Salesforce BA (Business Analyst) Training

Viswa Online Trainings is one of the world’s leading online IT training providers. We deliver a comprehensive catalog of courses and online training for freshers and working professionals to help them achieve their career goals and experience our best services.

4627 Reviews 4.9

Learners : 1080

Duration :  30 Days

About Course

Our Salesforce BA is a project-based, business-improvement role. Business analysts help guide businesses to improve business processes and efficiency in Salesforce. They elicit, document, and analyze requirements around business challenges, and then produce data-driven solutions. Think of the Salesforce business analyst as an interpreter. They’re the go-to person when it comes to communication between IT and business stakeholders to ensure all involved work together to attain 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, 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.

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What are the core competencies of BA?

A business analyst should have exceptional negotiation and communication skills. Problem-solving, analytical thinking, and decision-making are some of the important attributes. Furthermore, BA should have adequate industry knowledge, technical proficiency, and business process management skills. 

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

Some of the technical tools and skills include SQL, ERP systems, database knowledge, Google Docs, MS Office Suite, and more. On the other hand, some of the business analysis and non-technical skills include requirement elicitation, documentation, business process management, and more.

Define INVEST.

INVEST stands for Independent, Negotiable, Valuable, Estimable, Sized appropriately, and Testable. This term is generally used by project managers and business analysts to deliver quality products and services.

What is the meaning of project deliverables?

Project deliverables are the set of measurable products and services delivered to the end consumer once the project is completed. It is basically the result of a project. 


vishal meda
vishal meda
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Ntr fan
Ntr fan
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Shiva Krishna
Shiva Krishna
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Mohammad ali syed
Mohammad ali syed
It was great and smooth understandable training. You can learn lots.
Govinda Bhatia
Govinda Bhatia
Not recommended as there will be no server access working to do practical after training. Also there will be no fix for the same. So it's wastage of money. If server access not at all working then no meaning to provide server access. Also it not working for single day properly. Need to followup daily but in response you told will fix that sir at home once he will back will fix. After he came back again it's not working and not able to fix for single day also Every time new excuse it's wastage of money.
M Leela mohan
M Leela mohan
I took SQL Server and MSBI Online training with Murali Krishna. I must say the course content was highly qualitative and the trainer covered all concepts. Overall it was a good experience with VISWA Online Trainings.
Attended live Virtual training for IoT Trainer was very good. He had excellent knowledge of IoT and was very good at explaining concepts in detail.…
Lakshmi Lakshmi
Lakshmi Lakshmi
Best sap commerce cloud and Spartacus training institute in india. He provides a great mix of listening, speaking, and practical learning activities and a very safe, supportive learning environment. He maintains a friendly relationship with the students during class. He not only teaches but also monitors our practice status on daily basis.
Ch Chandranath
Ch Chandranath
I have undergone Oracle Tuning training. I can proudly say that this is one of the best training institutes available in the market. The way Mr. Kumar teaches the concepts and makes them understandable is very commendable and unique. Even a novice can clearly understand the concepts clearly after attending his classes.

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