Salesforce Admins and Consultants – What is the Difference? The Salesforce platform has revolutionized the way companies manage their sales and customer service operations

To ensure that the platform is being used effectively, organizations often hire individuals who have experience in Salesforce administration and consulting. While the roles of a Salesforce admin and consultant are closely related, there are a few key differences between the two.

In general, Salesforce admins are responsible for managing and maintaining a company’s Salesforce environment. This includes ensuring data accuracy and security, creating custom objects, and running reports. Additionally, they are typically in charge of administering user licenses and permissions as well as developing custom processes and workflows. They may also manage integrations with other systems and applications.

On the other hand, Salesforce consultants provide expertise in specific areas such as product marketing, business strategy, or project management. They are often responsible for helping companies make the most out of their Salesforce implementation. This can include providing strategic advice, supporting data migrations, creating custom dashboards, and managing third-party integrations. In addition, consultants often provide training to their clients on how to use the Salesforce platform.

When comparing the roles of an admin and a consultant, it’s important to remember that the primary difference lies in the scope of their responsibilities. Admins are mainly responsible for the day-to-day management of the Salesforce platform while consultants focus on providing expertise to help companies maximize their use of the platform. Both roles are essential to successful Salesforce implementations and should be considered when hiring personnel for either role.

In summary, both Salesforce admins and consultants are key players in driving success with Salesforce platforms. The main difference between them is in the scope of their responsibilities. Admins are mainly responsible for the day-to-day management of the platform, while consultants provide expertise to help companies take their implementations to the next level. As each role provides complementary skills, having both on board can vastly enhance the effectiveness of Salesforce implementations and drive greater success for businesses. For this reason, companies need to carefully evaluate which type of personnel they need when considering a Salesforce project.

This article was contributed on Aug 13, 2023