Salesforce Certified Business Analyst Training

Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Salesforce Certified Business Analyst Training Course Overview

The Salesforce Certified Business Analyst Training provided by Multisoft Systems is designed to equip professionals with the necessary skills and knowledge to excel in utilizing Salesforce functionalities to optimize business processes. This comprehensive course delves into the core components of Salesforce, enabling learners to analyze business requirements, manage Salesforce projects, and implement effective solutions that drive organizational success. Participants will gain hands-on experience with real-world scenarios, learning to configure Salesforce to meet specific business needs, develop customized reports, and understand how to leverage Salesforce automation to enhance operational efficiency. The training covers critical areas such as data management, user adoption strategies, and the principles of managing change within organizations using Salesforce tools.

Upon completion of the course, trainees will be well-prepared to take the Salesforce Business Analyst certification exam, demonstrating their expertise and positioning themselves as valuable assets in the competitive field of business analysis. This training is ideal for professionals aiming to deepen their understanding of Salesforce, enhance their credentials, and develop the skills needed to contribute effectively to business strategy and outcomes using Salesforce technology.

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Salesforce Certified Business Analyst Training Course curriculum

Curriculum Designed by Experts

The Salesforce Certified Business Analyst Training provided by Multisoft Systems is designed to equip professionals with the necessary skills and knowledge to excel in utilizing Salesforce functionalities to optimize business processes. This comprehensive course delves into the core components of Salesforce, enabling learners to analyze business requirements, manage Salesforce projects, and implement effective solutions that drive organizational success. Participants will gain hands-on experience with real-world scenarios, learning to configure Salesforce to meet specific business needs, develop customized reports, and understand how to leverage Salesforce automation to enhance operational efficiency. The training covers critical areas such as data management, user adoption strategies, and the principles of managing change within organizations using Salesforce tools.

Upon completion of the course, trainees will be well-prepared to take the Salesforce Business Analyst certification exam, demonstrating their expertise and positioning themselves as valuable assets in the competitive field of business analysis. This training is ideal for professionals aiming to deepen their understanding of Salesforce, enhance their credentials, and develop the skills needed to contribute effectively to business strategy and outcomes using Salesforce technology.

  • Understand the basic to advanced functionalities of Salesforce, focusing on its application in business analysis and process optimization.
  • Develop the ability to analyze business needs and effectively translate them into actionable Salesforce solutions.
  • Learn how to configure and customize Salesforce environments to meet specific organizational requirements.
  • Gain expertise in managing data within Salesforce, ensuring data integrity and accessibility for analysis.
  • Utilize Salesforce automation tools to streamline business processes, increasing efficiency and reducing manual errors.
  • Acquire skills in managing projects within the Salesforce platform, including planning, execution, and monitoring.

Course Prerequisite

  • Basic understanding of Salesforce CRM and its functionalities.
  • Experience in business process management or analysis.

Course Target Audience

  • Business Analysts
  • CRM Managers
  • Salesforce Administrators
  • Project Managers
  • IT Professionals
  • Sales Managers
  • Marketing Professionals
  • Aspiring Salesforce Consultants

Course Content

  • 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 of Application, Objects, Fields, Tabs

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  • 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

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  • Lookup Relationship and Master Detail Relationship
  • Junction Object (Many To Many Relationship)
  • Lookup Filters
  • Formula Fields
  • Rollup Summary Field

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  • 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

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  • 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

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  • Validation Rules
  • Workflows & Approval Processes
  • Auditing Process
  • Field History Tracking
  • Data Management
  • Process Builder

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  • Classic Reports
  • Lightning Reports
  • Dashboard (Classic & Lightning)

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  • Apex Triggers
  • SOQL and SOSL
  • Visualforce Pages
  • Apex Classes
  • Standard Controller & Standard List Controller
  • Custom Controller
  • JavaScript / JQuery in Visual Force Page

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  • Business Analysis Process and Techniques.
  • Stakeholder Need Analysis.
  • Introduction to Software Development Life Cycles.
  • Requirement Lifecycles
  • SLDC Models (Waterfall, Spiral, Agile, Incremental)

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  • Requirement Analysis and Transformation Techniques.
  • Functional and Non-Functional Requirement.
  • Finalizing Requirements.

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  • 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 model.

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Salesforce Certified Business Analyst Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Salesforce Certified Business Analyst Corporate Training

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Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

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  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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Salesforce Certified Business Analyst Training FAQ's

You will learn how to use Salesforce to analyze business processes, manage projects, customize CRM solutions, and prepare for the Salesforce Business Analyst certification.

Business analysts, CRM managers, Salesforce administrators, project managers, and any professionals involved in CRM system management or implementation.

Yes, participants should have a basic understanding of Salesforce functionalities, business process management, and CRM principles.

Upon successful completion, participants will be prepared to take the Salesforce Business Analyst certification exam.

To contact Multisoft Systems you can mail us on info@multisoftsystems.com or can call for course enquiry on this number +91 9810306956

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