Business Analyst(salesforce)

Experience:

• Collaborate with business stakeholders to understand business needs, objectives, and challenges.
• Conduct stakeholder interviews, workshops, requirement-gathering sessions, and discovery meetings.
• Analyze business processes and identify opportunities for process improvement and automation using Salesforce.
• Translate business requirements into detailed functional requirements, user stories, acceptance criteria, and business process flows.
• Create and maintain Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), process maps, and other project documentation.
• Work closely with Salesforce developers, administrators, architects, and QA teams to ensure requirements are implemented correctly.
• Configure and validate Salesforce standard features, including objects, fields, record types, page layouts, validation rules, flows, reports, and dashboards, as required.
• Gather and document requirements for Salesforce Sales Cloud and Service Cloud implementations.
• Analyze existing Salesforce functionality and recommend solutions using standard Salesforce capabilities before considering customization.
• Manage and prioritize the product backlog in collaboration with product owners and business stakeholders.
• Participate in Agile ceremonies, including sprint planning, daily stand-ups, backlog refinement, sprint reviews, and retrospectives.
• Support Salesforce integration requirements with third-party applications and external systems.
• Develop test scenarios and test cases, support User Acceptance Testing (UAT), and coordinate defect resolution.
• Perform gap analysis between current business processes and proposed Salesforce solutions.
• Support data migration, data validation, and data quality initiatives.
• Assist with release planning, deployment coordination, change management, and post-production support.
• Provide user training, prepare user guides, and support change adoption.
• Ensure Salesforce solutions align with business objectives, security requirements, and organizational standards.

• Required Skills and Qualifications:

• Bachelor's degree in Business Administration, Information Technology, Computer Science, or a related field.
• Minimum 5+ years of experience as a Business Analyst, preferably with Salesforce CRM projects.
• Strong hands-on experience in requirements elicitation, analysis, documentation, and stakeholder management.
• Good understanding of Salesforce Sales Cloud and Service Cloud.
• Experience writing user stories, acceptance criteria, BRDs, FRDs, and functional specifications.
• Knowledge of Salesforce objects, relationships, fields, record types, page layouts, profiles, permission sets, and sharing rules.
• Understanding of Salesforce automation tools, including Flow Builder, validation rules, and approval processes.
• Experience with Agile/Scrum methodologies and tools such as Jira and Confluence.
• Experience in process mapping using tools such as Visio, Lucidchart, or equivalent.
• Strong analytical, problem-solving, communication, and presentation skills.
• Experience supporting UAT, functional testing, defect management, and release activities.
• Ability to communicate effectively with both technical and non-technical stakeholders.

• Preferred Qualifications:

• Salesforce Business Analyst certification.
• Salesforce Administrator certification.
• Experience with Salesforce Service Cloud, Sales Cloud, Experience Cloud, or Salesforce CPQ.
• Familiarity with Salesforce integrations, APIs, and data migration concepts.
• Experience with reporting and dashboards, data analysis, and CRM analytics.
• Understanding of Salesforce security, sharing models, and role hierarchy.
• Experience working on large-scale Salesforce implementations or multi-cloud projects.
• Familiarity with tools such as Postman, SQL, Data Loader, and test management platforms.

• Key Competencies

• Business process analysis and optimization.
• Stakeholder engagement and expectation management.
• Requirement prioritization and scope management.
• Functional solution design and gap analysis.
• Agile delivery and cross-functional collaboration.
• Documentation, presentation, and decision-making.
• Risk identification and issue resolution.