Salesforce Analyst Job Description
Salesforce Analyst Duties & Responsibilities
To write an effective salesforce analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included salesforce analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Salesforce Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Salesforce Analyst
List any licenses or certifications required by the position: PMP, SFDC, ITIL, SCRUM, DEV, DEV402, ADM211, ADM201, PSM, CSM
Education for Salesforce Analyst
Typically a job would require a certain level of education.
Employers hiring for the salesforce analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Computer Science, Business, Education, Information Systems, Technical, Engineering, Information Technology, Business/Administration, Finance, Technology
Skills for Salesforce Analyst
Desired skills for salesforce analyst include:
Desired experience for salesforce analyst includes:
Salesforce Analyst Examples
Salesforce Analyst Job Description
- Provide and recommend high quality business solutions on the Salesforce platform based on industry best practices business needs
- Maintain all objects, layouts, fields, to keep CRM current and user friendly
- Design and develop Salesforce configurations that use best practice solutions
- Gather requirements, working with technical/functional teams, to come up with solutions on the Salesforce platform
- Responsible for working with business users to create and document user stories
- Assist users in user acceptance testing, create and execute detailed test cases, and assist with end user training
- Coordinate with development team and users to keep projects on track
- Track end-user requests and identify trends and issues as they arise—and report these to the business owner and project manager
- Acts as the main IT contact/interface to the business
- Develops requirements and specifications for enhancements to existing applications
- Must be familiar with packaged application & proficiency in Software Requirements and Methodologies
- Ability to work independently work in a team environment
- University/College degree (Business, Computer Science) or equivalent work experience
- Proficient in data manipulation & tools (SQL, Access and Excel)
- Managing large volumes of data in a CRM (preferably Salesforce.com)
- Ability to work independently, collaboratively within Salesforce support team and across business units
Salesforce Analyst Job Description
- Participates with project teams involved in defining, developing, acquiring and implementing new software applications
- Maintains a standard level of user documentation
- Assists with the development of user acceptance test plans and certifies test results
- Reviews proposed technology initiatives generated within the business units
- Assures that the business case for an initiative is within the division’s strategic plan and provides assistance to the business in developing the return on investment documentation
- Ability to work closely with external vendors and internal users in project execution (development and implementation), including resolution of issues, capture of further requirements adhering to SDLC gates and risk identification/ management
- Ability to actively manage competing deliverables to meet business commitments and Development Manager/Project Manager’s expectations, monitor and report the on-going project status
- Level 2 Salesforce application support
- Support CPQ user community if issues are happening
- Check the data quality of the data tables (Customer, Material and Pricing) in quoting environment and in connection to ERP (SAP) source tables
- Salesforce (or applicable CRM tool)
- Creating BRD's
- Excellent analytical, problem-solving, negotiation, and decision-making skills
- Minimum 3 years of experience as a Business Analyst required
- Minimum 2 years of experience in a related field (financial services, sales, CRM/customer relationship management) required
- Minimum 3 years of experience in a technical support and/or customer service role required
Salesforce Analyst Job Description
- Maintain the overviews of local setup – specific selections- logo, printing options, texts
- Maintain products descriptions and pictures databases for CPQ with support from the Data team
- Participate in planning and execution of improvements of CPQ – Oracle BigMachines
- Project member in preparation for new quoting tools introduction (replacement of Oracle BigMachines)
- Handle a high volume of customer support requests that require careful scrutiny and emotional intelligence
- Work with customers to understand their needs, identify the problem and direct them to the proper solution or provide instructions for self-help to routine problems
- Review support cases independently for technical and troubleshooting accuracy
- Ability to recognize system and process inefficiencies and working cross-functionally to recommend action on those inefficiencies, through understanding of the business processes you support
- Develops, documents, and implements standard operating procedures and customer service guidelines relating to business systems support
- Provides timely resolution of problems or escalation on behalf of customer to appropriate technical purposes and case status updates to management and customers
- Passion for the client and user experience
- Strong communication and negotiation skills and the ability to interact equally effectively with colleagues across all Lines of Business and functional groups
- Strong attention to details in order to support platform users, maintain in-compliance user system access, and manage other platform risks
- Proven track record in achieving results
- Strong verbal and written communication skills, including the ability to develop easy-to-understand user documentation and platform reports, and to explain solution steps for complex issues
- Outstanding listening skills, and ability to patiently, constructively interact with diverse stakeholders who may be experiencing challenges with the platform
Salesforce Analyst Job Description
- Manage customer expectations and experience in a way that results in high customer satisfaction
- Working closely with the business functions to deliver new improvements in the core Salesforce, and Marketing Cloud platforms
- Track project issues, concerns, deliverables, acceptance criteria
- Provide analysis support on new initiatives and strategic decisions
- Drive adoption of the platform, and improvements as they are rolled out
- Providing support and training to users on a day-to-day basis (especially when related to new projects)
- Maintain multiple user roles, security, profiles, workflow rules, Support and train new end users on the Salesforce.com application in the Americas geography
- Manage SFDC roadmap for all MATW
- Analyzes end-user support, system configuration, complex formulas and system maintenance
- Manage the Salesforce.com data governance and application
- Preference for individuals with related Salesforce.com certifications
- Preference for experience with Agile systems development, Salesforce.com, and /or CRM processes and platforms
- Partner with COE’s shared service clients to understand requirements and come up with the best possible solution using standard and custom functionality on Salesforce.com Application
- Provide direction and guidance to technical team members on projects and ensure quality product is delivered
- Manage tickets logged by Users and act as the primary contact for all inquiries related to these tickets
- Aggregate metrics on tickets worked on by the COE team on a weekly basis and present them in status meetings
Salesforce Analyst Job Description
- Gathering, developing and analyzing business requirements for solution design on the Salesforce.com platform
- Responsible for Workflow, Gap and Impact analysis, user stories, test case development and functional design
- Support and train end-users , develop and maintain documentation
- As part of the sprint, you will carry out scripted, functional feature- and system testing, executing regression tests to make sure the solutions remain bug-free and are working as expected
- You will be comfortable performing ad-hoc and exploratory testing, too
- When a project involves interaction with other systems, you will also participate in integration testing
- Leveraging your detailed knowledge of the Salesforce platform, and your ability to think with the user’s mind, you will contribute to detailed analysis of requirements and user stories by preparing test scenarios to cover the features and business processes
- You will participate in the continuous improvement of the regression pack, and work on automating high priority test scenarios in order to improve efficiency
- As the testing strategy and processesneed to evolve side by side with the solutions, you will review them periodically and contribute to its improvement
- In order to keep your test cases running and to be able to check test results, you will write and execute queries and DML statements
- Create clear and concise functional and technical documents, Standard Operating Procedures, diagrams and other Support documentation
- Experience gathering business requirements and working with a team to find the best solution
- 3 plus years of Salesforce.com Business Analyst
- 2 years of Salesforce Administrator
- Experience using standard IT technologies
- Experience supporting production systems in a 24 x 7 environment