About the Sales Administrator

A user with the Sales Administrator job role performs most setup tasks related to sales the sales applications.

Although he doesn't participate directly in the sales process, you create the sales administrator user as a sales resource and employee in the organization hierarchy. For more information, see the Overview of Creating Sales Users topic in the Implementing Sales guide.

Here are the tasks the sales administrator user typically performs:

  • Download task lists and setup reports.

  • Set sales profile options.

  • Configure extensible lookups for sales.

  • Run most of the scheduled processes for sales.

  • Configure pages in Application Composer and Page Composer.

  • Set up the sales calendar.

  • Set up accounts and contacts options.

  • Manage global search options.

  • Function as a centralized territory administrator.

  • Configure opportunities.

  • Configure forecast criteria.

  • Administer sales quotas.

  • Configure work assignment.

  • Manage price books.

  • Create and manage sales products and promotions.

  • Set up and administer the sales catalog.

  • Set up mobile applications.

  • Set up partner functionality.

  • Perform configuration tasks.

  • Perform data import and export.

  • Add and configure sales infolet pages.

  • Add analytics to application pages, such as accounts, leads, and opportunities.

  • Add analytics to the Analytics page.

  • Create analytics in business intelligence (BI).

  • Edit analytics in BI.

Note: The sales administrator doesn't have the same setup permissions as a setup user. He has permissions required to set up and administer sales features and components, but not the higher-level permissions required to implement enterprise and security features.

You can find more information about user setup in the related topics.