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What Is a Salesforce Business Analyst and How to Become One

Salesforce Business Analyst

What Does a Salesforce Business Analyst Do?

A Salesforce business analyst uses the proprietary Salesforce software to provide business and information solutions and cloud computing services to customers. As a Salesforce business analyst, your duties include analyzing customers’ cloud storage needs and providing an assessment of the most appropriate products for the customer to use. You are responsible for writing reports and creating documentation for the client, as well as reporting to the project manager about issues related to the implementation or maintenance of cloud systems.

How to Become a Salesforce Business Analyst

A career as a Salesforce business analyst requires you have some formal qualifications and post-secondary education, typically a bachelor’s degree in computer science, business administration, or a closely related subject. You need a strong understanding of the Salesforce system and cloud computing technology. Technical experience with web development, such as HTML knowledge, as well as traditional computer software like Excel and Word, are very useful for the job, as are strong customer service skills.

Salesforce Business Analyst Job Description Sample

With this Salesforce Business Analyst job description sample, you can get a good idea of what employers are looking for when hiring for this position. Remember, every employer is different and each will have unique qualifications when they hire for a Salesforce Business Analyst role.

Job Summary

Our company is looking for a Salesforce Business Analyst who can help clients utilize Salesforce customer relationship management (CRM) software to improve their business processes. Your job will involve analyzing data and developing cloud computing services for our customers. Our ideal candidate has a post-secondary degree in computer science or a similar field, several years of consulting experience, and experience with Salesforce (SFDC) or a similar CRM software. You also need strong communication skills to help you translate technical concepts for non-technical clients.

Duties and Responsibilities

  • Discuss what CRM issues the client wants to resolve
  • Gather data about the client's company
  • Develop a cloud computing solution
  • Deliver reports to clients about development progress

Requirements and Qualifications

  • Bachelor's degree in computer science
  • Several years of Salesforce experience
  • Strong communication abilities
  • Analytical problem-solving skills
  • SQL and database management skills