1. Stakeholder Collaboration
▪ Partners with the Product Owner and the Salesforce Lead to align on priorities, scope, and roadmap
▪ Works closely with Business Owners to understand their needs, pain points, and objectives
▪ Bridges the gap between what the business wants and what the team can realistically deliver
2. Requirements Gathering & Analysis
• Facilitates workshops, interviews, and walkthroughs with business stakeholders
• Asks the right questions to uncover real needs behind stated requests
• Validates that requirements are complete, consistent, and feasible within Salesforce
3. Writing User Stories
• Translates requirements into well-structured user stories
• Defines clear acceptance criteria for each story
• Works with the Product Owner to refine and prioritize the backlog
4. Solution Design
▪ Proposes Salesforce-native solutions where possible (configuration over customization)
▪ Evaluates trade-offs between different approaches and advises accordingly
▪ Flags technical risks or limitations to the Product Owner and developers
5. Documentation
▪ Delivers ready-to-develop user stories with sufficient detail for developers
▪ Documents As-Is processes, designs To-Be solutions and keeps these up to date as solutions evolve