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Roles, Personas


There are differant ways Salesforce, project managers, and developers categorize users.


Permissions by Profile

There are many in addition to the 6 standard profiles which can have unique field visibility, page layout, and permissions:

  • Administrator
  • Solution Manager
  • Read Only
  • Standard User
  • Marketing User
  • Contract Manager

Up to 1000 Permission sets per org can be setup to grant additive permissions without changing user profiles.

User Personas

A “persona” represents a group of users clustered based on shared behavior, motivations, goals, pain points, or other characteristics. A persona is an archetype that represents a group of users clustered based on shared behaviors, motivations, goals, pain points, or other characteristics. During the design and development process, persona categories stand in for key user groups when making decisions about your product, by representing major differences between groups. Personas can be useful for building empathy and making the users seem real. Effective personas are created based on research and surveys (pdf) to ensure that they reflect the real people who use your product.*

Personas should be based on work tasks users perform in their roles.

The Trailhead module: Trailhead module: UX Personas for Salesforce [1 hr 10 min] defined by Salesforce were based around the various cloud products: Sales (Marketing) Cloud, Service Cloud, Community Cloud, etc.

PDF: Sales Persona:

  • Data Expert
  • Deal Closer
  • Pipeline Builder
  • Sales Leader
  • Trusted Advisor

PDF: Service Persona

  • Service Admin
  • Case Solver
  • Expert Agent
  • Team Leader
  • Trusted Advisor

PDF: Marketing Persona

  • Designer-Developer
  • IT Services
  • Marketing Manager
  • Marketing Specialist
  • Strategic Leader

PDF: Community Persona

  • Community End User
  • Community Manager
  • Community Admin
  • Community Builder

More about personas:

  • https://www.smashingmagazine.com/2014/08/a-closer-look-at-personas-part-1/ recommends use of
  • https://creativecompanion.wordpress.com/2011/05/05/the-persona-core-poster/

  • Full details on creating and using personas is this: http://www.diva-portal.org/smash/get/diva2:319155/FULLTEXT01.pdf

  • https://venngage.com/blog/user-persona-examples/ points to
  • https://blog.appsee.com/how-to-get-persona-l-with-your-mobile-app-users/

Development Lifecycle Roles

Traditionally, HR departments in classic enterprises have define jobs roles such as these you might see on job boards:

  • Product managers define the business requirements of apps and features, and works with the development team to implement those requirements. The product manager also performs user acceptance testing to ensure that requirements have been implemented.

  • Software developers develop new functionality in sandbox, including both declarative point-and-click development and code.

  • Quality engineers test new functionality.

  • Release managers manage the release schedule and coordinates releases with the business. Some could be in charge of pulling changes from version control and moving them among various environments.

  • Administrators perform administrative tasks in the production org, and tracks all changes made in production.

  • Trainers design and conduct training of employees and partners for new applications and features.

PROTIP: In larger enterprises, such formalizations into separate teams or entire departments of people has attendent communication and coordination issues. Such separation assume an assembly-line approach where one group can pass its output to another group with communication mainly among managers rather than workers.

In smaller, Agile companies, one person may do all the above for a particular product. (“wear many hats”). Or different people in a team assume different roles at different times.

More about Salesforce

This is one of a series about Salesforce

  1. Salesforce index

  2. Salesforce Ohana (about the Salesforce organization and people)
  3. Salesforce Glossary (of acronyms)
  4. Salesforce Exhibitors (at Dreamforce)
  5. Salesforce Onboarding (Trailhead and IDEs)
  6. Salesforce Rock Stars (and influencers)

  7. Salesforce Offerings (Clouds, Industries, Domains, GitHub, editions, pricing, features, versions)
  8. Salesforce Certifications (training and exams)
  9. Salesforce Projects, Superbadges, and Sample Apps
  10. Salesforce myTrailhead for custom Trailhead content

  11. Salesforce Project Plans
  12. Salesforce Jobs (within Salesforce, with partners, etc.)
  13. Salesforce User Roles and Personas

  14. Salesforce Apps (in AppExchange)
  15. Salesforce Alexa
  16. Salesforce Heroku (external apps)
  17. Salesforce DX (Developer eXperience)

  18. Salesforce Non-Profit support
  19. Salesforce NPSP (Non-Profit Success Pack) performance (with Gatling)

  20. Salesforce Data Management
  21. Salesforce Einstein
  22. Salesforce Selenium (test automation)

Tutorials under construction (listed alphabetically):

  • Salesforce Apex programming
  • Salesforce Apex Testing
  • Salesforce APIs
  • Salesforce Automation
  • Salesforce Bolt
  • Salesforce Customization (objects, fields, page layouts)
  • Salesforce Field Service
  • Salesforce Inbox
  • Salesforce IoT
  • Salesforce Lightning UX
  • Salesforce Mobile
  • Salesforce NPSP (Non-Profit Success Pack)
  • Salesforce Reporting & Analytics (Custom Reports)
  • Salesforce Security
  • Salesforce Selling Success Factors
  • Salesforce Visualforce