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The Complete Salesforce Certified Business Analyst Course
Salesforce Business Analyst Certification Exam - Earn Salesforce's Newest Certification and Learn Business Analysis
- Description
- Curriculum
- FAQ
I attained the Salesforce Certified Business Analyst Certification on the first day of its release to the public – July 11, 2022!
Now I want to teach you how to pass this certification as well.
Be one of the first to attain Salesforce’s newest certification – the Salesforce Certified Business Analyst exam.
In this course, I fully prepare you for this certification exam.
Salesforce Business Analysts understand business needs, capture requirements, and collaborate with stakeholders to develop Salesforce solutions that drive business improvements.
I have worked professionally on the Salesforce platform over the past decade, and have taught Salesforce online for over seven years. In fact, I am the best-selling Salesforce instructor in the world.
I have structured this course after the Salesforce Certified Business Analyst Certification Exam Guide.
You will find individual sections devoted to each of the six knowledge areas of the exam guide, which include:
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Customer Discovery
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Collaboration with Stakeholders
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Business Process Mapping
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Requirements
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User Stories
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User Acceptance
I provide you with real-world scenarios and ample resources and hands-on experience to learn all of the learning objectives on the exam.
NOTE: To register for the Salesforce Certified Business Analyst Exam, you are not required to hold any Salesforce Certifications. That’s right – there are no pre-requisites for this exam – so this can now be your first Salesforce Certification!
By the end of this course, you should attain the following knowledge:
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Familiar with the Salesforce implementation lifecycle.
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Understand Salesforce environment best practices.
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Gain experience in a given industry environment.
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Understand facilitation and documentation techniques.
By the end of this course, you should attain the following skills:
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Plan discovery activities based on key stakeholders.
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Map business processes, elicit requirements and write user stories.
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Demonstrate effective written and verbal communication skills when working with business and technical stakeholders at all levels of the organization.
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Apply strong analytical and problem-solving skills.
By the end of this course, you should possess the following abilities:
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Move easily between a wide variety of influencing and communication styles to engage effectively with diverse audiences and maximize impact.
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Become a trusted advisor with key stakeholders.
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Break down complex business processes into manageable steps.
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Evaluate and recommend Salesforce features as part of solution design.
Please note that a candidate for this exam is not expected to know or do the following:
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Change management
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Managing project
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Building ROI
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Developing custom code
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Designing technical solution
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Ongoing administration of tools, product ownership
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Legal and compliance issues
Typical job roles of a Salesforce Certified Business Analyst candidate may include:
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Business Analyst
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Consultant
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Business Systems Analyst
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Product Owner
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Platform Manager
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CRM Manager
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Business Process Specialist
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Business Operations
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Salesforce Administrator
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Business Excellence Leader
Get started today toward attaining your Salesforce Business Analyst Certification!
Customer Discovery
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1
Salesforce Certified Business Analyst Course IntroductionIn this introductory lesson, I introduce you to myself and the structure of this course.
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2
Salesforce Certified Business Analyst Exam Guide
In this lesson, I break down the different knowledge areas and learning objectives found in the Salesforce Certified Business Analyst Exam Guide.
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3
Signing Up for a Free CRM Analytics-enabled Developer Edition Org
In this lesson, I recommend a particular type of free Salesforce Developer edition. You will use this free instance of Salesforce to work through the hands-on exercises of this course.
Collaboration with Stakeholders
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4
Customer Discovery Knowledge Area Introduction
In this Knowledge Area of the exam, you will need to:
Determine business strategies, goals, initiatives, and challenges to define the scope of business analysis.
Discover how a customer is leveraging and benefiting from Salesforce products to establish the current state.
Understand and explain Business Analyst roles and responsibilities in different phases of the implementation lifecycle.
Apply the implementation lifecycle for planning business analysis activities.
Analyze the customer's Salesforce environment to identify opportunities and constraints.
Demonstrate knowledge of Salesforce capabilities and its potential to recommend solutions to the business.
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5
Installing the V2MOM Application
There are several different applications we will need in this course. We are going to start installing them now, first of which will be the V2MOM application.
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6
Installing Agile Accelerator
In this lesson, we install Agile Accelerator
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7
New Apps Overview - V2MOM & Agile Accelerator
In this lesson, I provide a quick preview of the new apps we just installed.
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8
Journey Mapping Using Lucidchart Templates
In this lesson, I introduce you to a powerful diagramming tool called LucidChart. I show you how to pull up various Journey Map templates that are free to use.
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9
Lucidchart Salesforce Templates
In addition to Journey Maps, LucidChart has a wide variety of Salesforce specific templates. In this lesson, I introduce you to several different templates that will help you in your Salesforce Business Analyst tasks.
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10
Establishing Current State Introduction
This lesson introduces the next several lessons related to how to establish the current state of a Salesforce org.
