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Roles in a Salesforce implementation project

Project teams working on Salesforce implementation, both on the partner and client side, are formed by a number of people with clearly defined responsibilities. Today we present a description of the functions of specialists who make projects run smoothly, and new tools are successfully adopted in the organization.

Project Manager (PM): A Project Manager who is responsible for managing the entire implementation process. He monitors the work schedule, allocates resources, leads project team meetings, and manages communication between all parties involved. A PM is needed on both the implementation partner and client side.

A project manager is the person who manages the implementation project

Salesforce Administrator: the person responsible for managing and configuring Salesforce – usually on the client side. He or she creates user accounts, manages system settings, and adds and modifies fields, reports, and views. As a rule, the Salesforce Administrator gets to know the tool during training provided by a Salesforce partner as part of the implementation.

Salesforce Consultant: a specialist who provides consulting on the Salesforce platform. The person in this position has in-depth knowledge of the platform’s functions, modules and capabilities, and is able to customize the platform to meet the client’s needs and processes. The consultant works with clients, analyzing their business requirements, designing solutions, providing user training, and helping them optimally use Salesforce to achieve their business goals.

Learn about the cost of Salesforce implementation

Salesforce Developer/Architect: a Salesforce specialist who customizes the platform to meet a client’s specific requirements. Creates custom modules, and integrations with existing systems, and performs advanced customizations.

photo showing a smiling programmer
Programmers create tailor-made solutions for client’s needs

Integration Specialist: the person responsible for integrating Salesforce with the company’s existing systems, such as ERP, financial systems, e-commerce, etc. Ensures the smooth flow of data between different applications.

Training and Support Specialists: these individuals are responsible for training users on how to use Salesforce and providing initial support after implementation (Hypercare phase).

End users: the people on the client side who will use the system on a daily basis. They are involved in testing and providing feedback on the interface and usability of the newly implemented tool.

Change Management Specialist: the person responsible for planning, coordinating, and implementing the organization’s change processes to effectively manage and minimize resistance to change. Ensures smooth transitions of the organization, teams, and employees through change processes, such as the implementation of new technologies, business processes, or strategies. If you want to know more about change management and its benefits, we invite you here.


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