How to Build Your Salesforce Admin Dream Team

Gina Marques
Director of CRM & Business Systems | Salesforce MVP
December 18, 2018

The real key to success in any organization starts with assembling the proper team. For companies using the Salesforce platform, implementing an internal Salesforce operations team who makes organizational success their mission is crucial to your business success.

Who Should You Include in Your Salesforce Dream Team?

There are at least five roles you should consider when assembling your Salesforce Dream Team. In some instances, especially in smaller companies, one person could assume more than one of these roles. A focus on these roles can help your company strategize, analyze, and lead across multiple realms, from project management and product development to technology processes and business execution.

Enterprise Architect - The Enterprise Architect is the internal champion. As a technical decision maker, this person is involved at many levels of an organization, including defining Salesforce strategy, creating enterprise architecture, supporting improvement in technology, and leading the establishment of goals and a plan of action of Salesforce programs and projects. The enterprise architect identifies and expresses the need for change and architects how best to implement those changes.

Salesforce Admin - Effective Salesforce Administrator’s are natural problem-solvers who work tirelessly to combat inefficiency and promote productivity. The Salesforce Admin creates a seamless experience for their stakeholders by generating easy-to-use dashboards and workflows as well as integrating intelligent apps for projects. Admins are responsible for keeping Salesforce users educated and trained, solving complicated business problems, maintaining project momentum, and protecting and securing their platform with a Salesforce backup strategy. Admins deliver strategic and creative solutions to make business more seamless and Salesforce users more efficient. A good Salesforce Admin is fully transparent with Salesforce users, actively making an effort to build trust within the team.

Salesforce Developer - The developer is responsible for finding elegant development solutions to meet business requirements. This person actively speeds development and migration between environments by coding, testing, and modifying systems, from layout to functionality. They write and deploy Salesforce automation workflows and code that enhance or customize the function and value of the Salesforce platform to suit the specific needs of the firm. This person develops new solutions and is continuously improving existing ones to effectively meet user needs. They work as part of a team and collaborate with various marketing and technical specialists throughout the development process.

IT Director - The IT Director oversees the strategy and execution of an organization’s information technology infrastructure. This person collaborates with business departments to ensure IT systems are in line with business requirements and available to users. Typical job duties include overseeing technical projects that reach organizational goals and directing the delivery of networks, development, and disaster recovery systems and processes.

Executive Sponsorship - This is considered the most IMPORTANT part of any team. A strategic alliance with an executive sponsor can help ensure your initiatives are funded properly, utilized, and running smoothly. Your senior-level IT, Risk, and Security executive(s) should have a vested interest in helping the organization reach their full potential by utilizing your Salesforce platform. Executive sponsors should have a deep understanding of organizational culture and should be fully aware of how a certain project will help in meeting the organization's goals. Without an established leader to provide strategic direction, authority, credibility, and support, projects often fail. The most effective executive sponsors treat their projects as an extension of themselves.


Here are some great Trailhead modules to help you get started in building your Salesforce Dream Team:

Learn Salesforce Agile Practices
Application Lifecycle and Development Models
Governance Basics

When you run your business on the Salesforce Platform, assembling, identifying, and rallying a Salesforce Dream Team is key. Hiring the right people is only half the challenge. You also need to ensure that the dream team work well together. Ensure your team has the right communication processes in place to, connect, and collaborate effectively, keeping the company’s success and vision constantly in mind.

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