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Did you know that Salesforce is providing cloud services to approx 150,000 organizations worldwide? Or that the expected job demand for Salesforce for the year 2022 is 3.3 million? Yes, you heard it right! 

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.

By using Salesforce technology, you can do a lot as a Business Analyst. So are you thinking of becoming a part of the Salesforce ecosystem? And do not want to adapt to any technical role? Then Salesforce Business Analyst is the role designed for you.

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. 

Industries You Can Work In As Salesforce Business Analyst

From the public sector to government agencies to private, healthcare, and finance sectors. Many industries need SBAs who know about CRM technologies. Salesforce business analysts have the opportunity to work in the following sectors:

  • Government agencies
  • Public sector organizations
  • Business consulting
  • Social services
  • Health care
  • IT
  • Finance
  • Insurance

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.

What are the main responsibilities of a Salesforce business analyst?

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, and 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 Roles

It is ideal to choose a Salesforce career path if you are already involved in management. Or you may be working as an analyst or in the IT field. Or maybe you are willing to start your career in this field and want to know the career paths. 

The career paths for salesforce business analysts can be diverse. 

Taking up this profession depends on the experience you have. If you have already worked in an analyst or management role, you can apply for the senior position. And, you can also aim for a higher salary. When you are an experienced SBA, you can apply for specialized roles in many areas.

Entry-Level Salesforce Business Analyst Roles And Salaries

You may start your career with a graduate or associate degree and 1-4 years of job experience. With that, you can apply for the following entry-level jobs. We have also mentioned their average salary to help you get an idea.

  • Junior Business Analyst – $50,942
  • Salesforce Administrator – $68,370
  • Management/Program Analyst – $81,425

Do not forget that your years of experience and geographical location impact these figures. For instance – a junior BA with 2 years of experience in Phoenix receives an average annual income of $76,700. Meanwhile, an analyst in the same position in San Diego receives an average annual salary of $55,114. 

Advanced-Level Salesforce Business Analyst Roles And Salaries

If you specialize in a related role after a bachelor’s or master’s degree, you can apply for advanced-level jobs. Here is a small list of advanced-level jobs along with salaries that you can apply for:

  • Information Security Analyst – $72,804
  • Organizational Development Consultant – $86,655
  • Senior Business Analyst With Salesforce Skills – $89,639

Do not miss out that your location and years of experience can impact your payscale.

Salesforce Business Analyst Responsibilities

A good SBA must know what is needed from them concerning their responsibilities. An SBA works to bridge the gap between the company’s technical team and its customers. Here we have 3 basic responsibilities of a Salesforce Business Analyst:

Extract And Record Needs

As an SBA, you are responsible to extract and document the needs of customers. After extracting, SBAs communicate the need to the technical team. The team then takes steps to design a product to meet their needs. 

SBAs extract needs through interacting with the customers. They can choose from interviews, document analysis, observation, questionnaires, and prototypes. Besides, SBAs also ensure that the functional and non-functional needs are also met.

Specify The Risk Factors

The second big responsibility of an SBA is to specify the risks. The SBAs support corporate projects by suggesting solutions to the expected risks. Project risks are any unexpected issues that may affect the completion of a product. Meanwhile, business risks are those issues that may weaken the business. 

You can take anything as an example that could delay the product release. It can include a prime worker leaving (project risk) or developing sooner than one can manage (business risk).

Facilitate The User Acceptance Testing Procedure

Before you deliver a suitable solution to the customers, here comes the third big responsibility. The third responsibility includes ensuring that the technical team is developing the right app. 

SBAs facilitate the testing process and ensure that the implementation is fulfilling the project benefits. They also ensure that the investments are paying back the company well. Also that the company is maintaining customers’ trust as well.

Become A Salesforce Business Analyst

As an SBA, you will be surveying and evaluating the business procedures and data needs. Then you will be designing and implementing the Salesforce CRM platform across the company. You aim to use Salesforce to carry out change in each department involved to improve customers’ experience.

Are you interested in performing these responsibilities? Or even impressed with the salaries SBAs get on an annual basis? Then you must be thinking about gaining some professional-level Salesforce skills. Aren’t you? Let us help you with it! 

Wolf Careers Inc. 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. 

Salesforce Business Analyst Training

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.

2022-06-16T14:09:17+00:00June 10th, 2022|

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