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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 six 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:
Customer Discovery
Collaboration with Stakeholders
Business Process Mapping
Requirements
User Stories
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 will need to currently hold the Salesforce Certified Administrator Certification.
By the end of this course, you should attain the following knowledge:
Familiar with the Salesforce implementation lifecycle.
Understand Salesforce environment best practices.
Experience in a given industry environment.
Understand facilitation and documentation techniques.
By the end of this course, you should attain the following skills:
Plan discovery activities based on key stakeholders.
Map business processes, elicit requirements and write user stories.
Demonstrate effective written and verbal communication skills when working with business and technical stakeholders at all levels of the organization.
Apply strong analytical and problem-solving skills.
By the end of this course, you should possess the following abilities:
Move easily between a wide variety of influencing and communication styles to engage effectively with diverse audiences and maximize impact.
Become a trusted advisor with key stakeholders.
Break down complex business processes into manageable steps.
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:
Change management
Managing project
Building ROI
Developing custom code
Designing technical solution
Ongoing administration of tools, product ownership
Legal and compliance issues
Typical job roles of a Salesforce Certified Business Analyst candidate may include:
Business Analyst
Consultant
Business Systems Analyst
Product Owner
Platform Manager
CRM Manager
Business Process Specialist
Business Operations
Salesforce Administrator
Business Excellence Leader
Get started today toward attaining your Salesforce Business Analyst Certification!
In this introductory lesson, I introduce you to myself and the structure of this course.
In this lesson, I break down the different knowledge areas and learning objectives found in the Salesforce Certified Business Analyst Exam Guide.
Exam Guide - https://trailhead.salesforce.com/en/help?article=Salesforce-Certified-Business-Analyst-Exam-Guide
In this lesson, I walk you through the "Prepare for Your Salesforce Business Analyst Credential" Trailmix provided by Trailhead.
Prepare for Your Salesforce Business Analyst Credential - https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-business-analyst-...
The Salesforce Administrator Skills Kit is a resource provided by Salesforce to help you address and improve your skills in the 14 core areas that are instrumental to being an effective Admin or Business Analyst.
Salesforce Admin Skills Kit - https://admin.salesforce.com/skillskit
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.
Free CRM Analytics-enabled Developer Account - https://trailhead.salesforce.com/en/promo/orgs/analytics-de
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...
In this lesson, I review the Drucker School-Business Performance Basics Trailhead module, which is the first in the Business Analyst Trailmix. In reviewing the module, I show you several different resources that are provided from Drucker in their partnership with Salesforce.
Drucker School of Bu...
Salesforce Administrator vs. Business Analyst - Comparison and Contrast
Salesforce Business Analyst: Quick Look
Salesforce Paths to Capture the Stages of a Customer Journey
Journey Mapping Using Lucidchart Templates
Lucidchart Salesforce Templates
This lesson introduces the next several lessons related to how to establish the current state of a Salesforce org.
In this lesson I show you how to establish the current state of your org by using the Salesforce Adoption 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.
In this lesson, I introduce you to the Salesforce Optimizer.
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.
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...
In this lesson, I review the Business Analyst Best Practices Trailhead Module from the Trailmix. I introduce you to using UPN (universal process notation) to document an existing business process. I also provide resources for further details on modeling business processes.
Why Model Business Pro...
In this lesson, I share a Business Analyst best practice to help you avoid solutioning too early in the process. I introduce you to the concept of 'What Before How'.
What Before How (LinkedIn) - https://www.linkedin.com/feed/update/urn:li:activity:6948704283148107776/
Understand, Then Solution ...
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.
Application Lifecycle and Development Models (Trailhead) - http...
In this lesson, I discuss Change Sets and how to track changes in an org by using the Setup Audit Trail.
Learn the Basics of Release Management (Trailhead) - https://trailhead.salesforce.com/content/learn/modules/application-lifecycle-and-development-models/learn-the-basics-of-release-management...
Skilling Up for the Implementation Lifecycle (Trailhead)
https://trailhead.salesforce.com/live/videos/a2r3k000000tZIO/business-analyst-skilling-up-for-the-implementation-lifecycle/
