A Detailed Guide on Salesforce Business Analyst Roles & Responsibilities in 2024

Introduction

Do you know Salesforce delivers cloud services to more than 150,000 businesses globally? Or that it will create a demand for 9.3 million new jobs, which would include 3.8 million direct positions and 5.5 million indirect or induced roles for Salesforce professionals by 2026 as per IDC Salesforce Economy Global reports? Wonderful, isn’t it? Salesforce has been continuously growing and is reaching more and more companies. Though Salesforce is an easy platform to use, there are certain roles that are quite complicated to learn. Therefore, companies need Salesforce professionals with a credible and relevant Certifications to help them implement and administer Salesforce.

So, do you want to be a part of this amazing Salesforce Cloud ecosystem but don't want any hard-and-fast technical adeptness or background-related role? Well, we have a role tailored for you. We are talking about the role of a Salesforce Business Analyst. Let’s learn more about Salesforce and the value of a Salesforce Business Analyst Certification, the required skills for the role, and more.

Who is a Salesforce Business Analyst?

According to Salesforce, a Business Analyst is a “Project-based, business-improvement role. Business Analysts elicit, document, and analyze requirements around business challenges, and then produce data-driven solutions.” 

Consider, Salesforce Business Analysts like Managers who supervise the project & ensure the teams & departments are keeping up with the optimum & full capacity use of CRM & other products around it. And also, to ensure the CRM products prepared by developers are working in best faith to improve the business process, or in case if you are an offshore company, you must see the products are developed as per usability & customization of the clients. To gain more insights on this consider reading a blog on  Salesforce Cloud Certification now!

What Does a Salesforce Business Analyst Do?

There’s so much you can do as a Business Analyst with Salesforce technology. With a pure analytical mindset & knowledge of Salesforce products, you can help companies store, handle, or transmit large volumes of business data on a daily basis. You are basically the ultimate savior who helps companies from making poor business decisions & improve the process for more effective outcomes. Being a Salesforce Analyst is also one of the lucrative roles, and a Salesforce-certified Analyst earns an average salary of over $112,000 per year! And that’s entry-level. If you have experience with Salesforce you can easily earn into the seven-figure range.

So, want to know more about who is a Salesforce Business Analyst? What are the roles and responsibilities of salesforce business analyst? Is this the right career for you or not?

Let’s dive in!

Salesforce Business Analyst Roles And Responsibilities

Salesforce Business Analyst roles and responsibilities can be about implementing, designing, and maintaining the databases so that you can effectively maintain an organization’s relationship with its customers. A Salesforce Business Analyst is also responsible for providing effective training to his clients to make them aware of Salesforce’s proper functioning and giving them the best business solutions. Learn more about the interesting Salesforce business analyst career path. Other than that they’ll also perform these tasks:

• Analyzing Every Information: They dive into every key data, insights, fact to discover what actions to take for the business’s ultimate success.
• Elicitation - They are required to set up the foundation of a project by asking a lot of questions, gathering opinions, information, facts by interviewing stakeholders & departments to analyze what teams to work with, what should be the process, and other things.
• Documentation On Requirements: Salesforce BAs are required to document every input, action, outcome exchanged between the team, departments so that stakeholders could look into it.
• Communicating: Salesforce BAs role is to act as a bridge and thus involves a lot of verbal & non-verbal communication between teams, departments & stakeholders to ensure the right processes, actions are put forward, and the inputs are aligned with the desired outputs.
• Planning & Implementing Great Solutions: The Job of Business analysts is to plan & implement effective actions & solutions that meet the end goals desired by the business stakeholders. 
• Measuring & Testing - They test and measure the implemented solutions to track down the progress, and build training materials, holding the feedback & elicitation questions for the record. 

But before going further, we would like to recommend you to go through our blog on what you should know about Salesforce Business Analyst Certification which will help you to understand what this role requires and the prerequisites required.

What Does a Salesforce Business Analyst Do At Junior and Senior Level?

