29 Oct
|
Prospect Human Services Society
|
Calgary
29 Oct
Prospect Human Services Society
Calgary
The Salesforce Administrator provides day-to-day administration and user support for Prospect's Salesforce platform (PERCI), including routine requests, simple configuration, user access, and data maintenance.
User Support & Access
- Acts as the first point of contact for routine Salesforce support requests received through the intake/ticketing tool, such as login issues, password resets, how-to questions and minor errors. Escalates complex or urgent issues to the Senior Salesforce Administrator & Integrations Specialist.
- Sets up, updates and deactivates users, and assigns profiles, roles and permission sets following Prospect’s established security model and approval process. Ensures access is removed promptly when staff leave or change roles.
Routine Configuration
- Completes simple configuration within the standards set by the Senior Salesforce Administrator & Integrations Specialist. This includes creating and updating fields, picklist values, page layouts, list views, email templates and simple validation rules.
- Builds and tests changes in a sandbox first and follows the agreed change process. Changes are reviewed by the Senior Salesforce Administrator & Integrations Specialist before release to production, in line with agreed standards.
- Builds and updates easy Flows and automations under the guidance of the Senior Salesforce Administrator & Integrations Specialist.
- Builds and maintains simple reports, list views and dashboards based on definitions provided by the Data Quality & Business Analysis Specialist.
Data Maintenance
- Performs small data imports, updates, duplicate merges and corrections using Salesforce tools (e.g., Data Import Wizard or Data Loader),
following the data standards defined by the Data Quality & Business Analysis Specialist. Mass changes above agreed thresholds require approval from the Senior Salesforce Administrator & Integrations Specialist.
- Identifies and reports data quality issues to the Data Quality & Business Analysis Specialist.
- Maintains confidentiality, privacy and FOIP compliance in all data handling.
Testing, Releases & Documentation
- Supports testing and releases as assigned, including test scripts, regression testing and post-release checks.
- Records every change in the change log and updates technical documentation according to the standards set by the Senior Salesforce Administrator & Integrations Specialist. Updates user guides for simple changes and supports user training.
Professional Development (skills to be developed in the role, with training and support)
- Salesforce administration: completes the Salesforce Administrator certification within the first year, if not already held, and continues learning through Trailhead and other approved training.
- Automation and configuration: progressively takes on more complex configuration and Flows under the guidance of the Senior Salesforce Administrator & Integrations Specialist.
- Data quality: builds knowledge of data standards,
data quality checks and data maintenance practices with the Data Quality & Business Analysis Specialist.
- AI tools: develops skills in using approved AI tools to support administration and documentation, validates all output, and ensures confidential client information is never shared with unapproved tools.
What does it take to do this job?
- Completion of a post-secondary diploma or degree in Information Systems, Business Administration or a related field, or an equivalent combination of education and experience.
- 1–2 years of experience administering or supporting Salesforce or a comparable CRM platform, or the Salesforce Administrator certification with significant hands‑on practice.
- Working knowledge of Salesforce objects, fields, page layouts, users, profiles, permission sets, reports and dashboards.
- Solid customer service skills and the ability to explain solutions clearly to non-technical users.
- Strong attention to detail, with good documentation habits and the discipline to follow established standards and change processes.
- Understanding of confidentiality, privacy and FOIP requirements.
- Ability to manage multiple requests, ask for clarification and recognize when an issue needs to be escalated.
- Eagerness to learn and grow in Salesforce administration and automation.
Further Notes:
- All employees must pass a background check.
- This position is initially a temporary, full-time role of approximately six months, with the potential to become permanent based on organizational needs and performance.
- This is a hybrid position. Employees must be able to work both from the office and from home, based on operational needs.
- Occasional
📌 Salesforce Administrator (Calgary)
🏢 Prospect Human Services Society
📍 Calgary