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Salesforce Business Analyst Roles & Responsibilities: What Should You Know?


Do you know Salesforce delivers cloud services to more than 150,000 businesses globally? Or that it is going to create a demand of 3.3 million jobs in the Salesforce ecosystem by 2022 for Salesforce professionals? Wonderful, isn’t it? Salesforce has been continuously growing and is reaching more and more companies. Though Salesforce is an easy platform to use, there are certain roles that are quite complicated to learn therefore, companies need Salesforce professionals with a credible Salesforce Business Analyst Certification to help them implement and administer Salesforce.

So do you want to be a part of this amazing Salesforce Cloud ecosystem but don't want any hard and fast technical adeptness or background-related role? Well, we have one exact role for you, know more about Salesforce Business Analyst Certification.

There’s so much you can do as a Business Analyst with Salesforce technology. With a pure analytical mindset & knowledge of Salesforce products, you can help companies store, handle or transmit large volumes of business data on a daily basis. You are basically the ultimate savior who helps companies from making poor business decisions & improve the process for more effective outcomes. Being a Salesforce Analyst is also one of the lucrative roles as well with a Salesforce certified Analyst earning an average salary of over $100,000 per year! And that’s entry-level. If you have experience with Salesforce you can easily earn into the seven-figure range.

So want to know who is a Salesforce Business Analyst? What do Salesforce business analyst roles and responsibilities look like? Is this the right career for you or not?

Let’s dive in!

Who is a Salesforce Business Analyst & What Does a Salesforce Business Analyst Do?

According to Salesforce, a Business Analyst is a “Project-based, business-improvement role. Business Analysts elicit, document, and analyze requirements around business challenges, and then produce data-driven solutions.” 

Consider, Salesforce Business Analysts like Managers who supervise the project & ensure the teams & departments are keeping up with the optimum & full capacity use of CRM & other products around it. And also, to ensure the CRM products prepared by developers are working in best faith to improve the business process, or in case if you are an offshore company, you must see the products are developed as per usability & customization of the clients. To gain such skill-sets consider joining a Salesforce Cloud Certification now!

Salesforce Business Analyst Roles And Responsibilities

Salesforce Business Analyst roles and responsibilities can be about implementing, designing, and maintaining the databases so you maintain an organization’s relationship with its customers. A Salesforce Business Analyst is also responsible for providing effective training to his clients to make them aware of Salesforce’s proper functioning and giving them the best business solutions. Learn more about the interesting Salesforce business analyst career path. Other than that they’ll also perform these tasks:

  • Analyzing Every Information: They dive into every key data, insights, fact to discover what actions to take for the business’s ultimate success.
  • Elicitation - They are required to set up the foundation of a project by asking a lot of questions, gathering opinions, information, facts by interviewing stakeholders & departments to analyze what teams to work with, what should be the process, and other things.
  • Documentation On Requirements: Salesforce BAs are required to document every input, action, outcome exchanged between the team, departments so that stakeholders could look into it.
  • Communicating: Salesforce BAs role is to act as a bridge and thus involves a lot of verbal & non-verbal communication between teams, departments & stakeholders to ensure the right processes, actions are put forward, and the inputs are aligned with the desired outputs.
  • Planning & Implementing Great Solutions: The Job of Business analysts is to plan & implement effective actions & solutions that meet the end goals desired by the business stakeholders. 
  • Measuring & Testing - They test and measure the implemented solutions to track down the progress, and build training materials, holding the feedback & elicitation questions for the record. 

But before going further, we would like to recommend you to go through our blog on what you should know about Salesforce Business Analyst Certification which will help you to understand what this role requires and the prerequisites required.

What Does a Salesforce Business Analyst Do At Junior and Senior Level?

