Salesforce Business Analyst

Build a strong foundation in business analysis using Salesforce to map processes, gather requirements, and drive stakeholder alignment. Learn how to analyze business challenges, design effective solutions, and leverage Salesforce analytics and reporting for informed decision making.

business-analyst

Advanced

Salesforce

5 Days

Salesforce

salesforce

Online
On-site
Hybrid

Salesforce Business Analyst

Build a strong foundation in business analysis using Salesforce to map processes, gather requirements, and drive stakeholder alignment. Learn how to analyze business challenges, design effective solutions, and leverage Salesforce analytics and reporting for informed decision making.

Duration:
5 Days
Rating:
4.8/5.0
Level:
Advanced
1500+ users onboarded

Who will Benefit from this Training?

Training Objectives

Build a high-performing, job-ready tech team.

Personalise your team’s upskilling roadmap and design a befitting, hands-on training program with Uptut

Key training modules

Comprehensive, hands-on modules designed to take you from basics to advanced concepts
Download Curriculum
  • BA Skills and Role
    1. Apply ba skills and role in Salesforce delivery workflows
    2. Configure or implement with hands-on practice
    3. Validate outcomes against admin/dev standards
    4. Document decisions for handoff and reuse
  • Salesforce Agile and Delivery
    1. Apply salesforce agile and delivery in Salesforce delivery workflows
    2. Configure or implement with hands-on practice
    3. Validate outcomes against admin/dev standards
    4. Document decisions for handoff and reuse
  • Security and Optimizer Basics
    1. Apply security and optimizer basics in Salesforce delivery workflows
    2. Configure or implement with hands-on practice
    3. Validate outcomes against admin/dev standards
    4. Document decisions for handoff and reuse
  • Discovery, Journey Mapping, and Ideation
    1. Apply discovery, journey mapping, and ideation in Salesforce delivery workflows
    2. Configure or implement with hands-on practice
    3. Validate outcomes against admin/dev standards
    4. Document decisions for handoff and reuse
  • Process and Diagramming
    1. Apply process and diagramming in Salesforce delivery workflows
    2. Configure or implement with hands-on practice
    3. Validate outcomes against admin/dev standards
    4. Document decisions for handoff and reuse
  • User Stories and UX Basics
    1. Apply user stories and ux basics in Salesforce delivery workflows
    2. Configure or implement with hands-on practice
    3. Validate outcomes against admin/dev standards
    4. Document decisions for handoff and reuse
  • Adoption and Change Leadership
    1. Apply adoption and change leadership in Salesforce delivery workflows
    2. Configure or implement with hands-on practice
    3. Validate outcomes against admin/dev standards
    4. Document decisions for handoff and reuse
  • Sales Ops Use Cases
    1. Apply sales ops use cases in Salesforce delivery workflows
    2. Configure or implement with hands-on practice
    3. Validate outcomes against admin/dev standards
    4. Document decisions for handoff and reuse
  • DevOps and Release Readiness
    1. Apply devops and release readiness in Salesforce delivery workflows
    2. Configure or implement with hands-on practice
    3. Validate outcomes against admin/dev standards
    4. Document decisions for handoff and reuse
  • UAT
    1. Apply uat in Salesforce delivery workflows
    2. Configure or implement with hands-on practice
    3. Validate outcomes against admin/dev standards
    4. Document decisions for handoff and reuse
  • Relationship Building
    1. Apply relationship building in Salesforce delivery workflows
    2. Configure or implement with hands-on practice
    3. Validate outcomes against admin/dev standards
    4. Document decisions for handoff and reuse
  • Cert Prep Overview
    1. Apply cert prep overview in Salesforce delivery workflows
    2. Configure or implement with hands-on practice
    3. Validate outcomes against admin/dev standards
    4. Document decisions for handoff and reuse

Hands-on Experience with Tools

Training Delivery Format

Flexible, comprehensive training designed to fit your schedule and learning preferences
Opt-in Certifications
AWS, Scrum.org, DASA & more
100% Live
on-site/online training
Hands-on
Labs and capstone projects
Lifetime Access
to training material and sessions

How Does Personalised Training Work?

Skill-Gap Assessment

Analysing skill gap and assessing business requirements to craft a unique program

1

Personalisation

Customising curriculum and projects to prepare your team for challenges within your industry

2

Implementation

Supplementing training with consulting support to ensure implementation in real projects

3

Why this course

  • Faster discovery: Translate business needs into Salesforce-ready requirements and stories.
  • Aligned delivery: Use Agile practices that match Salesforce release and adoption rhythms.
  • Better adoption: Lead change, UAT, and process design that users actually follow.
  • Lower rework: Map processes and acceptance criteria before build starts.

Training objectives

  • Gain foundational knowledge of business analysis principles, methodologies, and best practices
  • Use Salesforce tools and features to map, analyze, and optimize business processes effectively
  • Build expertise in engaging with stakeholders, gathering requirements, and driving consensus
  • Learn analytical skills to identify business challenges and develop strategic solutions
  • Use Salesforce analytics and reporting tools

Who will benefit

  • Salesforce analysts
  • Team leaders
  • Marketing leaders
  • Developers

Lead the Digital Landscape with Cutting-Edge Tech and In-House " Techsperts "

Discover the power of digital transformation with train-to-deliver programs from Uptut's experts. Backed by 70,000+ professionals across the world's leading tech innovators.

Frequently Asked Questions

1. What are the pre-requisites for this training?
Faq PlusFaq Minus

The training does not require you to have prior skills or experience. The curriculum covers basics and progresses towards advanced topics.

2. Will my team get any practical experience with this training?
Faq PlusFaq Minus

With our focus on experiential learning, we have made the training as hands-on as possible with assignments, quizzes and capstone projects, and a lab where trainees will learn by doing tasks live.

3. What is your mode of delivery - online or on-site?
Faq PlusFaq Minus

We conduct both online and on-site training sessions. You can choose any according to the convenience of your team.

4. Will trainees get certified?
Faq PlusFaq Minus

Yes, all trainees will get certificates issued by Uptut under the guidance of industry experts.

5. What do we do if we need further support after the training?
Faq PlusFaq Minus

We have an incredible team of mentors that are available for consultations in case your team needs further assistance. Our experienced team of mentors is ready to guide your team and resolve their queries to utilize the training in the best possible way. Just book a consultation to get support.

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