Salesforce Data Cloud BA: Agentforce & CRM Flows

Lifted, an Upwork Company™; Bogotá; Presencial; COP 157.928.000 - 252.685.000; Jornada completa

Descripción de la vacante

Lifted, an Upwork Company, seeks a Salesforce Business Analyst to bridge business needs and Salesforce Data Cloud and Agentforce solutions. You will gather requirements from marketing and product teams, design data flows, and support integrations and analytics readiness.

Responsibilities include documenting use cases, configuring Salesforce processes, and ensuring CRM workflows for Leads, Accounts, and Opportunities. Strong SQL and communication skills are essential.

Formación

• 3–5+ years of Salesforce Business Analysis experience or similar role.
• Experience with Salesforce Flow Builder.
• Salesforce Admin experience or strong platform configuration knowledge.
• Experience with Agentforce.
• Strong understanding of Salesforce CRM processes (Leads, Accounts, Opportunities).
• Basic to intermediate SQL for data validation and analysis.
• Experience gathering and documenting business requirements.
• Experience facilitating stakeholder discussions.
• Ability to translate business needs into technical solutions.
• Excellent written and verbal communication skills.

Responsabilidades

• Gather requirements directly from marketing managers, product managers, and stakeholders.
• Facilitate stakeholder discussions and translate needs into Salesforce solutions.
• Define and document Salesforce Data Cloud use cases.
• Design and optimize data flows and integrations within Salesforce Data Cloud.
• Support greenfield Data Cloud implementation, not a direct migration.
• Configure and improve Salesforce workflows using Flow Builder.
• Support Salesforce platform configuration and administration tasks.
• Apply Agentforce capabilities to relevant processes.
• Support CRM processes involving Leads, Accounts, Opportunities, and related workflows.
• Use SQL to validate data and investigate discrepancies.
• Help ensure data pipelines for analytics and reporting are accurate.
• Collaborate with data teams, admins, and stakeholders to align requirements.
• Communicate requirements, decisions, risks, and solutions clearly to all.

Conocimientos

Salesforce BA

Flow Builder

Salesforce Admin

Agentforce

CRM Processes

SQL basics

Requirements gathering

Stakeholder facilitation

Translating requirements

Communication

Herramientas

Agentforce

SQL

Salesforce Flow Builder

CRM Config Tools

Descripción del empleo

Lifted, an Upwork Company, seeks a Salesforce Business Analyst to bridge business needs and Salesforce Data Cloud and Agentforce solutions. You will gather requirements from marketing and product teams, design data flows, and support integrations and analytics readiness.

Responsibilities include documenting use cases, configuring Salesforce processes, and ensuring CRM workflows for Leads, Accounts, and Opportunities. Strong SQL and communication skills are essential.