BA Bites - How Business Analysts Should Approach a Salesforce Implementation

BA Bites - How Business Analysts Should Approach a Salesforce Implementation

From The Better Business Analyst Podcast by Benjamen Walsh from The Better Business Analysis Institute (BBAI)

November 13, 2025 · 13 min

About this episode

This episode discusses the essential approach Business Analysts should take for successful Salesforce implementations.

Salesforce can transform a business — or turn into another expensive tool nobody actually uses. The difference almost always comes down to how the Business Analyst approaches the implementation. In this episode, I break down the practical, no-nonsense approach BAs should take when dropped into a Salesforce project: understanding the real business problem, mapping processes properly, setting clear scope, writing usable user stories, sorting out data, managing configuration vs customisation, and driving adoption through testing and change management. If you’re a BA, product owner, or IT leader working with Salesforce (or about to), this episode gives you the blueprint to keep the project grounded in business value — not shiny objects.

People in this episode

Host: Benjamen Walsh

Topics covered

  • Salesforce implementation
  • Business analysis
  • Project management
  • User stories
  • Change management
  • Data management

Keywords

  • Salesforce
  • Business Analyst
  • implementation
  • user stories
  • data management
  • change management
  • project scope

Mentioned in this episode

Organizations: Salesforce, The Better Business Analysis Institute

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