Salesforce Business Analyst

6 years

0 Lacs

Posted:2 months ago| Platform: Linkedin logo

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Work Mode

Remote

Job Type

Full Time

Job Description

Job Title: Salesforce Business Analyst

Experience: 6+ Years

Location: Remote

Employment Type: Full-Time


Job Summary:

Salesforce Business Analyst


Key Responsibilities:

  • Gather, document, and analyze business requirements and translate them into Salesforce functional specifications.
  • Collaborate with stakeholders, product owners, developers, and admins to deliver scalable Salesforce solutions.
  • Conduct workshops, interviews, and process analysis sessions with cross-functional teams.
  • Create user stories, process flows, wireframes, and data models.
  • Support system configurations and manage enhancements within Salesforce.
  • Lead UAT sessions, create test cases, and assist with user training and documentation.
  • Serve as the liaison between business users and technical teams.
  • Monitor Salesforce platform usage, user adoption, and recommend optimizations.


Mandatory Skills:

  • Strong understanding of

    Salesforce platform capabilities

    , including Sales Cloud, Service Cloud, and basic Marketing Cloud.
  • Hands-on experience with

    creating custom objects, fields, workflows, process builders, validation rules, and flows

    .
  • Solid grasp of

    data modeling, integration concepts

    , and Salesforce security model (roles, profiles, sharing rules).
  • Proficiency with

    reporting, dashboards,

    and

    Salesforce Lightning

    UI.
  • Experience with

    Agile methodologies

    and using tools like

    JIRA

    ,

    Confluence

    , or

    Azure DevOps

    .
  • Excellent communication, stakeholder management, and documentation skills.


Preferred Qualifications:

  • Salesforce certifications such as

    Salesforce Certified Business Analyst

    ,

    Administrator (ADM 201)

    , or

    Platform App Builder

    .
  • Exposure to

    third-party Salesforce integrations

    (e.g., DocuSign, Marketo, Pardot, CPQ, Tableau CRM).
  • Experience in industries like

    SaaS

    ,

    Finance

    ,

    Healthcare

    , or

    Retail

    is a plus.
  • Familiarity with

    Power BI, Tableau

    , or other reporting tools.
  • Basic understanding of

    APIs

    ,

    SOQL

    , and

    Apex

    is a plus (not mandatory).

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