5 Salesforce User Types

As a versatile and widely adopted CRM, Salesforce caters to a variety of users. Let's get to know them better — their qualities, habits, and opportunities for ongoing improvement.

Salesforce Admins

Salesforce admins manage and customize Salesforce to suit a company's specific needs. They configure the system, create reports and dashboards, manage users, and handle multiple administrative functions.

Qualities: Great problem-solvers, strong attention to detail, solid communication skills, ability to understand business needs, and a good understanding of the Salesforce platform.

Habits: Constantly learning about new Salesforce features, working closely with users to understand their needs, and prioritizing system integrity.

Improvement Opportunities: Developing stronger soft skills to better communicate with stakeholders, learning to code to increase customization abilities, and deepening their understanding of business processes to design more effective solutions.

Salesforce Developers

Salesforce developers use programming languages (like Apex, the Salesforce native language) to customize Salesforce applications beyond what is possible using point-and-click tools. They create custom integrations, develop new apps, and maintain the existing code base.

Qualities: Strong programming skills, problem-solving abilities, understanding of Salesforce architecture, and a knack for understanding user needs.

Habits: Learning about Salesforce platform updates and best coding practices, regularly testing and debugging code, and collaborating with administrators and business analysts.

Improvement Opportunities: Keeping up with new programming languages and tools, strengthening understanding of business processes, and upping their ability to communicate technical information to non-technical stakeholders.

Salesforce Business Analysts

Salesforce business analysts are the bridge between the business and technical teams to understand and translate business needs into technical requirements. They often handle process modeling, requirement analysis, and stakeholder communication.

Qualities: Strong analytical skills, excellent communication abilities, understanding of business and technical concepts, and familiarity with Salesforce.

Habits: Constant interaction with both technical and non-technical stakeholders, staying updated on business and Salesforce trends, and thorough documentation of requirements and processes.

Improvement Opportunities: Enhancing their understanding of the Salesforce platform, keeping up-to-date with industry trends, and improving project management skills.

Salesforce Consultants

Salesforce consultants advise businesses on how to use Salesforce for maximum ROI. They help identify the needs of a business, recommend right-fit Salesforce products, and implement, manage, and optimize Salesforce for organizations across industries.

Qualities: Deep understanding of the Salesforce platform, excellent communication skills, strong problem-solving abilities, and a solid understanding of business processes.

Habits: Keeping up with Salesforce updates, understanding client businesses, and communicating effectively with stakeholders.

Improvement Opportunities: Expanding knowledge in various industries, enhancing project management skills, and continually learning about new Salesforce products and features.

At SaltClick, we make it our mission to know Salesforce inside out. We're constantly learning, experimenting, and adding new certifications and badges. We support each other's growth and nerd out about release notes and Salesforce announcements.

And we work with AEs to explore how our services and skills can best serve organizations that want to drive personalized customer experiences and gain 360-degree visibility into their business.?

Salesforce End Users

Salesforce end users are the people who use Salesforce in their daily work. For example, they can be sales reps using Sales Cloud to manage their leads and opportunities or customer service reps using Service Cloud to manage cases.

Qualities: Basic understanding of the Salesforce platform, ability to use the specific Salesforce applications relevant to their role, and good communication skills.

Habits: Regular use of the platform, adhering to company data entry standards, and communicating with administrators or superusers about issues or training needs.

Improvement Opportunities: Gaining a broader understanding of the Salesforce platform, improving data analysis skills (for reports/dashboards), and learning about new features that can improve their efficiency.

Keep learning and growing

Salesforce is a powerful and complex tool. That's why continuous learning and training are top priorities, regardless of your role. Luckily, Salesforce provides many fantastic resources, like Trailhead, their interactive learning platform.

Regular involvement in the Salesforce community, attending webinars, conferences, or local events, are other great ways to accelerate your professional growth.

If you're looking for advice or strategies to better manage and maximize your Salesforce investment, get in touch.