What is a Salesforce Business Analyst?

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By Jennifer Wood

February 5, 2023
5 min read

During our ‘Salesforce Job Role’ Series we dive into the different job roles available to you in the eco-system. 

Check out the range of roles we have in this series to explore in more detail:

  • What is a Salesforce Admin
  • What is a Salesforce Business Analyst
  • What is a Project Manager
  • What is a Salesforce Consultant
  • What is a Salesforce Marketing Cloud Specialist

Read on to find out more about what a Salesforce Business Analyst does to support the implementation of project

A Business Analyst gets invested in understanding how the organisation and the team currently operate and helps them to evaluate and improve their management processes and KPI’s.

They facilitate conversations to elicit what the goals are, what the pain points are, and help the team to define their future vision for management processes and performance monitoring. They will produce documentation that summarises the requirements to support the system design.

It suits someone with a passion for management consultancy who likes to improve business processes and enable the client to realise the key performance indicators that are outlined in their business plan and CRM strategy.

Typically business analysts will have salesforce product knowledge as well as sound business management experience. We would recommend training in Business Analysis, Requirements Engineering and Process Modelling. We would recommend that Business Analysts have training in Salesforce Administration and have their Admin Certification. 

What is a Salesforce Business Analyst?

Here are the four key principles around business analysis and gathering requirements:

  1. Understand the business priorities – Identify and document the business case to anticipate ROI
  2. Understand the business processes -Elicit and document as-is and will be processes and undertake a technical audit 
  3. Gather Requirements – Detailing and documenting high level to low level functional and non-functional requirements
  4. Propose Technology Solutions – Documenting the technology solutions with a clear Return on Investment

Why is Business Analysis important to a Salesforce Project?

If Requirements are not gathered, prioritised and delivered to align to business goals and there is no consistent clear documentation, then it will inevitably mean that the technology solutions won’t get developed to align to business need. As a result there will probably be an unhappy customer, with overspend on budget and result in user adoption being very low. 

Typical Job Responsibilities of a Business Analyst 

As a Salesforce Business Analyst you get to:

  • Collaborate with business stakeholders to understand business processes, identify gaps within current processes, define solutions to address gaps, document user stories and business requirements and associated business value.
  • Support the prioritisation of user stories across multiple business processes and stakeholders to drive the most business value.
  • Prepare technical reports by collecting and analysing information and trends.
  • Facilitate meetings and presentations to senior and c-suite stakeholders.
  • Write the business case, produce process maps, document requirements

Average Salaries for a Salesforce Business Analyst

£50,000 – £80,000

UK Salary Expectations

$70,000 – $122,000

USA Salary Expectations

$110,000 – $140,000

AUS Salary Expectations

What Skills can you transfer to a Salesforce Business Analyst Role?

To be a Salesforce Business Analyst you could bring to the table the following previous skills or experience:

  • Management Skills and Experience
  • Business Coaching Tools and Techniques
  • Analytical Problem-Solving Skills.
  • Communication, Sales and Influencing Skills
  • Presentation and Facilitation Skills
  • Sector Specific or Industry Knowledge to Company Adopting Salesforce

How Equipped and Confident are you with Business Analysis Skills? 

  • Do you have presentation templates to facilitate business workshops and document the business case?
  • Do you have a ready made set of questions to ask per project and type of solution? 
  • Do you understand the diagrams to produce and have a set of templates to document all of the processes, requirements and technical solutions?
  • Do you have systems and tools available to document, share and manage the delivery of requirements?

Learn Business Analysis Skills Confidently at Supermums

At Supermums we offer 2 x Advanced Training Courses on Business Analysis Skills which offer live training, a suite of templates, recommended resources, a weekly accountability training plan, a peer network of salesforce consultants, and group / one to one mentoring to support you on your business analysis learning journey to build your confidence, expertise and knowledge. 

Supermums Consultancy Skills Course

  • Three Month Course – Start dates: January, April & October
  • Course includes: On-demand Training covering
  • Business Analysis, Requirements Engineering, Change Management, Agile Project Management, Coaching Skills, Consultancy Skills ToolKit, DevOps 
  • Weekly Group Coaching Calls
  • One to One Coaching Session
  • Documentation Templates
  • Pack of BA Scripts – A template of questions to ask around a suite of Salesforce Products
  • Salesforce Certification Prep for Business Analysis, Sales Cloud and Service Cloud Certifications

Business Analysis level 4 Qualification

  • 18 month programme which is free for learners and funded by the UK Apprenticeship Levy – subject to meeting the eligibility criteria & availability*
  • Benefit from live training and one to one mentoring from a BA Specialist with the opportunity to get a university level qualification.
  • This course includes training for Business Analysis, Agile Project Management and Change Management. 
  • 8hrs of application a week as a business analyst, in your existing role, so you can put your skills into test. 
  • Apprenticeship Structure
  • Delivered in partnership with Supermums, Learning Curve and Salesforce
  • *To be eligible you have to be Employed by a company based in England and already be working in a Salesforce Role*

If you are looking for your next Salesforce Job opportunity then enlist the help of the Supermums Recruitment Team.

Our Consultancy Skills course is proudly sponsored by:


Written By:

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Jennifer Wood
Jennifer's role is to look after global marketing, PR, events and all things social media. She also look's after the Supermums Brand Ambassadors to help grow and share the love of Supermums.

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