Description

Key Responsibilities

 Lead persona discovery and requirements-gathering workshops across business

units.

 Define user personas, business processes, access requirements, and least-privilege

access models.

 Conduct current-state assessments of Salesforce security and access configurations.

 Analyze and inventory Profiles, Permission Sets, Permission Set Groups, Roles,

Queues, Licenses, Public Groups, and Integration/System Users.

 Identify over-privileged access, orphaned accounts, license utilization issues, and

Segregation of Duties (SoD) risks.

 Develop risk assessment and remediation matrices along with impact analysis.

 Design and recommend target-state RBAC / ABAC security models.

 Rationalize Salesforce security using Permission Set Groups, Muting Permission

Sets, Restriction Rules, Sharing Rules, and Public Groups.

 Evaluate access requirements for Agentforce / Agentic AI, Einstein capabilities, and

automated Salesforce Flows.

 Define security guardrails and access boundaries for AI agents and automation.

 Translate business and security requirements into user stories, functional

specifications, BRDs, and process documentation.

 Create current-state to future-state mapping and traceability matrices.

 Develop process flows and visual documentation using Lucidchart, Visio, or similar

tools.

 Collaborate with Salesforce architects, developers, security teams, compliance

teams, and business leadership.

 Prepare executive-ready reports and presentations to communicate security risks,

recommendations, and transformation progress.

 Support change management, governance, and stakeholder adoption activities.

Required Skills & Qualifications

Salesforce Business Analysis

 8+ years of overall Business Analyst experience.

 5+ years of experience working on Salesforce enterprise implementations.

 Strong experience with Salesforce security, access management, governance, and/or

platform rationalization.

 Strong requirements elicitation, stakeholder management, workshop facilitation,

and documentation skills.

Salesforce Security & Access

Strong functional knowledge of:

 Organization-Wide Defaults (OWD)

 Role Hierarchy

 Sharing Rules

 Profiles

 Permission Sets

 Permission Set Groups

 Muting Permission Sets

 Field-Level Security (FLS)

 Restriction Rules / Scoping Rules

 Public Groups

 Queues

 Salesforce Licenses

 Integration/System Users

Identity & Access Management

Experience or working knowledge of:

 SSO

 MFA

 OAuth

 Connected Apps

 Salesforce Identity

 Integration User patterns

 Access governance

 Segregation of Duties (SoD)

 Least-privilege access models

Business Analysis & Documentation

 BRDs and functional specifications

 Current-state / future-state assessments

 Requirements traceability matrices

 User stories and acceptance criteria

 Process flowcharts

 Risk and impact analysis

 Jira / Azure DevOps

 Lucidchart / Visio

AI & Automation Governance

Experience or understanding of Salesforce's modern platform capabilities, including:

 Agentforce / Agentic AI

 Einstein capabilities

 Salesforce Flow

 Flow Orchestration

 Automation security

 AI agent access boundaries

 Governance and security guardrails

Preferred Certifications

 Salesforce Certified Business Analyst

 Salesforce Certified Administrator / Advanced Administrator

 Salesforce Certified Identity and Access Management Architect

 PMI-PBA or CBAP

Preferred Candidate Profile

The ideal candidate should have:

 8+ years of experience

 Strong Salesforce Business Analysis background

 Enterprise Salesforce security and access-management experience

 Experience with security rationalization or platform transformation initiatives

 Strong understanding of RBAC / ABAC concepts

 Excellent communication and stakeholder-management skills

 Experience working with business leaders, compliance teams, and Salesforce

technical architects

 Bench profiles preferred

 Candidates should be available for contract opportunities

Key Skills

Education

Bachelor’s degree