Salesforce Administrator 80% Salesforce Administration / 20% Business Analysis
Job Summary
We are seeking an experienced Salesforce Administrator responsible for managing, configuring, and supporting the Salesforce platform across business teams. The role will be approximately 80% Salesforce Administration and 20% Business Analysis, with the BA responsibilities focused on gathering requirements, understanding business processes, documenting functional needs, and translating business requirements into Salesforce solutions.
The ideal candidate will have strong hands-on Salesforce Administration experience, excellent problem-solving skills, and the ability to work closely with business stakeholders, developers, and technical teams.
Key Responsibilities
Salesforce Administration 80%
Perform day-to-day administration, configuration, and support of the Salesforce platform.
Manage Salesforce Users, Profiles, Roles, Permission Sets, Permission Set Groups, Public Groups, Queues, and Sharing Rules.
Configure and maintain Objects, Fields, Record Types, Page Layouts, Validation Rules, Formula Fields, Flows, Approval Processes, and Automation.
Develop and maintain Salesforce Flow solutions to automate business processes and reduce manual activities.
Manage user access, security, data visibility, and role hierarchy in accordance with business requirements.
Create and maintain Reports, Dashboards, Report Types, List Views, and Analytics.
Perform data management activities including data imports, updates, exports, deduplication, data cleansing, and data validation.
Use tools such as Data Loader and Salesforce data import utilities for bulk data operations.
Monitor Salesforce data quality, system performance, and overall platform health.
Troubleshoot Salesforce issues and provide Tier 1/Tier 2 production support.
Manage Salesforce enhancements, configuration changes, and release activities.
Work with Salesforce Developers and technical teams on customizations, integrations, and complex requirements.
Participate in Salesforce deployments and change management activities.
Maintain Salesforce documentation, configuration documentation, and user guides.
Support Salesforce upgrades and new feature releases.
Follow Salesforce best practices for security, scalability, configuration, and maintainability.
Assist with sandbox management, testing, UAT, and production deployments.
Provide training and support to Salesforce users when required.
Business Analyst Responsibilities 20%
Work directly with business stakeholders to understand and document business needs and process requirements.
Conduct requirement-gathering sessions, stakeholder interviews, and working sessions.
Translate business requirements into Salesforce functional requirements and configuration specifications.
Analyze existing business processes and identify opportunities for Salesforce automation and improvement.
Create Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), user stories, process flows, and acceptance criteria.
Collaborate with Product Owners, business stakeholders, developers, QA teams, and Salesforce administrators.
Create As-Is and To-Be process documentation and identify process gaps.
Prioritize Salesforce enhancement requests based on business value and technical feasibility.
Assist in defining user stories, acceptance criteria, and test scenarios.
Participate in UAT planning, UAT execution, defect triage, and business sign-off.
Validate that Salesforce solutions meet the original business requirements.
Communicate requirements and solution details effectively between business and technical teams.
Provide recommendations for improving Salesforce processes, workflows, data quality, and user experience.
Required Qualifications
4+ years of experience working as a Salesforce Administrator or in a similar Salesforce platform role.
Strong hands-on experience with Salesforce Lightning Experience.
Strong knowledge of Salesforce configuration and administration.
Experience with Salesforce Flow, Reports, Dashboards, Security, Data Management, and User Administration.
Strong understanding of Salesforce Objects, Relationships, Record Types, Validation Rules, Page Layouts, Profiles, Permission Sets, Roles, and Sharing Rules.
Experience with Data Loader and Salesforce data management tools.
Experience supporting Salesforce users and troubleshooting production issues.
Ability to work with Salesforce Developers on custom development and integrations.
Experience gathering requirements and documenting business processes.
Understanding of SDLC, Agile/Scrum, UAT, and change management.
Strong analytical, communication, documentation, and stakeholder-management skills.
Preferred Qualifications
Salesforce Administrator certification.Salesforce Advanced Administrator certification is a plus.
Experience with Salesforce Service Cloud or Sales Cloud.
Experience with Salesforce integrations and APIs is a plus.
Familiarity with Jira, Confluence, or similar Agile/project management tools.
Experience creating process flows using tools such as Visio, Lucidchart, or similar.
Basic understanding of SOQL and Salesforce data architecture is a plus.
Key Skills
Salesforce Administration: Salesforce Lightning, Sales Cloud, Service Cloud, User Management, Security, Profiles, Roles, Permission Sets, Sharing Rules, Objects, Fields, Record Types, Page Layouts, Validation Rules, Salesforce Flow, Approval Processes
Data & Reporting: Data Loader, Data Management, Data Cleansing, Reports, Dashboards, Report Types, Data Quality
Business Analysis: Requirements Gathering, BRD, FRD, User Stories, Acceptance Criteria, Process Mapping, As-Is/To-Be Analysis, Gap Analysis, UAT, Stakeholder Management
Methodologies & Tools: Agile, Scrum, SDLC, Jira, Confluence, UAT, Change Management
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