MSite by Infobric
Salesforce Administrator
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Role Summary
The Salesforce Administrator will support the day-to-day running and continued improvement of the organisation's Salesforce environment. The role combines operational administration, user support, and the delivery of solutions using Salesforce Flow and standard configuration. The successful candidate will work directly with users to understand requirements, investigate issues, build and test changes, and help people use Salesforce effectively. The role will work across a broad Salesforce estate. Strong core Salesforce administration and declarative skills are more important than previous experience with every product we use.
What You’ll Be Doing
After Onboarding
- Handle routine Salesforce administration and support.
- Design, build, test, and troubleshoot Salesforce flows and other declarative configuration.
- Gather and clarify requirements.
- Create useful reports and dashboards.
- Test changes and support users through user acceptance testing.
- Recognise when a change is high-risk, code-related, or requires architectural input, and escalate it at the right point.
Operational Support
- Handle user requests, day-to-day issues, and configuration-related defects.
- Manage users, profiles, permission sets, roles, queues, sharing rules, and access.
- Create and update reports and dashboards.
- Investigate automation, data, access, and reporting issues.
- Use SOQL to investigate and validate Salesforce data.
- Maintain objects, fields, record types, page layouts, validation rules, and other configuration.
- Answer user questions and help people use Salesforce effectively.
- Provide user training and guidance, including training for engineering teams where needed.
- Support day-to-day Marketing Cloud Advanced administration, including segments, campaigns, and emails.
- Support finance-related Salesforce configuration, including products, price books, and related processes.
Salesforce Delivery
Build straightforward and moderately complex solutions using Salesforce standard configuration and declarative tools.
- Design, build, test, and troubleshoot Salesforce flows.
- Configure custom objects and fields.
- Create validation rules, record types, and page layouts.
- Configure profiles, permission sets, roles, and sharing rules.
- Build approval processes and other standard automation.
- Create reports and dashboards that answer business questions.
- Test changes thoroughly and support user acceptance testing.
- Recognise when developer or architectural input is required.
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Requirements Gathering and Testing
- Work directly with users to understand the business problem behind a request.
- Ask questions and clarify requirements rather than simply building the solution first suggested.
- Assess which users, data, processes, and existing functionality may be affected.
- Work with users to define clear acceptance criteria.
- Support users during testing and respond to defects or feedback.
- Confirm that the delivered solution meets the agreed requirement.
Continuous Improvement
- Understand existing configuration before making changes.
- Identify duplicated, outdated, or inefficient configuration and automation.
- Improve lower-risk configuration while following agreed Salesforce standards.
- Contribute to technical-debt reduction and avoid introducing unnecessary complexity.
What You Bring To The Table
Your Skills
Essential Skills
- Salesforce administration and configuration
- Designing, building, testing, and troubleshooting Salesforce flows
- Salesforce security, permissions, and sharing
- Objects, fields, record types, page layouts, and validation rules
- Reports and dashboards
- SOQL for data investigation
- Data imports, data quality, and troubleshooting
- Requirements gathering and impact analysis
- Testing, acceptance criteria, and user acceptance testing
- User support, guidance, and training
- Ability to recognise when technical escalation is required
Desirable Skills
- Experience with one or more of Sales Cloud, Service Cloud, Field Service, or Experience Cloud
- Experience with Revenue Cloud, Marketing Cloud Advanced, Data Cloud, or Agentforce
- Salesforce development knowledge, including Apex, triggers, Lightning Web Components, or APIs
- Experience improving an established Salesforce environment
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Your Values
- You’re not afraid of big challenges and readily take ownership
- You actively push to raise the bar
- You think big and inspire
- You help your team and our customers to succeed
- You always strive for improvement
- You do it because it’s the right thing to do
- You are true to yourself and respect others
Your Experience
Essential Experience
- Practical experience administering Salesforce and supporting users.
- Experience designing, building, testing, and troubleshooting Salesforce flows and other declarative configuration.
- Experience managing Salesforce security, access, and sharing for routine requirements.
- Experience investigating configuration, automation, data, and reporting issues.
- Experience gathering requirements and translating them into suitable Salesforce solutions.
- Experience creating test scenarios, supporting user acceptance testing, and resolving defects.
- Experience creating reports and dashboards for business users.
- Experience using SOQL and Salesforce data tools.
Desirable Experience
- Experience across more than one Salesforce product.
- Experience with Sales Cloud, Service Cloud, Field Service, or Experience Cloud.
- Experience with Revenue Cloud, Marketing Cloud Advanced, Data Cloud, or Agentforce would be particularly valuable.
- Experience working in an established Salesforce environment with legacy configuration or technical debt.
- An understanding of Apex, triggers, Lightning Web Components, or Salesforce APIs.
Certifications Required:
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Salesforce Certified Administrator One or more additional certifications would be useful, particularly:
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Salesforce Certified Business Analyst
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Salesforce Certified Platform App Builder
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Salesforce Certified Advanced Administrator
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Sales Cloud Consultant
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Service Cloud Consultant
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Experience Cloud Consultant
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Field Service Consultant
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Data Cloud Consultant
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Agentforce Specialist
Candidates are not expected to hold several consultant certifications. Relevant practical experience should be considered alongside certification.
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