Salesforce Business Analyst Professional Certification Trainingin Bristol

Module 1: Introduction to Salesforce Business Analysis

• Role and responsibilities of a Salesforce business analyst.
• Business analysis principles and CRM transformation.
• Salesforce ecosystem fundamentals and common business use cases.
• Business analyst collaboration across project teams.

Module 2: Salesforce Platform and CRM Fundamentals

• Overview of Salesforce CRM capabilities.
• Sales Cloud and Service Cloud business scenarios.
• Salesforce objects, records, fields, and relationships.
• Understanding standard platform functionality and business needs.

Module 3: Stakeholder Identification and Engagement

• Identifying project stakeholders and decision-makers.
• Stakeholder analysis and communication planning.
• Conducting discovery meetings and requirements workshops.
• Managing stakeholder expectations and feedback.

Module 4: Requirements Elicitation and Analysis

• Business requirements and functional requirements.
• Interviews, workshops, observation, and questionnaires.
• Requirement prioritisation and dependency analysis.
• Documenting assumptions, constraints, and business objectives.

Module 5: Business Process Mapping and Gap Analysis

• Current-state and future-state process mapping.
• Analysing existing CRM workflows.
• Identifying operational gaps and process bottlenecks.
• Recommending Salesforce-supported process improvements.

Module 6: User Stories and Acceptance Criteria

• Writing clear and actionable user stories.
• Defining measurable acceptance criteria.
• Understanding requirements traceability.
• Validating business requirements with stakeholders.

Module 7: Salesforce Solution Evaluation

• Mapping business requirements to Salesforce capabilities.
• Evaluating standard functionality against business needs.
• Understanding configuration options and customisation considerations.
• Identifying solution gaps and documenting recommendations.

Module 8: Salesforce Data and Reporting Requirements

• Understanding CRM data quality and consistency.
• Identifying data fields and reporting requirements.
• Analysing dashboards, reports, and business performance indicators.
• Supporting data validation and business reporting needs.

Module 9: Agile Methodologies and Delivery Collaboration

• Business analyst responsibilities in Agile projects.
• Backlog refinement and requirement prioritisation.
• Collaboration with product owners, developers, and testers.
• Managing requirement changes across delivery iterations.

Module 10: User Acceptance Testing and Validation

• Preparing UAT scenarios and test cases.
• Validating Salesforce functionality against acceptance criteria.
• Recording defects, feedback, and requirement gaps.
• Coordinating business sign-off and solution readiness.

Module 11: Salesforce Implementation Project Lifecycle

• Understanding project discovery, planning, design, testing, and deployment.
• Requirements documentation and change management.
• Implementation risks and stakeholder communication.
• Supporting post-deployment validation and continuous improvement.

Module 12: Practical Case Studies and Business Scenarios

• Analysing a Salesforce CRM implementation requirement.
• Creating a stakeholder map and requirements document.
• Developing user stories and acceptance criteria.
• Mapping business processes and preparing UAT scenarios.

Module 13: Certification Preparation and Career Development

• Reviewing Salesforce business analysis concepts.
• Practising scenario-based knowledge questions.
• Identifying knowledge gaps and improving analytical reasoning.
• Preparing a portfolio of business analysis deliverables for career discussions.