M1
Business analysis fundamentals
Stakeholders, problem statements, scope, process discovery and requirement elicitation.
Functional Consulting · Learning Path CSalesforce Business Analyst
Salesforce Business Analyst
Training Course
Develop the business analysis skills needed to support Salesforce projects. Learn stakeholder discovery, requirements elicitation, user stories, acceptance criteria, process maps, fit-gap analysis, UAT planning, and stakeholder communication.
Requirements elicitation
User stories and acceptance criteria
As-is/to-be process mapping
Hands-on project and review
Practical learning pathProject-led curriculumCareer guidance available
6Core modules
28–36 hoursGuided learning
1+Practical project
Course overview
What you will learn in this Salesforce Business Analyst program
Business analysts connect business needs with delivery teams. Practise turning ambiguous business requests into clear, testable requirements that can be configured and validated in Salesforce.
Skills covered
- Requirements elicitation
- User stories and acceptance criteria
- As-is/to-be process mapping
- UAT, defect triage, and adoption
Who should join?
Aspiring business analysts, QA professionals, domain specialists, and graduates with business aptitude. The learning path can be adjusted to the learner’s starting level after an initial discussion with the training team.
Before you enrol
Prerequisites & learning approach
No coding required. CRM concepts are helpful but can be introduced during the course.
- Instructor-led concept sessions and guided demonstrations.
- Practice tasks and scenario-based discussions.
- Project documentation and review checkpoints.
- Interview preparation or certification-aligned revision where relevant to the chosen track.
Duration is a recommended planning estimate. Final hours and lab access should be confirmed for the selected cohort.
Module-wise curriculum
Ask for batch details →Salesforce Business Analyst syllabus
Study the learning sequence below. Module delivery order may be adjusted to the cohort’s background and the available Salesforce training environment.
M2
Requirements and user stories
Functional/non-functional requirements, user stories, acceptance criteria, prioritisation and backlog.
M3
Process modelling
As-is/to-be workflows, process mapping, business rules and gap analysis.
M4
Salesforce platform concepts
Objects, fields, access, automation, reports, standard CRM features and declarative capabilities.
M5
Testing and change management
UAT scenarios, defect triage, release communication, training and adoption.
M6
Capstone and stakeholder presentation
BRD/user story pack, process diagram, solution walkthrough and interview practice.
Applied learning
Practical project: build and explain a real business scenario
Convert a business brief into a requirements pack with user stories, acceptance criteria, process diagrams, Salesforce recommendations, and a UAT outline.
Career relevance
Roles this learning path can support
The following are example role directions aligned with the skills taught. Hiring requirements differ by employer, experience, communication skills, and hands-on ability.
Salesforce Business Analyst
CRM Business Analyst
Functional Analyst
Common questions
FAQs about Salesforce Business Analyst
Is coding mandatory for Salesforce Business Analyst?
No. The course focuses on business requirements, process modelling, platform capabilities, and stakeholder communication.
Can QA professionals transition into this role?
QA experience can be useful because acceptance criteria, UAT, defect triage, and requirements traceability overlap with analysis work.
What deliverables will I create?
You will prepare a practical requirements pack containing user stories, acceptance criteria, process diagrams, and a solution walkthrough.
Is an official Salesforce certification included?
The course may include certification-aligned preparation, but it does not issue an official Salesforce credential. Check the current official exam guide, registration process, prerequisites, and fees separately.
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