Business Analyst with Salesforce Domain

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Business Analyst with Salesforce Domain
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Course Curriculum

Business Analyst with Salesforce Domain Content

Introduction to Business analysis

  • Introduction to Business analysis
  • Importance of BA in the industry
  • Roles and Responsibilities of BA
  • Skills requirements for the role
  • How IT BA is different to sales force BA
  • Tools that BA use
  • SDLC ( software Development life cycle )
  • Different models in SDLC
    • Waterfall model
    • V Model
    • Agile Methodology
      • SCRUM Frame work
        • User stories
        • Product backlog

 

  • Stakeholder Management
  • Business problem Identification , analysis
  • Understanding Requirements
  • Types of requirements and analysis
    • Business, stakeholder, Transitional, Solution, Regulatory
  • Requirement communication
    • BRD, SRS, Functional, Non Functional, UML Diagrams

 

Basics and overview of Cloud, CRM, Sales force -

  • What is cloud computing
  • Overview on Saas, Paas, Iaas
  • What is CRM, and its architecture , how will it be useful
  • Overview of MVC Model
  • Applications, objects, fields, tabs

Understanding sales force –

  • SFDC architecture
  • Understanding sales force user interface
  • Sales standup app
  • Objects – standard, custom
  • Fields – standards, custom
  • Data types
  • Creation of object, Tab and App
  • Field dependencies – state and country example
  • Object relationships

Record Types, Page Layout, Page Layout assignment -

  • 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

 

Sales force CRM Functionality -

  • 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

Workflow automation, Process builder, History tracking -

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

Visualization using Reports and Dash boards -

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

 

Duration – 4 weeks

Mode of Training – Online

Course Overview

A Business Analyst with Salesforce domain expertise is responsible for working with business stakeholders to understand their needs and identify opportunities for using Salesforce to improve business processes. They work closely with Salesforce administrators, developers, and other IT teams to design and implement solutions that meet business needs.

The responsibilities of a Business Analyst with Salesforce domain expertise may include:

  1. Working with business stakeholders to understand their needs and identify opportunities for using Salesforce to improve business processes.
  2. Gathering and documenting requirements for Salesforce solutions.
  3. Designing Salesforce solutions that meet business requirements and are scalable and maintainable.
  4. Collaborating with Salesforce administrators and developers to ensure that solutions are implemented correctly and meet business needs.
  5. Testing and validating Salesforce solutions to ensure they meet business requirements and are free of defects.
  6. Developing training materials and conducting training sessions for end-users.
  7. Providing ongoing support to end-users to ensure that Salesforce solutions are working as expected and are meeting business needs.
  8. Staying up-to-date with Salesforce updates and new features and providing guidance to business stakeholders on how these updates can be leveraged to improve business processes.

To excel in this role, a Business Analyst with Salesforce domain expertise should have a solid understanding of business processes and the ability to identify opportunities for using Salesforce to improve these processes. They should also be familiar with Salesforce tools and technologies and have experience working with Salesforce administrators and developers to design and implement solutions. Additionally, they should have strong communication and collaboration skills and be able to work effectively with stakeholders at all levels of the organization. They should also be familiar with agile methodologies and have experience working in an agile environment.

A Business Analyst with Salesforce training is a professional who has received formal training in Salesforce and business analysis. This training can be provided by various organizations and institutions, including Salesforce, consulting firms, training institutes, and universities.

Salesforce training for business analysts typically covers the following topics:

  1. Introduction to Salesforce: This covers the basics of Salesforce, including the user interface, data model, and standard objects.

  2. Business analysis fundamentals: This covers the foundational concepts of business analysis, including requirements gathering, documentation, and communication.

  3. Salesforce customization: This covers the various customization options available in Salesforce, including creating custom fields, objects, and workflows.

  4. Salesforce automation: This covers the various automation options available in Salesforce, including process builder, flow, and Apex code.

  5. Salesforce reporting and analytics: This covers the reporting and analytics capabilities in Salesforce, including dashboards and reports.

  6. Salesforce integrations: This covers the various integration options available in Salesforce, including APIs, web services, and middleware.

The training may be delivered in various formats, including classroom, online, or self-paced modules. Participants may also receive hands-on training through case studies, exercises, and projects.