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11
Establishing Current State with the Salesforce Adoption App
In this lesson I show you how to establish the current state of your org by using the Salesforce Adoption app.
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12
Establishing Current State with the Lightning Usage App
In this lesson, I introduce you to the Lightning Usage App. This app is helpful in establishing the current state of a Salesforce org, specifically around the adoption of the Lightning Experience user interface.
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13
Establishing Current State with the Salesforce Optimizer
In this lesson, I introduce you to the Salesforce Optimizer.
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14
Accessing the Salesforce Optimizer Results
In this lesson, I show you how to access the results from the Salesforce Optimizer. I also provide additional resources on how to free up space in your free Salesforce account.
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15
Establishing Current State with Custom Report Types
You can create custom report types to further report on Lightning Experience Adoption in your org. In this lesson, I demonstrate how to create a custom report type to display users that most frequently switch back to Salesforce Classic. I also provide a help article resource with sample use cases for each Lightning Usage App object along with sample custom report types required to support them.
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16
Application Lifecycle and Development Models
In this lesson, I review the Application Lifecycle and Development Models Trailhead module from the Trailmix. I review the Application Lifecycle Management (ALM) diagram, which I also include in the Resources section of this lesson.
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17
Change Sets and the View Setup Audit Trail
In this lesson, I discuss Change Sets and how to track changes in an org by using the Setup Audit Trail.
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18
Assessing Your Platform Org Health by Running the Security Health Check
In this lesson, I show you how to assess your platform org health by running the Security Health Check.
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19
System Overview
The system overview page shows usage data and limits for your organization, and displays messages when you reach 95% of your limit.
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20
Center of Excellence (CoE)
CoE - or Center of Excellence. You will need to be familiar with CoE concepts on the exam. In this lesson, I share several CoE resources.
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21
Template - Project Management Lite
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22
A Configuration Audit is Nor Prescriptive, but Recommended
In this lesson, I discuss the typical things to look at as far as configurations of a Salesforce org when performing a system audit. This helps you to ascertain what has been done in an org to establish current state. I also discuss the definition of the word 'prescriptive' and there's a good reason for that.
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23
Business Analyst Best Practice - Develop Testable Benchmarks
It's important to establish measurable benchmarks at the beginning of a project. This allows you to gain a beginning baseline metric to then measure future improvements against. You can also quantify your impact to the project if you are able to establish a marked improvement in those benchmarks over time.
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24
Types of Documentation
In this lesson, we discuss the various types of documentation you will encounter and manage on projects as a business analyst.
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25
Introduction to Personas and the Persona Pack
In this lesson, I introduce you to the development and use of personas in your user stories and demos. I also provide you with the Persona Packs - downloadable resources to help you craft and use personas in your business analyst role.
Business Process Mapping
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26
Collaboration with Stakeholders Knowledge Area Introduction
This introductory lesson gets you started in the next knowledge area of the exam.
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27
What is Customer 360?
In this lesson, I discuss Salesforce's entire portfolio of solutions, now known as Customer 360. You will need to have at least a passing understanding of Salesforce's primary cloud offerings as well as some of their specific products, which I detail here.
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28
Agile vs. Waterfall
Before we can understand different Agile frameworks, such as Scrum or Kanban, we first need to understand what Agile is. In this lesson, I discuss Agile and Waterfall and compare and contrast them.
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29
The Backlog - The Single Source of Truth for Work to Be Done
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30
Scrum Introduction - An Agile Framework
In this lesson, I introduce you to Scrum, an Agile framework.
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31
Scrum Implementation - Meetings
In this lesson, we discuss the various meetings you may be a part of in Scrum projects.
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32
Kanban Introduction - An Agile Framework
In this lesson, I introduce you to Kanban, an Agile framework.
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33
Agile Delivery Vehicles - Initiatives, Epics and Stories
In this lesson, I discuss various Agile delivery vehicles using various frameworks. I share a how to structure your work article from Atlassian which explains Initiatives, Epics and Stories, and more.
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34
Enabling Surveys in Your Org - Reviewing Customer Satisfaction and NPS Surveys
In this lesson, I show you how to enable Surveys in your org. We also review a couple of sample surveys which Salesforce provides:
Customer Satisfaction Survey
Net Promoter Score (NPS) Survey
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35
Whiteboarding and Brainstorming Templates
In this lesson, I share various whiteboarding and brainstorming templates you can use.
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36
Sending Surveys from Salesforce
In this lesson, I demonstrate how to send out surveys from Salesforce. We discuss how to send surveys to Salesforce users in your own org, as well as the limitations of only being able to send out surveys to the public if you have implemented Experience Cloud (Community).
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37
Analyzing Survey Results in Salesforce
In this lesson, I respond to the survey I sent to myself, in order to analyze the results.