Check out the complete junior & senior Salesforce Business Analyst Job description gathered from different job portals & hiring consultancies:

Junior Salesforce Business Analyst Job Description (with less or equal 1+ years experience)

As entry-level, below or equal to 1 year of experience, generally, you will be working under a senior-level Salesforce admin or consultant, and your Salesforce Business Analyst Job Description or this What the Salesforce Business Analyst job duties look like:

  • Contribute new products, workflows, and ideas to influence the SDLC platform
  • Identify risks that threaten project success and recommend workarounds
  • Ensure Salesforce runs smoothly by testing and adjusting as needed, then documenting fixes
  • Develop and test technology solutions geared towards the improvement of tasks as they are completed today within the organization
  • Promote business adoption of system capabilities and features (via trainings & webinars) 
  • Work on projects related to improving the customer experience and customer communication

Senior Salesforce Business Analyst Job Description (4+ Years Experience)

As a senior Salesforce Business Analyst with 4+ years of experience, this is the Salesforce Business Analyst job duties look like:

  • Gather client’s requirements, business process analysis and sign of e-Business features and functionality for a portfolio of various businesses. 
  • The Business Analyst will be responsible for the management of complex multi-disciplined CRM consulting projects. 
  • Lead junior consultants and client staff through engagements, support the development of subject matter expertise, thought leadership, and strategic capability by delivering a wide range of customer management solutions. 
  • Performing end-to-end cross-discipline leadership throughout the software development lifecycle. Accountable for on-time, high-quality software project deliveries, including Analysis, Design, Development, and Quality Assurance. 

Top Skills Of A SalesForce Business Analyst

These are the top 5 Salesforce Business Analyst Skills

If we talk about the salesforce business analyst roles and responsibilities, it is very broad, a business analyst has to wear multiple hats, to take care of all these responsibilities, one needs multiple skills to ace it. For those, who are looking forward to working as a BA or are already working as a BA but want to enhance their skills, make sure you work on the below-mentioned skills:

  1. Documentation: An efficient business analyst holds the proficiency to collect and keep information organized. Since documentation takes up a major chunk of a BA’s time, it has become an important part of the salesforce analyst job description. When you work as a business analyst, ensure you have your templates for all the documents handy. You can take help from excel when taking notes. Another important tip is to upload an excel doc to Google Sheets so that you can collaborate with other team members as well. 
  2. Analysis: The bread and butter for a salesforce business analyst or any other business analyst, analysis is a vital part of a salesforce business analyst roles and responsibilities. You must be able to analyze the needs, the gaps, the process, and then come up with the solution. Problem-solving and analytical thinking are among the most important skills for a business analyst.
  3. Data Management: Understanding your data and its right use is probably one of the most important skills of the 21st century. As a salesforce business analyst, you should be able to deal with lots of data and you must understand handling it efficiently. You should be able to understand analyzing the data patterns, avoiding duplicates, and much more. 
  4. Problem Solving: Although problem-solving is taken as a generic habit, many can't think this way. The ability to see a problem and make quick decisions with limited information can be intimidating. Problem-solving does not mean being the first person to jump in with an answer. In some situations, there will be issues during testing, the last-minute change, or something is missed in the discovery meeting. 
  5. Project Management: Managing a project is no piece of cake, for this, you will have to plan, execute, allocate, deliver, resolve and take on the changes suggested by the customer. All while, still managing a perfect balance between your company and your customers.

Here’s How a Salesforce Business Analyst Job Description Looks Like With An Actual Popular Giant!

This is What You Need to Excel On If You Want to Become a Salesforce Business Analyst

  • A deep search into IT business analyst salary and the required qualifications on job portals like Indeed, Payscale, and LinkedIn about salesforce salary gives us the impression that most professionals possessed a bachelor’s or master’s degree. However, that doesn't mean you can’t be a Salesforce Business Analyst if you don’t possess any college degree. 
  • Experience and understanding of software development methodologies, e.g. Agile, Waterfall
  • Experience in utilizing Salesforce or similar CRM Products to create customer or business arrangements
  • Hands-on experience in designing Salesforce or comparable CRM Product, including work processes, approval principles, and security controls
  • Proficient in Microsoft Word, Excel, PowerPoint, Project, and Visio
  • Salesforce Admin Certification or one or more Consulting Cloud Certification such as (Sales, Service or Community)

You also have the options to opt for these Salesforce Certifications to kickstart your career as a Business Analyst:

And Afterwards, the Salesforce Consultant Certification You Can Crack Are:

