Salesforce Admin

Phoenix Pro Connect is collaborating with a client in Miami to fill a crucial role as a Salesforce Admin Consultant for a 3-month maternity coverage contract, with the potential for a permanent position.

Salesforce Admin Tasks and Responsibilities:

Handled by /Ops:

• Troubleshooting user access
• Creating reports and dashboards
• Updating picklist values and adding them to record types if necessary
• Creating and managing queues
• Omni-channel troubleshooting and managing queues and agents
  
  

Additional Admin Assistance Needed:

• Ensuring data quality on opportunities and events created
• Maintaining field access and visibility, removing access for unused fields
• Managing user permissions and roles
• Implementing automation, flows, and validation rules, including enhancing existing ones and creating new ones
• Evaluating if validation rules can be replaced using Lightning Record page conditional criteria
• Monitoring Salesforce Audit Trail for any configuration changes made by other users or systems
• Assigning permission sets and permission set groups for new users
• Maintaining and updating sales channels hierarchy (Roles)
• Adding new Sales users to Einstein Activity Capture configuration
• Creating and updating fields and managing profile access
  
  

Ongoing Projects:

• Fraud Prevention Tickets - Kount integration: Enhancing internal Salesforce processes to manage potential fraudulent payments flagged by Kount.
• Opportunity validation for ISRs: Implementing a validation process for opportunities created by ISRs, including approval/rejection by team leaders.
• Updating ticket Survey flow: Enhancing survey evaluation for individual events related to opportunities and creating reports and dashboards for monitoring.
  
  

Upcoming Projects:

• Fee Exception Approval Process: Implementing a process for account managers to request discounted rates for customers (Pending Data Team process definition).
• Updating Call Ticket Flow: Simplifying the screen flow for CERs to create call tickets in Salesforce to improve efficiency.
• Report Cleanup: Improving folder structure, reviewing folder access, eliminating duplicate and obsolete reports, etc.
  
  

If you're a Salesforce Admin professional looking for an exciting opportunity to contribute to impactful projects in a dynamic environment, we encourage you to apply. Join us in driving success and innovation!

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