What is the Salesforce Business Analyst Certification?

It's a credential that validates your ability to analyze business needs and deliver Salesforce-based solutions.

Who should take this certification?

Aspiring or current business analysts working in the Salesforce ecosystem.

What skills are tested in the exam?

Requirements gathering, stakeholder engagement, process mapping, and Salesforce capabilities.

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Course Duration

30 Hrs.

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CURRICULUM & PROJECTS

Salesforce Business Analyst Certification

Cloud Computing: Overview on SaaS, PaaS, IaaS

What is CRM Architecture of CRM and its uses.

Creation of Salesforce Account for Practice.

Overview of MVC Model: M-Model, V-View, and C-Controller

Deep understanding of Application, Objects, Fields, Tabs

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Understanding Salesforce User Interface

Understanding Sales Standard App Objects – Standard & Custom Fields – Standard & Custom Data Types

Creation of Object, Tab & App

Field Dependencies – State & Country Example

Object Relationships

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Lookup Relationship and Master Detail Relationship

Junction Object (Many To Many Relationship)

Lookup Filters

Formula Fields

Rollup Summary Field

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Introduction to Page Layout

Profiles – Set of Permissions, Visibilities

Users and Profiles

Permission Sets – Additional Permissions

Field Level Security

Record Types

Record Types and Page Layouts

Record Ownership

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Sharing Settings – OWD, Sharing Rules, Manual Sharing

Organization Wide Defaults

Sharing Rules

Manual Sharing

Creating Profile, Permission Set, Sharing Settings

Creating Roles & Implementing Role Hierarchy

Creating Queue, Setting up Public Groups

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Validation Rules

Workflows & Approval Processes

Auditing Process

Field History Tracking

Data Management

Process Builder

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Classic Reports

Lightning Reports

Dashboard (Classic & Lightning)

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Apex Triggers

SOQL and SOSL

Visualforce Pages

Apex Classes

Standard Controller & Standard List Controller

Custom Controller

JavaScript / JQuery in Visual Force Page

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Business Analysis Process and Techniques.

Stakeholder Need Analysis.

Introduction to Software Development Life Cycles.

Requirement Lifecycles

SLDC Models (Waterfall, Spiral, Agile, Incremental)

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Requirement Analysis and Transformation Techniques.

Functional and Non-Functional Requirement.

Finalizing Requirements.

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BRS & SRS document

Overview of Testing and UAT Testing.

Impact Analysis in Software Testing Business Analysis Process and ER Diagram Tools for Designing use cases and data model.

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Course Design By

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Course Offered By

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Course Duration

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28-Jul-2025*
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30-Jul-2025*
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SELF ASSESSMENT

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Salesforce Business Analyst Certification

Category	Associate
Exam Name:	Salesforce Certified Business Analyst
Exam Code:	CRT-261
Exam Duration:	90 minutes
Exam Format:	Multiple Choice & Scenario-Based Questions
Passing Score:	70%

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