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Systems Administrator (Salesforce)
Baltimore, MDClient notes:
Additional questions:
Send Aptaria a list of
A new report on weekly and YOY will replace the Monday report on sales and cash. (Sarina)
Random list – may be included above:
- Create/maintain users in Salesforce – The system administrator or limited admin
- User profiles/roles
- Permissions sets
- Licensing to connected apps
- Create/maintain association records– in Salesforce and Replicon (MRC)
- In Salesforce – maintain current TC/SM and partner portal contact
- In replicon – request projects by year as needed – Maria
- lead to cash Create/maintain new project
- Handle project/project date changes as needed
- Add/delete addenda as needed
- get sales to quota Quotas – ABA Quotas – Quotas in general – Separate meeting
- Create quotas for a yearly process
- Create/maintain quotas as new projects/project dates are added
- Create/modify quotas for portfolio transition between AEs
- Create spreadsheets used for larger clients with multiple AEs
- Budget
- Comm inc tab – used to calculate GM for SSS
- Hurdle inc tab – used to calculate GM for SSS
- Sales v Forecast v Quota - spreadsheet used to manage forecast changes for Comm Inc
- Notes on process
- SalesForce Admin Assisting Traffic
- Maintain auto invoice process/push out when process fails – January 4th*
- Troubleshoot when the invoice process fails
- Fix opportunities where errors from code in Salesforce cause errors in opportunity
- I'd like you to meet monthly to discuss areas of improvement or needs.
- Create reports for data visualization needs both in SalesForce and Excel
- SalesForce Admin Assisting Accounting
- Process SEMI invoices (NBAA)
- SEMI AR Adjustments (NBAA)
- Backup for Project and Payroll reconciliations
- Constant streamlining of process, particularly in the reconciliation/reporting areas
- Salesforce Admin Assisting Credit
- Help create reports with data used to collect outstanding
- Assist with SalesForce questions pertaining the Chargent (credit card charging system)
- SalesForce Admin Assisting Sales
- Determine why opportunity encounters errors during the creation
- Train AEs how to use DocuSign – (Megan)
- Help Desk contact for SalesForce problems
- Report generation in both SalesForce and Excel
- SalesForce Admin Association Clients
- Maintain Association Community Portal
- Association Community Set Up
- Develop reports per client needs
- Show how to maintain the folders for the reports
- Maintain relationship with portal users. Answer questions as needed
- New community portal –
- Aptaria - SalesForce Admin General
- As the SME, collaborate with stakeholders and outside consultants to build solutions that improve business processes.
- Review and recommend and manage the configuration, customization, and implementation of third-party apps.
- Stay up to date on release notes to ensure seamless “major” updates
- Data hygiene, data requests, and object customization to enhance reports
Additional questions:
Send Aptaria a list of
- all apps /processes where Sandra is connected user
- Top requests/troubleshooting
A new report on weekly and YOY will replace the Monday report on sales and cash. (Sarina)
Random list – may be included above:
- Employee Title Changes Process to fixing records when delayed in adjusting Employee Titles and or Comm % or AE Comm
- DONE - NBAA Procedure - Verify, Invoice, and AR Adjust out Invoices
- Project Payroll Recs - It looks like Sarina has her hands in everything. Are all procedures updated? What types of items does she still need help with so I can get up to speed?
- Comm Inc tab - any backup used?
- Quotas - what process/spreadsheet do you use?
- New Projects
- Maintaining the New Project spreadsheet
- Setting Up a Product Family?
- The process to Change Project Names as requested
- Changing Project Dates
- New Association Set up
- Logos
- Rate Cards
- Client
- Portal Set Up
- Upserts
- New Hires/Terminations
- Reports for all the information needed for terminating Associations
- Beginning Balance
- Invoicing