We got our Salesforce licenses! Now, who’s going to run this thing?

We got our Salesforce licenses! Now, who’s going to run this thing?

Salesforce is not just a CRM, it is a huge ecosystem of sales goodness.  It has the ability to empower your sales team to kill it on their quarterly sales goals or fry their brains if things aren’t set up correctly.

It’s important to know the right people to look for when you are planning out what you want to do with Salesforce, so your sales people can do what they do best ….  sell.

We’ve compiled a list of different types of Salesforce roles to help you dial in who you need for what your goals are.

Administrators

An administrator usually works with stakeholders to define requirements, customize the platform, and enable users to get the most out of Salesforce.

They usually posses broad knowledge of customizing Salesforce, regularly configuring the platform, managing users, and looking for ways to get even more out of its features and capabilities.

More advanced administrators have experience using the advanced administration capabilities in Salesforce and are more proficient at designing advanced reports, dashboards, and automation processes.

App builders

App builders are good at designing, building, and implementing custom applications using the declarative customization capabilities of the Salesforce platform.

These are some common tasks an app builder would undertake

  • Design your data models, user interfaces, business logic, and security for custom applications
  • Customizing applications for mobile use
  • Designing reports and dashboards
  • Deploying custom applications

Architects

Architects are a group of individuals with a broad range of expertise in designing and building high-performance technical solutions with the Salesforce platform. They posses a broad knowledge across multiple development platforms, and are able to assess customer architecture to design secure, high-performance technical solutions

These are some common tasks a Salesforce architect would undertake

  • design sound and scalable high-performing enterprise data management solutions
  • design sound and scalable high-performing solutions that meet the Single Sign-on (SSO) requirements
  • design sound and scalable solutions that meet sharing and visibility security requirements
  • design and implement sound and scalable mobile solutions

Implementation Experts

Implementation experts are key contributors to the success of a Salesforce customer. They have the ability to blend technical expertise in specific Salesforce products, while applying that knowledge to solve real world business challenges in a customer-facing role.

Implementation experts are usually specialized in Salesforce application areas such as Community Cloud, Marketing Cloud, Pardot Marketing Automation, Sales Cloud, and Service Cloud.

These are some common tasks a Implementation Expert would undertake

  • implement, consult on Salesforce Communities applications in a customer-facing role
  • set up and implement the tools in Salesforce Marketing Cloud effectively, providing solutions to execute both tactical and strategic email campaigns
  • design and implement solutions using Pardot’s marketing automation capabilities that meet customers’ business requirements and long-term engagement goals
  • design and implement maintainable and scalable Sales Cloud solutions
  • design and implement maintainable and scalable Service Cloud solutions

Marketers

Salesforce marketers are experts that create more effective 1:1 customer journeys. They are very proficient in Salesforce Marketing Cloud capabilities, as well as marketing best practices for email and social campaigns

These are some common tasks a Salesforce Marketer would undertake

  • set up and implement the tools in Salesforce Marketing Cloud effectively, providing solutions to execute both tactical and strategic email campaigns
  • using Marketing Cloud for message design, subscriber and data management, inbox delivery, and external integrations
  • using the components of Social Studio for post creation, management and analysis of conversations, and reporting

Pardot Experts

Pardot is a very specialized Salesforce application that takes marketing automation to the next level. A Pardot expert should definetly be part of your team mix if you are seriously considering leveraging the Pardot for you marketing automation campaigns.

Pardot experts are able to utilize their marketing automation expertise to transform business-to-business engagement

These are some common tasks a Salesforce Pardot expert would undertake

  • design and implement solutions using Pardot’s marketing automation capabilities that meet customers’ business requirements
  • build strategic marketing processes while incorporating tools like lead scoring, email marketing and lead generation, and be able to use reports to make data-driven decisions

Salesforce Developers

A Salesforce Developer is able to utilize a powerful mix of programmatic and declarative skills to extend and customize applications on Salesforce.

These are some common taks a Salesforce Developer would undertake

  • building custom declarative and programmatic applications on Salesforce
  • use data modeling, to develop complex business logic and interfaces.

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