

Wilco Source
Salesforce Business Aanlayst
⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for a Salesforce Business Analyst with 10+ years of experience, focusing on Salesforce Agentforce (AI Agents). The contract is for "X months" at a pay rate of "$X/hour," with a preference for candidates from Healthcare or Financial Services.
🌎 - Country
United States
💱 - Currency
$ USD
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💰 - Day rate
Unknown
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🗓️ - Date
April 15, 2026
🕒 - Duration
Unknown
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🏝️ - Location
Unknown
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📄 - Contract
Unknown
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🔒 - Security
Unknown
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📍 - Location detailed
United States
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🧠 - Skills detailed
#Automation #Scala #"ETL (Extract #Transform #Load)" #Alation #Business Analysis #AI (Artificial Intelligence) #Sales Cloud #Triggers #Process Automation #Compliance #Stories #Scrum #Agile #UAT (User Acceptance Testing) #Cloud #CRM (Customer Relationship Management) #Documentation
Role description
Job Summary
We are seeking an experienced Salesforce Business Analyst with hands-on exposure to Salesforce Agentforce (AI Agents) to drive intelligent automation, improve customer experiences, and optimize business processes. The ideal candidate will act as a bridge between business stakeholders and technical teams, translating requirements into scalable Salesforce and AI-driven solutions.
Key Responsibilities
Business Analysis & Stakeholder Management
• Elicit, analyze, and document business requirements for Salesforce implementations across Sales, Service, Experience, and AI-driven processes
• Conduct workshops, interviews, and requirement-gathering sessions with internal stakeholders
• Translate business needs into functional requirements, user stories, acceptance criteria, and process flows
• Serve as a trusted advisor on Salesforce best practices and AI use cases
Agentforce & AI Enablement
• Identify opportunities to leverage Salesforce Agentforce (AI Agents) for:
• Case automation and intelligent routing
• Conversational self-service and virtual agents
• Agent productivity and next-best-action recommendations
• Define Agent behaviors, triggers, escalation paths, and guardrails
• Collaborate with technical teams to validate Agent logic, workflows, and outcomes
• Support testing, validation, and tuning of AI Agents for accuracy and business alignment
Salesforce Configuration Support
• Work closely with Admins and Developers on:
• Flows, Omnichannel, Service Cloud, and automation use cases
• Agentforce integrations with Data Cloud, Service Cloud, and Einstein features
• Assist in solution design reviews to ensure alignment with business goals
Documentation & Delivery
• Create and maintain:
• Business Requirement Documents (BRD)
• Functional Requirement Documents (FRD)
• User stories and process diagrams
• Support UAT planning, execution, and sign-off
• Ensure smooth change management and user adoption
Required Skills & Qualifications
Core Salesforce Skills
• 10+ years of experience as a Salesforce Business Analyst
• Strong knowledge of Service Cloud, Sales Cloud, and Salesforce automation
• Hands-on experience working with Flows, Omnichannel, Case Management, and reporting
Agentforce / AI Experience
• Experience working with Salesforce Agentforce (AI Agents) or equivalent AI-driven automation
• Understanding of AI use cases, conversational workflows, and intelligent process automation
• Exposure to Einstein AI, Data Cloud, or intelligent recommendations is a strong plus
Business & Analytical Skills
• Strong requirement elicitation, documentation, and process modeling skills
• Ability to translate complex business needs into actionable Salesforce solutions
• Excellent communication and stakeholder management skills
Preferred Qualifications
• Salesforce certifications (Admin, Business Analyst, Service Cloud preferred)
• Experience in Healthcare, Financial Services, or Enterprise CRM environments
• Exposure to Agile/Scrum delivery models
• Experience supporting AI ethics, governance, or compliance is an advantage
Nice to Have
• Understanding of Salesforce roadmap for AI, Agentforce, and Data Cloud
• Experience supporting chatbot, virtual agent, or AI-assisted service transformations
• Background working with cross-functional global teams
Why Join Us
• Work on cutting-edge Salesforce AI and Agentforce implementations
• Opportunity to shape intelligent customer and agent experiences
• Collaborative, innovation-driven environment
Job Summary
We are seeking an experienced Salesforce Business Analyst with hands-on exposure to Salesforce Agentforce (AI Agents) to drive intelligent automation, improve customer experiences, and optimize business processes. The ideal candidate will act as a bridge between business stakeholders and technical teams, translating requirements into scalable Salesforce and AI-driven solutions.
Key Responsibilities
Business Analysis & Stakeholder Management
• Elicit, analyze, and document business requirements for Salesforce implementations across Sales, Service, Experience, and AI-driven processes
• Conduct workshops, interviews, and requirement-gathering sessions with internal stakeholders
• Translate business needs into functional requirements, user stories, acceptance criteria, and process flows
• Serve as a trusted advisor on Salesforce best practices and AI use cases
Agentforce & AI Enablement
• Identify opportunities to leverage Salesforce Agentforce (AI Agents) for:
• Case automation and intelligent routing
• Conversational self-service and virtual agents
• Agent productivity and next-best-action recommendations
• Define Agent behaviors, triggers, escalation paths, and guardrails
• Collaborate with technical teams to validate Agent logic, workflows, and outcomes
• Support testing, validation, and tuning of AI Agents for accuracy and business alignment
Salesforce Configuration Support
• Work closely with Admins and Developers on:
• Flows, Omnichannel, Service Cloud, and automation use cases
• Agentforce integrations with Data Cloud, Service Cloud, and Einstein features
• Assist in solution design reviews to ensure alignment with business goals
Documentation & Delivery
• Create and maintain:
• Business Requirement Documents (BRD)
• Functional Requirement Documents (FRD)
• User stories and process diagrams
• Support UAT planning, execution, and sign-off
• Ensure smooth change management and user adoption
Required Skills & Qualifications
Core Salesforce Skills
• 10+ years of experience as a Salesforce Business Analyst
• Strong knowledge of Service Cloud, Sales Cloud, and Salesforce automation
• Hands-on experience working with Flows, Omnichannel, Case Management, and reporting
Agentforce / AI Experience
• Experience working with Salesforce Agentforce (AI Agents) or equivalent AI-driven automation
• Understanding of AI use cases, conversational workflows, and intelligent process automation
• Exposure to Einstein AI, Data Cloud, or intelligent recommendations is a strong plus
Business & Analytical Skills
• Strong requirement elicitation, documentation, and process modeling skills
• Ability to translate complex business needs into actionable Salesforce solutions
• Excellent communication and stakeholder management skills
Preferred Qualifications
• Salesforce certifications (Admin, Business Analyst, Service Cloud preferred)
• Experience in Healthcare, Financial Services, or Enterprise CRM environments
• Exposure to Agile/Scrum delivery models
• Experience supporting AI ethics, governance, or compliance is an advantage
Nice to Have
• Understanding of Salesforce roadmap for AI, Agentforce, and Data Cloud
• Experience supporting chatbot, virtual agent, or AI-assisted service transformations
• Background working with cross-functional global teams
Why Join Us
• Work on cutting-edge Salesforce AI and Agentforce implementations
• Opportunity to shape intelligent customer and agent experiences
• Collaborative, innovation-driven environment






