How to Make Workloads More Manageable: 6 Useful Tips for Salesforce Admins

Being a Salesforce Administrator is both rewarding and challenging. The role involves managing a platform that evolves continuously while addressing a business’s ever-changing needs. From resolving cases to managing system updates, user configurations, and deployments, the list of responsibilities can often feel overwhelming.

Here are six actionable tips to help Salesforce Admins stay on top of their workload and avoid burnout.

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1. Integrate Data Quality into Salesforce Data Projects

Maintaining data quality should be a cornerstone of every Salesforce project. A clear and structured approach to data can prevent errors, improve efficiency, and reduce time spent troubleshooting.

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2. Break Down Tasks

Admins often face long to-do lists, sometimes with 50 or more actionable items. Breaking down the workload into manageable segments can help:

• By type of work: Projects vs. daily ad hoc tasks.
• By categories: Objects, flows, permissions, etc.
• By clouds: Sales, Service, Tableau, etc.
• By business units: Account executives, customer success managers, etc.

Once segmented, estimate the time required for each task to better plan days, weeks, or months. This process makes it easier to identify whether the workload is manageable.

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3. Prioritize Effectively

Not all tasks carry equal weight. Prioritization should consider both the value of the task and the time required to complete it. While tasks that yield tangible ROI in time or cost savings are essential, smaller items that improve user experience also hold value.

Avoid the trap of prioritizing tasks simply in the order they are received. Collaborating with stakeholders such as business analysts, architects, and leadership ensures each task is assessed on its individual merits.

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4. Stay in Scope

Scope creep is a common challenge that can quickly derail effective prioritization. Tasks outside the defined scope should not make it onto the to-do list.

To scope effectively, clear and well-defined user stories are essential. Admins should ask clarifying questions until they fully understand the requirements. This proactive questioning empowers admins to maintain focus and deliver value efficiently.

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5. Streamline Requests Through a Single Channel

Managing requests from multiple sources—emails, Slack, meetings, or even casual conversations—can lead to chaos. Establish a single, consistent channel for submitting user stories and feature requests, such as a kanban-style tool like JIRA.

Tools with integration capabilities, such as creating tickets directly from Slack, further simplify the process. Without a formal ticket in the system, requests should not be considered valid.

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6. Leverage the Right Tools

The right tools can make a significant difference in workload management. For example, deploying components like Flows using change sets can be time-consuming and frustrating. Tools designed to streamline deployments, reporting, or configuration management can free up valuable time for more impactful tasks.

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Finally, Jump on In

Admins often face tasks they dread—those long, tedious, boring ones as a thing to be avoided. Delaying difficult tasks can make them grow more daunting over time. Completing them early not only reduces anxiety but also improves productivity and outcomes.

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Tectonic’s Conclusion

With thoughtful strategies, Salesforce Admins can transform overwhelming workloads into manageable, structured tasks. By breaking down responsibilities, prioritizing effectively, staying in scope, streamlining requests, and using the right tools, admins can excel in their roles while maintaining work-life balance. And by jumping right in they can ensure even the most challenging tasks are handled efficiently.