As the business dynamics are becoming complex and interdependent the need for automating processes can no longer be ignored. Customer is supreme for any business organisation and each business entity tries to enhance customer experience through quality its customer service. Companies use advanced Customer relationship management platforms to collect and analyse data to make products or services that suit customer needs.
When we talk about Customer Relationship Management (CRM) Solutions, salesforce stands as number one in the world and is used by more than 150, 000 companies globally. Salesforce is a cloud based system which has standalone applications for customer service, marketing and sales. It is widely used by small and large businesses as a secure way to store data, generation of leads, discover new sales opportunities and interact with customers at various stages. Salesforce cloud based platform can be seamlessly integrated with external applications like Microsoft Office, social media platforms or emails. It can also be customised to provide solutions as per the specific business needs of client.
While Salesforce CRM provides huge range of services to its clients, it needs to be maintained to keep it running. Salesforce Database Administrators perform the task of day to day today management of Salesforce application while eliminating inefficiency and increasing productivity. Salesforce administrators create tools for any device like intelligent workflows, easy to use dashboards and apps for any project. Salesforce Database Administrators also solve complicated business problems to keep the project moving. They train users while providing Creative Solutions to make business processes smarter.
Following are some of the tasks performed by Salesforce Database Administrator.
1 - Ongoing Tasks - Salesforce Database Administrator has to take care of day to day admin tasks and resolve user problems in real time. They perform activities like adding new white-listed IP addresses and unlocking user accounts for resetting passwords. The help users to fine tune reports to produce meaningful metrics along with formulating workflows and troubleshooting email campaigns. Administrator also refines sharing rules and access privileges for proper viewing while hiding special records.
2. Weekly Tasks - Salesforce Database Administrator also have to perform tasks which are required weekly. It includes running data reduplication tools such as Ring lead or demand tools and run adoption dashboards. They also run and Store weekly snapshot of system data which includes history tables for at least 90 days. Data administrator also has to spot any user Lockouts, login errors or unexpected IP addresses. They deactivate users from time to time if the user does not require SFDC access and also transfer record ownership if there is any change in responsibility.
3. Monthly Tasks - Salesforce Database Administrator perform monthly activities like making additions and amendments to picklist values or other fields and also pre-test changes in a full sandbox. They run field utilisation report to find out new sources of data pollution and remove idle fields if they are consistently blank.
4. Quarterly Tasks - Salesforce Database Administrator perform some quarterly tasks like adding or removing members of your community or partner portals and downloading CSV from system administrator setup. Profile report is also run to identify rules for profiles which have no active users and new picklist values are also examined.
4. Annual Tasks - Annual tasks performed by Salesforce Administrator include creation of archive of all system field history tables to ensure audit trail. They also archive documents, image etc to reduce storage charges of your system while adhering to your companies document retention policy. They summarise upgrades and new feature additions and update the system roadmap to achieve business objectives.
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