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Salesforce BA Online Training

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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

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.

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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

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Tharak
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Excellent Experience. I would Recommend others to Join this course Oracle OTM & GTM.
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S I V A ROCK
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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.
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Nikil
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The course was very well structured. I have taken Weblogic Admin Training. My learning journey was excellent at VISWA Online Trainings!
Google
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Monica Benny
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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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Manoj
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Oracle FDI Training.... Very good instructor. The instructor is well experienced and has clarity about the topics. He is very welcoming about new topics and suggestions. Also, Chaitanya/Viswa trainings is very accommodating about our availability. I would recommend Mahesh as FDI instructor and Viswa institute for professional trainings.
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A Ravi
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Good training with knowledgeable instructors and well-organized content. I would appreciate more practical sessions and assignments. Overall, a great learning experience.
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Venkat Nune
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Excellent teaching here, Administrative also very Good
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Nandini Pillipaka
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I got a job, just wanted to take a moment to thank you for the great training sessions you've provided. Your expertise and knowledge of the subject matter has been invaluable in helping me to understand and apply what I've learned. I got a good package.☺️ Thank you very much for a great training session. The program was enjoyable, and I learned a lot from it. You're the best trainer that I've ever worked with. Thank you Thank you so much aditya sir 🙏☺️☺️ I cleared my certification . Thank you so much from your wonderful supporting.
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krishna reddy
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Thanks to the knowledgable & approachable trainers of Viswa Technologies, the course helped me get promoted to Data Analyst from Quality Analyst with a 50% hike in salary!

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