Salesforce Business Analyst Job Description (2022)

Job Descriptions

Salesforce Business AnalystJob Description


168votesfor Salesforce Business Analyst

Salesforce business analystprovides functional leadership and best practices on the SFDC platform, including core SFDC Sales Cloud, Service Cloud, Communities, Apttus CLM, Apttus Quoting and Financial force.

Salesforce Business AnalystDuties & Responsibilities

To write an effective salesforce business analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included salesforce business analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Design, develop and maintain all company, team, and individual dashboard metrics

Establish and implement best practice procedures for system maintenance and optimization, configuration development, testing, data integrity, backups

Consult with business stakeholders on new solutions and assist in implementation of these solutions on the SalesForce platform

Consult with users to optimize their business processes and lead the CRM group meetings to drive business priorities

Provide support to ensure normal system operation troubleshooting production issues and problems

Proactively monitor system operations, recommend improvements, and manage user acceptance test planning for execution of critical CRM projects

Make recommendations on improvements to the user experience and increase system adoption

Review the content of each new release and its impact on business processes and report back weekly on with status updates to the Executive team

Partner with functional experts from across the business to build requirements/user stories

Salesforce Business AnalystQualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications forSalesforce Business Analyst

List any licenses or certifications required by the position:SFDC, PMP, ADMIN, ADM201, IIBA, ADM211, ADM, PSM, CSM, PMIPBA

Education forSalesforce Business Analyst

Typically a job would require a certain level of education.

Employers hiring for the salesforce business analyst job most commonly would prefer for their future employee to have a relevant degree such asBachelor's and Collage DegreeinComputer Science, Business, Education, Information Systems, Technical, Business/Administration, Information Technology, Engineering, Software Engineering, Technology

Skills forSalesforce Business Analyst

Desired skills forsalesforce business analystinclude:

Project management concepts

Service Cloud

Business operations and systems requirements processes


SDLC and Agile project methodologies

Agile development practices

Applicable programming languages used

Excel and Visio


Sales Cloud

Desired experience forsalesforce business analystincludes:

The Business Systems Analyst Lead must have experience in implementation tasks

The Business Systems Analyst Lead must have a minimum 36 months experience working on a Salesforce platform

Must have Salesforce experience, including demonstrated proficiency in custom fields/objects, workflow and validation rules, email templates, formulas, and dashboards/ reporting

Salesforce certification(s) are highly desirable

Experience with any of the native Salesforce encryption solution is an asset

Accept requirements from multiple stakeholders and prioritize product backlogs and analyze them for impacts to the systems

Salesforce Business AnalystExamples

Our company is growing rapidly and is hiring for a salesforce business analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.

Responsibilities for salesforce business analyst

  • Champion continuous process improvement across the product development lifecycle
  • Drive system adoption through end user support and training
  • Identify areas of improvement and implement solutions in process
  • Maintain system reports and dashboards to track trends in usage, adoption, and other key metrics
  • Creates, monitors, and updates detailed project plans
  • Reviews and provides input into project scope definitions
  • Typically, responsible or heavily Involved in the creation of end user and administrator training material, potentially delivering end user training
  • Partner with the internal business areas (such as Finance and Operations, Home Office Service Team, Meeting Planning Group, CIAM, Europe and Asia teams) to understand their business and strategic initiatives, process and system enhancements
  • Proactively identifies areas for improvement within assigned business areas
  • Leads projects

Qualifications for salesforce business analyst

  • SFDC Admin 201 Certification
  • Experience with implementations from AppExchange
  • Bachelor's degree from an accredited college or university with a major coursework in Business Management, Computer Science, MIS or Marketing required
  • Minimum 5 years of experience with sales management software (e.g.,, ) administration required, preferably with a large-scale, multi-national company
  • Experience with the CRM solutions and supporting front office systems (Sales, Marketing, Call Center)
  • Responsible for successful completion of unit and function testing all supporting documentation required for the Validation phase

Our growing company is hiring for a salesforce business analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.

