Salesforce System Analyst / Product Manager

 

 

 

Role Summary

The Salesforce System Analyst/Product manager acts as the bridge between business stakeholders and technical teams. The role is responsible for gathering requirements, analyzing business processes, designing Salesforce-based solutions, supporting system enhancements, creating reports and dashboards, and ensuring that Salesforce platforms align with business objectives.

Key Responsibilities

Business Analysis & Requirements Management

· Gather and document business requirements through stakeholder workshops and interviews.

· Create Business Requirement Documents (BRD), Functional Requirement Documents (FRD), Use Cases, User Stories, and Process Flows.

· Perform gap analysis between current and future-state processes.

· Translate business requirements into Salesforce functional specifications.

Salesforce Solution Design

· Configure Salesforce objects, fields, page layouts, validation rules, workflows, flows, and reports.

· Collaborate with Salesforce Administrators, Developers, and Architects on solution design.

· Support Sales Cloud, Service Cloud, Experience Cloud, and custom Salesforce applications.

· Recommend process improvements and platform optimizations.

Data & Reporting

· Develop and maintain reports, dashboards, and KPIs.

· Perform data analysis using Salesforce reports, SOQL, SQL, and integrated analytics tools.

· Ensure data quality, integrity, and governance.

· Support data migration, cleansing, and validation activities.


Testing & Deployment

· Prepare test scenarios, test cases, and UAT plans.

· Coordinate User Acceptance Testing (UAT) with business users.

· Validate system changes before production deployment.

· Support release management and change management activities.

Stakeholder Management

· Work closely with Sales, Marketing, Operations, Customer Service, and IT teams.

· Facilitate requirement workshops and JAD sessions.

· Provide end-user training and documentation.

· Act as a liaison between business and technical teams.

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Required Skills

Salesforce Skills

· Salesforce Administration

· Sales Cloud

· Service Cloud

· Lightning Experience

· Flows & Process Automation

· Reporting & Dashboards

· Data Loader

· Salesforce Security Model

· Basic SOQL knowledge

Business Analysis Skills

· Requirement Gathering

· Process Mapping

· Gap Analysis

· User Story Creation

· UAT Management

· Agile/Scrum Methodologies

· Stakeholder Management

Technical Skills

· SQL

· API Integrations (REST/SOAP)

· Data Modeling

· Jira / Azure DevOps

· Visio / Lucidchart

· Excel & Power BI/Tableau (preferred)

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Preferred Certifications

· Salesforce Certified Administrator

· Salesforce Business Analyst Certification

· Salesforce Advanced Administrator

· Salesforce Sales Cloud Consultant

· Salesforce Service Cloud Consultant

Role Descriptions: Product Manager
Essential Skills: Product Manager
Desirable Skills:
Keyword:
Skills: Product Management
Experience Required: 8-10