Salesforce Business Analyst
2 days ago
Key Responsibilities:
- Collaborate with business stakeholders to gather, analyze, and document requirements related to Salesforce CPQ and Sales Cloud.
- Understand and explain Salesforce data model concepts, including Account, Contact, Opportunity, Quote, QuoteLine, Order, OrderItem, Subscription, and Contract.
- Provide guidance on mapping legacy data to Salesforce CPQ models, including complex relationships like product bundles.
- Recommend approaches for data cleansing, validation, and deduplication (optional).
- Suggest strategies for handling legacy data that is unstructured or spread across multiple applications (optional).
- Define strategies for retaining historical pricing, quote data, and contract renewals.
- Support User Acceptance Testing (UAT) by creating test scenarios, validating outcomes, and ensuring business requirements are met.
- Assist in validating complex fields such as Quote totals, discounts, and product configurations.
- Report and track data discrepancies, issues, or errors during system implementations or migrations (optional).
- Serve as a liaison between business teams and technical teams, translating business requirements into actionable solutions.
Required Skills and Experience:
- Strong understanding of Salesforce CPQ and Sales Cloud objects and relationships.
- Excellent analytical, documentation, and communication skills.
- Experience in requirement gathering, process analysis, and UAT coordination.
- Ability to work collaboratively with cross-functional teams and translate business needs into technical requirements.
Optional:
- Experience in Salesforce data migration projects, including Quote, Quote Line, Order, and Order Item objects.
- Knowledge of MDM, data cleansing, deduplication, and ETL tools (Safe FME preferred).
- Familiarity with Python scripting, SQL, Snowflake, and API testing (SOAP/REST).
- Exposure data mapping, validation, and historical data retention strategies.
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