Salesforce Analyst Job Description

Salesforce Analyst Job Description

166 votes for Salesforce Analyst
Salesforce analyst provides mentorship and advisory to application teams for applications integration to active directory, especially LDAP, PKI authentication.

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:

Customize CRM using the most up-to-date tools (i.e., workflows, triggers)
Provision of quality production support across Salesforce environments (including ITIL based daily application support, release and change management, risk and security governance)
Transition and support of system enhancements and project development activities for the Salesforce application including impact analysis, consultancy with other IT teams and management of application/environment change
Timely actioning and resolution of user requests and provision of functional support to business users
Defining, reviewing and improving operational processes, procedures, and documentation associated with the operation of these systems
Design, develop, and deploy Apex coding and API integrations with enterprise and external systems
Participate in business requirement gathering and develop good understanding of functional requirements
Develop solutions and participate in full deployment process
Perform Salesforce Administrator tasks
Provide SME Support for Global Talent Shared Services projects

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:

Active Directory
Programming languages
Statistical analysis

Desired experience for salesforce analyst includes:

Represent Salesforce CRM team in USI
Delegate and monitor assignments to team members
Perform quality review for deliverables
Participate in development and improvement of team processes
Coordinate the recruitment process when needed
Identify the training and development needs of the team members

Salesforce Analyst Examples


Salesforce Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of salesforce analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for salesforce analyst
  • 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
Qualifications for salesforce analyst
  • 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
  • Ability to work independently, collaboratively within Salesforce support team and across business units

Salesforce Analyst Job Description

Job Description Example
Our company is searching for experienced candidates for the position of salesforce analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for salesforce analyst
  • 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
Qualifications for salesforce analyst
  • 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

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of salesforce analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for salesforce analyst
  • 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
Qualifications for salesforce analyst
  • 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

Job Description Example
Our company is growing rapidly and is looking to fill the role of salesforce analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for salesforce analyst
  • 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 application in the Americas geography
  • Manage SFDC roadmap for all MATW
  • Analyzes end-user support, system configuration, complex formulas and system maintenance
  • Manage the data governance and application
Qualifications for salesforce analyst
  • Preference for individuals with related certifications
  • Preference for experience with Agile systems development,, 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 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

Job Description Example
Our company is growing rapidly and is looking for a salesforce analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for salesforce analyst
  • Gathering, developing and analyzing business requirements for solution design on the 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
Qualifications for salesforce analyst
  • 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 Business Analyst
  • 2 years of Salesforce Administrator
  • Experience using standard IT technologies
  • Experience supporting production systems in a 24 x 7 environment

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