Salesforce Business Analyst

Enhance your teams’ ability to interpret complex data and turn analytics into a strategic edge that drives your business forward.

1500+ users onboarded

Program Overview

Did you know that businesses that prioritize business analysis see up to a 30% increase in project success rates?! That’s because data today holds more potential and value than ever before. However, to actually use it as a crucial asset, having seasoned analysts on your team isn’t just an option—it has become a must.

Drawing from this necessity, Uptut has developed a comprehensive Business Analysis training program. As a Salesforce-certified course, it spans a wide range of topics, from essential business analysis skills to advanced techniques in process mapping, data modeling, and user experience design.

The program offers 100% live, hands-on training, carefully structured to help your employees build a strong foundation in business analysis before progressing to more intricate areas. By the end of this program, participants will be ready not only to ace the Salesforce Business Analyst certification but also to bring real, impactful changes to your organization.

Our course is perfect for anyone looking to sharpen their skills in making better, more informed data-driven decisions. Beyond just handling data, this training will also empower them to effectively tackle any challenges that come their way. Contact us to learn more about the same.

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Training Objectives

  • Gain foundational knowledge of business analysis principles, methodologies, and best practices
  • Use Salesforce tools and features to map, analyze, and optimize business processes effectively
  • Build expertise in engaging with stakeholders, gathering requirements, and driving consensus
  • Learn analytical skills to identify business challenges and develop strategic solutions
  • Use Salesforce analytics and reporting tools

Key training modules

  • Essential Business Analyst Skills
  • Focus on core competencies like problem-solving, data analysis, and stakeholder communication that are crucial for a business analyst role.
  • Drucker School—Business Performance Basics
  • Covers fundamental concepts for measuring and analyzing business performance, drawing on principles from the Drucker School of Management.
  • Organizational Alignment (V2MOM)
  • Exploring the V2MOM framework to help align team and organizational goals, ensuring everyone is focused on the same priorities.
  • Admin & BA Job Comparison
  • A side-by-side comparison of the responsibilities and skills required for Salesforce Admins versus Business Analysts.
  • Salesforce Business Analyst
  • An overview of the Salesforce Business Analyst role, including typical tasks, required skills, and career opportunities.
  • Business Analyst Best Practices
  • Exploring industry-standard best practices that improve efficiency, accuracy, and effectiveness in business analysis.
  • Salesforce Agile Basics
  • Introduction to Agile methodology and how it's implemented in Salesforce environments to manage projects more effectively.
  • Scrum and Kanban at Salesforce
  • The use of Scrum and Kanban methodologies within Salesforce for project management and task tracking.
  • Salesforce Optimizer
  • Demonstrates how to use Salesforce Optimizer to assess the health of your Salesforce environment and make data-driven improvements.
  • Security Basics
  • Fundamental security measures within Salesforce, including user permissions, data protection, and compliance.
  • Salesforce Einstein 1
  • An introduction to Salesforce Einstein, focusing on integrating AI-driven insights into business processes.
  • Organizational Change Leadership
  • Strategies for leading and managing organizational change, based on Drucker School principles.
  • Content Strategy Development
  • How to create a content strategy that aligns with business objectives and effectively communicates to target audiences.
  • Trust and Influence
  • Techniques for building trust and influence within teams and with stakeholders, crucial for effective business analysis.
  • Journey Mapping
  • The process of creating journey maps to understand and improve customer experiences.
  • Innovation Customer Discovery
  • Methods for identifying and understanding customer needs to drive innovation in products and services.
  • Innovation Ideation & Prototyping
  • Techniques for generating ideas and creating prototypes to test and refine innovative solutions.
  • Diagramming Essentials
  • The basic principles of creating clear and accurate diagrams to represent business processes and systems.
  • Virtual Whiteboarding
  • A brief introduction to virtual whiteboarding tools for remote collaboration and brainstorming.
  • Salesforce Adoption Strategies
  • Strategies for driving and increasing user adoption of Salesforce across an organization.
  • Sales Operations Use Case and Best Practices
  • Examination of specific use cases and best practices for applying business analysis within sales operations.
  • Relationship Building
  • Importance of developing skills to build strong, productive relationships with stakeholders and team members.
  • Process Mapping for Business Analysts
  • Techniques for mapping out business processes to identify inefficiencies and suggest improvements.
  • Business Process Mapping
  • More intricate business process mapping, covering advanced methods for analyzing and optimizing workflows.
  • User Experience Basics
  • Introduction to key concepts of user experience design and its importance in developing user-friendly systems and interfaces.
  • Git and GitHub Basics
  • An introduction to using Git and GitHub for version control in software development and collaboration.
  • User Story Creation
  • The process of writing clear and concise user stories to capture project requirements and expectations.
  • Salesforce DevOps with Copado
  • How to use Copado to manage Salesforce DevOps, including version control, CI/CD, and release management.
  • User Acceptance Testing
  • The process and importance of conducting user acceptance testing to ensure software meets business requirements.
  • Advanced Salesforce Release Readiness Strategies
  • Strategies for preparing and executing Salesforce releases with minimal disruption.
  • Cert Prep: Salesforce Business Analyst
  • Tips to prepare for the Salesforce Business Analyst certification exam, including review of key concepts and practice questions.

