Salesforce Administrative Support Services

Salesforce Administrative Support Services

Salesforce Administrative Support Services

Salesforce Administrative Support Services

Create and deactivate user accounts
Assign roles, profiles, and permission sets
Reset passwords and unlock accounts
Set up multi-factor authentication (MFA)
Manage login access policies & IP restrictions
Delegate administration rights

Data Management

Salesforce Administrative Support Services

Salesforce Administrative Support Services

Import data (Data Loader, Import Wizard)
Export data for backups
Clean up duplicate records (merge Accounts, Contacts, Leads)
Mass transfer ownership of records
Mass update or delete records
Maintain data quality with validation rules & required fields

Reports & Dashboards

Salesforce Administrative Support Services

Customization & Configuration

Create and customize reports (tabular, summary, matrix, joined)
Build dashboards with visual charts and KPIs
Set up report filters and subscriptions
Share reports/dashboards with teams
Optimize report performance with large data volumes

Customization & Configuration

Customization & Configuration

Customization & Configuration

Create and modify custom fields, objects, and record types
Build and update page layouts
Create compact layouts for mobile
Manage picklists and global value sets
Configure list views and search layouts
Add or update Lightning record pages using the Lightning App Builder

Automation

Customization & Configuration

System Maintenance

Build and maintain Flows (record-triggered, scheduled, screen flows)
Create Workflow Rules (legacy, if still in use)
Manage Approval Processes
Set up assignment rules for Leads & Cases
Configure escalation rules
Set up auto-response rules (for Cases, Web-to-Lead)

System Maintenance

Customization & Configuration

System Maintenance

Monitor system performance & storage usage
Perform regular data backups
Install and maintain AppExchange apps
Manage Sandboxes (refresh, copy data)
Test new features in Sandbox before deployment
Review and apply Salesforce seasonal release updates

Communication & Collaboration

Communication & Collaboration

Communication & Collaboration

Configure Chatter groups and feed tracking
Manage Email Templates & Letterheads
Set up Email-to-Case and Web-to-Lead forms
Configure Outlook/Gmail integration with Salesforce
Manage document attachments & Files
Update Salesforce Mobile app settings

Compliance & Governance

Communication & Collaboration

Communication & Collaboration

Monitor Field History Tracking & Audit Trail
Manage Data Retention policies
Manage Event Monitoring for security reviews

Training & Support

Communication & Collaboration

Training & Support

Provide end-user training sessions
Create documentation & training materials
Troubleshoot user issues (permissions, page layouts, errors)