Salesforce Business Analyst

When it comes to wearing multiple hats, you definitely need multiple skills to ace it. If you are looking forward to building a career as a Salesforce Business Analyst in the Salesforce industry or are already one but want to enhance your skills, ensure you develop or possess the below-mentioned skills.

Salesforce Business Analysts (BAs) are the bridge between the customer and the implementation partner. BAs need to know the project inside out.

• During the Planning & Analysis stage, BAs identify the requirements defining the project scope and the gaps.
• In Design stage, BAs help solves the requirements along with the Solution Architects & Developers.
• During the Development stage, BAs regularly check if the Developers are on the right path, help them with requirement clarification and demo the product to the customer.
• At Testing stage, BAs help QAs and customers to test the system. During the Go-Live stage, BAs support the customer in training and post-implementation support.

Right from the requirement capture, running customer workshops, requirement elicitation, interacting with different customer user groups, creating the business requirement document (BRD), and capturing the as-is and to-be processes- this all is taken care of by a Salesforce Business Analyst(BA).

• Facilitates business requirement gathering sessions and information gathering from stakeholders, including Product Owner and SMEs.
• Works closely with business in co-facilitation of workshops and analyzing current state and future state business processes
• Creates and refines user stories based on prioritized features in Jira
• Leads backlog refinement sessions to define and review user stories and acceptance criteria with stakeholders.
• Collaborates closely with Experience Designer to ensure the user experience is taken into consideration in business requirements

Here are the Skills required to become a successful Salesforce Business Analyst. Top 7 Skills in a Salesforce Business Analyst’s checklist:-

#1. Salesforce Product Expertise –

It is important to know the basics of all Salesforce products. Trailhead is the best way to get started to learn any Salesforce product. And if you want to connect to fellow Business Analysts, you must join the Salesforce Chatter Groups.

#2. Documentation

Documentation takes up a major chunk of a BA’s time. Starting from the Requirement Gathering Notes, Schedule, Process Flows, User Stories, Architecture document, UAT Strategy document – any and every customer-facing document need to be written and/or approved by the BA of the project.

#3. People Management

Managing people includes managing the customer and your internal team members. It also includes communication skills and email writing skills.

#4. Project Management

Managing a project is a tricky task as you have to plan, execute, allocate, deliver, troubleshoot, and manage the changes given by the customer while being organized, detail-oriented, and people-friendly.

#5. Understanding Business Processes

Being a BA, you will come across multiple projects, of various industries, each having a different business process. It is essential that you understand the process, pain points, and goals of the customers.

#6. Analysis

Analysis is the bread and butter for a Business Analyst (not just because it has Analysis in its name). You must be able to analyze the requirements, the gaps, the process, and then provide the solution to the customer.

#7. Data Management

The most important thing in the 21st century is knowing your data and when to use it correctly. Being a BA, you will deal with lots of data and you must know how to handle it. You must know how to analyze the data patterns, avoid duplicates, and much more.