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Foundations · Meet Salesforce

What does a Salesforce admin do?

What does a Salesforce admin do? The admin's role, the five core responsibilities Trailhead lists, how admins automate busywork, and the road ahead in this course.

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Jay just became Peakline's Salesforce admin. On day one, he asks: what does an admin actually do all day?

The admin's role

Trailhead calls admins the backbone of every Salesforce org. An admin sets up and looks after Salesforce so it fits how the business works, mostly with clicks, not code. Jason, Sarah and David use Salesforce every day. Jay makes it work for them.

Five core jobs

Trailhead lists five core admin responsibilities:

ResponsibilityWhat it means
User managementAdding people and giving them the right access
SecurityMaking sure people see only what they should
Data managementKeeping data clean and useful
AnalyticsReports and dashboards that help people decide
Product managementKeeping Salesforce improving, release after release

On top of that, admins automate work. When Jason closes a deal, Salesforce can create the install task for David on its own. That's automation, and you'll build it later in this course.

The road ahead

You'll set up Peakline's company, add users and lock down security, shape the data, build reports, automate work, and set up sales and service. One step at a time, in your own free org.

Recap

  • An admin makes Salesforce work for the business, mostly with clicks.
  • The core jobs are users, security, data, analytics and product management.
  • Admins automate the busywork.

Now you try

Which admin job sounds most fun to you? Tell us in the video's comments.

Finished the hands-on task in your own org? Mark it done, then share what you built in the video's comments.

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