The Salesforce ecosystem has been broadening and reaching more companies. Salesforce may be an easy job platform but, some roles can be complex to learn. Because of this, companies prefer certified professionals to help them with Salesforce.

Are you thinking of pursuing your career as a salesforce business analyst? Or are you already a part of this industry but want to polish your skills? If yes, we are here to help you. In this blog, we will discuss the top 10 salesforce business analyst skills you must have. But before moving right into it, let us give you a short introduction about SBA.

Salesforce Business Analyst Skills

Salesforce Business Analyst

It is a project-based role. The role of salesforce business analysts is to improve business. BAs help organizations to improve organizational processes and their efficiency using Salesforce. They extract, record, and assess business needs to provide effective solutions. =

Salesforce business analysts work as an interpreter. They are the best choice when talking about links between stakeholders and IT. SBAs ensure that everyone works together to get the best outcome. 

All departments within the company collect, handle, stock, and transfer large amounts of data. So for the employees, they must have software, hardware, services, and products. These four components must be present to help them operate well.

Top 10 Salesforce Business Analyst Skills

Top 10 Salesforce Business Analyst Skills

As you will be performing multiple tasks as an SBA, you must possess considerable skills too! Besides technical skills, a salesforce business analyst should also have soft skills. Soft skills help you to complete projects, manage deadlines, and communicate with the team. 

1) Salesforce Product Expertise

You must know the Salesforce product as you will be working on Salesforce. You need to know the basics of its products. You can learn about salesforce products through Salesforce training.

2) Documentation

As an SBA, you will be spending more of your time on documentation. Starting from the need of collecting:

  • Notes
  • process flows
  • Architecture document
  • Schedule
  • User stories
  • UAT strategy document

SBAs must approve every document targeted to the customers. As an SBA, you must ensure that all your document templates are handy. The type of document targeted to the customers varies from company to company. Companies may have their templates. But if they do not, you can download them from the internet. You can modify predefined templates to fit your customer’s needs.

3) People Management

People management means managing your customers and team members. It may also involve email writing and communication skills. An SBA should communicate with the customers well according to the methods recommended. You should build trust with your team and customers. Make sure to have transparent communication with them.

4) Project Management

Project management can be a difficult task. You are responsible to:

  • Plan 
  • Execute
  • Allocate 
  • Deliver
  • Troubleshoot
  • Manage customer-given changes

You have to achieve your task while being people-friendly, detail-oriented, and organized. You need to maintain a balance between your customers and your company. 

5) Gripping Business Processes

As an SBA, you may encounter many different projects with different business processes. You must understand the process, obstacles, and needs of the customers. Ensure to provide acceptable and sustainable solutions to your customers. No one prefers a position where they have to change the processes after months. The processes must be customized considering everyone involved in the company. They must be able to make life easy for each person involved.

6) Analysis

Being a Salesforce business analyst, analysis is the bread and butter for you. You should be able to analyze the needs, gaps, processes, and provide solutions to your customers. As an SBA, analytical thinking and problem-solving are the skills you will need the most. You have to keep thinking about ways to innovate and make your customer’s life better.

7) Data Management

In the 21st century, you must know how and when to use your data correctly. As an SBA, you will deal with lots of data so you should know how to manage it. You should know how you can analyze data patterns, avoid duplicates, and more. Data management tools by Salesforce make it easy for you to manage data. You can manage, analyze, and customize your data using Salesforce tools.

8) Organization

SBAs are considered as good as the scope and quality of the data and information they collect. The quality of the information relies on the organization of the data. Organized data is always accurate and detailed. In data-cluttered environments, organizing data is a difficult task.

9) Relatability

SBAs should be able to think like their customers. In this way, they can identify the weaknesses and provide solutions based on the CRM’s feedback. By adjusting to the customer’s level and recognizing their needs, SBAs can modify the products and services. In this way, they can resonate with the customers well. According to recent studies, 75% of consumers are willing to pay more for satisfying products and services.

10) Goal-Oriented

Salesforce allows you to produce real-time actionable information about business performance. If SBAs do not focus on the end goal, these details will be meaningless. They must know what the business needs and why. Also, they should know the results they will get after meeting that need. Once you know these basic aspects, you can outline the steps and benchmarks to successfully cross the finish line.

Salesforce Business Analyst Training

QA Training In Chicago offers many QA and BA certificate training and placement services to its candidates. Among them, Salesforce business analyst training is one of the best training recommendations for you. 

The Salesforce business analyst training program is designed for beginners. This program helps you to become a well-trained and skilled IT professional. It will polish your skillset for this ever-changing field. 

It includes everything you need to know to become a Salesforce business analyst professional. This course is designed by industry experts to help you learn new and in-demand tools. The course starts from the basics of Salesforce business analysis and moves towards advanced topics. The Salesforce business analyst Training will include:

  • Overview on PaaS, IaaS, SaaS
  • CRM, its architecture, and uses.
  • Creating a Salesforce Account.
  • MVC Model (Model-View-Controller.
  • Understanding Application, Fields, Tabs, and Objects.
  • And much more.

After obtaining this certificate, you will gain advanced-level expertise. Upon completing this training, you will be able to apply for advanced-level jobs.