Salesforce Business Analyst Course and Program

Course Content

Module 1: Customer Discovery (17%)

Scope Definition:

  • Determine business strategies, goals, initiatives, and challenges to clearly define the scope of a Salesforce project or business initiative.
  • Understand the importance of aligning project goals with overall business objectives.

Current State Analysis:

  • Explore how a customer is currently utilizing existing products to establish a baseline or current state.
  • Recognize the significance of understanding the existing processes and technologies in place.

Business Analyst Roles and Responsibilities:

  • Explain the various roles and responsibilities of a Business Analyst throughout different phases of the implementation lifecycle.
  • Apply the implementation lifecycle to plan and execute business analysis activities effectively.

Introductory Module – Salesforce Ecosystem for Business Analyst

  • What is Salesforce? Video Link Theory
  • Key features and benefits
  • Salesforce editions and clouds (Sales Cloud, Service Cloud, Marketing Cloud, etc.)
  • Salesforce AppExchange
  • The Trailblazer Community
  • Careers in the Salesforce ecosystem

Salesforce Environment Analysis:

  • Analyze a customer’s Salesforce environment(s) to identify opportunities and constraints.
  • Demonstrate knowledge of Salesforce capabilities and align them with business needs to recommend potential solutions.

Module 2: Collaboration with Stakeholders (23%)

Discovery Planning:

  • Plan discovery activities based on target stakeholders to conduct a thorough analysis of business needs.
  • Identify key stakeholders and establish relationships to act as a liaison between business and technical teams.

Stakeholder Engagement:

  • Given a scenario, choose effective techniques for eliciting business needs from stakeholders.
  • Manage competing priorities to obtain stakeholder consensus in various situations.

Current to Future State Transition:

  • Explain the process of moving from current state analysis to an agreed future state design.

Module 3: Business Process Mapping (12%)

Scope Definition for Business Processes:

  • Demonstrate how to define the scope of a complex business process and break it down into manageable steps.
  • Analyze and document business processes to elicit requirements and engage stakeholders to visualize a future state.

Module 4: Requirements (18%)

Scope, Requirements, and User Stories:

  • Understand the distinctions between scope, requirements, and user stories.
  • Engage stakeholders to identify, validate, and prioritize requirements.

Version Control for Requirements:

Document requirements in a version-controlled repository to manage scope and changes effectively.

Bonus Module: CV Kick-Off / Interview

  • CV – Templates Review, Business Process Sample Documents
  • Open Discussion
  • Other Websites (Trello, Monday.com & Microsoft Planner etc) or Trailhead Practice

Module 5: User Stories (18%)

User Story Components:

  • Understand the components of a user story to perform thorough analysis.
  • Demonstrate the ability to write acceptance criteria that convey requirements and are ready for development.

Version Control for User Stories:

  • Document user stories in a version-controlled repository to manage scope and changes effectively.

Module 6: Development Support and User Acceptance (12%)

Project Delivery Support:

  • Support and validate project delivery to ensure the solution meets the requirements.

User Acceptance Testing (UAT) Support:

  • Support and validate user acceptance testing (UAT) to ensure the solution meets the requirements.

Module 7: Practical Application and Case Studies

  • Hands-on exercises applying concepts learned.
  • Case studies based on real-world scenarios.
  • Q&A sessions and discussions.

Bonus Module: AppExchange Exploration

Overview of Salesforce AppExchange (Session)

  • Navigate the AppExchange to discover and evaluate potential solutions
  • Identify apps that address specific business needs and challenges
  • Install, configure, and integrate AppExchange solutions with your Salesforce instance

AppExchange Features:

  • Exploring key features and functionalities of AppExchange.
  • Overview of categories, listings, and user reviews.

Benefits for Organizations:

  • Discussing how organizations can benefit from leveraging AppExchange solutions.
  • Examples of successful implementations.

Final Discussions – Q&A

  • Evaluation of understanding through a final assessment.
  • Certification for successful completion.

Additional Considerations

Instructor-Led Sessions: Conduct instructor-led sessions for theoretical concepts.
Hands-on Workshops: Include hands-on workshops for practical application.
Group Activities: Foster collaboration through group activities and discussions.
Feedback Sessions: Regular feedback sessions to address participant questions and concerns.
Online Resources: Provide access to online resources for continuous learning. Trailhead Trailmix for Salesforce Business Analyst Certification