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THE DAY OF A SALESFORCE ADMIN

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I am Mukul, and I work with Codleo as an assistant manager on projects with my background as a Salesforce administrator working with Best Salesforce Partners. In today’s blog, I will describe the average day of a Salesforce admin who is also a manager employed with Salesforce Consulting Partners.

My workday begins at 8:00 AM with a virtual meeting of all managers on Slack. It’s supposed to be mandatory for all unless someone is unwell, on leave, or traveling. It’s overseen by the management (one of the two directors) or the project delivery head. It's a listing of all tasks one is supposed to do for the day (and at the end of the day, update the management on how much has been achieved). Each manager must have a defined list of tasks, and cross-questioning is expected from the management. Each manager's updates in the morning can last between 10 – 30 minutes, depending on the number of managers present as well as the cross-questions.

Thereafter, I eat breakfast and head for work with Salesforce Consulting Partners, where I arrive at 1100 AM.

Next, I log into my CRM org. I go through the status reports to see whether the org is experiencing any technical issues that will hamper productivity. If that is the case, then the team is on it to rectify it. This is followed by a morning team meeting to ensure everyone is on the same page. Tasks are assigned, and updates are taken from each member. Any issues (personal or professional) are raised and addressed. It could pertain to work pressure, stress, leaves, or tasks. Solutions are sought and provided.

The next task in a day’s work includes overseeing the platform’s reports & dashboards. They help a Salesforce administrator in Salesforce Consulting Partners to show important business information in visual representations, like tables, graphs, and charts. A Salesforce Admin in Salesforce Consulting Partners generates reports on specified periods and sends them to the various interested parties.

Post-lunch, it’s a series of client calls that include project reviews, solving issues, and even soliciting business (upselling and cross-selling opportunities). These calls can last from 5 minutes to an hour or even more. They can be day or night, all as per the needs of the client or a lead. Most of the second half can be spent on calls, solving issues, and so on.  In between, I continue with the tasks of an admin cum manager at Salesforce Consulting Partners, which include extending support & training to clients (and their employees), managing the platform, and overcoming daily challenges & issues such as dirty data, glitches, low user adoption, and reports. 

My day gets over around 2000 PM in the evening on a good day, and at times it can extend if there are deadlines, goals, and targets looming. Communication and collaboration are key, and so is smart work while working with SFDC Partners. It's time to call it a day and head home. Over and out. Good night.

Also Read: 3 WAYS FOR BECOMING A BETTER SALESFORCE ADMINISTRATOR

About the Author

author
Mukul Gulati

Mukul Gulati is a 7x Salesforce certified Admin specialist with an experience of 5 years in the Salesforce ecosystem. He currently heads a team of admins and is extensively involved in client engagement & problem solving.

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