What Type Of Person Thrives In The Salesforce Industry According To A Salesforce Administrator At Panthera
Salesforce Leads, a step above Salesforce Administrators, manage the entire Salesforce instance, overseeing everything from security to user interface and constantly releasing new features; success in this role requires a blend of "hard skills," like process design using tools such as Lucid or Visio, and deep platform knowledge, along with crucial "soft skills," including listening, attention to detail, and problem-solving abilities.
Problem-Solving, Project Management, Communication, Technology, Attention to Detail
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Kelly Carton
Salesforce Lead
Panthera
University of Arizona
Columbia University: Master's of Science in Nonprofit Management
Marketing
Nonprofit, Foundations & Grantmaking, Technology
Data and Analytics
Greek Life Member
Video Highlights
1. Hard skills such as process design using tools like Lucidchart or Visio, and deep product knowledge of the Salesforce platform are essential.
2. Soft skills including strong listening, attention to detail, and problem-solving abilities are crucial for success.
3. Salesforce administrators manage the entire Salesforce instance, including security, user interface, and feature releases, showcasing the scope of responsibilities in this role.
Transcript
How would you describe people who typically thrive in this industry?
I am a Salesforce lead. It's a step above a Salesforce administrator.
Salesforce administrators are the more common term. They generally manage the entire Salesforce instance, typically with a junior administrator or two under them.
They manage the entire instance, from security and who can log in, to the user interface and how end-users interact with the platform. This includes constantly releasing new features and improving things, whether that's a new checkbox field, a new dashboard for an executive, or a new automation that sends an email.
There are countless things you can do on the platform, so a Salesforce administrator oversees these. People who typically thrive have two buckets of skills: hard skills and soft skills.
Hard skills include being able to design a process using tools like Lucid or Visio, which visually map out problems and processes. They also need deep product knowledge to understand the platform, not just what can be done, but what should be done and what's best practice.
Soft skills are also really important, such as listening to fully understand a problem and attention to detail. This ensures security is in place, the platform is working well, and documentation is done. Problem-solving is also key, which involves understanding the problem and finding the best solution.