Salesforce Technical Business Analyst
Job Overview:
We are seeking an experienced Salesforce Technical Business Analyst to bridge business requirements and technical solutions within Salesforce. The ideal candidate will have strong experience gathering and translating business requirements into Salesforce solutions and working closely with Salesforce Architects, Developers, Administrators, and business stakeholders.
Key Responsibilities:
- Gather, analyze, and document business and technical requirements for Salesforce implementations and enhancements.
- Conduct stakeholder interviews, workshops, and requirement-gathering sessions.
- Translate business requirements into functional specifications, user stories, process flows, and acceptance criteria.
- Partner with Salesforce Solution/Technical Architects and Developers to design scalable Salesforce solutions.
- Analyze existing business processes and identify opportunities for Salesforce automation and optimization.
- Develop detailed requirements for Salesforce configuration, including objects, fields, relationships, validation rules, flows, approvals, reports, dashboards, and security.
- Work closely with development teams to clarify requirements and resolve functional/technical questions.
- Support Salesforce integrations with external applications and systems.
- Participate in data migration, data mapping, and data validation activities.
- Create and maintain process documentation, functional specifications, and solution documentation.
- Support User Acceptance Testing (UAT) by developing test scenarios, coordinating business users, tracking defects, and obtaining sign-off.
- Participate in Agile ceremonies including sprint planning, backlog refinement, daily stand-ups, demos, and retrospectives.
- Work with Product Owners and stakeholders to prioritize requirements and maintain the Salesforce backlog.
- Identify gaps between current business processes and Salesforce capabilities and recommend appropriate solutions.
- Support production releases, enhancements, troubleshooting, and continuous improvement.
Required Skills & Experience:
- 5+ years of experience as a Business Analyst, preferably with significant Salesforce experience.
- Strong hands-on experience with Salesforce CRM and Salesforce implementation projects.
- Experience working with Sales Cloud, Service Cloud, Experience Cloud, or other Salesforce Clouds.
- Strong understanding of Salesforce objects, relationships, security/sharing, workflows/Flows, validation rules, reports, and dashboards.
- Experience creating user stories, acceptance criteria, functional requirements, and process flows.
- Experience working with Salesforce Developers and Technical/Solution Architects.
- Understanding of Salesforce integrations, APIs, and data migration.
- Experience with UAT, test planning, defect management, and business-user coordination.
- Strong understanding of Agile/Scrum methodology.
- Experience with tools such as Jira, Confluence, Azure DevOps, or similar.
- Strong analytical, communication, documentation, and stakeholder-management skills.
Preferred Qualifications:
- Salesforce certification such as Salesforce Administrator, Business Analyst, Platform App Builder, or related certification.
- Experience with MuleSoft or other integration platforms.
- Familiarity with SOQL, Apex, REST/SOAP APIs, and Salesforce technical architecture.
- Experience with Salesforce DevOps/release management processes.
- Experience working on large-scale enterprise Salesforce implementations.