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Salesforce Admin Skills Kit
A Blueprint for Success
Explore the Skills
Communication
Collaborate with business and technical stakeholders to design, configure, and implement Salesforce.
Examples of how to represent your skills on a resume:
- Built strong relationships with internal stakeholders, including X team (for example, IT, sales, marketing).
- Participated in/Organized regular Salesforce stakeholder meetings to review business needs, processes, and technical requirements.
- Increased user adoption by X% by delivering regular training sessions for new Salesforce users.
Examples of how to represent skills required on a job description:
- Possess excellent communication skills and a proven track record of working in a collaborative team environment.
- Translate business requirements into technical solutions.
- Provide ongoing support and training to end users, including the creation and delivery of workshop materials, demoing new features, and documentation maintenance.
Use these resources to learn even more about this skill and how you can develop it:
Problem Solving
Solve business problems using the Salesforce Platform.
Examples of how to represent your skills on a resume:
- Worked closely with stakeholders to troubleshoot and resolve issues in a timely manner.
- Proactively monitored daily Salesforce jobs to identify potential issues.
- Delivered X number of projects, often collaborating with X teams (for example, IT, sales, marketing).
Examples of how to represent skills required on a job description:
- Troubleshoot problems and implement suitable solutions in a timely manner.
- Collaborate with stakeholders to design technical solutions to meet business needs.
- Implement Salesforce solutions to solve business challenges, improve processes, and increase adoption.
Use these resources to learn even more about this skill and how you can develop it:
Attention To Detail
Complete complex projects accurately and thoroughly.
Examples of how to represent your skills on a resume:
- Accomplished tasks thoroughly and with a high level of accuracy.
- Assisted with complex tasks including data import/export and creating reports/dashboards for stakeholders.
- Applied knowledge, skills, tools, and techniques to complete X project/task that had X result (for example, decreased costs by $X).
Examples of how to represent skills required on a job description:
- Demonstrate strong attention to detail, ensuring tasks are completed thoroughly and accurately.
- Work closely with stakeholders to deliver projects with high attention to detail.
- Improve business productivity, efficiency, and performance through critical evaluation of information gathered from multiple sources.
Use these resources to learn even more about this skill and how you can develop it:
Learner's Mindset
Continually stay up to date with new Salesforce technology and inspire others to do the same.
Examples of how to represent your skills on a resume:
- Continuously looking for ways to increase knowledge for myself and others.
- Possess a current Salesforce (Senior) Administrator Certification.
- Currently a Ranger on Trailhead, the online learning platform for Salesforce. Involved completing X number of badges.
Examples of how to represent skills required on a job description:
- Demonstrate a passion for learning and staying up to date with new technology, inspiring others within the organization to do the same.
- Be a self-learner who leads by example and challenges the status quo.
- Quickly learn business needs, design practical Salesforce solutions, and communicate these clearly to stakeholders.
Use these resources to learn even more about this skill and how you can develop it:
User Management
Customize the user experience and manage profiles, permissions, roles, and groups.
Examples of how to represent your skills on a resume:
- Supported X number of users on a day-to-day basis, acting as a subject matter expert for all things Salesforce.
- Designed and implemented a customized user experience, resulting in increased productivity.
- Created and implemented a Salesforce adoption strategy. Involved building and delivering multiple workshop and training materials, resulting in user adoption increasing by X%.
Examples of how to represent skills required on a job description:
- Oversee all administrative functions within Salesforce, including the creation and maintenance of user profiles and permissions.
- Build a customized user experience to boost productivity and drive success.
- Create an effective training and adoption strategy to grow the Salesforce skill set across the organization.
Use these resources to learn even more about this skill and how you can develop it:
Security Management
Proactively set up processes to manage and protect customer and business data.
Examples of how to represent your skills on a resume:
- Assisted IT team with activities to ensure Salesforce security settings were aligned with the company’s compliance needs and policies.
- Performed/Assisted with regular security reviews of profiles and permission sets to ensure they adhered to the principle of least privilege.
- Utilized Salesforce Health Check and Optimizer features, and took subsequent actions to remediate security-related issues.
Examples of how to represent skills required on a job description:
- Maintain the Salesforce security model including roles, profiles, sharing rules, and permission sets.
- Regularly perform a Salesforce Health Check and implement field-level security with a least privilege access mindset.
- Ensure that Salesforce implementation adheres to corporate security standards, complete regular internal system audits, and prepare for system upgrades.
Use these resources to learn even more about this skill and how you can develop it:
Business Analysis
Improve the efficiency of business operations by proactively undertaking regular process analysis and documentation.
Examples of how to represent your skills on a resume:
- Built strong relationships with users to better understand their needs and identify opportunities for improvement.
- Worked closely with stakeholders to identify business requirements, perform analysis, and provide data-driven recommendations.
- Developed a strategic framework to provide greater transparency into customized business processes. Involved identifying the processes, people, information, and documentation of all business activities and then using this information to build solutions to meet business needs.
Examples of how to represent skills required on a job description:
- Improve business processes and efficiency in Salesforce using your strong business analysis skills.
