Salesforce Business Analyst

Key Responsibilities

Requirements Gathering & Analysis

• Conduct discovery workshops with business stakeholders.
• Gather, analyze, and document business and functional requirements.
• Create BRDs, FRDs, user stories, process flows, and acceptance criteria.
• Maintain requirements traceability throughout the project lifecycle.
• Identify gaps, risks, and dependencies in business processes.

Salesforce Functional Consulting

• Work extensively with Salesforce Sales Cloud, Service Cloud, Experience Cloud, and related products.
• Translate business requirements into Salesforce solutions.
• Support configuration activities including:
• Page Layouts
• Record Types
• Validation Rules
• Approval Processes
• Assignment Rules
• Flows and Process Automation
• Collaborate with architects and developers to deliver scalable solutions.

Process Improvement & Optimization

• Document current (As-Is) and future (To-Be) business processes.
• Identify opportunities for process automation and business transformation.
• Recommend Salesforce-native solutions to improve efficiency and user adoption.

User Acceptance Testing (UAT)

• Define UAT strategy and test scenarios.
• Coordinate testing activities with business teams.
• Track defects and facilitate issue resolution.
• Ensure business sign-off before production deployment.

Stakeholder Management

• Act as the primary liaison between business users and technical teams.
• Facilitate sprint reviews, demos, workshops, and status meetings.
• Communicate project progress, risks, and dependencies effectively.

Training & Change Management

• Create user guides, training materials, and process documentation.
• Conduct end-user training sessions.
• Support change management and adoption initiatives.

Required Skills

• Strong experience as a Salesforce Business Analyst or Salesforce Functional Consultant.
• Hands-on knowledge of:
• Salesforce Sales Cloud
• Salesforce Service Cloud
• Lightning Experience
• Salesforce Flow
• Reports & Dashboards
• Security & Sharing Model
• Experience in Agile/Scrum methodology.
• Strong stakeholder management and communication skills.
• Expertise in requirement elicitation, business process mapping, and documentation tools.

Preferred Skills

• Experience with Experience Cloud, Agentforce, or Industry Clouds.
• Knowledge of integrations and APIs.
• Exposure to Jira, Confluence, and SharePoint.
• Experience working in large enterprise transformation programs.

Certifications Preferred

• Salesforce Administrator (ADM 201)
• Salesforce Business Analyst Certification
• Salesforce Sales Cloud Consultant
• Salesforce Service Cloud Consultant