Operation of the CRM system
- Ensuring the day-to-day operation of the Salesforce systems (Sales Cloud, Service Cloud, Marketing Cloud)
- Administration of CRM applications, including user, role, and permission management (profiles, permission sets, roles)
- Configuration and maintenance of objects, fields, page layouts, flows, and validation rules
- Managing interfaces with third-party systems (including ERP, marketing automation, and partner systems)
- Monitoring system availability, data quality, and governor limits, as well as performing error analysis
- Coordinating and implementing Salesforce seasonal releases (Spring/Summer/Winter) as part of change and release management
User Support
- First- and second-level support for CRM users
- Analysis and resolution of issues (incidents)
- Advising business units (Sales, Service, Marketing) on questions regarding CRM processes
- Creating and maintaining documentation and work instructions
- Conducting user training sessions
Process optimization and project support
- Collaboration on CRM projects
- Support for international rollouts
- Conducting tests and preparing documentation in accordance with change and release management procedures
- Assisting the CRM Project Manager and Team Lead in implementing global standards
- Assisting with data migrations, deduplication, and data maintenance
- Creating and maintaining reports, dashboards, SOQL queries, and data analyses