- Analyze business processes and make data-driven recommendations for improvement.
- Possess a deep understanding of Salesforce products, processes, and best practices.
Use these resources to learn even more about this skill and how you can develop it:
Data Analysis
Provide reporting on a regular basis to help users and executives gain insights and make decisions from Salesforce data.
Examples of how to represent your skills on a resume:
- Built/Managed X number of reports and dashboards for X number of teams to provide increased transparency.
- Proactively created reports and dashboards that allowed users and execs to see which products were top sellers, who the highest value prospects were, and which marketing campaigns were most successful, allowing the business to make decisions regarding future activities.
- Provided goal-oriented stats for users and executives through customized dashboards.
Examples of how to represent skills required on a job description:
- Create reports and dashboards to monitor data quality and business metrics.
- Demonstrate a passion for data analytics and trends.
- Provide data-driven recommendations to senior management by building visually compelling dashboards.
Use these resources to learn even more about this skill and how you can develop it:
- How I Solved It Video Series – Data Analysis
- Admin Best Practices Video Series – Build Reports and Dashboards
- Build Your Data Analysis Skills as a Salesforce Admin
- Reports & Dashboards for Lightning Experience
- Embed Dashboards and Report Charts on Lightning Pages
- Admin Best Practices: Reports & Dashboards
- An Admin’s Guide to Better Reports & Dashboards
Data Management
Create processes to ensure data in Salesforce is managed correctly.
Examples of how to represent your skills on a resume:
- Assisted in the management of data within Salesforce, including setting up validation rules and proactively preventing data duplication.
- Assessed and improved data quality within Salesforce, ensuring data was actionable to help users and executives make important business decisions.
- Customized Salesforce to meet unique business requirements and optimize data.
Examples of how to represent skills required on a job description:
- Maintain Salesforce as the source of truth for all customer and sales data.
- Monitor and update Salesforce data including importing, exporting, and mass updating of data.
- Oversee the execution of day-to-day configuration, support, maintenance, and improvement of Salesforce, including the creation of custom objects and fields.
Use these resources to learn even more about this skill and how you can develop it:
Designer's Mindset
Create human-centered user experiences in Salesforce.
Examples of how to represent your skills on a resume:
- Worked closely with business stakeholders to build solutions focused on improving the user experience.
- Proactively planned and facilitated design testing and validation to ensure the optimal user experience.
- Incorporated human-centered design into Salesforce solutions by doing X (for example, creating a single record page for each custom object that serves all, fully utilizing dynamic forms and actions as well as component visibility).
Examples of how to represent skills required on a job description:
- Deliver human-centered user experiences using Salesforce.
- Possess a baseline knowledge of how to solve problems using design UX concepts.
- Understand the declarative features of the Salesforce Platform and how they can be used to design a human-centered user experience to solve problems.
Use these resources to learn even more about this skill and how you can develop it:
Change Management
Manage changes to business processes, technology, and people within Salesforce.
Examples of how to represent your skills on a resume:
- Worked closely with stakeholders to ensure business readiness for any upcoming changes related to Salesforce.
- Managed/Assisted with three Salesforce Releases per year, including distributing a newsletter or hosting trainings to communicate upcoming Salesforce changes.
- Set up In-App Guidance to highlight changes within Salesforce.
- Created and maintained Sandbox environments for testing.
Examples of how to represent skills required on a job description:
- Oversee all activities related to managing changes within Salesforce, including changes to business processes, technology, and people.
- Design and implement new processes within Salesforce, and facilitate user adoption of these processes.
- Possess knowledge of deployment strategies and processes, for example, staging environment versus production.
Use these resources to learn even more about this skill and how you can develop it:
Process Automation
Create, maintain, and enhance automated business processes.
Examples of how to represent your skills on a resume:
- Identified opportunities to drive efficiency by automating manual processes.
- Used tools such as Flow to build automations within Salesforce.
- Proactively advised the business on how to use Salesforce to automate business processes. Created X number of process automations using Flow, including one that reduced a manual process from X time to X time (for example, 5 days to 1 day).
Examples of how to represent skills required on a job description:
- Create, maintain, and enhance automated business processes.
- Use tools such as Flow to build automations within Salesforce.
- Advise and implement process automation within Salesforce, ensuring accurate documentation.
Use these resources to learn even more about this skill and how you can develop it:
- How I Solved It Video Series – Automating Processes
- How to Automatically Deactivate Users Who Haven’t Logged On in 90 Days
- What Is a Schedule-Triggered Flow?
- Refine Your Process Automation Skills as a Salesforce Admin
- Automate Your Business Processes with Salesforce Flow
- Process Automation Specialist
- Learn How to Build Beginner to Advanced Flows in 3 Weeks
Product Management
Manage the end-to-end implementation of Salesforce, including the overall strategy and day-to-day activities involved in administering Salesforce.
Examples of how to represent your skills on a resume:
- Demonstrated my knowledge of multiple products across the Salesforce Platform.
- Successfully partnered with internal stakeholders to plan, implement, and communicate Salesforce Release changes 3 times a year.
