What Type of Salesforce Professional do you Need?

June 24, 2016 Uncategorized

Salesforce are doing a fantastic job selling to multitudes of businesses across APAC which is driving the need for expertise through the roof. Salesforce is a flexible and adaptable CRM platform, and whether the organisation is enterprise or SMB, each platform is unique.


We get numerous client enquiries regarding job titles within the Salesforce ecosystem. Many confuse Salesforce Administrators with Salesforce Developers or Salesforce Business Analysts. At the end of the day, given the limited number of Salesforce professionals many are quite flexible and able to support different areas of your business. Below I have included some of the main distinctions between the most commonly used Salesforce job titles:


Salesforce Administrator: Typically your “go-to” Salesforce expert within the organisation. A successful Salesforce Admin should be able to set-up new users, manage organisation wide defaults, permissions, role hierarchy, basic platform customisations (fields, page layouts etc.), reports, dashboards, security and data management. They are responsible for keeping your Salesforce platform clean and efficient.  


Salesforce Business Analyst: Normally the next step in one’s career after Salesforce Administration. They have experience implementing Salesforce end-to-end and possess in-depth knowledge of the capabilities and limitations of Salesforce. Salesforce BAs tend to gather business requirements, develop project roadmaps, liaise with managers and stakeholders while driving Salesforce projects forward. Salesforce BAs can be functional but typically work with Salesforce Administrators.


Salesforce Developer: The Force.com, API integration and code expert. Traditionally Salesforce Developers create complex workflows, triggers, APEX development, VisualForce pages, complex validation rules, AppExchange and legacy platform integrations. They can review custom developed code and make all necessary technical adjustments. Basic field, object and page layout enhancements along with data management is Salesforce Admin territory.


Salesforce Consultant: Often found working with Salesforce integration partners, a Salesforce Consultant is very similar to a Salesforce Business Analyst but are far more client facing. They typically work on various client projects throughout the year, direct a team of Salesforce Admins and Analysts while working toward a defined budget.


Salesforce Platform Manager: This is a rather new job title. Many smaller organisations do not have the need for a large team of Salesforce professionals or are limited by budget. A Salesforce Platform Manager is a hybrid of the above. They are functional, analytical, client facing and even at times technical. Normally a good Salesforce Platform Manager has seen many end-to-end Salesforce implementations and know what works and what doesn’t. As the Salesforce platform expands, a Salesforce Platform Manager can implement an effective strategy while growing an appropriate team around them.   


These are the typical Salesforce job titles that we encounter at Talentforce, but it is certainly not all of them!


If you are a Salesforce novice or expert, hopefully this will provide you with some guidance on your title and how best to promote your skills and capabilities in this flourishing Salesforce ecosystem.


As a business, the type of Salesforce professional you need will depend on a number of factors. Do you have the budget to employ a dedicated Salesforce resource or develop an internal Salesforce department? Where are the gaps in your Salesforce roadmap and what is the business demanding? Is there a heavy focus on reports and dashboards, or do you just need a cleaner and better maintained platform?


Feel free to get in touch. I would be happy to provide further advice to help make your Salesforce journey a pleasant one.