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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 certified Salesforce professionals to help them implement and administer Salesforce.

So do you want to be a part of this amazing cloud ecosystem but don't want any hard and fast technical adeptness or background-related role? Well, we have one exact role for you, it’s the Salesforce Business Analyst.

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 a 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, your duty is to see the products are developed as per usability & customization of the clients.

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. Other than that you will 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. 

That sounds great! But, what roles and responsibilities do a Salesforce Business Analyst perform in reality? Let’s try to find out!

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. 

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 job portals like Indeed, Payscale, and LinkedIn 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:

Salesforce Administrator Certification:

  • Salesforce Certified Administrator
  • Salesforce Certified Advanced Administrator
  • Salesforce Certified Marketing Cloud Administrator

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

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!

Is Salesforce Business Analyst Role Hot-Selling in the Job Market?

Here are the top industries that are highly using 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.


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 Admin and Salesforce Consultant Certifications 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 base 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! 

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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    Divya Agarwal

    Divya Agarwal is a voracious reader who loves reading any kind of write ups, traveling and photography. She has been writing for IT professionals for many years now making sure they get the desired information in the most lucid form.


  • A


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

    • JanbaskTraining

      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.

    • JanbaskTraining

      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?

    • JanbaskTraining

      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.

    • JanbaskTraining

      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.

    • JanbaskTraining

      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 [email protected]aining.com. Thanks!

  • C

    Christ Evans

    What is the salary range of a Salesforce Business analyst?

    • JanbaskTraining

      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?

    • JanbaskTraining

      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.

    • JanbaskTraining

      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 [email protected] Thanks!

    • JanbaskTraining

      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 [email protected] Thanks!

  • L


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

    • JanbaskTraining

      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?

    • JanbaskTraining

      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 [email protected] Thanks!

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