- Acted as the Salesforce subject matter expert and day-to-day point of contact for users, executives, vendors, and development teams. Involved in setting up a cross-functional center of excellence to assist with the evaluation of new features and adoption.
Examples of how to represent skills required on a job description:
- Ensure the business gets the most value and ROI out of Salesforce products and that they’re used to help users and customers.
- Evaluate new Salesforce products/features and partner with stakeholders to implement and deploy to production.
- Develop customer-facing interfaces, including the creation and maintenance of fields, views, campaigns, and other Salesforce applications and functions.
Use these resources to learn even more about this skill and how you can develop it:
Project Management
Plan and oversee Salesforce projects to ensure they’re completed on time and within budget.
Examples of how to represent your skills on a resume:
- Planned and managed resources to deliver X Salesforce project (for example, a big Salesforce enhancement or implementation).
- Managed/Delivered/Assisted with X number of enhancement releases on time in X timeframe (for example, 2021).
- Project managed an $X Salesforce project, delivered on time, on budget, and resulted in X (for example, $X increased sales, $X decreased cost, increased productivity).
Examples of how to represent skills required on a job description:
- Act as the primary day-to-day point of contact for all operational aspects of Salesforce projects.
- Drive implementations of high-quality solutions through building strong stakeholder relationships and facilitating regular status meetings.
- Monitor and manage project scope, budget, and schedule to ensure project stays on track.
Use these resources to learn even more about this skill and how you can develop it:
- How I Solved It Video Series – Project Management
- Skills for Success Video Series – Episode 3
- Effective Project Management with David Giller
- Strengthen Your Project Management Skills as a Salesforce Admin
- Learn Project Management Essentials from Walden University
- Project Management 101 for Salesforce Administrators
- Project Management Plan Lite
- Strengthen Your Project Management Skills as a Salesforce Admin
Salesforce Admin Skills Kit: How-to Guide
How to get the most out of this kit:
The Salesforce Admin Skills Kit is intended to help you understand and develop the skills required to be a successful Salesforce Admin in today’s world. If you’re currently looking for a Salesforce Admin job, you can use this kit as a guide when writing your resume and preparing for interviews. If you’re already working as a Salesforce Admin, you can use this kit as a framework when preparing for performance reviews and showcasing the amazing work you do in your role.
How to get the most out of this kit:
1. Familiarize yourself with all 14 skills before adding any to your resume.
2. Keep in mind that this kit is not intended to be a one-size-fits-all tool; rather, it’s meant to guide and inspire you to choose the skills that align best with your experience. You do not need all 14 skills to be a great Salesforce Admin, nor do you need to include all 14 on your resume.
3. Your goal is to differentiate yourself in the job application process. Use the examples provided as a starting point and tailor them to your particular experience. Do not cut and paste these verbatim.
4. Be sure to include the relevant skill names as keywords on your resume so potential employers can quickly scan it and determine your skill level.
5. When applying for jobs, it’s often helfpul to write a short intro statement or career objective to outline your skill set at a high level. This can also be used in a cover letter if the job you’re applying for requires one. For example: “Passionate about solving business problems using the Salesforce Platform. Solid experience in the setup, design, configuration, implementation, and maintainence of Salesforce. Possess a well-rounded understanding of how the Salesforce Platform can be used to meet business needs and goals and drive amazing results at your company.”
6. If you’re a career changer looking for your first Salesforce Admin role, don’t forget about your transferable skills! Think of creative examples to showcase how your experience from previous roles relates to these skills and how they will help you succeed in an admin role.
7. If you’re planning to use this kit to prepare for a performance review, we recommend setting up a document that you can gradually add examples to as you complete tasks and projects throughout the year.
The Salesforce Admin Skills Kit is intended to help you understand the skills a candidate needs to be a successful Salesforce Admin. If you’re planning to hire a Salesforce Admin, you can use this kit as a guide for writing job descriptions and interviewing candidates.
How to get the most out of this kit:
1. Familiarize yourself with all 14 skills before adding them to a job description.
2. Keep in mind that this kit is not intended to be a one-size-fits-all tool; rather, it’s meant to be a guide that helps you understand the skills most relevant to the Salesforce Admin job.
3. A candidate does not need all 14 skills to be a great Salesforce Admin, nor do you need to include all 14 in the job description. Choose the ones that best align with the needs of your organization.
4. Use the examples provided as a starting point and tailor them to your particular situation.
5. It’s often helpful to separate required skills and desired skills in a job description.
6. Don’t forget about transferable skills! Many great candidates will have skills from previous roles that will help them succeed in an admin role.
7. When writing a job description, it’s often helfpul to write a short job overview to outline the role at a high level. For example:
“We are looking for an experienced Salesforce Administrator to help our organization solve business problems using the Salesforce Platform. You will build, configure, and automate technology solutions to deliver business value. Core responsibilities include supporting users, managing data, maintaining security standards, and delivering actionable analytics. The ideal candiate will be certified and have <x+ years=””> experience working as a Salesforce Admin or in a similar role.”</x+>