Responsibilities for salesforce business analyst

  • Participates with internal business areas to solicit end user requirements, gains understanding of the purposes or goals of various processes, offerings or practices
  • Creates well defined business cases by analyzing the value of an idea, concept, request or potential project including, defining the scope, objective, and baseline requirements
  • Serve as a subject matter expert on Salesforce configuration and development for Salesforce Communities and Zuora
  • Facilitate requirements workshops, documenting detailed functional, technical, reporting & data requirements
  • Gather, create and document current and future business process flows
  • Help create and implement solutions based on requirements for stories
  • Understand basic UI concepts and User Experience
  • Define, monitor and execute projects through the project development lifecycle under the leadership of the Product Owner
  • Manage project scope and escalate issues where necessary to Product Owner
  • Take responsibility for overall progress on assigned projects and report any blockers to Product Owner

Qualifications for salesforce business analyst

  • Minimum of 5 years of analyst/administrator experience required
  • Bachelor Degree with additional Education/Training in a Business Functional Area or equivalent
  • Use Case Development, Software Requirements Specification, Functional Specification, RUP, UML & familiarity with Software Design, Software Configuration Management, Software Engineering Process, Software Engineering Management, Software Engineering Quality
  • Strong Salesforce knowledge
  • Program management operations experience
  • Communication & enablement skills

Our company is growing rapidly and is looking to fill the role of salesforce business analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.

Responsibilities for salesforce business analyst

  • Ensure project objectives are met and team understands the requirements
  • Assist with JIRA backlog grooming and ensure each story includes a clear description and acceptance criteria
  • Serve as an subject matter expert on assigned project initiatives
  • Partner with the business users, IT and vendors to analyze and scope new Salesforce enhancements and roadmap projects
  • Gather business requirements, configure in a Salesforce sandbox, demo to the business, test and deploy into Production
  • Develop test scripts and test cases
  • Help create and maintain user and technical documentation
  • Train and mentor other team members, business users and IT
  • Investigate new uses for existing apps or discover new apps to achieve competitive advantage
  • Utilize the Salesforce toolset, perform the configuration, screen creation, and declarative programming required to meet business objectives, including business screens, reports, dashboards, and workflows

Qualifications for salesforce business analyst

  • 5+ years of experience working with Salesforce an administrator configuring applications
  • Experience configuring Salesforce Communities
  • Strong client/stakeholder engagement capabilities
  • Scrum or Agile methodology experience
  • Experience utilizing Zuora
  • Proven track record in leading initiatives and managing medium sized projects

Our company is looking for a salesforce business analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.

Responsibilities for salesforce business analyst

  • Focus on Sales and Customer Support tools, particularly in the areas of opportunity management, account/contact management, case management, entitlement management and 3rd party tools
  • Provide strong analytical, problem solving, technical, and project management skills to effectively collect requirements, identify alternatives, and design and deploy quality solutions
  • Partner with project stakeholders across the business and Corporate Infrastructure by analyzing all requirements to formulate business needs and translate those into application functionality, deciding when to advocate and when to compromise to arrive at a mutually acceptable solution
  • Use and recommend best practices while delivering scalable high quality solutions
  • Deliver technology solutions – Implement global technologies and services to meet long term HR and business needs
  • Driving operational excellence – Drive global HR process optimization and standardization while balancing the business need for flexibility and appropriate localization
  • Plan and facilitate requirements definition sessions with stakeholders to capture business requirements
  • Create detailed requirements, use cases, guides, and diagrams for product releases
  • Assist with project planning, scoping and management
  • Assist in the writing of the test plans, cases & scripts as required

Qualifications for salesforce business analyst

  • The Business Systems Analyst Lead must have a minimum of 36 months experience in planning and executing user acceptance testing initiatives for systems projects
  • Proficiency with DataLoader, SOQLXplorer and Excel for data manipulation and complex custom reports
  • Demonstrate understanding of VisualForce, HTML, Javascript and CSS
  • Flexible and able to adapt to changing business and technology environments
  • Consistently taking initiative and seeking opportunities to learn and grow
  • Detail-oriented, responsible and efficient

Our company is growing rapidly and is searching for experienced candidates for the position of salesforce business analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.

Responsibilities for salesforce business analyst

  • Build and maintain knowledge of business processes and evolving business needs
  • Partner with stakeholders to identify areas for improvement and document business requirements
  • Plan, estimate and execute delivery of end-to-end solutions
  • Manage configuration and setup of and related Applications
  • Work closely with teammates and third-party contributors including software vendors, implementation partners, and consultants
  • Guide user acceptance testing
  • Identify and develop custom solutions that address functionality gaps
  • Understand interdependencies with other business Applications
  • Troubleshoot and resolve support issues as needed
  • Keep abreast of new Salesforce features and functionality

Qualifications for salesforce business analyst

  • Excellent business experience and insights
  • An understanding of information technology capabilities to apply to business requirements
  • Experience with integrating business/custom-built web-based applications with social media applications a plus
  • Ability to manage business rule sets
  • Experience creating and managing advanced survey logic and results
  • Bachelor's Degree in Computer Science, Mathematics or a technical field

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