This class is designed for:
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Aspiring Business Analysts who want to specialize in Salesforce.
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Salesforce Administrators and Consultants looking to enhance their business analysis skills.
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Project Managers, Product Owners, and Developers who want to better understand Salesforce requirements gathering and solution design.
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Professionals transitioning into the Salesforce ecosystem from other domains.
What Will You Learn?
By the end of this class, students will be able to:
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Understand the Role of a Salesforce Business Analyst
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Responsibilities, skills, and daily activities.
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How a BA bridges the gap between business needs and Salesforce solutions.
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Master Requirements Gathering & Documentation
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Interview techniques, workshops, and user story writing.
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Creating process maps, use cases, and acceptance criteria.
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Learn Salesforce-Specific Analysis Skills
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Navigating Salesforce clouds (Sales Cloud, Service Cloud, etc.) from a BA perspective.
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Understanding objects, fields, relationships, and data model design.
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Communicate Effectively With Stakeholders
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Translating technical concepts into business language.
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Managing expectations and prioritizing requirements.
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Build Functional Specifications & Test Plans
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Writing functional specs for Salesforce features.
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Supporting user acceptance testing (UAT) and change management.
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Apply Real-World Best Practices
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Working in Agile and Scrum environments.
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Using tools like Jira, Confluence, Lucidchart, and Salesforce Sandbox for BA work.
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