How to Build a Career in Salesforce as a Business Analyst

Aman Garg
4 min readOct 22, 2023


Salesforce, a leading customer relationship management (CRM) platform, has become a cornerstone of modern business operations. It offers a multitude of opportunities for professionals to leverage their skills, and one such career path is becoming a Salesforce Business Analyst. This role combines technical expertise with a deep understanding of business processes, making it a vital component of any Salesforce implementation. In this blog post, we’ll explore the steps to help you kickstart your career as a Salesforce Business Analyst.

Understand the Basics

Before diving headfirst into a career as a Salesforce Business Analyst, you need to grasp the fundamentals. Familiarize yourself with Salesforce, its products, and how it can benefit businesses. Salesforce offers a wealth of free resources and trails to help you get started.

  • Salesforce Essentials: Start with Salesforce’s official website, which provides ample information, case studies, and success stories.
  • Trailhead: Salesforce’s Trailhead platform offers guided learning paths and hands-on experience to help you gain foundational knowledge.

Learn Business Analysis Skills

A successful Salesforce Business Analyst bridges the gap between technical solutions and business objectives. This role requires strong analytical, communication, and problem-solving skills. Here’s how to develop these capabilities:

  • Business Analysis Courses: Consider enrolling in business analysis courses, such as those offered by the International Institute of Business Analysis (IIBA).
  • Soft Skills: Develop your communication, critical thinking, and problem-solving skills. These skills are as crucial as technical knowledge.

Get Certified

Salesforce certifications add credibility to your profile and demonstrate your expertise. For a Business Analyst role, consider the following certifications:

  • Salesforce Certified Administrator: This certification provides a solid foundation in Salesforce administration, which is vital for understanding the platform.
  • Salesforce Certified Advanced Administrator: Building on the Administrator certification, this one dives deeper into Salesforce functionalities.
  • Salesforce Certified Platform App Builder: This certification focuses on creating custom applications on the Salesforce platform, a key skill for a Business Analyst.
  • Salesforce Business Analyst: This certification has been specifically designed to validate your proficiency in business analysis, mapping business processes, eliciting requirements, and more. This is the credential that will distinguish you as a certified Salesforce Business Analyst.

Gain Practical Experience

Hands-on experience is invaluable. Consider the following ways to gain practical experience:

  • Internship or Entry-Level Job: Look for entry-level positions where you can work alongside experienced Salesforce professionals.
  • Volunteer Work: Nonprofits often use Salesforce. Volunteering your skills can help you gain experience while making a positive impact.

Network and Build Your Brand

Networking is vital in any career. Join Salesforce community events, user groups, and forums to connect with professionals and learn from their experiences. Building your personal brand can also set you apart. Start a blog, create a LinkedIn profile, and share your knowledge and insights.

  • Join Salesforce Community: Participate in Salesforce community events, user groups, and forums. These connections will help you learn and grow in the Salesforce ecosystem.
  • Online Presence: Create a LinkedIn profile, start a blog, or participate in online forums to build your personal brand. Sharing your knowledge and insights can set you apart from others.

Continuous Learning

Salesforce is ever-evolving, with regular updates and new features. Staying informed about the latest advancements, best practices, and industry trends is crucial for success.

Prepare for Your Salesforce Business Analyst Credential

The Salesforce Business Analyst certification is the pinnacle of your journey. It showcases your ability to plan discovery activities, map business processes, elicit requirements, and craft user stories in a Salesforce context. As you prepare for this certification, focus on the following:

  • Exam Objectives: Familiarize yourself with the exam objectives provided by Salesforce. Understanding what will be covered is essential for effective preparation.
  • Study Resources: Utilize study resources provided by Salesforce, including official documentation, guides, and sample questions.
  • Hands-On Practice: Apply your knowledge through practical exercises and real-world scenarios. This hands-on experience is invaluable.
  • Trailhead Modules: Salesforce’s Trailhead platform offers modules tailored to certification preparation. These guided learning paths will help you study effectively. Explore relevant modules here: Salesforce Business Analyst Trailhead Modules.
  • Certification Exam Guide: Salesforce provides official exam guides that outline the content and objectives of the certification exam. You can access the Salesforce Business Analyst exam guide to understand what to expect and what to focus on during your preparation: Salesforce Business Analyst Certification Exam Guide.
  • Salesforce Official Documentation: Familiarize yourself with Salesforce’s official documentation, as it provides in-depth knowledge of the platform and its features. This knowledge will be invaluable during your preparation: Salesforce Documentation.
  • Salesforce Community and Forums: Engage with the Salesforce community through the Salesforce Success Community and various forums. These platforms are excellent for asking questions, sharing insights, and gaining knowledge from experienced professionals: Salesforce Success Community.
  • Practice Exams: Consider taking practice exams and sample questions to assess your readiness for the certification. You can find practice exams through various sources, including Salesforce training partners and online resources: Cert Prep: Salesforce Business Analyst
  • Study Groups: Consider joining or forming a study group with fellow certification aspirants. Collaborative learning can be highly beneficial.

Apply for Business Analyst Positions

When you feel confident in your skills and experience, start applying for Salesforce Business Analyst roles. Tailor your resume to highlight your Salesforce certifications and relevant experience. Be prepared for interviews by showcasing how your skills can bridge the gap between business processes and Salesforce solutions.


A career as a Salesforce Business Analyst can be both rewarding and challenging. By following the steps outlined in this blog post, you can position yourself for success in this dynamic field. Remember to continuously learn, network, and adapt to the ever-evolving Salesforce ecosystem, and you’ll be well on your way to a successful career as a Salesforce Business Analyst.



Aman Garg

Sr. Salesforce Developer || 5x Salesforce Certified || 2x Copado Certified || Salesforce Mentor || Founder of Salesforce Learners