Key Responsibilities
Requirements Gathering & Analysis
- Conduct discovery workshops with business stakeholders.
- Gather, analyze, and document business and functional requirements.
- Create BRDs, FRDs, user stories, process flows, and acceptance criteria.
- Maintain requirements traceability throughout the project lifecycle.
- Identify gaps, risks, and dependencies in business processes.
Salesforce Functional Consulting
- Work extensively with Salesforce Sales Cloud, Service Cloud, Experience Cloud, and related products.
- Translate business requirements into Salesforce solutions.
- Support configuration activities including:
- Page Layouts
- Record Types
- Validation Rules
- Approval Processes
- Assignment Rules
- Flows and Process Automation
- Collaborate with architects and developers to deliver scalable solutions.
Process Improvement & Optimization
- Document current (As-Is) and future (To-Be) business processes.
- Identify opportunities for process automation and business transformation.
- Recommend Salesforce-native solutions to improve efficiency and user adoption.
User Acceptance Testing (UAT)
- Define UAT strategy and test scenarios.
- Coordinate testing activities with business teams.
- Track defects and facilitate issue resolution.
- Ensure business sign-off before production deployment.
Stakeholder Management
- Act as the primary liaison between business users and technical teams.
- Facilitate sprint reviews, demos, workshops, and status meetings.
- Communicate project progress, risks, and dependencies effectively.
Training & Change Management
- Create user guides, training materials, and process documentation.
- Conduct end-user training sessions.
- Support change management and adoption initiatives.
Required Skills
- Strong experience as a Salesforce Business Analyst or Salesforce Functional Consultant.
- Hands-on knowledge of:
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Lightning Experience
- Salesforce Flow
- Reports & Dashboards
- Security & Sharing Model
- Experience in Agile/Scrum methodology.
- Strong stakeholder management and communication skills.
- Expertise in requirement elicitation, business process mapping, and documentation tools.
Preferred Skills
- Experience with Experience Cloud, Agentforce, or Industry Clouds.
- Knowledge of integrations and APIs.
- Exposure to Jira, Confluence, and SharePoint.
- Experience working in large enterprise transformation programs.
Certifications Preferred
- Salesforce Administrator (ADM 201)
- Salesforce Business Analyst Certification
- Salesforce Sales Cloud Consultant
- Salesforce Service Cloud Consultant