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Salesforce Business Analyst Online Course

Overview

Salesforce is one of the top-notch Customer Relationship products in the world. This course will prepare you for a Business Analyst role in Salesforce projects.



Course Features

Industry professionals as
Trainers

Our trainers are experienced Salesforce professionals

Focus on real-life
implementations

The course covers case studies, examples, and course projects to prepare you for Salesforce BA role

Community Support

We have created a dedicated community to help you share knowledge and also search jobs

Exclusive content portal

Get access to our own LMS portal, Techedge, with comprehensive study materials

Proficiency Certificate

Get a proficiency certificate at the end of a course and showcase your Salesforce BA skills

Job Interview Preparation

Resume review, and Mock interview sessions to help you get ready for Salesforce BA job interviews


Who are eligible for this training?

logo A Business Analyst who wants to take the next step in their career
logo Any professional who wishes to make a career as a Salesforce Business Analyst
logo Any Professional who wishes to gain expertise as Product SME

Why Salesforce Business Analyst Certification?

logo Salesforce is #1 CRM product for several years. (Source: IDC)
logo The Global CRM Market size is US $91.43 Billion.
logo By 2032, the market size is expected by US $262.74 Billion at a rate of 12.6% (Source: Fortune Business Insights)

Salesforce Business Analyst Salary

Salesforce BA Annual Salary


Annual-Salary

Hiring Companies

amazon Walmart IBM Toyoto
NASA Spotify Unilever Mercedes-Benz
Toyoto Mercedes-Benz

Skills Covered


logo Cloud Computing basics
logo CRM in Salesforce
logo Salesforce Product Architecture
logo Salesforce Product
logo Custom Objects and Field Management
logo Reporting and Dashboard Development
logo Stakeholder Need Analysis
logo Writing user stories
logo Data Management and Security
logo Relationship Management
logo Page Layout and Record Types Customization
logo Workflow and Process Automation
logo Process Builder Utilization
logo Process Modelling
logo BRS & SRS document
logo Reporting and Dashboard Development
logo Stakeholder Need Analysis
logo Writing user stories
logo Process Modelling
logo BRS & SRS document

View More...


Techcanvass Promise

In case, you are not able to clear ECBA exam, Techcanvass promises to offer:

logo

100% Refund,

if you are not happy after 2 sessions

**Only 3% deduction for payment gateway charges

logo

Repeat Sessions at no extra cost, no questions asked


logo

LMS portal access for life




Job Interview Preparation

Crack the Salesforce BA interview confidently

Our interview readiness & preparation package will help you prepare for the Salesforce business analyst interviews. The interview preparation module includes multiple stages as described below:


  •   Resume Review and feedback
  •   Orientation Session (How to answer questions, Interview facing techniques)
  •   Practice Interview with expert
  •   Feedback and improvement areas
Interview-prep


Course Curriculum

Salesforce Business Analyst course focuses Salesforce product knowledge and business analysis role and responsibilities. The course topics are chosen to create a good balance of functional knowledge and business analysis skills.


Course Trainers

NIKHIL-DIVEKAR NIKHIL-DIVEKAR

Nikhil Divekar

CPME, CRMP, AND CBAP® Certified


With over a decade of expertise in delivering results-driven solutions and fostering strong client relationships, our speaker has significantly contributed to client account growth and project success....Read More
Holding certifications in CPME, CRMP, and CBAP®, he brings a wealth of knowledge and a proven track record in driving business excellence. His insight into Salesforce implementation as a Business Analyst will provide invaluable perspectives on maximizing the platforms effectiveness to meet diverse business needs. Read Less