  • Salesforce Certified Experience Cloud Consultant
  • Salesforce Certified Education Cloud Consultant
  • Salesforce Certified Tableau CRM and Einstein Discovery Consultant
  • Salesforce Certified Field Consultant 
  • Salesforce Certified Marketing Cloud Consultant
  • Salesforce Certified Non-Profit Cloud Consultant
  • Salesforce Certified OmniStudio Consultant
  • Salesforce Certified Pardot Consultant
  • Salesforce Certified Sales Cloud Consultant
  • Salesforce Certified Service Cloud Consultant

There are certain lists of soft skills that you must possess in order to be an excellent Salesforce Business Analyst:

  • Oral and written communication skills
  • Interpersonal and consultative skills
  • Facilitation skills
  • Analytical thinking and problem solving
  • Being detail-oriented and capable of delivering a high level of accuracy
  • Organizational skills
  • Knowledge of the business structure
  • Stakeholder analysis
  • Requirements engineering
  • Costs benefit analysis
  • Processes modeling

You should focus more on having prerequisite knowledge about Salesforce products and services to stand eligible for this career. Also, work on your soft skills like good command over your verbal skills, writing skills, greater interpersonal communication with acute leadership skills. You can be anyone--- fresher or working professional from technical, creative, or management field & with a proper Salesforce Business Analyst certification and training, you can still jumpstart your Cloud career!

Get effective and proper guidance through e-learning platforms and get yourself equipped with:

  • Salesforce Apex, Triggers, Lightning, and other Salesforce products, tools, applications, new releases
  • How to manage the Salesforce profiles, manage access, allocate roles, manage groups & workflows
  • How to import the crucial sales data
  • Email marketing expertise in relation to how to segment the email lists & conduct A/B tests on them
  • How to manage the salesforce reports
  • End-to-end data upkeep & management to ensure it’s organized, safe, and easy to access
  • Accuracy in managing small chunks of detailed data with great attention to detail
  • Bring remedial actions to ensure Salesforce is accessible equally by both & non-technical folks of the company
  • Support end-users with Salesforce documentation & training

Initially, to begin your career as a Salesforce Business Analyst, you need to pursue a Bachelor’s Degree mainly in the field related to data science and IT. Besides, you need to have certifications in different products and services of Salesforce software like Cloud services and administrator and also app builder. Along with the required qualification and certifications, here are some acquaintances that are required to become a successful professional in salesforce business analysis. 

  • You should have the ability to get over the basics of data analysis, stakeholder management, and business communication. 
  • Having some expertise in using, designing, and charting out approval principles, work processes, and security on Salesforce or similar CRM platforms. 
  • You should be flexible enough to adapt to any business environment and be effective in making strategic decisions and plans to be followed. 
  • You need to be well-versed with common platforms like MS word, PowerPoint, Excel, Vision, Project experience in executing the platform of Salesforce CRM through the Software Development Lifecycle 

If you’re intrigued by this and wondering how to become a Salesforce Business Analyst and where to start, read our Salesforce Business Analyst career path to clear your doubts!

How Much Does A Salesforce Business Analyst Get? (Subject to the learning platform you enroll for)

Here are the top industries that are highly employing Salesforce Business Analyst to unify and manage their business process and have tremendous job opportunities:

  • Information Technology
  • Banking/Finance
  • Education/training
  • Health Care
  • Food & Restaurants
  • Manufacturing
  • Real Estate/Interior Designing
  • Fashion
  • Retail/eCommerce
  • Business Services

…. among other industries

Basically, every business or industry that has a customer base online or offline is in need of effective Salesforce Business Analysts to cement their relationships with their customers and boost their revenue. 

Here are few top companies that rely on Salesforce Business Analyst roles:

  • EY
  • Cognizant
  • Amazon Web Services
  • Accenture
  • Genpact
  • Nike
  • Canon
  • The American Red Cross
  • L’Oréal Americas
  • NBC Universal

How Much Does A Salesforce Business Analyst Get?

  • At the junior level of a Salesforce Business Analyst, your average salary will be around $102,457
  • As a mid-level Salesforce Business Analyst, you will be demanding a salary of over $117,992 per year
  • If you are a  senior-level Business Analyst then you can easily demand an average salary of $130,005 or more in a year.

