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What does a Salesforce Business Analyst do?

Photo of Brenna Goyette
Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 4 min read

A Salesforce business analyst is responsible for analyzing an organization's sales data and developing strategies to improve sales performance. They work with sales teams to identify areas of improvement and develop plans to increase sales and improve efficiency. They also prepare reports and presentations to share their findings with senior management.

Salesforce Business Analyst job duties include:

  • Act as the liaison between business units, technology teams and management in order to understand the business needs and translate them into technical requirements
  • Gather requirements from business users, document them and develop functional specifications for Salesforce.com customizations
  • Design, configure and test Salesforce.com solutions to meet business requirements
  • Create process flow diagrams and documentation to support the Salesforce.com configuration
  • Train business users on how to use Salesforce.com features
  • Monitor usage of Salesforce.com to ensure data quality and integrity
  • Generate reports and dashboards in Salesforce.com to support business decisions
  • Perform data migrations into Salesforce.com
  • Stay up-to-date on new Salesforce.com features and releases

Salesforce Business Analyst Job Requirements

A Salesforce Business Analyst typically needs a minimum of a bachelor's degree in business administration, computer science, or a related field. They should also have previous experience working in sales, customer service, or another related field. In addition, it is helpful if they are certified in Salesforce and have experience working with the Salesforce platform.

Salesforce Business Analyst Skills

  • Business analysis
  • Stakeholder management
  • Requirements gathering
  • Process improvement
  • Salesforce configuration
  • Business process mapping
  • Functional documentation
  • Data analysis
  • Reporting
  • CRM
  • System analysis

Related: Top Salesforce Business Analyst Skills: Definition and Examples

How to become a Salesforce Business Analyst

Salesforce Business Analysts are responsible for analyzing an organization’s business processes and requirements, and designing and implementing Salesforce solutions that support those processes and requirements. They work closely with business users to understand their needs, and with Salesforce developers to ensure that the solutions they design meet those needs.

To become a Salesforce Business Analyst, you should first have a strong understanding of business processes and how they can be supported by technology. You should also have experience working with the Salesforce platform, and be familiar with its capabilities and limitations. In addition, it is helpful to have experience with other enterprise software applications, as this can give you a better understanding of how Salesforce can be integrated with other systems.

If you have the necessary skills and experience, the next step is to obtain a Salesforce certification. This will show potential employers that you have the knowledge and ability to perform the duties of a Business Analyst. Once you have your certification, you can start applying for jobs at organizations that use Salesforce. Alternatively, you can also consult for companies that are considering implementing Salesforce, or who are in the process of doing so.

Related: Salesforce Business Analyst Resume Example

Related: Salesforce Business Analyst Interview Questions (With Example Answers)

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Editor

Brenna Goyette

Expert Verified

Brenna is a certified professional resume writer, career expert, and the content manager of the ResumeCat team. She has a background in corporate recruiting and human resources and has been writing resumes for over 10 years. Brenna has experience in recruiting for tech, finance, and marketing roles and has a passion for helping people find their dream jobs. She creates expert resources to help job seekers write the best resumes and cover letters, land the job, and succeed in the workplace.

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