Business Analyst (Salesforce)
Summary
Business Analyst configures and enhances Salesforce Sales Cloud for asset management/financial clients, translating business needs into technical solutions and ensuring data integrity.
Requirements
- Work with business stakeholders to understand requirements and translate them into clear functional and technical solutions.
- Configure and enhance features, including objects, fields, page layouts, flows, validation rules, reports, and dashboards.
- Analyze data mapping, data quality, and integration requirements to ensure accurate and reliable data flow.
- Support testing activities, including test case preparation, UAT support, defect analysis, and issue resolution.
- Salesforce experience in the asset management/financial domain is a must.
- Solid understanding of Salesforce Sales Cloud.
- Experience creating Salesforce reports and dashboards for business users.
- Experience with Salesforce configuration, including custom objects, fields, flows, validation rules, and page layouts.
- Good understanding of the Salesforce data model, data management, and data quality concepts.
- Experience supporting data integration between Salesforce and other systems.
- Ability to understand business requirements and translate them into Salesforce solutions.
Nice-to-Have Skills
- Experience with Salesforce API, middleware, ETL tools, or integration platforms.
- Understanding of Apex, SOQL, or Salesforce development concepts.
- Experience with Salesforce Data Loader or other data migration tools.