Top 5 Industries Where Salesforce Business Analyst Responsibilities Are High

As a Salesforce Business Analyst your work is not only limited to IT or software, you also manage the systems. So this is what does a Salesforce Business Analyst do in the following 5 popular industries or if you want to know what a Salesforce Business Analyst does in other industries:

1. Nonprofits

The Role of Salesforce Business Analyst at non-profit organizations revolves around breaking down communication barriers between organizations & their clients, supporters, members, funders, volunteers, and affiliates to offer nonprofits cost-effective and time-effective ways to cultivate lifelong relationships and secure the support they need from them

2. Financial Services

As a Salesforce Business Analyst with financial institutions, your job is to deliver Salesforce functionality across different financial services like banking, insurance, retirement planning, financial advice, wealth management, etc. You also have to advise and monitor the best use of salesforce features and functions, emphasis on the out-of-the-box functionality for Sales, Service and Community Cloud.

3. Manufacturing Services

According to Salesforce, the role of Salesforce Business Analyst is to simplify processes at manufacturing units and help in “providing smart, personalised service with instant access to critical contracts and entitlement data in one centralised location. With omni-channel support, service reps can engage customers in real time using their preferred line of communication.”  

4. Retail Services

As a Salesforce Business Analyst you create, maintain, update or prepare the necessary elements for the administration and animation of sales, sales objectives, territory sales reporting, team budgets, information systems, field alignments, and events. Also offer reliable, fast, and flexible Salesforce solutions but also customize salesforce to help partners, sales employees or associates act on valid data or information for delivering services that build a loyal customer base.

5. Educational Institutions

The Salesforce Business Analyst role at higher education institutions is to operate within a cross-functional product development environment to help other our Salesforce team and other agile teams to help innovate, improve and deliver all aspects of Salesforce capabilities (primarily marketing, supercharging recruitment & admission processes, managing student LMS, and resolving student issues.

Most Asked Salesforce Interview Questions and Answers

Q1. What is Salesforce?

Ans. Salesforce is a CRM delivered as a Software-as-a-Service (SaaS). 

Q2. What does a salesforce business analyst do?

Ans. A Salesforce business analyst helps in guiding businesses to improve the business processes and efficiency in Salesforce. They identify, document, and analyze the needs of the business challenges, and then come up with data-driven solutions.

Q3. What are the compulsory skills of a Salesforce business analyst?

Ans. He must be able to analyze the requirements, the gaps, the process, and then bring the relevant solution to the customer. Analytical thinking, problem-solving and innovative approach are some other skills a Salesforce business analyst must-have. 

Q4. What is the main task in the Salesforce Business Analyst job description?

Ans. Doing research and analysis to business problems and coming up with solutions is the main tasks a Salesforce Business Analyst has to do. 

Q5. How can I become a Salesforce analyst?

Ans. A Bachelor's Degree in a field related to data science and IT is the initial requirement to become a Salesforce analyst. Then, having certifications in various products and services of Salesforce software like Cloud services and administrator and app builder are also compulsory.

Q6. Is it required to have knowledge of SQL for a business analyst? 

Ans. SQL is not required for most business analyst positions. This need for SQL completely depends on the company size, experience level, and a company's ability to provide on-job training in SQL. As mentioned above, using the right skills and experience gained through the Salesforce Certification Training Program from a renowned training institute like JanBask Training, you can get your dream job effortlessly! However, along with the above stated interview questions and answers we’ve also curated Top 80 Salesforce Interview Questions and Answers under the guidance of Salesforce experts so that you can prepare and crack your upcoming salesforce interview confidently. 


1. Why is Salesforce Business Analyst Certification important?

This isn’t a ordinary certification because it’s an industry recognized certification and it validates that the person holding this certification is highly qualified in the particular Salesforce field. 

2. What are the prerequisites for taking up this Salesforce Business Analyst certification course?

Prerequisites for taking this Salesforce Business Analyst Certification Course requires you to have a bachelor’s degree, proficiency in MS Word, Excel, PowerPoint, Project and Visio. Along with that if you’ve Hands on experience in designing Salesforce or comparable CRM Product, then it would be an added benefit. 

3. What will you learn in this Salesforce Certification Training Program?

This Salesforce Certification Training Program is specifically designed to give you hands-on experience in the following topics: 

  • Master the concepts of Salesforce Admin and Developer at the same time focusing on Sales & Service Cloud, Apex Programming, Salesforce Lightning, and much more.
  • This program will also cover basics to advanced Salesforce concepts to help you qualify various certifications while imparting real-time knowledge that will further help you to get ready for a full-fledged demanding career.

