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Salesforce Business Analyst Interview Questions

Salesforce is a leading customer relationship management (CRM) platform in the market. The demand for skilled Salesforce Business Analysts is rising steadily as businesses depend more and more on Salesforce to manage their customer data and enhance sales processes. If you are interested in a Salesforce Business Analyst career, studying  Salesforce Business Analyst interview questions can help you prepare better. Here we have covered the top 20 Salesforce Business Analyst Interview Questions that are beneficial for both freshers and experienced professionals.

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If you just received an interview call for the position of Salesforce Business Analyst, know that it is an achievement in itself. Whether the position is of a senior level, middle, or junior level, getting ready with Salesforce business analyst interview questions is essential to not get caught off guard in the interview room. 

Considering that this position is extensively competitive, know that there would be multiple candidates eyeing it. Thus, as a job seeker, it is crucial to comprehend what the company would want to figure out so that you can create an effective strategy to stand out. 

To help you out in this situation, this post covers some of the latest and commonly asked business analyst interview questions.

Salesforce Business Analyst Interview Questions For Freshers

1. What is the role of a Salesforce business analyst in a company?

Basically, a business analyst is a link or a liaison between varying stakeholders who belong to diverse domains in a company. A business analyst should have the competency to fulfill business goals and balance the requirements of varying stakeholders.

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2. What are the core competencies of a business analyst?

A business analyst should have exceptional negotiation and communication skills. Problem-solving, analytical thinking, and decision-making are some of the important attributes. Furthermore, a business analyst should have adequate industry knowledge, technical proficiency, and business process management skills. 

3. What are some of the tools and skills used by business analysts?

Some of the technical tools and skills include SQL, ERP systems, database knowledge, Google Docs, MS Office Suite, and more. On the other hand, some of the business analysis and non-technical skills include requirement elicitation, documentation, business process management, and more.

4. Define INVEST.

INVEST stands for Independent, Negotiable, Valuable, Estimable, Sized appropriately, and Testable. This term is generally used by project managers and business analysts to deliver quality products and services.

5. What is the difference between MoSCoW and SWOT?

MoSCoW is abbreviated for Must or Should, Could or Would. This process should be implemented by comparing each demand with other requirements to prioritize the framework needs. For instance, it is necessary to consider whether the requirement is a must-have or should have. 

On the other hand, SWOT is abbreviated for Strengths, Weaknesses, Opportunities, and Threats Analysis. It is one of the extensively used techniques for adequate resource allocation. An ideal business analyst should have the capability to identify the strengths and weaknesses of a framework and translate them into threats and opportunities. 

6. What is the meaning of project deliverables?

Project deliverables are the set of measurable products and services delivered to the end consumer once the project is completed. It is basically the result of a project. 

7. Define various stages of a business project.

Some of the primary stages of a business or IT project include Initiation, Planning, Execution, Monitoring, and Closure. 

8. What are UML and its uses?

UML is known as Unified Modeling Language. It is a developmental modeling language that offers a standard method to envision the entire system. It is also used to rationalize the behavior of a system for the detection and eradication of bottlenecks and errors. 

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9. Explain SRS and its major elements.

A system or Software Requirements Specification (SRS) is a set of documents that describe the features of a system or a software application. It comprises a variety of elements needed by the customers and stakeholders. Some of its major elements are:

  • Score of Work
  • Acceptance Criteria
  • Functional and Non-Functional Requirements
  • Assumptions and Constraints
  • Dependencies
  • Data Model

10. Can you define BRD? What is the difference between BRD and SRS?

BRD is known as a Business Requirement Document. This is a formal contract between the client and the company for the development of a specific product. In terms of the difference between BRD and SRS:

SRS is derived from BRD
BRD is developed after a direct interaction with the client and SRS is created on the basis of technical needs and expertise

Salesforce Business Analyst Interview Questions For Experienced 

11. What is the meaning of requirement? Can you state the difference between needs and requirements?

A requirement is one targeted representation and solution to accomplish certain business goals. Stakeholders assess a project on the basis of set requirements/conditions before implementation. All of the elements are documented correctly for reference. 

