SALESFORCE BUSINESS ANALYST

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The Salesforce Business Analyst course is designed for professionals who want to bridge the gap between business requirements and Salesforce solutions. The training covers business analysis, requirement gathering, process mapping, stakeholder management, user stories, Salesforce CRM functionality, Agile methodologies, testing, and solution documentation through hands-on projects and real-world business scenarios. Students learn how to analyze business needs, recommend Salesforce solutions, and support successful CRM implementations. As Salesforce continues to be one of the world’s leading CRM platforms, this course is ideal for business analysts, Salesforce administrators, CRM professionals, functional consultants, fresh graduates, and IT professionals looking to build a career in Salesforce business analysis.

Duration of Training : 40 Hours
Batch type : Weekdays/Weekends
Mode of Training : Classroom/Online/Corporate Training
Detailed Syllabus • Hands-on Labs • Assignments • Support-Focused • Implementation

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Overview

The Syllabus

Curriculum Designed by Experts

Salesforce Business Analyst Training Syllabus (Basic to Advanced)

Duration: 40 Hours
Level: Beginner to Advanced
Training Mode: Instructor-Led | Hands-on Practical Labs | Real-Time Projects | JobOriented Training

Course Overview

The Salesforce Business Analyst Training Program is designed to prepare learners for careers as Salesforce Business Analyst, CRM Business Analyst, Functional Consultant, Product Analyst, Salesforce Consultant, Business Process Analyst, Digital Transformation Consultant, Salesforce Solution Analyst, CRM Implementation Consultant, and Business Systems Analyst.

This course covers the complete Salesforce Business Analysis lifecycle including Business Analysis Fundamentals, Salesforce CRM, Sales Cloud, Service Cloud, Business Process Mapping, Agile Methodology, Scrum, User Story Writing, Requirement Gathering, Process Modeling, Gap Analysis, Data Modeling, Reports & Dashboards, Salesforce Administration Basics, AI-powered CRM, Einstein AI, Agentforce, Business Intelligence, UAT, Stakeholder Management, and Real-Time Salesforce Project Implementation.

The training follows a project-based learning approach with enterprise case studies, realtime assignments, mini projects, capstone projects, interview preparation, resume building, and placement assistance.

Prerequisites

• Basic Computer Knowledge
• Business Process Understanding
• Good Communication Skills
• Basic Knowledge of CRM Concepts
• Microsoft Excel Fundamentals
• No Programming Knowledge Required
• No Salesforce Experience Required

Fundamentals

• Introduction to CRM
• Introduction to Salesforce Ecosystem
• Business Analysis Fundamentals
• SDLC
• Agile Methodology
• Scrum Framework
• Waterfall Methodology
• Digital Transformation
• Business Process Management
• Requirement Engineering

Core Technical Topics (Our Main Syllabus)

Module 1 – Business Analysis Fundamentals

• Role of Business Analyst
• BA Life Cycle
• SDLC
• STLC
• Project Lifecycle
• Requirement Engineering
• Stakeholder Management
• Requirement Prioritization
• Requirement Traceability Matrix (RTM)
• Business Documentation

Module 2 – Salesforce CRM Fundamentals

• Salesforce Architecture
• Salesforce Cloud Overview
• CRM Concepts
• Salesforce Navigation
• Data Model
• Standard Objects
• Custom Objects
• Relationships
• Salesforce Lightning Experience
• Salesforce Mobile App

Module 3 – Salesforce Administration Basics

• User Management
• Profiles
• Permission Sets
• Roles
• Sharing Rules
• Validation Rules
• Approval Process
• Workflow Rules
• Process Builder
• Flow Basics

Module 4 – Sales Cloud

• Lead Management
• Opportunity Management
• Account Management
• Contact Management
• Products
• Price Books
• Quotes
• Campaign Management
• Forecasting
• Sales Automation

