Business Analyst

Job Summary

We are looking for a Salesforce Business Analyst with 4+ years of experience who brings a strong mix of business analysis, Salesforce platform knowledge, hands-on configuration expertise, and quality assurance skills. The ideal candidate should have experience working across multiple Salesforce Clouds and be comfortable handling end-to-end solutioning, including requirements gathering, solution validation, testing, and scenarios involving integrations and cross-system data flows.

Key Responsibilities

Business Analysis Responsibilities

• Gather, analyze, and document business requirements (User Stories, BRDs, FRDs).
• Work closely with stakeholders to understand business processes and translate them into scalable Salesforce solutions.
• Design and support solutions across Sales Cloud, Service Cloud, and Experience Cloud.
• Perform hands-on Salesforce configuration, including:
• Data model design (objects, relationships, fields)
• Page layouts, record types, and dynamic forms
• Validation rules, flows, and process automation
• Profiles, permission sets, and access control
• Understand and support data flow across systems (e.g., Salesforce to external platforms).
• Collaborate with developers and architects on integrations and complex use cases.
• Create and maintain reports, dashboards, and project documentation.
• Ensure solutions align with Salesforce best practices and scalability.

• Analyze business requirements and prepare comprehensive test scenarios and test cases.
• Perform functional, regression, integration, and end-to-end testing for Salesforce implementations and enhancements.
• Validate Salesforce configurations, workflows, flows, reports, dashboards, and integrations against business requirements.
• Execute test cases, document test results, and ensure complete test coverage.
• Log, track, prioritize, and manage defects using tools such as Jira, and work closely with development teams for resolution.
• Participate in defect triage meetings and support root cause analysis activities.
• Coordinate and support User Acceptance Testing (UAT), including preparation of UAT scripts and obtaining stakeholder sign-offs.
• Ensure production releases meet quality standards and support post-deployment validation activities.
• Contribute to continuous improvement of QA processes, templates, and testing best practices.

• 4+ years of experience as a Salesforce Business Analyst with QA responsibilities.
• Strong understanding of:
• Sales Cloud
• Service Cloud
• Experience Cloud
• Hands-on experience with Salesforce configuration beyond basic setup, including:
• Flows and automation (must-have)
• Data modeling and relationships
• Security model (profiles, permission sets)
• Good understanding of integrations and cross-system data flows.
• Experience in test planning, test execution, defect management, and UAT coordination.
• Ability to work on moderately complex requirements and scenarios.
• Experience working in Agile/Scrum environments.
• Strong skills in:
• Requirement gathering and analysis
• Stakeholder communication
• Test case preparation and execution
• Documentation (Jira, Confluence)

• Salesforce certifications such as Salesforce Administrator, Business Analyst, or related credentials.
• Experience working with Salesforce testing methodologies and release management processes.
• Exposure to integration testing involving APIs and third-party systems.