A Business Analyst with Salesforce training can leverage their knowledge and skills to improve business processes using Salesforce. They can also work closely with Salesforce administrators and developers to design and implement solutions that meet business requirements. Having a certification in Salesforce, such as Salesforce Certified Administrator or Salesforce Certified Advanced Administrator, can also validate their skills and increase their employability.

 

Q1: What is Business Analyst training with a Salesforce domain focus?
A1: Business Analyst training with a Salesforce domain focus is a specialized program that equips individuals with the skills and knowledge needed to effectively analyze, design, and implement Salesforce solutions for businesses.

Q2: What topics are covered in Business Analyst training with a Salesforce domain focus?
A2: The training covers a range of topics, including Salesforce basics, data modeling, process automation, reporting, dashboard creation, user requirements gathering, and project management within the context of Salesforce.

Q3: Who should consider this training?
A3: This training is suitable for individuals who want to become Business Analysts specializing in Salesforce implementations. It's ideal for professionals already familiar with Salesforce or those looking to transition into a role involving Salesforce analysis and design.

Q4: What skills will I gain from this training?
A4: You will develop skills such as requirements gathering, process mapping, data analysis, creating user stories, understanding Salesforce capabilities, and effectively communicating with stakeholders.

Q5: How is the training delivered?
A5: The training is typically delivered through a combination of online modules, live instructor-led sessions, hands-on projects, and assignments. This allows participants to learn theory, apply concepts, and gain practical experience.

Q7: How will this training benefit my career?
A7: This training will equip you with specialized skills in Salesforce analysis and design, making you a valuable asset for businesses implementing or using Salesforce. It can lead to better career opportunities and increased earning potential.

Q8: Can I take this training if I'm not from a technical background?
A8: Yes, this training is often designed to accommodate participants from both technical and non-technical backgrounds. It's focused on teaching the skills needed for Business Analysis within the context of Salesforce.

Q9: Are there any prerequisites for this training?
A9: While some familiarity with Salesforce might be helpful, many training programs are designed to start from the basics. A willingness to learn and a passion for understanding business processes are often more important than technical knowledge.

Q10: How can I find the right Business Analyst training program with a Salesforce domain focus?
A10: BESTWAY Technologies offering Online Training Course

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Reviews

Business Analyst with Salesforce Domain Rated 4.8 based on 4 reviews.

By: Ramesh, Rating:
Thank you Business Analyst Salesforce, especially thanks to Rajesh sir. Good learning Business Analyst Salesforce Online training experience. The best Business Analyst Salesforce online training institute in Hyderabad, Ameerpet. I got in-depth knowledge of the Business Analyst Salesforce Tool here. They trained us very well and even gave us good training. Thanks a lot

By: Dinesh, Rating:
BESTWAY Technologies Hyderabad's Business Analyst with Salesforce Domain Online Training is an absolute game-changer! The trainers are experts in both business analysis and Salesforce, making the learning experience exceptional. The course content is comprehensive, covering all aspects of Salesforce and its practical applications for business analysis. The hands-on projects and real-world scenarios were invaluable, allowing me to apply what I learned. This training has given me a competitive edge in the job market, and I can't thank BESTWAY Technologies Hyderabad enough for this fantastic opportunity.

By: Rajan, Rating:
I cannot speak highly enough about the Business Analyst with Salesforce Domain Online Training at BESTWAY Technologies Hyderabad. This training program has been a game-changer for my career. The trainers are not only experts but also excellent mentors who genuinely care about their students' success. The course content is comprehensive and well-structured, covering all aspects of Salesforce for business analysis. The hands-on projects were instrumental in developing practical skills. I now feel confident and well-prepared to take on challenging roles in the Salesforce domain. BESTWAY Technologies Hyderabad has truly set a high standard for online training in this field.

By: Suresh Naidu, Rating:
I had the privilege of undertaking the Business Analyst with Salesforce Domain online training at Bestway Technologies in Hyderabad, led by the highly experienced Mr. Raj. His expertise and industry insights were invaluable, making the course truly enlightening. Mr. Raj's teaching style was exceptional, breaking down complex concepts into easily digestible parts. The course content was comprehensive, covering all essential aspects. I highly recommend Bestway Technologies and Mr. Raj for anyone aspiring to excel in the field of Business Analysis with Salesforce Domain.

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