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Force Academy

|| Unofficial Course ||

This comprehensive course is designed to help you become a highly skilled Salesforce Business Analyst, a critical role in any Salesforce implementation project. Whether you are new to business analysis or looking to transition into the Salesforce ecosystem, this course will provide the knowledge, tools, and techniques to excel in this in-demand career.

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|| Unofficial Course ||

This comprehensive course is designed to help you become a highly skilled Salesforce Business Analyst, a critical role in any Salesforce implementation project. Whether you are new to business analysis or looking to transition into the Salesforce ecosystem, this course will provide the knowledge, tools, and techniques to excel in this in-demand career.

You will start by understanding the role of a Salesforce Business Analyst, the key skills required, and how this role fits within the Salesforce ecosystem. From there, you will learn how to identify and engage stakeholders, gather and document business requirements, and apply proven elicitation techniques to ensure project success.

The course provides a solid foundation in Salesforce fundamentals, including an overview of Salesforce cloud products, the data model, objects, and essential features such as reports, dashboards, and automation. You will also explore process mapping, workflow analysis, and use case creation to identify gaps and opportunities for process improvements.

Moving forward, you will gain practical skills in translating business requirements into Salesforce solutions, understanding the difference between configuration and customization, and considering important data management strategies. Effective communication is emphasized throughout, ensuring you can write clear user stories, define acceptance criteria, and maintain documentation for traceability.

Analytics and reporting are a key part of this course, enabling you to design impactful Salesforce reports and dashboards, define KPIs, and leverage analytics for data-driven decision-making. Additionally, you will learn about change management, user adoption strategies, and methods to measure the success and impact of Salesforce projects.

Finally, this course focuses on your long-term career growth. You will discover the latest industry trends, continuous learning paths, and the benefits of Salesforce certifications to accelerate your professional journey.

By the end of this course, you will have the confidence and expertise to function as an effective Salesforce Business Analyst, bridging the gap between business needs and technical solutions.

Thank you

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What's inside

Learning objectives

  • The role and responsibilities of a salesforce business analyst in different projects
  • Core skills and competencies required to succeed in salesforce business analysis
  • How to identify stakeholders and gather accurate business requirements
  • Techniques for eliciting, documenting, and prioritizing requirements effectively
  • Salesforce fundamentals, including cloud products, objects, and data models
  • How to create process flows, use cases, and workflow analysis in a salesforce context
  • Translating business requirements into salesforce solutions and best practices for configurations vs. customizations
  • Writing clear user stories and defining acceptance criteria for development teams
  • Designing impactful salesforce reports and dashboards to track kpis and metrics
  • Strategies for successful change management and driving user adoption
  • Measuring project success and evaluating business impact
  • Career growth tips, including certifications, industry trends, and continuous learning paths
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Syllabus

Introduction to Salesforce Business Analysis
Role of a Salesforce Business Analyst
Key Skills and Competencies
Understanding the Salesforce Ecosystem
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Learners who complete Salesforce Certified Business Analyst Training for Success will develop knowledge and skills that may be useful to these careers:

Reading list

We've selected 20 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Salesforce Certified Business Analyst Training for Success.
This handbook offers a deep dive into the day-to-day responsibilities of a Salesforce BA, bridging the gap between business needs and technical configuration. It provides practical advice on process mapping and user story creation specifically within the Salesforce context. Industry professionals frequently use this book as a guide for implementing best practices in real-world projects.
Directly supporting the 'Analytics and Reporting' module, this book provides step-by-step instructions for designing impactful Salesforce insights. It helps BAs understand how to define KPIs and translate them into technical report types and dashboard components. This highly practical reference tool for the data-driven decision-making portion of the syllabus.
As the global standard for the practice of business analysis, this book provides the foundational theory and terminology used throughout the course. It is widely used as the primary textbook in academic and professional BA programs worldwide. Reading this adds significant depth to the course by connecting Salesforce-specific tasks to broader industry standards.
The course syllabus specifically highlights change management and user adoption, areas where the ADKAR model is the industry gold standard. provides the theoretical framework needed to ensure Salesforce projects actually deliver business value through successful user transitions. It is an essential reference for the 'Change Management' module of the course.
This classic text is the definitive guide to writing effective user stories, a core component of the course syllabus. It helps learners understand how to define acceptance criteria and communicate requirements to technical teams effectively. While not Salesforce-specific, its methodologies are the industry standard for the Agile frameworks Salesforce projects typically follow.
Practical encyclopedia of techniques for eliciting, documenting, and prioritizing requirements. It supplements the course by providing a wider variety of tools than a single online course can cover, such as SWOT, MoSCoW, and PESTLE. It is frequently used by industry professionals as a quick-reference guide during the discovery phase of a project.
Supports the 'Data Management Considerations' section of the syllabus by exploring how data should be structured for scale and performance. It helps BAs understand the implications of their requirements on the overall health of the Salesforce org. It very practical reference for ensuring long-term project success.
Focusing on the 'Career Growth' module, this book provides a roadmap for professional development within the Salesforce ecosystem. It offers advice on certifications, job roles, and how to position oneself as a specialist like a Business Analyst. It is more valuable as a strategic guide for long-term career planning than as a technical reference.
Serves as an excellent prerequisite for learners who are completely new to the Salesforce ecosystem. It provides a high-level overview of Salesforce products, objects, and basic navigation mentioned in the introductory modules of the course. It is highly valuable as background reading to build confidence before tackling more complex BA topics.
Since Salesforce BAs often act as a bridge to Product Owners, this book provides essential context on managing product backlogs and releases. It adds breadth to the course's coverage of user stories and prioritization. It highly respected guide for professionals working in modern, fast-paced development environments.
Provides advanced techniques for process mapping and visualizing the user journey, which are key learning objectives in the course. It teaches BAs how to avoid 'missing the big picture' when documenting requirements for complex Salesforce implementations. It is more valuable as additional reading for those wanting to master the art of requirement elicitation.
While the course teaches the mechanics of Salesforce reports, this book teaches the art of making that data meaningful. It is an excellent supplement for the analytics module, ensuring that the dashboards a BA designs actually drive business action. This highly popular text among professionals who need to present findings to executive stakeholders.
Offers a very accessible entry point into the core competencies and skills required for any BA role. It reinforces the course's lessons on stakeholder identification and requirement types in plain English. It is particularly helpful for career changers who need a gentle introduction to the profession before diving into Salesforce specifics.
Provides the techniques needed to help teams estimate the effort required for the Salesforce solutions a BA proposes. It supplements the course's lessons on project impact and measuring success by providing concrete metrics for planning. It highly popular reference for BAs working in Scrum or Kanban environments.
The course covers the Salesforce data model, but this book explains the logic behind data modeling in general. It is useful for BAs who need to design complex custom objects and relationships without creating technical debt. It is widely used as a foundational textbook for anyone working with databases and business logic.
Stakeholder communication critical soft skill emphasized in the course, and this book is the premier resource for managing difficult project discussions. It helps BAs navigate conflicting requirements and manage expectations during high-pressure Salesforce implementations. It provides the behavioral depth that technical training often lacks.
A key skill for a Salesforce BA is building trust with stakeholders to ensure honest requirement elicitation. provides a framework for developing professional relationships and influence, which is vital for the 'Stakeholder Management' module. It staple in professional development circles for consultants and analysts alike.
While aimed at architects, the early chapters on requirement analysis and solution trade-offs are invaluable for a high-level Business Analyst. It provides a more rigorous look at the 'Configurations vs. Customizations' debate found in the course syllabus. serves as excellent aspirational reading for career growth.

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