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Headcount Guidelines

Determining Salesforce.com Headcount Requirements

Q. How do I determine Salesforce.com headcount requirements?

A. While each implementation and organization is unique, below are Hire On-Demand's best practices:

Headcount Factors

  1. Number of Users:  Regardless of size, companies should minimally have one individual who "owns" Salesforce.  For smaller companies, this may be part of one's overall job.  Responsibilities include mapping evolving business practices, training new users, serving as the user community "go-to", staying updated on new releases and apprised of current AppExchange solutions.
  2. Multiple Business Groups:  Companies leveraging Salesforce across multiple divisions typically hire a centralized Salesforce Analyst.  The Analyst understands both Salesforce administration and company business processes. Responsibilities include identifying evolving requirements to ensure the app is consistently optimized. In larger environments, the Analyst works closely with a team of Salesforce Admins who execute customizations. The Analyst role is significant, as this person not only understands how the entire organization uses the app, but also identifies the potential impact of enhancement requests across all groups.
  3. Complexity:  Highly customized Salesforce environments typically require routine updates to keep current with evolving processes. A Salesforce Analyst is key to this success as they possess knowledge of business processes as well as hands-on, real-world experience customizing Salesforce.
  4. Global Presence:  A global user base frequently requires a centralized Salesforce Analyst who strategizes with key regional players. It is recommended to find a professional who is familiar with Salesforce's multi-currency and multi-language features.
  5. Additional Cloud Apps:  Many companies integrate partner applications such as Docusign, ExactTarget and BigMachines. Typically, a Salesforce Analyst will oversee the additional apps or, depending upon volume and complexity, share management with an experienced Administrator.

In summary, headcount requirements depend upon a variety of factors. Additional criteria include Admins' and Analysts' responsibilities beyond Salesforce, volume of pipeline projects, and user-base demands.

Admin headcount guidelines

(While titles may vary, descriptions can be found below.)

1-30 Users <1 Full-Time Administrator
31-74 Users 1+ Full-Time Administrator
75-149 Users 1 Sr. Administrator; 1 Jr. Administrator
150-499 Users 1 Salesforce Analyst; 2-4 Administrators
500-750 Users 1-2 Salesforce Analysts; 2-4 Salesforce Administrators
751+ Users Determined by Multiple Variables

Salesforce Analyst: Interfaces with key stakeholders to understand business requirements and determines most effective means to map into Salesforce.com.  Possesses both strong strategic and hands-on Salesforce skills, and understands how changes may impact entire user universe.  Depending upon deployment size, may have a team of Administrators who execute customizations.

Sr. Administrator: Ability to deeply customize Salesforce.  Has understanding of business processes and how they map to Salesforce.  May also train users, serve as "go to" for users, promote user adoption, learn new releases, follow current AppExchange solutions and more.

Jr. Administrator: Can perform basic updates, such as add/delete users, and adding basic custom fields.

If you would like guidance based upon your individual situation, please feel free to contact Hire On-Demand directly for a free, site-specific evaluation.

“Hire On-Demand precisely matched us with a Salesforce superstar.”
—Catalina Chan, Senior Manager, Field Systems and Operations, TriNet HR Corporation