relevant CRM administrator certification, for example a Salesforce Administrator certification, is preferred.