Are you curious about what a Salesforce Business Analyst role is? So, if you are at the beginning of your journey or want to polish your skills. Well, this comprehensive guide has everything you ever wanted to know. Salesforce Business Analysts help to drive business transformation. Let us read more about how they fill the gap between processes and technology by making business-oriented decisions that truly make an impact.
Table of content
Who is a Salesforce Business Analyst?
A Salesforce Business Analyst is one of the business analysts working on customer relationships. These professionals work with IT professionals to find technical solutions to business problems. They are the mediators between the IT professionals and the stakeholders and are accountable to the customer queries and solving their problems. They do so by connecting the end-user to the respective departments.
Salesforce BAs are also responsible for end-user acceptance. Let’s move on to the operations of a Salesforce BA.
What does a Salesforce Business Analyst do?
An overview of what a salesforce Business Analyst does is as follows:
- Communicate with stakeholders and enquire about various aspects of the project.
- File documents of the research done, based on stakeholder learnings
- Analyze and review requirements and implement solutions accordingly
- Test the solutions designed
Salesforce Business Analysts communicate with people from different departments and the customers to pass on required information. They ensure that business automation and data management are smooth and well established. They gather crucial feedback from stakeholders and improvise business processes accordingly.
Let’s head towards the section on how to become a Salesforce BA.
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How to become a Salesforce Business Analyst?
The initial requirement to become a Salesforce BA is to possess a Bachelor’s Degree, preferably in a field related to data science and IT. Certifications in various products and services of Salesforce software such as Salesforce administrator, Cloud services, and app builder are also a must. Along with these requirements, the following acquaintances are needed to become a professional in salesforce business analysis.
- Should be able to get over with stakeholder management, data analysis fundamentals, and business communication.
- Experienced in using, designing, and charting out approval principles, work processes, and security controls on Salesforce or similar CRM platforms
- Excellent proficiency in verbal and non-verbal skills along with relational aptitudes
- Experienced in handling multiple undertakings working in a collective group
- Adapt to any business environment and be effective in making strategic decisions and plans to be followed
- Eager to learn and acquire new skills and abilities related to the department
- Well versed with platforms such as Microsoft Word, PowerPoint, Excel, Visio, and Project experienced in executing the platform of Salesforce CRM using Software Development Lifecycle (SDLC)
Let’s delve into a detailed understanding of the roles and responsibilities of a Salesforce Business Analyst, and to enrich you further, learn about how to become a business analyst.
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Salesforce Business Analyst Responsibilities
Salesforce business analysts are identified by their unique duties and responsibilities. Here are a few responsibilities taken up by them.
- Connect with stakeholders and business partners to discuss the customer requirements and related problems
- Connect with the team of developers for discussion on the technical matters of the Salesforce software
- Direct the authorities and help them by providing insights to devise a plan of action
- Should make sure that there is a clear understanding of concepts amongst the personnel involved
- Train the other executives in the Salesforce team by providing them with suitable and practical training.
- Explain to the Salesforce team the various operations of the Salesforce in different fields
- Maintain security of the information acquired from the software by working on the visibility of the tools and platforms.
- Create multiple dashboards to cater to the needs of the Salesforce users by taking into consideration the business functionalities and requirements
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Skills required to become a successful Salesforce Business Analyst
To kick start your career with impulsive growth, adhere to the following skillset.
Analytical Skills
You need to think rationally about the customer’s needs and examine them thoroughly in this role. So, in order to start your Salesforce job and make a stronger career in this domain, you must have deep analytical expertise and a great ability to transform them into applicable development.
Documentation Skills
You must be able to manage documents adequately as a Salesforce Business Analyst. You will certainly be dealing with exceedingly complex data in large quantities. Separating various documents into appropriate ones can make your job much easier and more structured. That is why documentation skills are required.
Data Management Skills
Knowing your data and when to utilize it appropriately is the most crucial thing in the twenty-first century. As a BA, you will be dealing with a lot of data and will need to know how to manage it. You’ll need to understand how to evaluate data trends, eliminate duplication, and a lot more. So, Knowledge of data management skills
Knowledge in Business Processes
As a Business Analyst, you need to work on a variety of tasks in a variety of sectors, each with its own business operations. It is critical that you comprehend the clients’ workflow, trouble areas, and objectives. Ascertain that you supply solutions that the consumer appreciates and that are long-lasting. You need to understand each step of the business process from gathering requirements/resources for the project to analyzing it and verifying the final product. This is one most important skills that help you work confidently in your job role as a Salesforce Business Analyst.