Module 5 – Service Cloud

• Case Management
• Entitlements
• Service Console
• Knowledge Base
• Omni-Channel
• Queues
• Email-to-Case
• Escalation Rules
• SLA Management
• Customer Support Processes

Module 6 – Requirement Gathering

• Requirement Elicitation
• Interviews
• Workshops
• JAD Sessions
• Brainstorming
• Observation
• Surveys
• Questionnaires
• Requirement Documentation
• Requirement Validation

Module 7 – Business Process Analysis

• As-Is Process
• To-Be Process
• Process Mapping
• Swim Lane Diagrams
• BPMN
• Value Stream Mapping
• Gap Analysis
• Root Cause Analysis
• Process Optimization
• Automation Opportunities

Module 8 – Agile Business Analysis

• Scrum Roles
• Scrum Events
• Product Backlog
• Sprint Planning
• Sprint Review
• Sprint Retrospective
• User Stories
• Acceptance Criteria
• Story Estimation
• Backlog Grooming

Module 9 – User Stories & Documentation

• BRD
• FRD
• User Story Creation
• Use Cases
• Functional Specifications
• Non-Functional Requirements
• Business Rules
• Wireframes
• Mockups
• Acceptance Criteria

Module 10 – Salesforce Reporting & Dashboards

• Report Types
• Tabular Reports
• Summary Reports
• Matrix Reports
• Joined Reports
• Dashboards
• Dynamic Dashboards
• KPI Reports
• Executive Dashboards
• Business Insights

Module 11 – Testing & UAT

• Functional Testing
• Smoke Testing
• Regression Testing
• UAT Planning
• Test Cases
• Test Scenarios
• Bug Reporting
• Defect Life Cycle
• User Acceptance Testing
• Sign-Off Process

Module 12 – Equipment Selection

• REST APIs
• SOAP APIs
• Middleware Basics
• Data Integration
• Salesforce Connect
• External Objects
• Data Loader
• Import Wizard
• ETL Concepts
• Integration Architecture

Module 13 – Salesforce AI & Automation

• Salesforce Einstein AI
• Einstein Copilot
• Agentforce
• Predictive Analytics
• AI Recommendations
• AI-generated Reports
• Intelligent CRM
• AI for Sales
• AI for Customer Service
• Generative AI Use Cases

Module 14 – Business Intelligence

• CRM Analytics
• Tableau Basics
• Dashboard Design
• KPI Measurement
• Executive Reporting
• Customer Analytics
• Sales Analytics
• Service Analytics
• Data Visualization
• Decision Support

Module 15 – Project Management Basics

• Jira
• Azure DevOps
• Sprint Management
• Risk Management
• Change Requests
• RAID Log
• Project Documentation
• Communication Plan
• Status Reporting
• Stakeholder Communication

Module 16 – Production Support

• Incident Management
• Change Management
• Enhancement Requests
• Release Management
• Root Cause Analysis
• User Training
• Documentation Updates
• SLA Management
• Production Support Activities
• Knowledge Transfer

Hands-On Labs

• Configure Salesforce Developer Org
• Create Custom Objects
• Configure User Profiles & Roles
• Design Sales Cloud Process
• Configure Service Cloud
• Create Business Process Maps
• Develop BRD & FRD
• Write User Stories
• Configure Reports & Dashboards
• Import Data using Data Loader
• Perform Gap Analysis
• Create Acceptance Criteria
• Conduct UAT Testing
• Configure Approval Processes
• Build Salesforce Flows
• Analyze CRM KPIs
• Use Einstein AI Features
• Build Executive Dashboards
• Manage Sprint Backlog
• Complete End-to-End CRM Implementation

Assignments

• Sales Process Requirement Gathering
• CRM Gap Analysis
• User Story Documentation
• BRD Preparation
• FRD Documentation
• Business Process Mapping
• Salesforce Dashboard Design
• UAT Test Case Preparation
• CRM KPI Analysis
• Stakeholder Communication Plan

