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1. Role of
Salesforce
Business
Analyst

2. Who Are They?
A Salesforce Business Analyst is a professional who bridges the gap
between business needs and Salesforce technology, ensuring efficient
system customization, data management, and user adoption for
enhanced business performance.

3. What They Do?
Check out the next slides to understand the role of Salesforce
Business Analyst and how they can help your business leverage
the Salesforce solutions to its fullest and grow your business’s
efficiency and productivity.

4. Requirements Gathering and
Analysis
Solution Design and Planning
Salesforce Business Analysts
collect and analyze user needs
and system requirements to
align Salesforce solutions with
business goals.
They design Salesforce solutions
and create implementation
roadmaps to ensure efficient
system deployment.

5. Customization and
Configuration
User Training and Adoption
Business Analysts also involved in
configuration and customization
to meet specific business needs
by setting up custom fields,
workflows, and automations.
They facilitate user training
sessions, fostering Salesforce
adoption and ensuring teams
maximize the platform's
capabilities.

6. Data Management and
Quality
Testing and Quality
Assurance
Analysts oversee data
integration, migration, and
cleansing, maintaining data
integrity within Salesforce.
They conduct rigorous testing to
identify and resolve system
issues, ensuring Salesforce
functions correctly.

7. Reporting and Analytics Continuous Improvement
Business Analysts create
meaningful reports and
dashboards, providing insights
for informed decision-making.
They optimize Salesforce
systems over time, incorporating
user feedback and industry best
practices.

8. Project Management and
Communication
Salesforce Best Practices
Analysts manage project
timelines and communicate
progress, ensuring all
stakeholders are informed.
They adhere to industry
standards and Salesforce best
practices to build robust,
scalable solutions.

9. Ready to optimize your Salesforce experience?
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10. Consulting Services
Expert guidance for Salesforce platform
optimization.
Implementation Services
Efficient setup and deployment of
Salesforce solutions.
Integration Services
Tailored applications to enhance
Salesforce capabilities.
App Development Services
Seamless connection of Salesforce with
other systems.
Hope You Find It
Helpful
Get in touch with us for leveraging Salesforce for
Business.