Role: Salesforce Business Analyst

Key responsibilities

Business Analysis:

• Gather, document, and analyse business requirements from stakeholders.

• Develop user stories, process flows, and wireframes to communicate

requirements effectively.

• Perform gap analysis to determine Salesforce customization needs versus

standard functionality.

• Act as a liaison between technical teams and business stakeholders.

• Conduct stakeholder meetings, workshops, and interviews for requirements

elicitation.

Salesforce Administration:

• Manage and configure Salesforce platform, including objects, fields, workflows,

validation rules, and page layouts.

• Maintain user roles, profiles, permissions, and security settings.

• Handle data imports, exports, and data cleansing activities using tools like Data

Loader or Workbench.

• Monitor and improve system performance, ensuring minimal downtime.

• Manage Salesforce release updates and system enhancements.

System Customization and Enhancements:

• Design and implement solutions using declarative tools such as Process Builder,

Flow Builder, and Lightning App Builder.

• Collaborate with developers to implement advanced customizations and

integrations.

• Create and manage reports and dashboards tailored to business needs.

Training and Support:

• Conduct end-user training sessions and create documentation for new

functionalities.

• Provide ongoing support to resolve issues and improve user adoption.

• Act as a subject matter expert for Salesforce-related queries.

Project Management:

• Assist in project planning, prioritization, and coordination of Salesforce

implementations or enhancements.

• Work with cross-functional teams to deliver projects on time and within budget.

Required skills

A minimum of 7 years of experience as business analyst is mandatory for this role.

Salesforce Skills:

• Expertise in Salesforce Sales Cloud, Service Cloud, and Lightning Experience.

• Proficiency in Salesforce declarative tools (Flow Builder, Process Builder,

Validation Rules).

• Strong understanding of Salesforce security model, including profiles, roles, and

permission sets.

• Familiarity with AppExchange products and third-party integrations.

• Knowledge of Apex, Visualforce, and SOQL (basic understanding for

communication with developers).

• Familiarity with tools like JIRA, Confluence, or similar project management

platforms.

Business Analysis Skills:

• Strong analytical and problem-solving skills.

• Proficiency in tools like Jira, Confluence, Visio, or Lucidchart.

• Excellent communication and documentation skills for translating business

needs into technical requirements.

Technical and Data Management Skills:

• Experience with ETL tools for data migration and cleansing (e.g., MuleSoft, Data

Loader).

• Advanced Excel skills for data analysis and reporting.

• Familiarity with Agile and Waterfall methodologies.

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Soft Skills:

• Strong stakeholder management and negotiation skills.

• Ability to prioritize tasks and manage multiple projects simultaneously.

• Team leadership and mentoring junior admins or analysts.

Good to have

Below certifications are good to have:

• Salesforce Certified Advanced Administrator

• Salesforce Certified Business Analyst (or equivalent)

• Salesforce Platform App Builder

• Optional: Salesforce Sales Cloud Consultant, Service Cloud Consultant