Salesforce Business Analyst

Key Responsibilities

1. Salesforce Documentation & Analysis:
   • Investigate existing Salesforce configurations and processes.
   • Create comprehensive documentation, including flowcharts and visualizations (e.g., Lucidchart), to map how the environment works.
   • Interpret undocumented systems and processes.
2. System Understanding & Optimization:
   • Analyze flows, process builders, and email alerts to understand and refine system operations.
   • Assist with testing and validation, including writing and running test cases (UAT).
3. Data Querying & Scripting:
   • Use SOQL to query Salesforce data for analysis and insights.
   • Understand scripting concepts (Python/JavaScript) to interpret workflows but not required to develop.
4. Collaboration & Presentation:
   • Work closely with the team to gather and document requirements.
   • Present findings, charts, and high-level system overviews to stakeholders using tools like PowerPoint.