Check out the complete junior & senior Salesforce Business Analyst Job description gathered from different job portals & hiring consultancies:

Top Skills Of A SalesForce Business Analyst

Now, let’s learn about the top 5 Salesforce Business Analyst Skills to effectively tackle the Salesforce business analyst roles and responsibilities.

If we talk about the salesforce business analyst roles and responsibilities, it is very broad, a business analyst has to wear multiple hats, to take care of all these responsibilities, one needs multiple skills to ace it. For those, who are planning to take the Business Analyst career path or are already working as a BA but want to enhance their skills, make sure you work on the below-mentioned skills:

1. Documentation: An efficient business analyst holds the proficiency to collect and keep information organized. Since documentation takes up a major chunk of a BA’s time, it has become an important part of the salesforce analyst job description. When you work as a business analyst, ensure you have your templates for all the documents handy. You can take help from excel when taking notes. Another important tip is to upload an excel doc to Google Sheets so that you can collaborate with other team members as well. 
2. Analysis: The bread and butter for a salesforce business analyst or any other business analyst, analysis is a vital part of a salesforce business analyst roles and responsibilities. You must be able to analyze the needs, the gaps, the process, and then come up with the solution. Problem-solving and analytical thinking are among the most important skills for a business analyst.
3. Data Management: Understanding your data and its right application is probably one of the most important skills of the 21st century. As a salesforce business analyst, you should be able to deal with lots of data and you must understand handling it efficiently. You should be able to understand analyzing the data patterns, avoiding duplicates, and much more. 
4. Problem Solving: Although problem-solving is taken as a generic habit, many can't think this way. The ability to see a problem and make quick decisions with limited information can be intimidating. Problem-solving does not mean being the first person to jump in with an answer. In some situations, there will be issues during testing, the last-minute change, or something is missed in the discovery meeting. 
5. Project Management: Managing a project is no piece of cake, for this, you will have to plan, execute, allocate, deliver, resolve and take on the changes suggested by the customer. All while, still managing a perfect balance between your company and your customers

Salesforce Business Analyst Job Description Posted By Accenture!

Eligibility Needed To Become a Salesforce Business Analyst

• A deep search into IT business analyst salary and the required qualifications on job portals like Indeed, Payscale, and LinkedIn about salesforce salary gives us the impression that most professionals possessed a bachelor’s or master’s degree. However, that doesn't mean you can’t be a Salesforce Business Analyst if you don’t possess any college degree. You can still become one by acquiring the right certifications from the right places and possessing the right skills in your Business Analyst resume. 
• Experience and understanding of software development methodologies, e.g. Agile, Waterfall
• Experience in utilizing Salesforce or similar CRM Products to create customer or business arrangements
• Hands-on experience in designing Salesforce or comparable CRM Product, including work processes, approval principles, and security controls
• Proficient in Microsoft Word, Excel, PowerPoint, Project, and Visio
• Salesforce Admin Certification or one or more Consulting Cloud Certification such as (Sales, Service or Community)

You also have the options to opt for these Salesforce Certifications to kickstart your career as a Business Analyst:

• Salesforce Certified Administrator
• Salesforce Certified Administrator
• Salesforce Certified Advanced Administrator
• Salesforce Certified Marketing Cloud Administrator

And Afterwards, the Salesforce Consultant Certification You Can Crack Are:

• Salesforce Certified Experience Cloud Consultant
• Salesforce Certified Education Cloud Consultant
• Salesforce Certified Tableau CRM and Einstein Discovery Consultant
• Salesforce Certified Field Consultant 
• Salesforce Certified Marketing Cloud Consultant
• Salesforce Certified Non-Profit Cloud Consultant
• Salesforce Certified OmniStudio Consultant
• Salesforce Certified Pardot Consultant
• Salesforce Certified Sales Cloud Consultant
• Salesforce Certified Service Cloud Consultant

There are certain lists of soft skills that you must possess in order to be an excellent Salesforce Business Analyst:

