Salesforce Business Analyst Training
Combined Tutorial For Salesforce BA & Admin
Land A Six-Figure Job Within 30 Days
What Our Students Say
Sample Content #1
Real Project Scenarios
Easy Learning Through Real life Project Scenarios
Sample Content #2
Salesforce Admin Training
Master Salesforce Admin Skills with live demos and quizzes
Course Curriculum
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Intro to Salesforce & Role of BA
BA Deliverable: AS-Is Flow Diagram
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Lecture 1.1Intro to Salesforce & Role of BA8m
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Lecture 1.2Case Study 14m
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Lecture 1.3Create new Salesforce Account1m
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Lecture 1.4User Management2m
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Lecture 1.5Create and Customize Tabs2m
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Lecture 1.6Creating an App3m
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Lecture 1.7Company Information Page2m
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Lecture 1.8Update Logo1m
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Quiz 1.1Quiz 15m
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Sales Cloud & Flow Diagram
BA Deliverable: To-Be Flow Diagram, Web To lead Form Mock-up
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Lecture 2.1Case Study 2:15m
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Lecture 2.2Creating And Converting Leads5m
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Lecture 2.3Creating Account & Contract2m
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Lecture 2.4Creating Lead Assignment Rule2m
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Lecture 2.5Create Web To Lead Form2m
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Lecture 2.6Create Task/Event3m
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Lecture 2.7Record Types2m
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Lecture 2.8Creating Lead Queue3m
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Quiz 2.1Quiz 25m
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Marketing, Workflow Rule & Use Case Diagram
BA Deliverable: Use Case Diagram
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Lecture 3.1Case Study 37m
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Lecture 3.2Creating email template4m
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Lecture 3.3Sending Individual Email1m
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Lecture 3.4Sending Bulk Email2m
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Lecture 3.5Email Automation3m
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Lecture 3.6Creating Campaign & Auto Response Rule5m
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Lecture 3.7Workflow Rule & Field Update2m
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Quiz 3.1Quiz 35m
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Service Cloud & Mock-up Design
BA Deliverable: Web To Case Form Mock-up
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Lecture 4.1Case Study 44m
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Lecture 4.2Creating a case, case assignment rules, and case escalation rules5m
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Lecture 4.3Enabling and Attaching Solutions3m
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Lecture 4.4Creating a Web-to-Case Form2m
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Lecture 4.5Creating an Email-to-Case Address2m
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Quiz 4.1Quiz 45m
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Quote & Context Diagram
BA Deliverable: As-Is Context Diagram, To- Be Context Diagram
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Lecture 5.1Case study 54m
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Lecture 5.2Creating a quote record2m
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Lecture 5.3Creating a quote template3m
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Lecture 5.4Generating a quote PDF2m
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Lecture 5.5Emailing a quote PDF2m
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Lecture 5.6Modifying existing quote templates2m
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Quiz 5.1Quiz 55m
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App Exchange & DTF Diagram
BA Deliverable: Data Flow Diagram
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Lecture 6.1Case study 66m
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Lecture 6.2Finding and selecting an App1m
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Lecture 6.3Installing an App2m
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Quiz 6.1Quiz 65m
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Reports & Functional Requirement Document (FRD)
BA Deliverable: Functional Requirement Document (FRD)
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Lecture 7.1Case study 74m
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Lecture 7.2Creating different Reports3m
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Lecture 7.3Scheduling Reports3m
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Lecture 7.4Summarizing and Grouping data3m
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Lecture 7.5Creating Report Formulas2m
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Lecture 7.6Exporting Report data to Excel1m
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Quiz 7.1Quiz 75m
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Dashboard & Business Requirement Document (BRD)
BA Deliverable: Business Requirement Document (BRD)
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Lecture 8.1Case study 83m
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Lecture 8.2Creating a Dashboard4m
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Lecture 8.3Managing Access to Reports2m
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Lecture 8.4Activating the Report Builder on Profiles2m
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Quiz 8.1Quiz 85m
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Chatter & Use Case Document
BA Deliverable: Use Case Document
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Lecture 9.1Case study 92m
