SFDC BA

Business Requirements Analysis:

• Gather, analyze, and document business requirements by conducting interviews, workshops, and reviewing existing processes.
• Translate business needs into detailed functional and technical specifications for Salesforce solutions.

Stakeholder Collaboration:

• Act as a liaison between business teams, IT teams, and Salesforce developers to align on project goals.
• Communicate effectively to ensure stakeholders are informed about progress, challenges, and solutions.

Salesforce Customization:

• Work with the Salesforce development team to design and customize Salesforce features (e.g., Sales Cloud, Service Cloud, Marketing Cloud).
• Provide input on configuration, workflows, and automations to meet business requirements.

Testing and Quality Assurance:

• Develop and execute test cases to validate system functionality and ensure user requirements are met.
• Perform user acceptance testing (UAT) and coordinate with end-users for approval.

Documentation:

• Create and maintain comprehensive documentation, including business process flows, user stories, use cases, and training materials.

Training and Support:

• Provide training sessions and support for end-users to improve adoption and effective utilization of Salesforce.
• Troubleshoot issues and recommend solutions for continuous improvement.

Data Management:

• Collaborate with data teams to ensure data quality, migration, and integration align with business objectives.

Process Optimization:

• Identify areas for improvement in business processes and propose Salesforce-based solutions to increase efficiency.

• 5+ years of experience as a Salesforce Business Analyst or in a similar role.
• Proficient in Salesforce platform functionalities (e.g., Sales Cloud, Service Cloud).
• Strong knowledge of Salesforce configuration (reports, dashboards, workflows, validation rules).
• Understanding of Salesforce integration capabilities (APIs, middleware).
• Familiarity with Agile/Scrum methodologies and tools like Jira.
• Excellent communication, analytical, and problem-solving skills.
• Salesforce certifications (e.g., Salesforce Certified Administrator, Salesforce Certified Business Analyst) are preferred.

• Experience with CPQ, Marketing Cloud, or other Salesforce products.
• Background in data migration and tools like Dataloader or MuleSoft.
• Understanding of Apex, Visualforce, and Lightning Components is a plus.