Needs, on the other hand, are the top-notch representation of the terms and the result.  

12. How to state whether a requirement is perfect or good?

A requirement is stated perfectly if it is SMART, meaning Specific, Measurable, Attainable, Relevant, and Timely. The condition’s description should be specific. All of the parameters needed for success must be measurable. All of the required resources should be relevant and attainable according to the project. All of the elements and conditions should be revealed on time.

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13. What is the objective of the Requirement Traceability Matrix?

The requirement Traceability Matrix helps record all the requirements provided by a client to make sure that all of the necessities are fulfilled. 

14. Define business modeling.

Business modeling is referred to as a step-by-step, comprehensive approach that helps identify the value proposition for operating a business. Some of the key attributes of business modeling include:

  • Vision
  • Action Plan
  • Mission
  • Strategies
  • Objectives

15. What is a project life cycle?

A project life cycle is one framework that a business analyst implements to split a project into varying manageable phases and describe the decision points throughout the lifespan of a project. 

16. What is the meaning of Gap Analysis and what types of gaps can come up during an analysis?

Gap Analysis refers to the analysis of differences between varying functionalities of a targeted and an exciting system. The gap, here, refers to changes that are needed to accomplish the said result. The different types of gaps are: 

  1. Market Gap: It is the variation between real and estimated sales.
  2. Profit Gap: It is the change between the estimated and actual profit of an organization.
  3. Manpower Gap: It is the change between the required and actual workforce strength in an organization.
  4. Performance Gap: It is the difference between real and expected performances.
Related Article: Salesforce Interview Questions

17. What are the strategies that you will follow to create a use case?

A use case should be adequately documented, well-defined and concise. The approaches and strategies used in designing use cases are:

  • The first phase will be identifying the users to create a persona for each user category and recognizing objectives linked with each role.
  • The second phase is all about structuring and creating the use case by capturing non-functional and functional requirements. This phase includes user interface details and uses case diagrams.
  • The third and last phase includes reviewing and validating the use case.

18. What documents does a business analyst require?

A project lifecycle makes use of several documents. And, the types generally depend upon the use process of a business analyst. Some of the common documents required by a business analyst include:

  • Initiation document
  • Gap analysis document
  • System requirements specifications document
  • Change request document
  • Business requirement document
  • Functional requirement document
  • Use case specifications document
  • Requirements traceability matrix

19. What do you mean by requirement elicitation?

Requirement elicitation is a technique that acquires information from users and stakeholders. It comprises strategies or approaches to collaborate with users or clients directly. Some of the techniques that come under requirement elicitation are:

  1. Document analysis
  2. Questionnaire/surveys
  3. Interviews
  4. Observations and workshops
  5. Prototyping
  6. Brainstorming

20. What are the different types of diagrams that a business analyst uses? How do they affect the work?

Some of the most commonly used diagram models are:

  • Flowcharts: These offer a diagrammatic depiction of the entire system’s flow. Flowcharts make it easy for all of the stakeholders to understand the operation, whether technical or non-technical.
  • Use Case Diagrams: Such diagrams define the functionality of a system with the help of a set of functions, services, and actions that a project or the system requires to perform.
  • Activity Diagram: They help illustrate diversified activities and the flow across a variety of departments.

These diagrams are advantageous in visualizing the functional needs of a system and finalizing the priorities of development. They also help identify internal or external factors that can influence the project. 

  • Collaboration Diagrams: Also known as communication or interaction diagrams, these are used to illustrate the interactions and relationships among software objects.
  • Sequence Diagrams: Such diagrams help illustrate the interaction between varying objects and the time sequence of the message flow between them.


The job role for a business analyst varies from one organization to another. However, these above-listed Salesforce business analyst interview questions are some of the most popular and commonly asked questions. The more familiar you are with these questions, the better chances you will have to ace the interview. So, without further ado, begin your preparation with these questions today. 

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Madhuri is a Senior Content Creator at MindMajix. She has written about a range of different topics on various technologies, which include, Splunk, Tensorflow, Selenium, and CEH. She spends most of her time researching on technology, and startups. Connect with her via LinkedIn and Twitter .

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