Salesforce Administrator

Concord, California

Mindlance
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Key Responsibilities:
  • Salesforce Platform Management:
    • Serve as the primary system administrator for our Salesforce environment with over 500 users.
    • Utilize declarative tools such as Flow Builder, Validation Rules, and Lightning App Builder to customize and optimize the platform.
    • Perform system audits, manage data integrity, and oversee system upgrades to maintain platform health.
  • Omnichannel Implementation and Management:
    • Implement and manage Omni-Channel routing to optimize workload distribution across voice, chat, and email-to-case channels.
    • Configure and maintain Entitlements and Milestones to ensure adherence to service level agreements.
    • Set up and manage Escalation Rules to automate support processes and improve response times.
    • Integrate and manage Vonage Contact Center solutions to enhance communication efficiency.
  • Salesforce Knowledge Management:
    • Extensively manage and configure Salesforce Knowledge, including creating, categorizing, and maintaining knowledge base articles.
    • Optimize the knowledge base for internal users and customer self-service portals.
    • Implement best practices for the knowledge article lifecycle, including drafting, reviewing, publishing, and archiving.
  • Messaging for Web Implementation:
    • Configure and deploy Messaging for Web to provide real-time customer support on web platforms.
    • Implement Einstein Bots alongside Messaging for Web to provide automated assistance.
  • Automation and Productivity Tools:
    • Develop and manage Macros, Quick Text, and Email Templates to streamline support operations.
    • Automate service processes using Flows for advanced process automation.
  • Analytics and Reporting:
    • Create custom Reports and Dashboards to monitor service performance metrics and key performance indicators (KPIs).
    • Utilize Einstein Analytics to gain deeper insights into service operations and customer behavior.
  • Customer Self-Service Platforms:
    • Configure and manage Experience Cloud sites for customer self-service, including knowledge base access and case submission.
  • Security and Compliance:
    • Ensure compliance with industry regulations such as SOX, GDPR, and Client.
    • Implement data security best practices, including the use of Salesforce Shield features.
    • Maintain high standards of data governance and integrity across the platform.
  • Platform Innovation and Optimization:
    • Stay current with the latest Salesforce features and releases to identify opportunities for improvements and automation.
    • Lead technical initiatives to enhance platform functionality and user experience.
    • Analyze and resolve technical issues promptly to minimize downtime.

Qualifications:
  • Certifications (Required):
    • Salesforce Certified Administrator
    • Salesforce Certified Advanced Administrator
    • Salesforce Platform App Builder
    • At least one Salesforce Consultant certification in Sales Cloud or Service Cloud
  • Experience:
    • Minimum of 5 years of hands-on experience as a Salesforce Administrator in complex environments.
    • Extensive experience with Salesforce Knowledge, including configuration and management.
    • Proven expertise in implementing and managing Omni-Channel routing in voice, chat, and email-to-case environments.
    • Experience with Messaging for Web.
    • Familiarity with Vonage Contact Center or similar telephony platforms is highly desirable.
    • Familiarity with Flosum or similar Salesforce DevOps tools is a plus.
  • Technical Skills:
    • Proficient in Salesforce declarative development tools:
      • Flow Builder
      • Validation Rules
      • Lightning App Builder
    • Strong understanding of Entitlements, Milestones, and Escalation Rules.
    • Hands-on experience with Salesforce Einstein tools relevant to service operations:
      • Einstein Next Best Action
      • Einstein Prediction Builder
      • Einstein Opportunity Scoring
      • Einstein Case Classification
    • Knowledge of Salesforce security features and best practices, including Salesforce Shield.
  • Data Management:
    • Expertise in data modeling, data migration, and maintaining data integrity within Salesforce.
    • Familiarity with data loading tools and techniques for large data sets.
  • Industry Experience:
    • Experience in the financial services industry is highly desirable.
    • Understanding of compliance requirements specific to financial institutions.
Date Posted: 07 April 2025
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