Salesforce BA (Business Analyst) Training

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4627 Reviews 4.9

Learners : 1080

Duration :  30 Days

About Course

Our Salesforce BA role focuses on business improvement and is project-based. Salesforce business process and efficiency improvements are guided by business analysts. They gather needs around business difficulties, document and analyze them, and then provide data-driven solutions. Think of a business analyst for Salesforce as an interpreter. They are the go-to person for IT and business stakeholder communication to make sure everyone is engaged and works together to achieve the best results.

Salesforce BA Training Course Syllabus

Basics and Overview

✔ What is Cloud Computing?
✔ Overview on SaaS, PaaS, IaaS
✔ ✔ What is CRM? Architecture of CRM and Its uses.
✔ Creation of Salesforce Account for Practice.
✔ Overview of MVC Model M-Model, V-View and C-Controller
✔ Deep understanding on Applications, Objects, Fields, Tabs

Understanding Salesforce

✔ Understanding Salesforce User Interface
✔ Understanding Sales Standard App
✔ Objects – Standard & Custom
✔ Fields – Standard & Custom
✔ Data Types
✔ Creation of Object, Tab & App
✔ Field Dependencies – State & Country Example
✔ Object Relationships

Relationship and Lookup Filters

✔ Lookup Relationship and Master-Detail Relationship
✔ Junction Object (Many To Many Relationship)
✔ Lookup Filters
✔ Formula Fields
✔ Rollup Summary Field

Records Types, Page Layout, Page Layout Assignment

✔ Introduction to Page Layout?
✔ Profiles – Set of Permissions, Visibilities
✔ Users and Profiles
✔ Permission Sets – Additional Permissions
✔ Field Level Security
✔ Record Types
✔ Record Types and Page Layouts
✔ Record Ownership

Salesforce CRM Functionality Overview

✔ Sharing Settings – OWD, Sharing Rules, Manual Sharing
✔ Organization-Wide Defaults
✔ Sharing Rules
✔ Manual Sharing
✔ Creating Profile, Permission Set, Sharing Settings
✔ Creating Roles & Implementing Role Hierarchy
✔ Creating Queue, Setting up Public Groups

Workflow Automation, Process Builder, History Tracking

✔ Validation Rules
✔ Workflows & Approval Processes
✔ Auditing Process
✔ Field History Tracking
✔ Data Management
✔ Process Builder

Visualization using Reports and Dashboards

✔ Classic Reports
✔ Lightning Reports
✔ Dashboard(Classic & Lightning)

Apex Triggers & Custom Visualforce Pages

✔ Apex Triggers
✔ Visualforce Pages
✔ Apex Classes
✔ Standard Controller & Standard List Controller
✔ Custom Controller
✔ JavaScript / JQuery in Visual Force Page

Business Analyst Overview

✔ BA Process and Techniques.
✔ Stakeholder Need Analysis.
✔ Introduction to Software Development Life Cycles.
✔ Requirement Lifecycles
✔ SLDC Models (Waterfall, Spiral, Agile, Incremental)

Requirement Process

✔ Requirement Analysis and Transformation Techniques.
✔ Functional and Non-Functional Requirements.
✔ Finalizing Requirement

Documentation & Quality Assurance

✔ BRS & SRS document
✔ Overview of Testing and UAT Testing.
✔ Impact Analysis in Software Testing
✔ Business Analysis Process and ER Diagram
✔ Tools for Designing use cases and data mode.

Live Instructor Based Training With Software
Lifetime access and 24×7 support
Certification Oriented content
Hands-On complete Real-time training
Get a certificate on course completion
Flexible Schedules
Live Recorded Videos Access
Study Material Provided

Salesforce BA Training - Upcoming Batches

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Live Virtual Training

  • Schedule your sessions at your comfortable timings.
  • Instructor-led training, Real-time projects
  • Certification Guidance.

Self-Paced Learning

  • Complete set of live-online training sessions recorded videos.
  • Learn technology at your own pace.
  • Get access for lifetime.

Corporate Training

  • Learn As A Full Day Schedule With Discussions, Exercises,
  • Practical Use Cases
  • Design Your Own Syllabus Based
For Business

Salesforce BA Training FAQ'S

What is the role of a Salesforce BA in a company?

Basically, Salesforce BA is a link or a liaison between varying stakeholders who belong to diverse domains in a company. A business analyst should have the competency to fulfill business goals and balance the requirements of varying stakeholders.

By learning through VISWA Online Trainings, advance in your job.

What are the core competencies of Salesforce BA?

A business analyst needs to be an excellent communicator and negotiator. Among the crucial skills are problem-solving, analytical thinking, and decision-making. Additionally, BAs should possess sufficient technical competence, business process management expertise, and industry understanding.

What are some of the tools and skills used by Salesforce BA?

Knowledge of databases, SQL, ERP systems, Google Docs, Microsoft Office, and other programs are among the technology skills and tools. However, obtaining requirements, documenting, managing business processes, and other non-technical skills are included in some business analysis skills.

Define INVEST.

Independent, Negotiable, Valuable, Estimable, Sized Appropriately, and Testable are all letters in the acronym INVEST. Project managers and business analysts typically use this phrase to refer to the delivery of high-quality goods and services.

What is the meaning of project deliverables?

Project deliverables are a group of quantifiable goods and services that are provided to the client at the end of the project. Essentially, it is the outcome of a project.


Vishnu Gadipudi
Vishnu Gadipudi
I Enrolled in VISWA Online Trainings for IBM Integration BUS course . Recently I Completed IBM Integration BUS Batch. It was Really Awesome Experience. Best Place To Learn , Experienced Trainer, Gives Us High Level Knowledge....
Navya Biradavolu
Navya Biradavolu
I was enrolled for looker Bl Tool,it was amazing experience . especially soft skill batch is one of my favourite batch . overall learning process is quite impressive.
Indla sneha
Indla sneha
I have joined I have joined VISWA Online TRAININGS for Java full stack course and i have completed Advance Java module. I had a good knowledge of Hibernate, spring,spring boot,spring MVC. Tutor has knowledge in depth and is supportive. Srinadh sir solved all our doubts....
bindu hima
bindu hima
I am recently completed Talend course and trainer is Rajendra very professional and helpful. All the doubts were solved in a precise manner.
Tarunasree Gowra
Tarunasree Gowra
"I truly enjoyed this course." Chaitanya sir fantastic-very knowledgeable. Sir give us very informative and clear instruction on how to achieve the goal. Thank you!
Tejaswini Kommu
Tejaswini Kommu
Overall Linux Admin sessions batch was very good. Mr. RAM Krishna teaching was very helpful to remind our basic concepts in linux & networking.
Gopanaboina Mounika
Gopanaboina Mounika
It was great learning with such a great and experienced staff. Praveen Sir (Oracle EPM Cloud - FCCS) was very helpful and operations team also very helpful in solving any minor problems students go through process.
Jyothi Gutlapalli
Jyothi Gutlapalli
I like to share my experience which provide lots of courses and one of those I recently completed my Salesforce BA Course and I like to tell you it was a great experience and my knowledge and confidence is really boosted after completing this course.
Good experience and great learning platform for Hyperion Essbase and Planning. The faculty is also well trained and soft spoken.
Chaitu Viswa
Chaitu Viswa
It was very good session for QlikView. I would like to thank to teacher Mr.Chandu for providing guidance for the required modules. Thanks VISWA Team for giving apportunity to leran new skills.

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