salesforce-business-analystlisted

# Salesforce Business Analyst — Skills Reference ## Overview Operational playbook for the Salesforce BA discipline. Credential background, study path, and skill orientation: [references/study-resources.md](references/study-resources.md). > **Load this skill when…** eliciting or documenting requirements for a Salesforce project; writing or reviewing user stories and acceptance criteria; facilitating a discovery or UAT session; mapping as-is/to-be processes including automation implications. > **Not this skill:** building the declarative config (fields, flows, layouts) → see `salesforce-administrator`; writing Apex, LWC, or integration code → see `salesforce-platform-developer-1` / `salesforce-platform-developer-2`. > **Deeper context:** Study resources live in [references/study-resources.md](references/study-resources.md) (loaded on demand). For org-specific applications of these rules, see a per-org appendix you maintain in your own project, referenced from a CLAUDE.md. For NPSP/nonprofit-specific guidance, see [salesforce-nonprofit-cloud-consultant](../salesforce-nonprofit-cloud-consultant/SKILL.md). > **Verify steps assume nothing about your tooling** — use your project's Salesforce MCP connection, the Salesforce CLI (`sf`), or the Salesforce setup UI, in that order of preference. --- Credential logistics and study path: see [references/study-resources.md](references/study-resources.md). --- ## Uncertainty & Escalation - **Always re-verify live:** `[volatile — ver