How to Become a Salesforce Business Analyst

If problem-solving is your passion and you enjoy working with technology, a career as a Salesforce business analyst may be for you. A cloud-based customer management software, Salesforce is a highly popular and effective CRM (Customer Relationship Management) bundle. Its advantages and functionality allow organizations to learn more about their customers’ preferences and purchase habits through real-time updates and insights.

While anyone can use the CRM bundle — business owners and otherwise — those who have mastered the cloud-based technology can help organizations reap the most from the Salesforce platform, ultimately helping them make smarter, more informed business decisions.

An online Master of Science in Business Analytics from the University of Nevada, Reno can help provide you with the tools, training, and experience to become a successful Salesforce business analyst. A focused and flexible customer management software, Salesforce enables businesses to learn more about their customers so they can ultimately improve customer satisfaction.

What Does a Salesforce Business Analyst Do?

Salesforce business analysts work in a business-improvement role to help companies use Salesforce efficiently. They analyze business challenges and provide data-driven solutions. In essence, they operate as a liaison between an organization’s stakeholders and IT team to ensure everyone is working in tandem toward achieving optimal results, communicating to each party the needs and concerns of the other.

 

Business Analyst Skills

Aside from the technical, software-oriented requirements of the job (such as AppExchange and automation) that come with Salesforce training, a successful business analyst must also have soft skills to help with project completion, deadline management, and team communication.

Project Management

Much like a management analyst, a Salesforce business analyst is only as good as the quality and scope of the information they collect. That quality hinges on the data being highly organized, so that it is fully accurate, complete, and thorough. This may not come easily in data-cluttered environments.

Organization

Much like a management analyst, a Salesforce business analyst is only as good as the quality and scope of the information they collect. That quality hinges on the data being highly organized, so that it is fully accurate, complete, and thorough. This may not come easily in data-cluttered environments.

A Salesforce business analyst works on a laptop

 

Relatability

Salesforce business analysts must be able to think like a customer to identify weaknesses and offer solutions based on feedback received from CRM software. If Salesforce business analysts can relate to the customer by adjusting to their level and recognizing their unique needs, they can make the appropriate modifications to the products or services that are being sold so they’ll better resonate with the buying public. Studies show that 75% of consumers are willing to pay more money to companies that provide a satisfying experience, product, or service.

Goal-oriented

The Salesforce platform allows users to plug in data that can yield real-time actionable intelligence about how a business is operating at any given time. These details are meaningless if Salesforce business analysts are not focused on the end goal. In short, they must be clear about what the business needs, why it’s needed, and what the result may be when that need is met. Once these basic aspects are discovered, analysts can map out the steps and benchmarks to cross the finish line successfully.

Other skill sets that are ideal for working as a Salesforce business analyst include critical thinking, time management, and good communication skills.

Steps to Become a Salesforce Business Analyst

For those who aspire to become a Salesforce business analyst, the first step includes earning a bachelor’s degree in a related field, such as business administration, data analytics, or computer science. During this education, you will need to develop a strong understanding of cloud computing technology, Salesforce as a system, and other business analyst skills.

Salesforce Business Analyst Training

Salesforce has multiple certification opportunities available for aspiring business analysts, including Salesforce Administrator and Salesforce Consultant. These certifications can be earned by passing an exam. A number of different providers offer classes to prepare individuals for the certification exams; these courses are offered in various forms including online training programs.

Certification exams and additional learning opportunities are available through the Salesforce website.

Is Becoming a Salesforce Business Analyst a Smart Career Move?

It depends on what your goals are. If they include greater earning power, a career as a Salesforce business analyst can lead to a great living. Based on figures compiled by the compensation website PayScale, as of 2021 Salesforce administrators make an annual average salary of approximately $68,000.

The role of a Salesforce business analyst can also be professionally rewarding, enabling you to use your problem-solving skills to help businesses become more successful, potentially turning weaknesses into strengths.

In addition to solid earnings and professional satisfaction, you will gain learning potential as a Salesforce business analyst, because the product is affiliated with many other platforms — such as Work.com, myTrailhead, and Force.com. These affiliations can broaden your familiarity with other third-party applications, thereby further diversifying your hard-skills toolbelt.

With Salesforce in use around the world, Salesforce business analyst positions are open and available in many different countries, including the Netherlands, Spain, Germany, France, Australia, and India.

Pursue an Education in Business Analytics

If you’re already familiar with Salesforce or would like to become more proficient in the proprietary software, an online Master of Science in Business Analytics degree can help bring you closer to your goal.

For more information on the University of Nevada, Reno course curriculums, or other online academic programs available, apply today.

Suggested Readings

How to Become a Business Analyst

What Is Business Analytics?

How Businesses Benefit from a Data-Driven Culture

 

Sources

Gladly, “2018 Customer Service Expectations Survey”

Intellipaat, “Salesforce Certification Training: Administrator and App Builder”

Medium, “Be a Discerning Decision-maker. Be a Salesforce Business Analyst”Medium,

“The Demand for Salesforce Skilled Talent Is Huge”PayScale, Salesforce AdministratorSalesforce,

“The 6 Biggest Benefits of CRM”Salesforce, CertificationsSalesforce,

“Learn About the Salesforce Business Analyst Role”