Course Overview

✅ Salesforce Business Analyst Course Curriculum (3 Months + 1 Month Project)

🔹 Overview

Learn to bridge business needs with Salesforce solutions. This course equips you with skills in Salesforce basics, business process mapping, requirement gathering, flow automation, report creation, stakeholder communication, and AI-enhanced decision making.

📅 Month 1: Salesforce Fundamentals + BA Foundations

Goal: Understand Salesforce core concepts and the role of a Business Analyst

Topics:

• Introduction to Salesforce CRM

• Navigation and Setup

• Understanding Sales Cloud, Service Cloud

• Standard vs Custom Objects

• Business Analyst Role in Salesforce Projects

• Introduction to Agile, Scrum, Waterfall Methodologies

• Writing User Stories

• Creating and Managing Sandbox Environments

• Hands-on: Creating Fields, Objects, and Page Layouts

📅 Month 2: Advanced BA Tools + Automation

Goal: Learn tools and automation strategies to solve real business problems

Topics:

• Gathering Requirements from Stakeholders

• Building Process Maps (Lucidchart / Draw.io)

• Creating Business Process Documentation

• Salesforce Flows (Record-Triggered, Screen Flows)

• Validation Rules, Approval Processes

• Reports & Dashboards

• Change Management and Impact Analysis

• Acceptance Criteria & Test Cases

• Hands-on: Create a Business Use Case with Flow Automation

📅 Month 3: Real-Time Use Cases + AI Concepts

Goal: Work on real scenarios with AI-based insights

Topics:

• Communicating with Developers/Admins Effectively

• Data Modeling & ERDs

• Using Salesforce Schema Builder

• UAT (User Acceptance Testing) Scenarios

• Data Import Wizard vs Data Loader

• Project Lifecycle Documentation

• Einstein GPT: AI-based Requirement Suggestions

• AI Use Cases: Predictive Forecasting, Case Routing, Sentiment Analysis

• Hands-on: Business Process Optimization using AI tools

🧪 Month 4: Project Work + Interview Prep

Goal: Apply knowledge in real-world projects and get job-ready

Project Topics (Choose One):

1. Sales Process Optimization for a Retail Company

2. Service Automation for an E-Commerce Brand

3. Lead Conversion and Follow-Up Strategy for an EdTech Firm

Activities

• End-to-End Documentation

• Create Mock Client Reports

• Weekly Presentations

• Interview Questions (Situational + Technical)

• Resume Building

• Mock Interviews (BA-focused)

• LinkedIn Profile Optimization

• Portfolio Website Setup

✅ Value Add-ons

• 100% Job Placement Assistance

• Free Portfolio Website for BAs

• Weekly Case Studies & Assignments

• Naukri & LinkedIn Profile Enhancement

• Access to Business Analyst Templates (BRD, FRD, Test Plan)

• AI-Powered Tools for BA (like ChatGPT, Einstein, Lucidchart AI)

✅ Official Salesforce Business Analyst Certification Focus Areas:

According to Salesforce, the certification covers:

1. Customer Discovery (17%)

   • Business analysis roles and responsibilities

   • Stakeholder analysis and management

   • Discovery meetings and capturing needs

2. Collaboration with Stakeholders (24%)

   • Working with stakeholders effectively

   • Gathering, documenting, validating requirements

   • Aligning business needs with Salesforce solutions

3. Business Process Mapping (16%)

   • Analyzing current vs future state processes

   • Creating process maps and user flows

   • Identifying automation opportunities

4. Requirements (17%)

   • Writing user stories and acceptance criteria

   • Prioritizing requirements (MoSCoW, etc.)

   • Maintaining a backlog

5. User Stories (18%)

   • Writing clear user stories

   • Acceptance criteria and definition of done

   • Story refinement with the team

6. Testing (8%)

   • Understanding UAT

   • Collaborating with QA teams

   • Validating solutions against requirements

📘 How the Course Curriculum Matches the Certification:

Topic AreaCovered in Course?Module Name / WeekBusiness Analysis Fundamentals✅ YesMonth 1Stakeholder Communication✅ YesMonth 2Process Mapping✅ YesMonth 2 & 3Writing User Stories✅ YesMonth 1 & 2Acceptance Criteria & UAT✅ YesMonth 2 & 4Testing, Validation, Change Mgmt✅ YesMonth 2 & 3Agile, Scrum, BA Methodologies✅ YesMonth 1AI Integration (Bonus Skill)⭐ Extra ValueMonth 3

🔍 What’s Extra Beyond the Exam:

• AI-powered Business Analysis (Einstein GPT, ChatGPT use)

• Portfolio building

• Real client-style project work

• Resume + LinkedIn optimization

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Salesforce Business Analyst Course

Explore our Platform Developer 1 course with detailed curriculum.

Comprehensive Curriculum

Learn essential skills and topics covered in our Salesforce Business Analyst course to advance your Salesforce career.

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Course Reviews

Discover insights from our Salesforce Business Analyst course participants and their experiences.

★★★★★

★★★★★

The instructors at Codexlnc are knowledgeable and supportive, making learning enjoyable and effective. Highly recommend for anyone looking to advance their skills in IT. They helped me to switch from Analyst to Salesforce Developer.

Avinash

Hyderabad

★★★★★

Codexlnc's training transformed my career. The hands-on projects were invaluable!. Got Job As Fresher.

Manoj

Nizamabad

★★★★★

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