Course Syllabus


Module 1: Fundamentals and Overview
Introduction to cloud computing concepts and CRM, setting up Salesforce, and understanding the MVC model and core components.
1 What is Cloud Computing?
2 Overview on SaaS, PaaS, IaaS
3 What is CRM? The architecture of CRM and Its uses.
4 Creation of a Salesforce Account for Practice.
5 Overview of MVC Model M-Model, V-View and C-Controller
6 Deep understanding of Applications, Objects, Fields, Tabs
Module 2: Understanding Salesforce
Detailed exploration of Salesforce UI, standard and custom objects, fields, data types, and creating dependencies and relationships.
1 Understanding the Salesforce User Interface
2 Understanding Sales Standard App
3 Objects – Standard & Custom
4 Fields – Standard & Custom
5 Data Types
6 Creation of Object, Tab & App
7 Field Dependencies – State & Country Example
8 Object Relationships
Module 3: Relationship and Lookup Filters
Understanding relationships, filters, and advanced field functionalities in Salesforce.
1 Lookup Relationship and Master-Detail Relationship
2 Junction Object
3 Lookup Filters
4 Formula Fields
5 Rollup Summary Field
Module 4: Record Types, Page Layout, Page Layout Assignment
Managing page layouts, profiles, permission sets, and field-level security, along with understanding record types and ownership.
1 Introduction to Page Layout?
2 Profiles – Set of Permissions, Visibilities
3 Users and Profiles
4 Permission Sets – Additional Permissions
5 Field Level Security
6 Record Types
7 Record Types and Page Layouts
8 Record Ownership
Module 5: Salesforce CRM Functionality Overview
Overview of Salesforce CRM sharing settings, role hierarchy, and public groups.
1 Sharing Settings – OWD, Sharing Rules, Manual Sharing
2 Organization-Wide Defaults
3 Sharing Rules
4 Manual Sharing
5 Creating Profile, Permission Set, Sharing Settings
6 Creating Roles & Implementing Role Hierarchy
7 Creating Queues, Setting up Public Groups
Module 6: Workflow Automation, Process Builder, History Tracking
Automating workflows, validation rules, process builders, and managing data history.
1 Validation Rules
2 Workflows & Approval Processes
3 Auditing Process
4 Field History Tracking
5 Data Management
6 Process Builder
Module 7: Visualization Using Reports and Dashboards
Creating and managing reports and dashboards in Salesforce.
1 Classic Reports
2 Lightning Reports
3 Dashboard
Module 8: Apex Triggers & Custom Visualforce Pages
Developing Apex triggers, Visualforce pages, and custom controllers, including JavaScript integration.
1 Apex Triggers
2 SOQL and SOSL
3 Visualforce Pages
4 Apex Classes
5 Standard Controller & Standard List Controller
6 Custom Controller
7 JavaScript / JQuery in Visualforce Page
Module 9: Overview of Business Analyst
Introduction to business analysis, stakeholder analysis, and software development lifecycle models.
1 Business Analysis Process and Techniques.
2 Stakeholder Need Analysis.
3 Introduction to Software Development Life Cycles.
4 Requirement Lifecycles
5 SLDC Models
Module 10: Documentation & Quality Assurance
Understanding business requirements, quality assurance, and testing processes with documentation.
1 BRS & SRS document
2 Overview of Testing and UAT Testing.
3 Impact Analysis in Software Testing
4 Business Analysis Process and ER Diagram
5 Tools for Designing use cases and data model

Case Studies and Course Projects

Class Case Studies


Salesforce-for-Small-Business

Case Study 1: Implementing Salesforce in a Retail Business

  • Description: Analyze the implementation of Salesforce for a retail business to manage inventory and sales.
  • Objective: Understand the customization and configuration of Salesforce for specific business needs.

Salesforce-for-Non-Profit-Organizations

Case Study 2: Salesforce for Non-Profit Organizations

  • Description: Study how non-profit organizations use Salesforce to manage donors and volunteers.
  • Objective: Explore the customization of Salesforce to meet the unique requirements of non-profits.

Course Projects

Sales-Process-Automation

Project 1: Sales Process Automation

  • Description: Automate a sales process using Salesforce workflows and process builder.
  • Objective: Implement automation for lead conversion and opportunity management.

Custom-App-Development

Project 2: Custom App Development

  • Description: Develop a custom Salesforce app to manage customer support tickets.
  • Objective: Create custom objects, fields, and relationships to track and resolve tickets.

Dashboard-and-Reporting

Project 3: Dashboard and Reporting

  • Description: Create comprehensive reports and dashboards for a sales team.
  • Objective: Utilize Salesforce reporting tools to visualize sales performance and metrics.




Course Certificate

Every participant of the cohort will receive a certificate, co-branded from IIBA Canada and Techcanvass.

SalesForce-for-BA-certificate-of-achievement


Course Fees and Upcoming Batches

Course Fees

(Please Select Currency)

  
Salesforce BA Training (Radiant)

₹ 14,157

₹ 15,730

(10% OFF)

(GST Extra)

Expires in 01 D 11 H 09 M 25 S



Features

  • Live Online Training (6-weekends, 24 hrs)
  • 2 class and 1 Course Project
  • Proficiency Certification
  • Unlimited portal access

Real-life Scenarios &
Class Activities

  • Real-life case studies discussions in the class
  • Class activities to help you practice your learnings

Job Interview Preparation

  • Not Applicable

Add-on Tools Courses

  • Not Applicable

To get Group Discount Click Here


Salesforce BA Training (Superior)

₹ 15,444

₹ 17,160

(10% OFF)

(GST Extra)

Expires in 01 D 11 H 09 M 25 S



Features

  • Live Online Training (6-weekends, 24 hrs)
  • 2 class and 1 Course Project
  • Proficiency Certification
  • Unlimited portal access

Real-life Scenarios &
Class Activities

  • Real-life case studies discussions in the class
  • Class activities to help you practice your learnings

Job Interview Preparation

  • Not Applicable

Add-on Tools Courses

  • Jira Training (Self-paced Course)
  • Process Modelling with Draw.io (Self-paced Course)

To get Group Discount Click Here


Salesforce BA Training (Ultimate)

₹ 16,434

₹ 18,260

(10% OFF)

(GST Extra)

Expires in 01 D 11 H 09 M 25 S



Features

  • Live Online Training (6-weekends, 24 hrs)
  • 2 class and 1 Course Project
  • Proficiency Certification
  • Unlimited portal access

Real-life Scenarios &
Class Activities

  • Real-life case studies discussions in the class
  • Class activities to help you practice your learnings

