Why every Salesforce Admin should have Business Analyst skills

By Abigail Julian

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August 22, 2021
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2 min read

Every Salesforce Admin should have business analysis skills to fully perform in their role!

Our first cohort of trainees started on our Business Analysis Level 4 course this week and there were a few ‘Ah-Ha’ moments at the end of the first session. The trainees are all experienced Salesforce Administrators working within charities and businesses who are keen to add business analysis (BA) to their skill set. At the end of their first session the value of these skills had really clicked into place.

The key takeaways were:  

  • A better understanding of the strategic objectives, goals and current performance of the organisation and how this should influence the Salesforce roadmap and backlog. This will inform who should influence priorities, the role of a Centre of Excellence, how to prioritise BA and technical work and how the technical debt/input is effecting performance of the business.
  • To understand the value of technical work to the business by ensuring there is a clear business case prepared for technical projects, to answer the questions: Why are we doing this? What value will it bring to the business and team? What is the Return on Investment to the organisation?

Within our Business Analysis course, we will equip trainees with the skills and knowledge to put in place an infrastructure that puts Salesforce activity firmly in the context of the business. This will help them to measure and demonstrate how technology can drive, benefit and support performance. Over 18 months the trainees are practically supported to learn and implement a business analysis strategy for their organisation, with peer group training, mentoring and one to one support, there will be someone holding their hand every step of the way.    

If you are employed by a company in England you might be eligible for our Level 4 Business Analyst Qualification starting in November (Deadline for applications is 6th September)

If you are not employed in England, you can sign up to our Consultancy skills Course that is open to everyone.

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Written By:

Abigail Julian

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