Mini Projects

• Lead Management Automation
• Sales Pipeline Analysis
• Customer Service Improvement
• CRM Dashboard Development
• Opportunity Tracking System
• Customer Complaint Management
• Employee Helpdesk Portal
• Customer Feedback Management

Capstone Projects

• Complete Salesforce CRM Implementation for Manufacturing Company
• Banking Customer Relationship Management System
• Healthcare Patient Service CRM
• Retail Sales & Customer Analytics Platform
• Insurance CRM Transformation
• Educational Institution CRM Implementation
• Telecom Customer Service Automation
• Enterprise Sales Cloud & Service Cloud Digital Transformation
• AI-Powered Salesforce CRM using Einstein & Agentforce
• End-to-End Salesforce Business Analysis Project

Real-Time Job-Oriented Scenarios

• Requirement Gathering Workshops
• Client Discovery Sessions
• Sales Process Automation
• Customer Service Optimization
• Agile Sprint Planning
• User Story Prioritization
• CRM Migration Projects
• Salesforce Implementation Projects
• UAT Coordination
• Stakeholder Meetings
• Change Request Management
• Production Support Activities

Troubleshooting Scenarios

• Salesforce Lightning Experience
• Sales Cloud
• Service Cloud
• Salesforce Flow
• Salesforce Data Loader
• CRM Analytics
• Tableau CRM
• Salesforce Einstein AI
• Agentforce
• Jira
• Confluence
• Azure DevOps
• Lucidchart
• Microsoft Visio
• Microsoft Excel
• Microsoft PowerPoint
• Miro
• Draw.io
• Balsamiq
• Figma
• Google Workspace

Industry Tools Included

Best Practices

• Follow BABOK Business Analysis Standards
• Write Clear & Testable Requirements
• Maintain Requirement Traceability
• Follow Agile & Scrum Principles
• Design User-Centric CRM Solutions
• Standardize Documentation Templates
• Validate Business Requirements with Stakeholders
• Use Version Control for Documentation
• Apply CRM Security Best Practices
• Promote Continuous Process Improvement
• Leverage AI Responsibly for Business Analysis
• Maintain Comprehensive Project Documentation
• Conduct Regular Stakeholder Reviews
• Optimize CRM Workflows
• Follow Salesforce Implementation Best Practices

Certification Names

Salesforce Certifications
• Salesforce Certified Business Analyst
• Salesforce Certified Administrator
• Salesforce Certified AI Associate (Recommended)
• Salesforce Certified Sales Cloud Consultant (Recommended)
• Salesforce Certified Service Cloud Consultant (Recommended)

Business Analysis Certifications (Recommended)
• IIBA ECBA (Entry Certificate in Business Analysis)
• IIBA CCBA
• PMI Professional in Business Analysis (PMI-PBA)

Mock Interviews

• HR & Behavioral Interview Preparation
• Salesforce Business Analyst Technical Interviews
• Requirement Gathering & User Story Questions
• Agile & Scrum Scenario-Based Discussions
• Salesforce CRM Functional Questions
• UAT & Stakeholder Management Scenarios
• Production Support Case Studies
• AI & Salesforce Business Transformation Discussions

Resume Preparation

• ATS-Friendly Salesforce Business Analyst Resume
• Enterprise Salesforce Project Portfolio
• Business Analysis Documentation Samples (BRD, FRD, User Stories)
• LinkedIn Profile Optimization
• Resume Review & Technical Guidance
• CRM Solution Presentation Skills
• Interview-Oriented Case Study Preparation

Placement Assistance

• Enterprise Salesforce CRM Projects
• Real-Time Business Analysis Exposure
• ATS Resume Optimization
• Mock Interviews by Industry Experts
• Soft Skills & Client Communication Training
• Career Counselling & Mentorship
• Job Referral Assistance
• Placement Support through Hiring Partners
• Interview Preparation Workshops
• Post-Training Technical Support Until Placement