Build a high-performing, job-ready tech team.

Personalise your team’s upskilling roadmap and design a befitting, hands-on training program with Uptut

Hands-on Experience with Tools

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Opt-in Certifications
AWS, Scrum.org, DASA & more
100% Live
on-site/online training
Hands-on
Labs and capstone projects
Lifetime Access
to training material and sessions

How Does Personalised Training Work?

Skill-Gap Assessment

Analysing skill gap and assessing business requirements to craft a unique program

1

Personalisation

Customising curriculum and projects to prepare your team for challenges within your industry

2

Implementation

Supplementing training with consulting support to ensure implementation in real projects

3

Why do you need business analysis?

  • Better decision-making: With business analysis training, your teams will be equipped to make better data-driven decisions. They’ll learn to analyze data and trends with more precision, allowing them to recommend the best course of action. This ultimately reduces guesswork and increases the likelihood of successful strategizing.
  • More transparent stakeholder communication: We believe that effective communication with stakeholders is crucial for any project’s success. With this training, your employees will get familiar be able to better understand and articulate stakeholder needs and goals of investing in the process. This ensures that your projects stay on track and deliver what’s expected.
  • Increased Adaptability: You must know by now that adaptability is essential. Business analysis training equips your teams with the skills to assess situations more quickly. This enables them to anticipate changes, pivot strategies when needed, and implement solutions that keep your business aligned with new opportunities and challenges.
  • Higher ROI on Projects: By improving the planning and execution of projects through skilled analysis, your business will be more likely to see a higher return on investment (ROI). And trained business analysts are the key to this achievement. They ensure that your projects meet their objectives, stay within budget, and deliver value to your business.

Who will Benefit from this Training?

  • Salesforce analysts
  • Team leaders
  • Marketing leaders
  • Developers

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Frequently Asked Questions

1. What are the pre-requisites for this training?
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The training does not require you to have prior skills or experience. The curriculum covers basics and progresses towards advanced topics.

2. Will my team get any practical experience with this training?
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With our focus on experiential learning, we have made the training as hands-on as possible with assignments, quizzes and capstone projects, and a lab where trainees will learn by doing tasks live.

3. What is your mode of delivery - online or on-site?
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We conduct both online and on-site training sessions. You can choose any according to the convenience of your team.

4. Will trainees get certified?
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Yes, all trainees will get certificates issued by Uptut under the guidance of industry experts.

5. What do we do if we need further support after the training?
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We have an incredible team of mentors that are available for consultations in case your team needs further assistance. Our experienced team of mentors is ready to guide your team and resolve their queries to utilize the training in the best possible way. Just book a consultation to get support.

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