Salesforce Business Analyst

• Configure Salesforce objects, workflows, reports, dashboards, and page layouts to align with business processes.
• Customize Salesforce applications using declarative tools (like Process Builder, Flow, and Visualforce) without needing extensive coding.
• Requirements Gathering & Business AnalysisWork closely with business users to gather and analyze functional requirements.
• Translate business needs into technical specifications and user stories.
• Ensure that Salesforce solutions meet both current and future business needs.
• User Training & SupportConduct training sessions for end-users to ensure proper adoption of Salesforce features.
• Provide ongoing support and troubleshooting for users to resolve any Salesforce-related issues.
• Maintain user documentation, including training manuals, FAQs, and troubleshooting guides.
• Salesforce IntegrationWork with technical teams to integrate Salesforce with other systems (ERP, marketing automation tools, etc.
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• Assist in defining data integration requirements and mapping between systems.
• Test integration scenarios and ensure smooth data flow across platforms.
• Testing & Quality AssuranceAssist in creating test plans and performing functional testing for Salesforce configurations and customizations.
• Validate the effectiveness of the solution through user acceptance testing (UAT) and ensure business processes are streamlined.
• Data Management & ReportingSupport data management efforts, including data imports, exports, and quality control.
• Create reports and dashboards that provide meaningful insights to various departments (Sales, Marketing, Customer Service).
• Monitor data accuracy and maintain data integrity in Salesforce.
• Salesforce Release ManagementParticipate in release management activities, including deployment of new features and enhancements.
• Help test new releases and provide feedback to ensure they align with business processes.
• Process ImprovementIdentify opportunities for process optimization using Salesforce functionality.
• Recommend best practices and solutions to automate business processes where appropriate.
• Collaboration with DevelopersWork closely with Salesforce developers to ensure that custom development meets functional requirements.
• Provide feedback on design and usability to enhance user experience.
• Continuous Learning & Salesforce CertificationStay updated on Salesforce releases, new features, and best practices.
• Pursue relevant Salesforce certifications (e.
• G.
• , Salesforce Certified Administrator, Salesforce Certified Platform App Builder) to improve skills and knowledge.

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