Salesforce Technical Business Analyst
Listed on 2026-09-20
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Software Development
Job Title: Salesforce Technical BA
Type: FT
Location: Vancouver, WA or Portland, OR USA onsite
We are seeking a Senior Technical Business Analyst / Salesforce Developer for a complex, multi-department Salesforce environment with significant third‑party integrations and heavy Flow‑based automation. This role is for someone who operates across the full lifecycle of a Salesforce solution: eliciting and documenting business requirements, designing the functional solution, configuring it declaratively, and - where declarative tools genuinely aren't enough - building it in code (Apex/LWC) and wiring up the integration.
Based on the requirement or project, the person can work as BA or a developer or both. This is a senior‑level role. It requires independent, production‑grade judgment on both the functional and technical sides – not someone learning either discipline on the job.
- Lead discovery sessions with stakeholders across multiple departments (e.g., Sales, Service, Operations, Finance) to elicit, document, and prioritize requirements
- Translate business requirements into clear user stories, acceptance criteria, process flow diagrams, and functional specifications suitable for developer handoff
- Facilitate requirements workshops, gap analyses, and current-state/future-state process mapping
- Own the backlog for Salesforce enhancements: intake, triage, prioritize, and manage through delivery in partnership with the project/product owner
- Identify when a requirement should be solved declaratively (Flow, validation rules, page layouts) versus when it genuinely requires custom development (Apex, LWC) or an integration change — and make that call based on best practice, not convenience
- Conduct UAT planning and execution with business users; manage defect triage and sign-off
- Maintain traceability between business requirements, configuration changes, and release notes
- Lead and collaborate for required upgrades, releases, and projects
- Own day-to-day Salesforce administration: user management, roles/profiles/permission sets, sharing rules, security model integrity, and data governance
- Design, build, and maintain Flow automation (Screen Flows, Record-Triggered Flows, Scheduled Flows) following governor-limit-aware, bulkified, and maintainable design patterns
- Actively audit and remediate legacy automation (Workflow Rules, Process Builder) by migrating to Flow where appropriate, avoiding automation conflicts and recursive triggers
- Manage object model changes (custom objects, fields, record types, page layouts, Dynamic Forms) with proper change management discipline
- Partner with integration teams to understand data flow between Salesforce and external systems (ERP, Hub Spot, Spotio, Marketing Automations, in-house systems, middleware/iPaaS such as Boomi) — including monitoring for integration failures, sync errors, and data integrity issues
- Maintain a clean, documented data model; enforce field-level governance to prevent org sprawl (duplicate fields, unused automation, orphaned objects)
- Manage sandbox strategy, release/change management, and deployment coordination (Change Sets, or CI/CD via SFDX/Copado/Gearset — depending on org tooling)
- Monitor org health:
Optimizer reports, API usage limits, storage limits, and technical debt backlog
- Design and build custom Apex (classes, triggers, batch/queueable/schedulable jobs) using enterprise-grade patterns: trigger frameworks, service/selector layers, bulkification
- Build Lightning Web Components for UI needs beyond declarative capability
- Write meaningful Apex unit tests (real assertions, not coverage-for-coverage's-sake)
- Design and build integrations with external systems via REST/SOAP…
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