Enquire Now

Why Radical Technologies

Live Online Training

Highly practical oriented training

Installation of Software On your System

24/7 Email and Phone Support

100% Placement Assistance until you get placed

Global Certification Preparation

Trainer Student Interactive Portal

Assignments and Projects Guided by Mentors

And Many More Features

Course completion certificate and Global Certifications are part of our all Master Program

Live Classroom Training

Weekend / Weekdays / Morning / Evening Batches

80:20 Practical and Theory Ratio

Real-life Case Studies

Easy Coverup if you missed any sessions

PSI | Kryterion | Redhat Test Centers

Life Time Video Classroom Access ( coming soon )

Resume Preparations and Mock Interviews

And Many More Features

Course completion certificate and Global Certifications are part of our all Master Program

Self Paced Training

Self Paced Learning

Learn 300+ Courses at Your Own Time

50000+ Satisfied Learners

Course Completion Certificate

Practical Labs Available

Mentor Support Available

Doubt Clearing Session Available

Attend Our Virtual Job Fair

10% Discounted Global Certification

Course completion certificate and Global Certifications are part of our all Master Program

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Global Certification

Radical Technologies is the leading IT certification institute in Bangalore, offering a wide range of globally recognized certifications across various domains. With expert trainers and comprehensive course materials, it ensures that students gain in-depth knowledge and hands-on experience to excel in their careers. The institute’s certification programs are tailored to meet industry standards, helping professionals enhance their skillsets and boost their career prospects. From cloud technologies to data science, Radical Technologies covers it all, empowering individuals to stay ahead in the ever-evolving tech landscape. Achieve your professional goals with certifications that matter.

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Job Assistance
Interview Preparation
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At Radical Technologies, we are committed to your success beyond the classroom. Our 100% Job Assistance program ensures that you are not only equipped with industry-relevant skills but also guided through the job placement process. With personalized resume building, interview preparation, and access to our extensive network of hiring partners, we help you take the next step confidently into your IT career. Join us and let your journey to a successful future begin with the right support.

At Radical Technologies, we ensure you’re ready to shine in any interview. Our comprehensive Interview Preparation program includes mock interviews, expert feedback, and tailored coaching sessions to build your confidence. Learn how to effectively communicate your skills, handle technical questions, and make a lasting impression on potential employers. With our guidance, you’ll walk into your interviews prepared and poised for success.

At Radical Technologies, we believe that a strong professional profile is key to standing out in the competitive IT industry. Our Profile Building services are designed to highlight your unique skills and experiences, crafting a resume and LinkedIn profile that resonate with employers. From tailored advice on showcasing your strengths to tips on optimizing your online presence, we provide the tools you need to make a lasting impression. Let us help you build a profile that opens doors to your dream career.

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Salesforce Business Analyst Course Certification With Training In Bangalore

Q: Salesforce Business Analyst Training Syllabus (Basic to Advanced)

Duration: 40 Hours Level: Beginner to Advanced Training Mode: Instructor-Led | Hands-on Practical Labs | Real-Time Projects | JobOriented Training

Q: Course Overview

The Salesforce Business Analyst Training Program is designed to prepare learners for careers as Salesforce Business Analyst, CRM Business Analyst, Functional Consultant, Product Analyst, Salesforce Consultant, Business Process Analyst, Digital Transformation Consultant, Salesforce Solution Analyst, CRM Implementation Consultant, and Business Systems Analyst. This course covers the complete Salesforce Business Analysis lifecycle including Business Analysis Fundamentals, Salesforce CRM, Sales Cloud, Service Cloud, Business Process Mapping, Agile Methodology, Scrum, User Story Writing, Requirement Gathering, Process Modeling, Gap Analysis, Data Modeling, Reports & Dashboards, Salesforce Administration Basics, AI-powered CRM, Einstein AI, Agentforce, Business Intelligence, UAT, Stakeholder Management, and Real-Time Salesforce Project Implementation. The training follows a project-based learning approach with enterprise case studies, realtime assignments, mini projects, capstone projects, interview preparation, resume building, and placement assistance.

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