Salesforce and Business Analysis 

Taking a closer look at what Salesforce has to offer to the business analyst to bring more value to the organisation. As with Enterprise Architecture, Salesforce has an extensive offering in the business analysis space. 

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Business analysts have the daunting task of translating the business operations of an organisation into Business and Functional Requirement Specifications (BRS and FRS) and the all-important depiction of the business processes within the organisation. In this post we will highlight what tools Salesforce offer to the business analyst.

In terms of preparing yourself for the Salesforce business analyst Certification, the Trailhead Salesforce web for business analysts will guide you through the various skills and courses to prepare you for the certification exam. You will require the Salesforce Administrator certification as a prerequisite for the Salesforce Business Analyst certification.


The Salesforce certification exam has the following key topics along with their relevant percentage of the overall curriculum:

  • Customer Discovery (17%)
  • Collaboration with Stakeholders (24%)
  • Business Process Mapping (16%)
  • Requirements Gathering (17%)
  • User Stories (18%)
  • User Acceptance (8%)

Here are the soft skills a Business Analyst should have:

  • Needs analysis
  • Eliciting requirements
  • Business case definition
  • Requirements writing
  • Requirements review
  • Flow and process diagramming
  • Wireframing
  • Business data analytics
  • Problem solving


A Business Analyst should also have at least a basic understanding of these Salesforce technical skills:

  • AppExchange
  • Automation
  • Collaboration
  • Data management
  • Reports and dashboards
  • CRM
  • Platform
  • Sales and marketing

In addition, you will find an extensive set of resources to facilitate skilling you up in the Salesforce business analyst space. For instance, Udemy offers a comprehensive course for Salesforce business analysts on their e-learning platform .


As a Salesforce business analyst, you will apply skills like writing user stories, business process modelling, etc., in such ways as to leverage the strengths of the Salesforce platform allowing the organisation to maximise their ROI (Return On Investment).

There is a clear and critical role for the business analyst to fulfil to facilitate the organisation getting the most out of their investment into Salesforce. The Salesforce’s comprehensive curriculum builds on top of the business analyst’s existing skills base and thereby helping to achieve this.

If you missed it here is WiRD’s previous blog on Salesforce and its use in enterprise architecture:

How Enterprise Architects can use Salesforce to accelerate Digital Transformation.

Please share your experiences in using salesforce to further your business analysis with WiRD and each other by commenting or interacting on LinkedIn

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