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38
Jobs to Be Done Framework (JTBD)
In this lesson, I introduce you to the Jobs to Be Done Framework. I share specific areas from a Trailhead module on the JTBD Framework that will prove helpful in your interviewing and forming useful questions to elicit requirements.
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39
The Importance of Trust & Influence for BAs - Trust & Influence Pack Download
In this lesson, I discuss the Trust and Influence Trailmix module. Gaining trust and using influence are key to your BA career success. You will also be tested against several scenarios and will need to draw upon your understanding of how to build trust and influence in situations where those you are interviewing may be resistant. I also share a lot of resources from the Trust and Influence Pack.
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40
User Management - Introduction & Overview
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41
Control What Your Users Can Access - Guide to Sharing Architecture
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42
Multi-Factor Authentication (MFA) to Improve Org Security
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43
Technical Debt & Current State Analysis - OrgCheck Tool
OrgCheck is an easy-to-install and easy-to-use Salesforce application in order to quickly analyze your org and its technical debt.
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44
V2MOM - Creating a Strategic Company Alignment
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45
Creating a V2MOM in the App
In this lesson, I create a V2MOM in the V2MOM app provided by Salesforce Labs.
Requirements
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46
Business Process Mapping Knowledge Area Introduction
This introductory lesson gets you started in the next knowledge area of the exam.
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47
Diagramming Essentials & Designing a Business Capability Map Template
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48
User Experience Basics
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49
Design Patterns
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50
How-To Resources for Business Analysts - Diagram Kit of Parts
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51
Trust & Compliance - See System Status and Maintenance
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52
More Business Analyst Resources on architect.salesforce.com
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53
Data Governance - Resources and Whitepapers - Grab these resources!
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54
Process Mapping for Business Analysts - Types of Process Maps
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55
Process Mapping Practice Questions on Trailhead and Knowledge Area Overview
User Stories
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56
Requirements Knowledge Area Introduction
This introductory lesson gets you started in the next knowledge area of the exam.
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57
Writing Good Salesforce Requirements
In this lesson, I discuss writing good Salesforce requirements and share various resources to help you do that.
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58
Requirements vs. User Stories
In this lesson, I discuss the differences between Requirements and User Stories.
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59
LinkedIn Integration Guide
In this lesson, I discuss the inclusion of the LinkedIn Integration Guide in the Trailmix.
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60
Why Stakeholder Alignment is Key to Salesforce Success
In this lesson, I discuss the importance of Stakeholder Alignment. I introduce you to the COBIT 5 framework as well.
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61
Change Set Development Model
In this lesson, I provide an overview of a Change Set Development Model, along with the different types of Sandboxes you can use.
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62
Profile and Permission Set Considerations with Change Sets
In this lesson, I share advice on including Profiles in your Change Sets.
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63
Change Set Best Practices
In this lesson, I discuss various tips and best practices for creating and deploying Change Sets in Salesforce.
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64
Package Development Model
In this lesson, I introduce you to the Package Development Model.
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65
Git and GitHub Basics
In this lesson, I review the Git and GitHub Trailhead module from the Trailmix.
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66
Salesforce Files for a Version Controlled Repository to Manage Scope
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67
Requirements Practice Questions on Trailhead and Knowledge Area Overview
Development Support and User Acceptance
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68
User Stories Introduction
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69
Who, What, Why? The Components of a User Story to Perform Thorough Analysis
In this lesson, we discuss the Who, What and Why? of User Story creation.
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70
What Before How
In this lesson, I discuss the importance of focusing on what is needed before worrying about how the solution is to be built.
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71
Establishing Acceptance Criteria
In this lesson, I discuss how to establish acceptance criteria.
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72
INVEST Checklist
In this lesson, I introduce you to the INVEST checklist. I cover each of the letters of the acronym.
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73
Definition of Done (DoD)
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74
Prioritizing User Stories
In this lesson, we revisit the Scaled Agile Center of Excellence article from the Salesforce Architects website. We discuss platform cadence and the process of refining and prioritizing user stories, with low priority ones going to the backlog.
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75
Acceptance Criteria vs. Definition of Done (DoD)
In this lesson, I provide you with a resource article to reference the difference between Acceptance Criteria vs. Definition of Done (DoD)
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76
Setting Up and Viewing Debug Logs
In this lesson, I demonstrate how you can create Trace Flags on individual users in your org. When you have a Trace Flag on a user, then the Debug Log will record their activity in Salesforce. This is helpful in debugging issues you may encounter.
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77
User Story Template
In this lesson, I share a user story template.
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78
User Story Version Control Repository (to Manage Scope)
In this lesson, I use Salesforce Files to save different versions of a user story, using a template I had found previously.
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79
User Story Practice Questions on Trailhead
In this lesson, I share practice questions for the User Story knowledge area from Trailhead. I also show you a few flash cards they provide as well.
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
Course details
Video
5 hours
Lectures
1
Certificate of Completion
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