Another great user group (actually it happened a month ago already :-)), this time we spoke with Leanne about what it takes to be a business analyst. It might surprise some people that you aren’t (should not be) just a transcriber, that you are and should be curious and understand the requirements fully as only then you can design solution which would fit your need and probably solve also the need you didn’t realize you really have.
A few of my notes:
- “Accidental admin” is the norm
Many people don’t plan a career in Salesforce — they grow into it by solving real business problems, which leads to a very practical mindset. - Hands-on experience builds credibility
Deep, practical knowledge helps you:- understand system behavior
- speak confidently with tech teams
- avoid being purely theoretical
- End-to-end thinking > platform thinking
A strong BA looks beyond Salesforce:- understands integrations (e.g. SAP)
- sees the full business process
- avoids siloed responsibility
- Users don’t care about systems — only outcomes
They interact with one interface, but expect everything behind it to work seamlessly. - Delivery often fails before it starts
The real issues are:- poor data
- unclear processes
- missing ownership
- “You can’t automate what you can’t trust”
Bad data = unreliable automation → validate data readiness early. - AI / buzzwords must be translated into outcomes
“We want AI” → define:- measurable goals
- specific capabilities
- Start with enablers, not shiny features
Before advanced solutions:- fix data
- clarify processes
- ensure visibility
- Success metrics are often missing
Teams build and move on without checking impact → no learning loop. - Curiosity builds trust, not resistance
Asking thoughtful questions (instead of pushing back directly) leads to better collaboration and better solutions. - Stakeholders must co-own solutions
Involving them early → stronger adoption, better outcomes, and internal champions.
Check the recording on your own! And presentation if you wish to just quickly skim through.
