SFDC Admin-Salesforce Admin Tool

Example

Creating and managing user profiles, roles, and permission sets.

Scenario

A company hires new sales representatives. The SFDC Admin creates new user accounts, assigns appropriate roles, and configures permission sets to ensure that these new hires have access to the necessary Salesforce features and data. They also set up role hierarchies to reflect the organizational structure, ensuring proper data visibility and reporting.

Example

Data import, export, and ensuring data integrity.

Scenario

An organization needs to migrate data from an old CRM system to Salesforce. The SFDC Admin uses data import tools to transfer records, maps fields correctly to maintain data consistency, and implements validation rules to ensure data integrity. They also set up regular data backups and run deduplication processes to keep the database clean.

Example

Customizing objects, fields, and page layouts to meet business needs.

Scenario

A marketing team requires additional fields on the lead object to capture campaign-specific information. The SFDC Admin adds custom fields, adjusts page layouts to display these fields, and creates custom views and reports to analyze campaign performance. They might also set up automation, such as workflow rules or process builder, to streamline lead nurturing processes.