• Oral and written communication skills
• Interpersonal and consultative skills
• Facilitation skills
• Analytical thinking and problem solving
• Being detail-oriented and capable of delivering a high level of accuracy
• Organizational skills
• Knowledge of the business structure
• Stakeholder analysis
• Requirements engineering
• Costs benefit analysis
• Processes modeling

You should focus more on having prerequisite knowledge about Salesforce products and services to stand eligible for this career. Also, work on your soft skills like good command over your verbal skills, writing skills, greater interpersonal communication with acute leadership skills. You can be anyone--- fresher or working professional from technical, creative, or management field & with a proper Salesforce Business Analyst certification and training, you can still jumpstart your Cloud career!

Get effective and proper guidance through e-learning platforms and get yourself equipped with:

• Salesforce Apex, Triggers, Lightning, and other Salesforce products, tools, applications, new releases
• How to manage the Salesforce profiles, manage access, allocate roles, manage groups & workflows
• How to import the crucial sales data
• Email marketing expertise in relation to how to segment the email lists & conduct A/B tests on them
• How to manage the salesforce reports
• End-to-end data upkeep & management to ensure it’s organized, safe, and easy to access
• Accuracy in managing small chunks of detailed data with great attention to detail
• Bring remedial actions to ensure Salesforce is accessible equally by both technical & non-technical folks of the company
• Support end-users with Salesforce documentation & training

Initially, to begin your career as a Salesforce Business Analyst, you need to pursue a Bachelor’s Degree mainly in the field related to data science and IT. Besides, you need to have certifications in different products and services of Salesforce software like Cloud services and administrator and also app builder. Along with the required qualification and certifications, here are some acquaintances that are required to become a successful professional in salesforce business analysis. 

• You should have the ability to get over the basics of data analysis, stakeholder management, and business communication. 
• Having some expertise in using, designing, and charting out approval principles, work processes, and security on Salesforce or similar CRM platforms. 
• You should be flexible enough to adapt to any business environment and be effective in making strategic decisions and plans to be followed. 
• You need to be well-versed with common platforms like MS word, PowerPoint, Excel, Vision, Project experience in executing the platform of Salesforce CRM through the Software Development Lifecycle 

If you’re intrigued by this and wondering how to become a Salesforce Business Analyst and where to start, read our Salesforce Business Analyst career path to clear your doubts!

How Much Does A Salesforce Business Analyst Get?

Here are the top industries that are highly employing Salesforce Business Analyst to unify and manage their business process and have tremendous job opportunities:

• Information Technology
• Banking/Finance
• Education/training
• Health Care
• Food & Restaurants
• Manufacturing
• Real Estate/Interior Designing
• Fashion
• Retail/eCommerce
• Business Services

…. among other industries

Basically, every business or industry that has a customer base online or offline is in need of effective Salesforce Business Analysts to cement their relationships with their customers and boost their revenue. 

Here are few top companies that rely on Salesforce Business Analyst roles:

• EY
• Cognizant
• Amazon Web Services
• Accenture
• Genpact
• Nike
• Canon
• The American Red Cross
• L’Oréal Americas
• NBC Universal

How Much Does A Salesforce Business Analyst Get?

• At the junior level of a Salesforce Business Analyst, your average salary will be around $93,856, 
• As a mid-level Salesforce Business Analyst, you will be demanding a salary of over $112,933 per year
• If you are a  senior-level Business Analyst then you can easily demand an average salary of $143,322 or more in a year.

Top 5 Industries with High Salesforce Business Analyst Demand

As a Salesforce Business Analyst your work is not only limited to IT or software, you also manage the systems. So,if you want to know what a Salesforce Business Analyst does in various industries, here are their roles in the following five popular sectors:

Most Asked Salesforce Interview Questions and Answers

Q1. What is Salesforce?

Ans. Salesforce is a CRM delivered as a Software-as-a-Service (SaaS). 

Q2. What does a salesforce business analyst do?

