How to Prioritise Tasks as a Salesforce Administrator

By Heather Black

|
January 27, 2025
|
4 min read
Being a Salesforce Administrator can feel like spinning plates – there’s always so much to do, and everything seems urgent. But how do you figure out what to focus on first?

That’s where prioritisation comes in. In our new book, “Become a Super Salesforce Administrator”, we talk about the four key roles every admin plays: the Problem Solver, the Innovator, the Data Champion, and the Change Agent.

These roles can help you structure your workload and focus on what really matters.

Let’s dive into some practical ways to prioritise your tasks and make life a little easier. Spoiler: it’s all about working smarter, not harder.

Join our VIP Book Waiting List and download a FREE ACTION PLAN which summarises the 4 roles and 25 tasks of a Salesforce Admin.

salesforce administrator

1. Use Agile Principles to prioritise tasks

Agile might sound like a buzzword, but trust us, it works. The DSDM (Dynamic Systems Development Method) framework is a game-changer for managing priorities. Here’s how it can help:

  • MoSCoW Prioritisation: Break tasks into Must-Have, Should-Have, Could-Have, and Won’t-Have categories. Focus on the Must-Haves first.
  • Timeboxing: Give yourself a set amount of time to work on tasks or projects. It keeps things moving without overloading your schedule.
  • Feedback Loops: Check in regularly with stakeholders to make sure you’re still on the right track. Priorities can change, so it’s important to stay flexible.

Using Agile principles means you can deliver value quickly and adapt when things shift – because they always do!

2. Align Your Work with Business Priorities

You’re not just here to tick off tasks; you’re here to drive business success. So, make sure everything you do ties back to what the business needs most. Here’s how:

  • Understand the Big Picture: Talk to management about the company’s goals and how Salesforce supports them. Knowing this helps you focus on tasks that make a real impact.
  • Evaluate Requests: Not every request is urgent or even necessary. Ask yourself: does this support the business priorities? If not, it can wait.
  • Ask for a Business Case: Encourage users to explain the value of their requests. This helps you (and them) focus on what’s truly important.

3. Check in Weekly to Keep Priorities Fresh

Things change fast in any organisation. What was urgent last week might not even matter today. That’s why it’s essential to check in regularly:

  • Weekly Check-Ins: Have a standing meeting with key stakeholders to review priorities and adjust as needed.
  • Update Your Backlog: Use these meetings to refine your to-do list and make sure you’re focusing on the right things.
  • Communicate Updates: Keep your team and users in the loop when priorities shift. Transparency builds trust.

This simple habit ensures you’re always working on what matters most.

4. Set Up a Solid Salesforce Support Desk

A good support desk can make or break your ability to manage Salesforce administrator requests. Here’s how to make yours work for you:

  • Centralise Requests: Use a ticketing system to capture and track all user requests. No more Post-it notes or random emails!
  • Prioritise Effectively: Categorise tickets by urgency and impact. Align them with the business priorities you’ve already identified.
  • Set Expectations: Define clear response and resolution times so users know what to expect.

When your support desk is running smoothly, you can focus on solving problems instead of putting out fires.

Final Thoughts

Prioritisation isn’t just a skill – it’s a superpower for Salesforce administrators. By using Agile principles, aligning with business priorities, staying flexible, and supporting your users, you’ll not only get more done but also deliver real value to your organisation.

Get Certified in Agile Project Management with our On-Demand Consultancy Skills Course for a special discounted price off £199 during our Book Launch Period. It’s normally £750.
Share

Written By:

Heather Black
Heather is the founder of Supermums Recruitment and Training. With an extensive background in Salesforce Consultancy, Career Coaching and Training she is passionate about empowering people with the right skills, attributes and knowledge to be successful in their career.

Subscribe To Our Weekly Top Tip Bulletin

Get Updates And Learn From The Best


Shopping Basket