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Exam Specification: Salesforce Certified Business Analyst

Exam Name: Salesforce Certified Business Analyst
Exam Code: Not specified
Exam Duration: Not specified
Passing Score: Not specified
Exam Format: Multiple-choice, multiple-answer

Course Outline:

1. Introduction to Salesforce Business Analysis
- Understanding the role and responsibilities of a Salesforce Business Analyst
- Overview of Salesforce platform and its capabilities
- Exploring the Salesforce business analysis lifecycle

2. Requirements Gathering and Documentation
- Techniques for gathering business requirements
- Analyzing and documenting requirements using standard templates and tools
- Collaborating with stakeholders to validate and prioritize requirements

3. Solution Design and Configuration
- Translating business requirements into Salesforce solution design
- Configuring Salesforce objects, fields, workflows, and automation
- Customizing user interfaces and creating reports and dashboards

4. Data Management and Integration
- Understanding data migration and data management best practices
- Performing data mapping, cleansing, and transformation
- Integrating Salesforce with external systems using APIs and integration tools

5. User Adoption and Training
- Developing user adoption strategies and change management plans
- Creating user training materials and conducting training sessions
- Monitoring and measuring user adoption and effectiveness of training

6. Salesforce Analytics and Reporting
- Utilizing Salesforce reporting and analytics features
- Designing and building custom reports and dashboards
- Analyzing data trends and making data-driven business decisions

Exam Objectives:

1. Understand the role and responsibilities of a Salesforce Business Analyst.
2. Gather and document business requirements using standard techniques and tools.
3. Design and configure Salesforce solutions based on business requirements.
4. Manage data and perform integrations with external systems.
5. Develop user adoption strategies and conduct user training.
6. Utilize Salesforce analytics and reporting features for data-driven decision-making.

Exam Syllabus:

Section 1: Introduction to Salesforce Business Analysis (15%)
- Role and responsibilities of a Salesforce Business Analyst
- Overview of Salesforce platform and capabilities
- Salesforce business analysis lifecycle

Section 2: Requirements Gathering and Documentation (20%)
- Techniques for gathering business requirements
- Requirements analysis and documentation using standard templates and tools
- Stakeholder collaboration and requirements validation

Section 3: Solution Design and Configuration (25%)
- Translating business requirements into Salesforce solution design
- Configuration of Salesforce objects, fields, workflows, and automation
- Customization of user interfaces and creation of reports and dashboards

Section 4: Data Management and Integration (15%)
- Data migration and management best practices
- Data mapping, cleansing, and transformation
- Integration with external systems using APIs and integration tools

Section 5: User Adoption and Training (15%)
- User adoption strategies and change management planning
- Creation of user training materials and conducting training sessions
- Monitoring and measuring user adoption and training effectiveness

Section 6: Salesforce Analytics and Reporting (10%)
- Utilization of Salesforce reporting and analytics features
- Design and creation of custom reports and dashboards
- Data analysis and data-driven decision-making

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