Hire Top 3.5% Salesforce Administrators in 48 Hours

While hiring a Salesforce administrator, you need to assess whether they can carry out the huge variety of tasks required of them. Knowing the technology isn’t enough, they need to handle their day-to-day roles as well.

Before you hire a certified Salesforce admin, ensure that they are aware of these day-to-day roles like archiving reports, fixing end-user login issues and have the skill set to perform them.

We have prepared 10 questions that will help you assess their knowledge in both these areas.

While hiring a Salesforce administrator, test how familiar they are with the different technical duties that come with the designation and how they plan to handle it.

1. What is SSO and are you comfortable with it?

   Single sign-on (SSO) is a session and user authentication service that permits a user to use one set of login credentials to access multiple applications.

   Along with being comfortable with SSO, they should also show familiarity with two-factor authentication, and certificate problems.

2. How do you use a CRM tool to achieve targets?

   The interviewee should be able to demonstrate an understanding of different CRM tools like Salesforce Sales Cloud, Freshsales, and more. They should also present a CRM strategy involving picking the tool that they think will help achieve the goal.

3. How do you measure Salesforce user adoption?

   They should build reports and dashboard with information like log-ins, edits, new-creations. With the data, they can create different reports like activity report, lead report, opportunity report.

4. What are the different types of reports available in Salesforce?

   They should respond with the four types of reports and be aware of the difference between them.

   • Tabular Reports - Simple listing of data without any subtotals
   • Summary Reports - Listing of data with groupings and sub totals
   • Matrix Reports - Records data both by row and by column
   • Joined reports - Blocks of related information in a single report

   You can also ask them to give you examples of when they would use which.

5. How do you plan on keeping the metric report relevant?

   The metrics of the metric report should be relevant to the audience for the report. A comprehensive report can also be made relevant by having the address of each audience in different sections.

   You can also ask for examples or bring company specific scenarios while hiring a Salesforce admin.

   Before you hire a Salesforce admin, you should understand their plans for your company and how their previous experience relates to their plans as well.

1. How do you plan to manage the data in our company? (You can add your unique data requirements)

   They should be able to give you a plan which includes:

   • Setting up validation rules
   • Preventing data duplication
   • Improvement of data quality
   • Implement virus scanner
   • Optimization of data based on your unique requirements
2. In the past, how have you managed change within the company?

   They should outline the following:

   • Be in close contact with stakeholders and communicate change.
   • Managed/Assisted with at least two Salesforce Releases per year. This included distributing newsletters and hosting training to facilitate communication.
   • Made technical efforts like in-app guidance to highlight the changes.
3. How do you plan to create/maintain/enhance process automation in your company?

   The interviewee should be able to identify places in which they could implement automation. They should support this by informing you of the tools they’ll use.

4. Have you previously implemented any framework to improve the efficiency of business operations?

   This could include a wide range of things like building relationships to understand the room for improvement, developing frameworks to increase transparency in the business processes, and more.

5. How do you plan to stay up to date with new Salesforce technology?

   This question should not just be followed by a plan but also a motivation to help other members of the team to also stay up to date.

   See how they:

   • Demonstrate ways to increase knowledge for themselves
   • Present familiarity with different learning tools

We recommend that you supplement these questions with specificity. Give them real-time scenarios and see how quickly they can think on their feet.

These questions will also help you under the soft-skills of the person while hiring a Salesforce administrator, as it demonstrates leadership, teamwork and communication skills.

1. Technical Skills:

   There is no alternative to being technically sound. A skilled administrator should have in-depth knowledge of the core properties of Salesforce. An ideal candidate knows how to organize and manage different kinds of data. Even interpretation of that data is an essential skill for this role.

2. Certification & Training:

   A skilled professional focuses a lot on upskilling and continuous training. There are many certifications offered by Salesforce for various specializations. The individual must be able to capitalize on such opportunities to evolve technically. It is a great example of their commitment to the role.

