What Is a Salesforce Business Analyst?

Salesforce Business Analysts (BAs) are the bridge between the customer and the implementation partner. BAs need to know the project inside out. They play an essential role at every stage of SDLC (Software Development Life Cycle) be it any methodology.

• During the Planning & Analysis stage, BAs identify the requirements defining the project scope and the gaps.
• In Design stage, BAs help solves the requirements along with the Solution Architects & Developers.
• During the Development stage, BAs regularly check if the Developers are on the right path, help them with requirement clarification and demo the product to the customer.
• At Testing stage, BAs help QAs and customers to test the system. During the Go-Live stage, BAs support the customer in training and post-implementation support.

In some companies, BAs also demo the product during the presales stage. We can say BAs wear multiple hats during the project life cycle.

Role of a Business Analyst (BA)

Right from the requirement capture, running customer workshops, requirement elicitation, interacting with different customer user groups, creating the business requirement document (BRD), and capturing the as-is and to-be processes- this all is taken care of by a Salesforce Business Analyst(BA).

• Facilitates business requirement gathering sessions and information gathering from stakeholders, including Product Owner and SMEs.
• Works closely with business in co-facilitation of workshops and analyzing current state and future state business processes
• Creates and refines user stories based on prioritized features in Jira
• Leads backlog refinement sessions to define and review user stories and acceptance criteria with stakeholders.
• Collaborates closely with Experience Designer to ensure the user experience is taken into consideration in business requirements
• Seeks support from with SA and TA on solution design and technical considerations of the requirements.
• Solicits feedback from QA on acceptance criteria
• Captures notes and actions during workshops and meetings
• Supports the Build Team with any clarifications required to ensure development work is completed meeting business requirements and deliver business value.
• Participates in all key meetings, including backlog refinements, daily scrums, and PI Planning meetings

How to become a Salesforce Business Analyst

Here are the Skills required to become a successful Salesforce Business Analyst. Top 7 Skills in a Salesforce Business Analyst’s checklist:-