Salesforce Business Analyst
Core
Connect business needs with Salesforce solutions to improve processes and user experiences by analyzing workflows and translating objectives into platform configurations.
Role type
Salesforce Business Analyst
Builds
Salesforce configurations, functional specifications, and optimized workflows
Domain
Enterprise CRM / Cloud Computing
Required skills
Requirements gathering, Business Requirements Documents (BRD) development, Functional Requirements Documents (FRD) development, Process mapping, User Acceptance Testing (UAT) coordination, User training and adoption support, Stakeholder management, Salesforce platform knowledge (Sales Cloud, Service Cloud, CRM)
Preferred skills
Salesforce certifications (Administrator, Business Analyst), Agile/Scrum methodologies, Salesforce Lightning, Flow Builder, CPQ
Technologies
Salesforce, Sales Cloud, Service Cloud, Lightning, Flow Builder, CPQ
Responsibilities
Gather, document, and analyze business requirements to define effective Salesforce solutions; Translate business requirements into Salesforce concepts including objects, fields, workflows, and automation; Develop clear functional documentation including BRDs, user stories, and process flows; Coordinate UAT, develop documentation, and support issue resolution; Deliver user training and provide post-deployment support to encourage adoption; Collaborate with business units and IT teams to align solutions with organizational objectives; Identify opportunities for process optimization and automation.
Seniority
Senior, experienced professional