Business-Analyst
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Business Analyst (Business-Analyst)
Salesforce Certified Business Analyst certification trains candidates in business analysis fundamentals, requirements discovery, solution design, testing, validation, and analytics reporting, enabling them to deliver data‑driven Salesforce solutions.
105
Minutes
60
Questions
65/100
Passing Score
$200
Exam Cost
Who Should Take This
It is ideal for junior to mid‑level business analysts, product owners, or consultants who already work with Salesforce and seek to formalize their analytical and solution‑design skills. They aim to lead requirement‑gathering workshops, craft scalable designs, and validate implementations that drive measurable business outcomes.
What's Covered
1
Domain 1: Business Analysis Fundamentals
2
Domain 2: Requirements Discovery
3
Domain 3: Solution Design
4
Domain 4: Testing and Validation
5
Domain 5: Analytics and Reporting
6
Domain 6: Implementation Support
7
Domain 7: Platform Knowledge
8
Domain 8: Governance and Continuous Improvement
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
64 learning goals
1
Domain 1: Business Analysis Fundamentals
2 topics
BA Methodology
- Identify business analysis methodologies including Agile Waterfall and hybrid approaches with their Salesforce project applicability
- Apply requirements elicitation techniques including interviews workshops surveys and observation for Salesforce project discovery
- Configure requirements documentation including user stories acceptance criteria process flows and data models for projects
- Analyze stakeholder input to prioritize requirements using MoSCoW weighted scoring and value-effort matrices for release planning
Stakeholder Management
- Identify stakeholder types including sponsors users administrators and executives with their communication and engagement needs
- Configure stakeholder analysis including influence-interest matrices RACI charts and communication plans for project alignment
- Configure change impact assessments including affected users process changes and training requirements for change management
- Analyze stakeholder dynamics to design engagement strategies balancing competing priorities and managing expectation alignment
2
Domain 2: Requirements Discovery
2 topics
Process Analysis
- Identify process mapping techniques including swim lane diagrams value stream maps and current-state future-state analysis methods
- Configure process documentation including flow diagrams decision trees and exception handling paths for Salesforce implementation design
- Configure gap analysis including current capabilities desired outcomes and solution options for Salesforce platform feature mapping
- Analyze business processes to identify automation opportunities bottleneck elimination and efficiency gains through Salesforce
Data Analysis
- Identify data analysis techniques including data profiling entity relationship modeling and data flow diagramming for projects
- Configure data requirements including field definitions data types validation rules and relationship mappings for Salesforce objects
- Configure data migration requirements including source mapping transformation rules and quality criteria for system transitions
- Analyze data requirements to design data models supporting reporting automation and integration needs for Salesforce solutions
3
Domain 3: Solution Design
2 topics
Salesforce Solution Mapping
- Identify Salesforce capabilities including standard objects automation tools analytics and AppExchange for solution design options
- Configure solution designs mapping business requirements to Salesforce features including objects workflows reports and dashboards
- Configure prototype demonstrations including sandbox configuration proof-of-concept builds and stakeholder walkthroughs for validation
- Analyze solution alternatives to recommend Salesforce configurations balancing complexity maintainability and business value delivery
User Experience
- Identify UX considerations including page layouts lightning pages record types and navigation for Salesforce user experience design
- Configure user interface designs including page layouts compact layouts list views and actions for optimized user workflows
- Configure user acceptance criteria including functional tests usability checks and performance benchmarks for solution validation
- Analyze user experience requirements to design interfaces minimizing clicks maximizing information density and supporting workflows
4
Domain 4: Testing and Validation
2 topics
Test Planning
- Identify testing approaches including unit testing system testing integration testing and UAT for Salesforce project quality assurance
- Configure test plans including test cases expected results test data requirements and defect tracking for systematic validation
- Configure UAT procedures including test scripts user assignments acceptance criteria and signoff workflows for business validation
- Analyze test results to identify defects prioritize fixes and determine release readiness for production deployment decisions
Quality Assurance