3. Soft Skills:

   Good communication skills are commonly required but rarely found skills. An efficient communicator can interact swiftly with stakeholders and simplify insights for them. It is a useful skill in problem-solving, feedback, and internal communication. It reduces the scope of friction and facilitates a collaborative environment. It's a non-negotiable skill in a Salesforce administrator.

4. Project Management:

   Usually, there are several teams and phases involved in Salesforce projects. A skilled administrator must be able to handle them from start to finish. They must ensure that the entire coordination, quality checks, and deliveries are met in time.

5. Security & Compliance:

   Data security has become a highly sensitive topic as of late, and rightfully so. Individuals and professionals are becoming increasingly aware of its importance. An expert Salesforce administrator should be aware of all data security protocols. Many industries have their own standards and regulations for this. So the administrator must ensure that the projects are in compliance with them. An ideal candidate must be someone who values the privacy and security of both, the company and the users.

Just hiring wouldn’t suffice, you need to be assured that you have fine-rated and carefully vetted talent on your team. To ensure this is not a cakewalk, therefore Uplers can be your one-stop solution. With Uplers, you get to choose among the top 3.5% of thoroughly vetted Indian remote talent and that can be a game changer for your business growth in the following ways:

1. Ensuring optimal performance

   Uplers’ certified Salesforce administrators don’t solely keep the system running; they also make it thrive. By upgrading and configuring Salesforce systems, they guarantee optimal performance and seamless integration.

   This ensures that your CRM system not only supports your current business processes but is also scalable to adapt to future growth.

2. Expertise in documentation and reporting

   Effective decision-making is the result of accurate data. Uplers’ adept talents excel in documenting processes, including error reports and changes to field history tables, ensuring transparency and accountability.

   Moreover, by creating and maintaining comprehensive reports, they extract valuable insights from data, enabling businesses to make informed decisions. This detailed reporting is crucial for understanding customer behaviors, sales trends, and operational efficiencies.

3. Salesforce configuration changes

   The power of Salesforce lies in its flexibility and customization capabilities. When you hire Salesforce administrators from Uplers they specialize in tailoring the Salesforce environment to fit your business's unique needs.

   From customizing objects and record types to setting up validation rules, workflows, and email alerts, they ensure your Salesforce system enhances workflow efficiency. Additionally, the customization of page layouts, approval processes, and list views facilitates a user-friendly interface that can significantly improve user adoption rates.

4. User and License management

   Efficient user and license management is foundational to leveraging Salesforce effectively. Uplers’ administrators are proficient in handling new user adoption, setup, and deactivation, as well as managing profiles and permissions.

   By meticulously identifying stakeholders' requirements, they ensure that every user has access to the necessary tools and information, optimizing productivity and safeguarding data integrity.

5. Data integrity and security

   Hiring certified Salesforce administrators from Uplers means gaining partners who offer more than just technical support; they provide strategic business value. In an age where data is king, maintaining the integrity and security of your data within Salesforce is paramount.

   Uplers’ Salesforce administrators implement best practices for data security, conduct regular audits to ensure data accuracy, and create data backup procedures to prevent data loss, ensuring your business's critical information is always protected from vulnerabilities. This also fosters a sense of reliability for the users and expands your loyal customer base.

6. Training and support

   Adoption and effective use of Salesforce across your organization require comprehensive training and support. Uplers’ administrators deliver tailored training sessions to users at all levels, ensuring they are equipped to utilize Salesforce to its full potential. Ongoing support and troubleshooting ensure that any issues are swiftly addressed, minimizing downtime and maintaining operational continuity.

7. Strategic CRM planning

   Uplers’ Salesforce administrators go beyond day-to-day management, contributing to strategic CRM planning and execution. By analyzing business processes and CRM utilization, they identify areas for improvement, provide enhancement suggestions, and help in planning future Salesforce initiatives that align with business goals, driving long-term growth and customer satisfaction.