Salesforce Business Analyst Tutorial

The Salesforce Business Analyst tutorial  will give guidelines and enlighten you on all you need to know about Salesforce business analyst.

Who is a Salesforce Business Analyst

A Salesforce business analyst provides concepts and insights that are useful in the development of the preliminary framework of any project executed by Salesforce software. A business analyst conducts an analysis check to understand the current position of a company serving as a basis for business needs identification. An analysis to outline and confirm solutions to ensure they meet the expected needs, goals, or objectives performed.

Salesforce Definition

Innovation in technology brought about solving problems through the use of cloud-based software called Salesforce. Salesforce is known as one of the breakthroughs in the technological world. The software is preferred by business analysts compared to other CRM products, since it is cost-effective in development, reducing turn-around time of solution.

What is CRM

It is a Customer Relationship Management system that stores full customer data. Salesforce.com is ranked as the top CRM system on demand in the market and runs on the force.com platform.

Skills of Salesforce Business Analyst

A successful business analyst has a variety of different skills up their sleeves to be adaptable to a shifting environment. The following skills are filtered to the most important ones but not limited to;

  • Understand Your Objectives: The ability to interpret guidelines is crucial as it allows you to deliver the correct information.
  • Run Stakeholders Meeting: Just knowing Salesforce alone does not qualify you to become a successful Salesforce business analyst; you must be able to hold a face-to-face meeting to discuss and clear any project queries.
  • Excellent Communication Skills: You must be able to pass on concise and articulate points.
  • Enhanced Presentation Skills: As a business analyst, the company expects you to facilitate workshops with the project team or stakeholders. The presentation used to extract more information about the project.
  • Good Listener: One very vital skill that is key in information gathering. You ought to listen well to record accurate information.
  • Documentation and Reporting Skills

Salesforce Launch for Business Analyst

There is an available Salesforce free trial that gives any user a chance to take the software on a test drive. It requires no software installation making it user-friendly. But before starting, make sure that you have basics in CRM topics and understanding of cloud computing. Go ahead and learn with the tutorial kart Salesforce tutorial and try doing the tests available. Sign up for an account. Log in to the Salesforce account. There are different methods to login to the system; Web browser, Single Sign On (SSO), External Application Programming Interface, and OAuth. There exist two types of environment in Salesforce.com; Sandbox and Production environment.

Google Chrome Extensions

One can log in into the software by the use of the following Google Chrome extensions;

  • Salesforce ORGanizer
  • com
  • com quick login by Kyle Peterson
  • Salesforce login helper
  • Last Pass

Business Analyst Tools

  • Microsoft Excel and Visio
  • Microsoft PowerPoint and Access
  • Google Analytics
  • SQL
  • Gliffy
  • Tableau

We surely hope that this tutorial has offered insight into Salesforce business analyst definition, skills, roles, and the tools of the trade.