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Delivery · 22 March 2024

Business Analysts Should Be Technical

A business analyst without technical depth cannot design a Salesforce solution that survives contact with the platform.

By Simon Funding · 2 min read

Article content

In today’s business world the role of a business analyst is very important. These professionals help companies use technology to achieve their goals, making sure investments in tech bring real benefit. This article explains why it is crucial for business analysts to have a strong understanding of technology, especially when working with Salesforce.

Understanding business analysis in tech

Business analysts do many things. They analyse needs, document requirements, manage stakeholders, and ensure solutions meet business goals. As companies adopt more advanced technology, these analysts need to understand technical detail, especially in Salesforce, which offers a huge surface area across sales, service and marketing.

Why technical knowledge matters in Salesforce

Salesforce is a complex system that can be customised extensively. For a business analyst working with it, technical understanding is essential for several reasons.

Customising Salesforce. Salesforce can be adjusted to fit a company’s unique needs. Analysts must understand coding, page design and component customisation to design effective solutions rather than impossible ones.

Managing data. Salesforce is built around customer information. Analysts need to understand how to model data, migrate it, and report on it, so decisions are informed.

Connecting systems. Salesforce works with other software. Knowing how integration works is important: it is what keeps operations smooth and the user experience coherent.

Automating tasks. Salesforce can automate a great deal. Understanding how automation is actually built helps analysts make processes efficient rather than fragile.

The broader need for technical skills

  • Solving problems. With technical knowledge, analysts find new ways to solve complex issues because they understand what the platform can actually do.
  • Talking to engineers. Analysts with technical skills communicate better with development teams, and can translate business need into something buildable.
  • Staying current. Technology changes fast. Analysts with good technical grounding pick up new tools quickly.

How we do it at Advension

Certifications and education. We focus heavily on certifications, so you don’t have to take our word for it; you can take Salesforce’s.

Experience. Experience is one of the best teachers. We have worked with CRM and marketing technology for over a decade.

Communities and meetups. We regularly attend conferences and meetups to meet other professionals, which is where new ideas and practices come from.

Continuous learning. Technology keeps evolving. We spend a lot of our time staying current. it is also a requirement for keeping certifications.

Conclusion

Business analysts need strong technical skills to make a real impact, especially on Salesforce. That knowledge is what lets them create solutions that genuinely benefit the business rather than solutions that look good in a workshop.

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