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Salesforce Administrator

Description​

Includes the Information Technology Team responsible for managing the functionality and configuration of the Salesforce system, ensuring its effective operation, and providing support for system users.

Current Processes​

  • Managing the configuration and customization of Salesforce.
  • Providing technical support and training to system users.
  • Monitoring system performance and ensuring data integrity.
  • Implementing system updates and integrations with other platforms.

Future Processes and Capabilities​

  • Processes: Enhanced system configuration and customization, improved user support and training, advanced system monitoring and performance tracking.
  • Capabilities: Advanced configuration tools, integrated support and training platforms, real-time performance analytics, seamless integrations with other systems.

Security/Access​

  • Access Levels: Full administrative access to all system functionalities, configuration tools, and user management features.

Features of the System​

  • Relevant Features: Configuration and customization tools, user support platforms, performance monitoring tools, integration capabilities.
  • Criticality: High, essential for maintaining system functionality and providing support to all users.

Tasks​

  • Configuring and customizing Salesforce (Configuration)
  • Providing technical support and training (Support)
  • Monitoring system performance and ensuring data integrity (Monitoring)
  • Implementing system updates and integrations (Integration)

Automations​

  • Automated system monitoring and performance alerts, user training and support notifications, integration workflows.

Pain Points​

  • Complex configuration and customization processes
  • Limited tools for user support and training
  • Challenges in monitoring system performance and ensuring data integrity

Wishlists​

  • Advanced configuration and customization tools
  • Integrated support and training platforms
  • Real-time performance monitoring and analytics

Historical User Feedback​

  • Department: Various
    • "IT staff need advanced tools for configuring and customizing the system."
    • "Support staff require integrated platforms for training and user support."
    • "Monitoring staff seek real-time performance analytics and alerts."

Approvals / Signoffs​

RoleNameSignatureDate
Business Analyst
Technical Lead
Stakeholder