4. Why should you take up the Salesforce Certifications?

You should take up this Salesforce Certification because Salesforce is the most commonly used CRM software in the world and it could be accessed on any device, at any time and at any place. It also comes with its extensive abilities which supports the life cycle of sales, marketing, and customer relationships.

5. How to get certified in Salesforce?

In order to get certified in Salesforce, you will have to undergo training from a recognized institute to clear the main certification exam from Salesforce. 



Salesforce Business Analyst is a popular techno-functional role, which you can start your career with even if you are someone from a non-technical field or career background. All you need to do is to upskill your Salesforce skills via online resources and obtain Salesforce Business Analyst Certification gradually in your career timeline. 

In this blog, we helped you know everything about the Salesforce Business Analyst Roles and Responsibilities. We covered job descriptions of a Salesforce Business Analyst that we gathered from various job portals and hiring managers. Here, you also learned about what a Salesforce Business Analyst does based on different industries, the skills or prerequisite knowledge to become a successful Salesforce Business Analyst that is in demand. 

Salesforce has changed the way CRM works and with roles like Salesforce Business Analyst, the companies are simplifying their business processes. So give a jumpstart to your Cloud professional career by becoming a Salesforce Business Analyst, today! You can also test your Salesforce Buisness Analyst skills by giving a free Salesforce Quiz.

If you have any queries regarding Salesforce Business Analyst, you can connect with us or drop your queries in the comment section and get real-time solutions!

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    Sandip pal

    Sandip has been writing blogs and web copies for us in multiple niches utilizing his deep research skills and product knowledge. Besides work, he loves Traveling and the aroma of Coffee sets his spirit high. He has that never say die spirit towards life and his work. His mantra is simple – “Victory belongs to those who believe in the most and believe in it the longest.”


  • A


    One of the nice blogs on Salesforce Business Analyst Roles & Responsibilities I have found.

    • Sandip User


      Hi, Thank you for reaching out to us with your query. Drop us your email id here and we will get back to you shortly!

  • B


    I want to know about different Salesforce certifications.

    • Sandip User


      Glad you found this useful! For more such insights on your favourite topics, do check out JanBask Training Blogs and keep learning with us!

  • R


    Is it necessary to have a science background to become a salesforce business analyst?

    • Sandip User


      Thank you so much for your comment, we appreciate your time. Keep coming back for more such informative insights. Cheers :)

  • G


    Informative one! Helpful for those who want to grow their career as Salesforce Business Analyst.

    • Sandip User


      Glad you found this useful! For more such insights on your favourite topics, do check out JanBask Training Blogs and keep learning with us!

  • M


    Salesforce is a cloud-based service provider, is it easy for anyone to do the training and complete its certification.

    • Sandip User


      Hello, JanBask Training offers online training to nurture your skills and make you ready for an amazing career run. Please write to us in detail at Thanks!

  • C

    Christ Evans

    What is the salary range of a Salesforce Business analyst?

    • Sandip User


      Hi, Thank you for reaching out to us with your query. Drop us your email id here and we will get back to you shortly!

  • A


    Can you share some links related to Salesforce business Analyst skill sets?

    • Sandip User


      Hi, Thank you for reaching out to us with your query. Drop us your email id here and we will get back to you shortly!

  • B


    The blog is really informative, but I would be glad if you could provide an article related to the Salesforce administration.

    • Sandip User


      Hello, JanBask Training offers online training to nurture your skills and make you ready for an amazing career run. Please write to us in detail at Thanks!

    • Sandip User


      Hello, JanBask Training offers online training to nurture your skills and make you ready for an amazing career run. Please write to us in detail at Thanks!

  • L


    How can I join your institute to pursue Salesforce Business Analyst?

    • Sandip User


      Glad you found this useful! For more such insights on your favourite topics, do check out JanBask Training Blogs and keep learning with us!

  • J


    How many types of Salesforce Business Analyst certifications are available? And how much cost is it for?

    • Sandip User


      Hello, JanBask Training offers online training to nurture your skills and make you ready for an amazing career run. Please write to us in detail at Thanks!

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