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Salesforce BA Online Training

One of the top providers of online IT training worldwide is VISWA Online Trainings. To assist beginners and working professionals in achieving their career objectives and taking advantage of our best services, We provide a wide range of courses and online training.

Reviews 4.9 (4.6k+)

Rated 4.7 out of 5

Learners : 1080

Duration : 30 Days

About Course

Salesforce Business Analyst Course Overview

Our Salesforce BA Online Training is designed to equip learners with the skills required to analyze business processes, gather requirements, and translate them into effective Salesforce solutions. This course covers everything from understanding Salesforce fundamentals to advanced business analysis practices within the Salesforce ecosystem. Whether you are a Business Analyst, Salesforce BA Administrator, Functional Consultant, or Project Manager, this course will help you improve business efficiency, enhance stakeholder collaboration, and deliver impactful CRM solutions.

Key Topics Covered:

Introduction to Salesforce BA: Overview of Salesforce, clouds, objects, and navigation
Business Analysis Fundamentals: Requirement gathering, stakeholder management, and documentation (BRD, FRD)
Salesforce BA Data Model: Understanding standard and custom objects, relationships, and data management
Process Automation: Creating workflows, flows, validation rules, and approval processes
Reporting & Dashboards: Building analytical reports and interactive dashboards
Agile & SDLC Practices: Applying Agile methodologies to Salesforce BA implementation projects
User Acceptance Testing (UAT): Test planning, execution, and deployment support
Integration Overview: Basics of Salesforce API and third-party system integrations
Best Practices: Business process optimization and Salesforce BA adoption strategies

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 BA 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 BA User Interface
Understanding Salesf0rce BA 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 Salesforce BA
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
SOQL and SOSL
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 Salesforce BA Analysis Process and ER Diagram
Tools for Designing use cases and data mode.

Salesforce BA Course Key Features

Live Instructor based training with software
Certification Oriented content
Hands-on complete Realtime training
Flexible schedule demo's & classes
Live recorded videos access
Study material provided
JOB Assistance

Course completion certificate

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Salesforce BA Online Training FAQ'S

What is the primary role of a Salesforce Business Analyst?

A Salesforce BA acts as a bridge between stakeholders and technical teams, ensuring that business requirements are implemented effectively in Salesforce.

Connect for Career Growth on LinkedIn

Explain the importance of user stories in Salesforce projects.

User stories help define requirements in a clear, Agile-friendly format, making it easier for developers to deliver business value.

What techniques are used to gather requirements in Salesforce projects?

A BA uses workshops, stakeholder interviews, surveys, and documentation reviews to collect accurate requirements.

How does process mapping benefit a Salesforce BA?

It provides a visual representation of workflows, helping to identify bottlenecks and optimize business processes.

What career benefits does Salesforce BA certification offer?

Certification proves expertise in Salesforce and business analysis, opening doors to roles in CRM strategy, consulting, and project leadership.

Reviews

    
 
 
         
   Chandu Gutlapalli 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have attended the Big data Hadoop online course In VISWA Technologies. Course content is excellent. I would recommend this course anyone wants to make the career in the analyst. instructor (Rajesh sir) describes you course in detail. All Presentations are very good. The Course Material is truly great, and Good thing is that you will get Project Explanation with Case Studies.
  
 
        
   Pudi Nithish 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had a great experience with Jaya Vardhan. Very good faculty the teaching style is clear and practical and the course material is well structured and up to date. Very good lab faculty is too supportive. Overall it's very good place learn Datadog from expert trainer.
  
 
        
   Rahul Dharmapuri 
 
 
 
 Trustindex verifies that the original source of the review is Google. Good Institute
  
 
        
   Sai kiran 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great institute, chaithanya sir is friendly, highly recommend for both beginner and working professionals
  
 
        
   Tharak 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent Experience. I would Recommend others to Join this course Oracle OTM & GTM.
  
 
        
   S I V A ROCK 
 
 
 
 Trustindex verifies that the original source of the review is Google. I recently completed the Oracle 19c DBA course at VISWA Online Trainings, and it was an excellent learning experience. The trainer explained every topic clearly with real-time examples and practical sessions. The hands-on labs helped me gain confidence in database administration. I highly recommend this course to anyone who wants to build a career as an Oracle DBA.
  
 
        
   Nikil 
 
 
 
 Trustindex verifies that the original source of the review is Google. The course was very well structured. I have taken Weblogic Admin Training. My learning journey was excellent at VISWA Online Trainings!
  
 
        
   Monica Benny 
 
 
 
 Trustindex verifies that the original source of the review is Google. I recently completed the Oracle Analytics Cloud (OAC) and Fusion Data Intelligence (FDI) training program with Viswa Training, and it has been an exceptional learning experience from start to finish.

The entire journey was well-supported. Chaithanya was extremely responsive, ensuring seamless coordination and assistance throughout the learning process.

The instructor brought a high level of expertise and depth to the classroom. Their extensive knowledge of the subject matter made complex analytical concepts easy to grasp and highly applicable to real-world scenarios.

Thanks to this structured curriculum and expert instruction, I now have a robust, comprehensive understanding of Oracle Analytics Cloud technology. Highly recommended for anyone looking to upskill in enterprise analytics!

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