Mapping and Consulting: Lead discovery meetings to translate business pain points into solutions within the Salesforce ecosystem;
Declarative Configuration: Hands-on work to create fields, Flows, and layouts, keeping in mind how these will be tested afterwards;
Designing Acceptance Scenarios: Rather than just testing, you will create the business testing strategy, defining what constitutes a delivery with "zero defects";
UAT Facilitation: Lead User Acceptance Testing, translating stakeholder feedback to the development team;
Functional Validation / Sign-off: Validate that complex business rules are being respected in each sprint;
Process Awareness: Understand the impact of a change in Sales Cloud on billing or post-sales processes;
QA Mindset: Natural ability to find edge cases (scenarios where the user may make mistakes or the system may fail);
User Story Writing: Ability to write requirements already considering the "How will we validate this?" question.

Previous experience as a Business Analyst (BA) or Salesforce Functional Consultant;
Proficiency with ticketing tools (Jira, Azure DevOps) for managing bugs and enhancements;
Familiarity with User Experience (UX) tailored to Salesforce (Lightning Experience);
Salesforce Administrator certification is highly recommended.

Functional Analyst, Salesforce

Key skills