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Salesforce BA Online Training
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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 CRM, 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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Live Virtual Training
- Schedule your sessions at your comfortable with timings
- Instructor-Led training real time projects
- Certification Guidance
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Self-Paced Learning
- Complete set of live-online training session 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 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.
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.
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