Job Interview Preparation

  • Resume Review and suggestions
  • Job Interview Orientation
  • Mock Interview and Feedback (One-on-One)

Add-on Tools Courses

  • Jira Training (Self-paced Course)
  • Process Modelling with Draw.io (Self-paced Course)
  • UML Modelling Course (Self-paced Course)

To get Group Discount Click Here



Have questions? Call the learning advisor or join the Whatsapp community for career Q&A, expert guidance and more

    +91 93255 66777
    Join the Whatsapp Group


Upcoming Batches


Live Online Training

Time Zone :

Batch starts Batch Timing Early bird discount 15% Early bird discount 10%
Batch Start Date and Time Early Bird Discounts
22 June 2024 22 June 2024

Sat - Sunday

07:30 AM - 09:30 AM (IST)

Sat - Sunday

07:30 AM - 09:30 AM (IST)
15% off  (Valid Till 07th June)
Use code SFBA2303
10% off  (Valid Till 15th June)
Use code SFBA2304
15% off  (Valid Till 07th June)
Use code SFBA2303
10% off  (Valid Till 15th June)
Use code SFBA2304
03 August 2024 03 August 2024

Sat - Sunday

07:30 AM - 09:30 AM (IST)

Sat - Sunday

07:30 AM - 09:30 AM (IST)
15% off  (Valid Till 19th July)
Use code SFBA2313
10% off  (Valid Till 27th July)
Use code SFBA2314
15% off  (Valid Till 19th July)
Use code SFBA2313
10% off  (Valid Till 27th July)
Use code SFBA2314
14 September 2024 14 September 2024

Sat - Sunday

07:30 AM - 09:30 AM (IST)

Sat - Sunday

07:30 AM - 09:30 AM (IST)
15% off  (Valid Till 30th Aug)
Use code SFBA2323
10% off  (Valid Till 07th Sept)
Use code SFBA2324
15% off  (Valid Till 30th Aug)
Use code SFBA2323
10% off  (Valid Till 07th Sept)
Use code SFBA2324
26 October 2024 26 October 2024

Sat - Sunday

07:30 AM - 09:30 AM (IST)

Sat - Sunday

07:30 AM - 09:30 AM (IST)
15% off  (Valid Till 11th Oct)
Use code SFBA2333
10% off  (Valid Till 19th Oct)
Use code SFBA2334
15% off  (Valid Till 11th Oct)
Use code SFBA2333
10% off  (Valid Till 19th Oct)
Use code SFBA2334


Corporate and Group Enquiry

Let us know about your company training requirements, we can also customize the program to suit your needs.

Special discounts available for a group of 3 or more.

Corporate Training Enquiry

Customized training to suit your
team needs

  
0 / 300


Salesforce Business Analysis FAQs


Who is a Salesforce Business Analyst?
Salesforce Business Analyst works closely with the business stakeholders, product, and solutions teams. Here are some of the key responsibilities of a Salesforce Business Analyst:
  • Facilitates requirements elicitation meetings with the stakeholders to understand business requirements
  • Creates current state, also known as “As-IS” and the future state business processes, also known as “To-be” states.
  • Develop user stories to support the design and development of desired Salesforce solutions for the client.
  • Work collaboratively with team members to design a solution that will meet client’s business requirements. This will also involve configuring Salesforce that comprise workflows, reports, custom objects, and validation rules.
  • Collaborate with developers to test and verify that solutions will meet the business requirements.
  • Plan and monitor scope by ensuring that needs are within the SOW's scope and communicating any variances for inclusion in the change control process.
For more details, explore our LinkedIn Article Who is a Business Analyst?
How do you become a Salesforce Business Analyst?
To become a Salesforce Business Analyst, you need to:
  • Have working experience in the IT industry
  • Master Salesforce functionality and learn the best practices
  • Learn Salesforce configurations
  • Learn how to elicit requirements from the stakeholders
  • Learn how to write user stories
  • Learn to map business processes (AS-IS and TO-Be process mapping)
  • Master the ability to document requirements
  • Get a certification in Salesforce Business Analysis or ECBA
Are there any Salesforce Business Analyst Certifications?
Yes, Salesforce offers a Salesforce BA certification (through Trailhead). You can find more information on the Salesforce Business Analyst track.
Techcanvass also offers a comprehensive Salesforce Business Analyst course which prepares you for the Salesforce Business Analyst profile.
How much does Salesforce Business Analyst certification cost?
The cost of Salesforce Business Analyst certification exam is US $200 plus taxes. The retake fee is US $100, and you can retake the exam up to three times per release.
How to crack Salesforce BA certification exam?
You need to take a two-pronged strategy to clear the Salesforce BA exam in the first attempt:
  • You need to master the exam syllabus thoroughly
  • Practice well with the mock exam questions to ensure well-rounded preparation
Our Salesforce Business Analyst course will help you master the Salesforce Business Analyst exam syllabus with well-prepared study materials.
How long does it take to become a Salesforce Business Analyst?
If you are completely new to Salesforce and Business Analysis, then its likely to make 3-6 months. But if you are a Business Analyst, then you may need 2-3 months to make this progression.


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