Ans. A Salesforce business analyst helps in guiding businesses to improve the business processes and efficiency in Salesforce. They identify, document, and analyze the needs of the business challenges, and then come up with data-driven solutions.

Q3. What are the compulsory skills of a Salesforce business analyst?

Ans. He must be able to analyze the requirements, the gaps, the process, and then bring the relevant solution to the customer. Analytical thinking, problem-solving and innovative approach are some other skills a Salesforce business analyst must-have. 

Q4. What is the main task in the Salesforce Business Analyst job description?

Ans. Doing research and analysis to business problems and coming up with solutions is the main tasks a Salesforce Business Analyst has to do. 

Q5. How can I become a Salesforce analyst?

Ans. A Bachelor's Degree in a field related to data science and IT is the initial requirement to become a Salesforce analyst. Then, having certifications in various products and services of Salesforce software like Cloud services and administrator and app builder are also compulsory.

Q6. Is it required to have knowledge of SQL for a business analyst? 

Ans. SQL is not required for most business analyst positions. This need for SQL completely depends on the company size, experience level, and a company's ability to provide on-job training in SQL. As mentioned above, using the right skills and experience gained through the Salesforce Certification Training Program from a renowned training institute like JanBask Training, you can get your dream job effortlessly! However, along with the above stated interview questions and answers we’ve also curated Top 200+ Salesforce Interview Questions and Answers under the guidance of Salesforce experts so that you can prepare and crack your upcoming salesforce interview confidently. 

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FAQs

1. Why is Salesforce Business Analyst Certification important?

This isn’t a ordinary certification because it’s an industry recognized certification and it validates that the person holding this certification is highly qualified in the particular Salesforce field. 

2. What are the prerequisites for taking up this Salesforce Business Analyst certification course?

Prerequisites for taking this Salesforce Business Analyst Certification Course requires you to have a bachelor’s degree, proficiency in MS Word, Excel, PowerPoint, Project and Visio. Along with that if you’ve Hands on experience in designing Salesforce or comparable CRM Product, then it would be an added benefit. 

3. What will you learn in this Salesforce Certification Training Program?

This Salesforce Certification Training Program is specifically designed to give you hands-on experience in the following topics: 

• Master the concepts of Salesforce Admin and Developer at the same time focusing on Sales & Service Cloud, Apex Programming, Salesforce Lightning, and much more.
• This program will also cover basics to advanced Salesforce concepts to help you qualify various certifications while imparting real-time knowledge that will further help you to get ready for a full-fledged demanding career.

4. Why should you take up the Salesforce Certifications?

You should take up this Salesforce Certification because Salesforce is the most commonly used CRM software in the world and it could be accessed on any device, at any time and at any place. It also comes with its extensive abilities which supports the life cycle of sales, marketing, and customer relationships.

5. How to get certified in Salesforce?

In order to get certified in Salesforce, you will have to undergo training from a recognized institute to clear the main certification exam from Salesforce. 

Conclusion

Salesforce Business Analyst is a popular techno-functional role, which you can start your career with even if you are someone from a non-technical field or career background. All you need to do is to update your Salesforce skills via online resources and obtain Salesforce Business Analyst Certification gradually in your career timeline. 

In this blog, we helped you know everything about the Salesforce Business Analyst Roles and Responsibilities. We covered job descriptions of a Salesforce Business Analyst that we gathered from various job portals and hiring managers. Here, you also learned about what a Salesforce Business Analyst does based on different industries, the skills or prerequisite knowledge to become a successful Salesforce Business Analyst that is in demand. 

Salesforce has changed the way CRM works and with roles like Salesforce Business Analyst, the companies are simplifying their business processes. So give a jumpstart to your Cloud professional career by becoming a Salesforce Business Analyst, today! You can also test your Salesforce Business Analyst skills by taking a free Salesforce Quiz.

If you have any queries regarding Salesforce Business Analyst, you can connect with us or drop your queries in the comment section and get real-time solutions!