Soft Skills
Problem Solving Skills: This role requires strong problem solving skills since it helps you resolve all your issues efficiently. Problem-solving abilities necessitate swiftly recognising the underlying problem and putting a solution in place.
Active Listening: You need to be able to take attention to each detail. If you can pay attention to every detail then you can easily understand where the problem exists. With the ability to understand the issues and think strategically, you can negotiate effectively.
Time management: Your ability to manage your time efficiently, be productive, and complete all of your daily tasks is known as time management. Prioritizing tasks, using initiative, being self-directed to meet deadlines, self-motivation, and working confidently is necessary to keep going in this industry.
Collaboration Skills: Salesforce initiatives necessitate collaboration. It’s crucial to be able to work well with others and organize your activities with the entire team.Communication Skills: You need outstanding teamwork abilities and how to communicate with teams and stakeholders. Also, you need to have a strong ability to engage and influence stakeholders, at any instance. This will allow you to maintain strong and effective work relationships with stakeholders.
Salesforce Business Analyst Job Description
To get an outline of the job description of a Salesforce Business Analyst, we’ve shared the sample job description by Acumen Solutions. The job description varies with the requirements of a company. The company is looking forward to hiring business analysts who are well versed in Salesforce CRM software.
Salesforce Business Analyst Resume
Who would not want an eye-catching resume! Here are a few tips which can help you build an attractive Salesforce resume.
- Include a summary, resume header, experience in Salesforce or business domain, technical and soft skills, certifications, and educational qualifications. Make sure all the provided information is relevant.
- Precisely write down the resume header, as it catches the attention of the recruiter. Write a concise summary about yourself.
- Provide details of your experiences related to the job profile. Try to emphasize your experience in Salesforce and the analyst roles. Keep them brief but informative.
- Highlight the skills section by providing the ones that match with the job profile
- And finally, mention your educational background. Job profiles with 10+ years of experience would require a Master’s degree in the related field.
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Overview of Salesforce Software
Salesforce CRM is a cloud-based software that helps organizations to effectively streamline their sales and marketing operations. The various cloud services offered by Salesforce are –
Other services provided by Salesforce are
- Force.com – allows admins and developers to create websites and applications into the main application.
- AppExchange – an online application marketplace for third-party applications that run on the Force.com platform
- Heroku Enterprise – gives developers the flexibility to create apps using preferred tools
- Salesforce Thunder – a big data and rules processing engine designed to analyze events and take personalized actions.
- Salesforce Sandbox: sandbox in Salesforce allows developers to test ideas in a safe and isolated environment.
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Salesforce Business Analyst Jobs and Salary
Salesforce Business Analyst Salary
A Salesforce Business Analyst has higher earnings as compared to business analysts in other departments since it’s a highly technical and experience-driven role. The salary trends vary with countries as shown in the figure below. Salary ranges can vary broadly depending on various factors such as education, additional skills, certifications, and the number of years spent in their profession.
Salesforce Business Analyst Salary in India
The average Salesforce Business Analyst salary in India is ₹ 21.1 Lakhs p.a. for employees with experience between 5 years to 10 years. According to Glassdoor, the following are the salaries in various locations of India.
| Location in India | Salary per year |
| Banglore | ₹8,00,000 |
| Delhi | ₹8,71,000 |
| Mumbai | ₹26,50,194 |
| Pune | ₹10,33,573 |
| Chennai | ₹7,17,629 |
| Kolkata | ₹7,13,537 |
Salesforce Business Analyst Salary in US
According to Glassdoor, The national average salary for a Salesforce Business Analyst is $86,076 in the United States.
| Location in US | Salary per year |
| New york | $93,988 |
| Los Angeles | $82,176 |
| Chicago | $79,782 |
| Washington | $82,306 |
| San Jose | $1,00,003 |
| Dallas | $94,427 |
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Prospect of Salesforce Business Analyst Jobs
As discussed above, Salesforce Analysts will have a great career ahead, given that they’re qualified and equipped with the required skills. There are various benefits in being a Salesforce BA which include overall enhanced product efficiency, optimized organization processes, outstanding customer experience, and greater earnings.
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Conclusion
A Salesforce career is diverse and engrossing and leads to personal growth. A Salesforce BA possesses a unique career that cannot be replaced by any other profession. To make it easier for fascinated students, Intellipaat has brought up many informative salesforce certification courses as mentioned above to make you a certified professional and rise in your career.