Salesforce BA - Field Service
Role Overview
We are seeking a skilled and proactive Salesforce Business Analyst with deep technical expertise in Service Cloud and Field Service Cloud. The ideal candidate will be responsible for managing business documentation, test cases, and user acceptance testing (UAT), while also contributing to the design and optimization of Salesforce solutions.
Key Responsibilities
- Collaborate with stakeholders to gather and analyze business requirements.
- Document functional and technical specifications, process flows, and user stories.
- Design and manage test cases, coordinate UAT sessions, and ensure successful sign-off.
- Configure andoptimizeSalesforce Service Cloud and Field Service Cloud, including:
- Data model design and management
- Setup and configuration of service processes
- Flow and mobile flow creation and optimization
- Work closely with developers, admins, and QA teams to ensure alignment between business needs and technical solutions.
- Provide training and support to end-users and contribute to change management efforts.
- Identify opportunities for automation and process improvement within the Salesforce ecosystem.
Required Skills & Experience
- Proven experience as a Salesforce Business Analyst, ideally within Service Cloud and Field Service Cloud environments.
- Strong understanding of Salesforce data models, flows, mobile flows, and configuration.
- Experience in managing documentation, test cases, and UAT processes.
- Ability to translate business requirements into technical specifications.
- Excellent communication and stakeholder management skills.
- Salesforce certifications (e.g., Administrator, Service Cloud Consultant, Field Service Consultant) are highly desirable.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
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