Key Roles in a Salesforce Project

Successful Salesforce Implementation or Maintenance projects often require effective collaboration within the team. The team comprises of various key roles and responsibilities. In this article, we will go over those key roles that are crucial for the success of the Salesforce project. These roles can vary depending on the size and complexity of the project, but here are some common roles you might find in a Salesforce project implementation:

  1. Product Owner – The product owner acts as the project lead, and liaison between the stakeholders and the project team.

He gathers the requirements from the stakeholders(which is the Business) and prioritizes them.

  1. Project Manager or Scrum Master – Is responsible for the project timeline, budget, and project plan. Scrum Master makes sure the work stays on track as per the plan and tries to solve any roadblocks the team is facing while working on the tasks.

Now, coming to the 3 core people in the Salesforce project:

  1. Salesforce Developer – A Salesforce developer has experience and an understanding of how Salesforce works and Salesforce Programming language, called Apex. He custom builds the SF application using Apex coding language when the standard features do not solve the business need
  2. Salesforce Administrator – A Salesforce Administrator manages and administers the Salesforce application. They work on Standard SF functionality and recommend the best use of the SF platform and personalizes to the Business needs. Any non-code related changes, minor declarative changes – like Personalization, Users Maintenance, Reports and dashboards building, Layout changes, data maintenance => all these are carried out by the SF Admin
  3. Salesforce QA – Salesforce QA has complete knowledge of Salesforce applications and ensures that all aspects of the application are functioning correctly and meet the users’ needs.

Although many other roles are part of a Project Implementation, like Data Analyst, Dev Ops, Integration experts, etc., that might vary across the companies. The above roles are standard across any Salesforce Project.

Smaller projects may involve fewer specialized roles, while larger and more complex implementations may require additional roles and expertise.