- Identify quality metrics including defect density test coverage pass rates and regression results for project quality assessment
- Configure quality dashboards tracking defect trends test execution progress and acceptance criteria completion for visibility
- Configure regression test suites including automated checks manual verification and smoke testing for ongoing quality maintenance
- Analyze quality data to recommend process improvements reducing defects and improving first-time-right delivery rates
5
Domain 5: Analytics and Reporting
2 topics
Report Design
- Identify Salesforce reporting capabilities including report types custom reports dashboards and CRM Analytics for business intelligence
- Configure reports including standard and custom report types filters groupings and formulas for business metric visualization
- Configure dashboards including components layout refresh schedules and dynamic filtering for executive and operational reporting
- Analyze reporting requirements to design analytics strategies combining standard reports dashboards and CRM Analytics for insights
Metrics and KPIs
- Identify business KPIs including adoption metrics process efficiency customer satisfaction and ROI for measuring Salesforce value
- Configure KPI tracking including metric definitions baseline establishment and target setting for Salesforce business value measurement
- Configure adoption analytics including login frequency feature usage and data quality scoring for measuring platform utilization
- Analyze business metrics to assess Salesforce ROI and recommend optimization strategies for maximizing platform investment value
6
Domain 6: Implementation Support
2 topics
Release Management
- Identify release management concepts including sandboxes change sets deployment tools and release cadence for Salesforce delivery
- Configure release plans including feature grouping deployment sequencing and rollback procedures for safe production updates
- Configure sandbox management including environment strategy refresh schedules and test data provisioning for development lifecycle
- Analyze release readiness including deployment checklists stakeholder signoff and communication plans for go-live preparation
Training and Enablement
- Identify training approaches including instructor-led self-paced in-app guidance and sandbox exercises for Salesforce adoption
- Configure training materials including user guides quick reference cards video tutorials and Trailhead paths for enablement
- Configure in-app guidance including prompts walkthroughs and floating panels for contextual help within the Salesforce interface
- Analyze training effectiveness to recommend enablement improvements based on adoption metrics and user feedback analysis
7
Domain 7: Platform Knowledge
2 topics
Salesforce Ecosystem
- Identify Salesforce ecosystem components including Sales Service Marketing Commerce and Platform with their business applications
- Configure cross-cloud solutions mapping business requirements to appropriate Salesforce cloud products for multi-cloud implementations
- Configure AppExchange evaluation including solution comparison vendor assessment and integration complexity for extend-or-build decisions
- Analyze platform capabilities to recommend solution architectures combining multiple Salesforce clouds for comprehensive business solutions
Automation and Integration
- Identify automation tools including Flow Builder Process Builder approval processes and scheduled actions for Salesforce automation
- Configure automation requirements including trigger conditions actions outcomes and error handling for business process automation
- Configure integration requirements including data sync patterns API needs and middleware considerations for connected solutions
- Analyze automation and integration needs to design solution architectures minimizing manual effort and maximizing data consistency
8
Domain 8: Governance and Continuous Improvement
2 topics
Platform Governance
- Identify governance components including center of excellence architecture review boards and platform roadmap management for Salesforce
- Configure governance frameworks including naming conventions documentation standards and metadata management for platform health
- Configure technical debt tracking including unused components deprecated features and optimization backlog for platform sustainability
- Analyze governance maturity to design improvement roadmaps progressing from reactive to proactive platform management practices
Continuous Improvement
- Identify continuous improvement methods including retrospectives feedback analysis and metrics-driven optimization for Salesforce platforms
- Configure feedback collection including user surveys satisfaction scoring and feature request tracking for improvement input
- Configure improvement dashboards including user adoption trends feature utilization and satisfaction metrics for actionable insights
- Analyze platform performance data to prioritize improvement initiatives maximizing user satisfaction and business value delivery
Scope
Included Topics
- Salesforce Certified Business Analyst exam topics.
Not Covered
- Custom Apex/LWC development.
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