Job Description:
Key responsibilities
Salesforce administration
Administer Salesforce environments, including user accounts, permission sets, roles, profiles and access requests, in line with agreed processes and security policies.
Maintain and update fields, objects, page layouts, record types, validation rules and other declarative settings in accordance with approved requirements.
Keep configuration records and platform documentation accurate and up to date.
Monitor routine administration tasks and help resolve user and platform issues, escalating complex or technical issues to the appropriate team.
Requirements and stakeholder support
Work with business stakeholders to understand their processes, challenges and priorities.
Help clarify and document requirements for Salesforce changes, including expected outcomes and acceptance criteria.
Identify when a requirement can be met through standard administration or configuration, and raise changes that need technical design or development with the relevant team.
Support the delivery team by providing Salesforce platform context and helping stakeholders understand standard platform capabilities and good practice.
Configuration and automation
Configure Salesforce using standard administrative and declarative tools, based on agreed requirements and solution designs.
Maintain existing Salesforce Flows and other approved automation, and support the team in reviewing their behaviour during change.
Work closely with developers where changes involve custom code or more complex automation, helping clarify requirements and supporting testing and issue investigation.
Record configuration changes and follow the team’s change management and release processes.
Data management
Support data quality activities, including identifying inconsistencies, assisting with data cleansing and maintaining agreed data standards.
Help prepare, map and validate data for imports or migrations using approved tools and plans.
Use tools such as Data Loader, Jetstream or Salesforce import tools where appropriate and authorised.
Work with business users and the delivery team to investigate data issues and confirm that changes have produced the expected results.
Security and access
Maintain Salesforce access in line with approved role and access models.
Support periodic access reviews and help investigate access-related questions.
Escalate requests that require changes to the security model or technical controls to the appropriate owner.
Testing and release support
Support functional and user acceptance testing for Salesforce changes.
Prepare test scenarios, validate expected behaviour and record results and defects.
Work with developers and other delivery team members to reproduce issues, provide relevant context and retest fixes.
Assist with release readiness activities and follow established deployment and change control processes.
Training and user support
Provide day-to-day guidance to Salesforce users and help resolve routine usage questions.
Prepare or update user guidance and training materials when processes or configuration change.
Support user onboarding and promote consistent use of Salesforce across relevant teams.
Gather user feedback and share improvement opportunities with the delivery team.
Delivery team collaboration
Work closely with Salesforce developers, business analysts, product owners and other delivery colleagues throughout the change lifecycle.
Help ensure requirements, configuration, testing and user guidance are aligned.
Participate in Agile ceremonies and contribute to backlog refinement, planning and delivery discussions as appropriate.
Keep work items and documentation up to date in tools such as Jira and Confluence.
Knowledge, skills and experience
At least three years’ experience administering Salesforce.
Experience supporting Salesforce Platform and one or more of Sales Cloud, Service Cloud or Loyalty Management.
Salesforce Administrator certification.
Strong knowledge of Salesforce…