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Lecture 9.2Enable Chatter in Salesforce1m
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Lecture 9.3Chatter Email Settings1m
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Lecture 9.4Enable Chatter Feed2m
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Lecture 9.5Create Product Ideas Group2m
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Quiz 9.1Quiz 95m
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Role Hierarchy & Organizational Chart Diagram
BA Deliverable: Organizational Chart Diagram
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Lecture 10.1Case study 102m
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Lecture 10.2Viewing Role Hierarchy, Creating & Assigning Roles4m
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Lecture 10.3Enabling Field History2m
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Lecture 10.4Creating Groups1m
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Lecture 10.5Creating Permission Sets2m
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Quiz 10.1Quiz 105m
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Security & User Stories
BA Deliverable: User Stories Document
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Lecture 11.1Case study 113m
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Lecture 11.2Viewing Object Security and Record Access2m
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Lecture 11.3Sharing Settings and Field Accessibility4m
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Lecture 11.4Managing Session Settings and Network Access2m
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Lecture 11.5Set Password policies2m
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Lecture 11.6Viewing Setup Audit Trail1m
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Quiz 11.1Quiz 115m
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Profiles & Sprint Backlog
BA Deliverable: Sprint Backlog Document
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Lecture 12.1Case study 124m
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Lecture 12.2Standard Profiles and Assigning Page Layouts3m
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Lecture 12.3Record Type Settings and Admin Permissions1m
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Lecture 12.4Standard and Custom Object Permissions2m
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Quiz 12.1Quiz 125m
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Data Management & Test Case
BA Deliverable: Test Case Document
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Lecture 13.1Case study 133m
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Lecture 13.2Importing and Mass Deleting Records3m
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Lecture 13.3Using the Data Loader4m
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Lecture 13.4Creating fields using the Schema Builder2m
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Lecture 13.5Configuring a Sandbox2m
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Quiz 13.1Quiz 135m
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Communities & Requirements Traceability Matrix (RTM)
BA Deliverable: Requirements Traceability Matrix
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Lecture 14.1Case study 143m
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Lecture 14.2Creating a new Community and Members6m
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Lecture 14.3Managing Recommendations and Badges4m
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Lecture 14.4Managing Tabs Login & Registration4m
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Lecture 14.5Customizing Emails, Preferences, Reputation3m
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Quiz 14.1Quiz 145m
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User Acceptance Testing (UAT)
BA Deliverable: User Acceptance Testing Document
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Lecture 15.1UAT Document4m
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Interviews Question and Answers
PDF Included
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Lecture 16.1Interview Soft Skills5m
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Lecture 16.2Introduction Question2m
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Lecture 16.3Generic BA Questions17m
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Lecture 16.4Situational BA Questions12m
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Lecture 16.5General Salesforce Knowledge12m
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Lecture 16.6Salesforce Cultural Fit2m
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Lecture 16.7Salesforce Practical Experience3m
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Salesforce Business Analyst Resume
Sample Resume, Sample Cover Letter & Sample LinkedIn Profile Included
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Lecture 17.1How To write a Professional Resume10m
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Lecture 17.2LinkedIn Profile Set Up10m
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Frequently Asked Questions
Minimum requirement?
You are required to have at least an Bachelor Degree, Most Salesforce Business Analyst positions require you to have a Bachelor Degree. You can get away with that if you already have years of experience as business Analyst. In that case your experience can make up for the degree.
Do I get a Certification?
No, but you will get all the knowledge necessary to take your Salesforce Admin Certification. The only legitimate Salesforce Certifications are provided by Salesforce.com. Be careful with any other website claiming they provide certification. Certifications help but they are optional. Experience is the biggest Factor when it comes to IT jobs.
Completion time?
This is a self-Paced course , Some people learn faster than other. The average completion time for this course is one month. But if your are brand new to the concept of Business Analysis, it might take you a little longer. We recommend that you practice after every lesson. then move the the next lesson. That is the most effective method.
Real Life Scenarios?
This is practical course, based on real life project scenario. We cover a project from start to finish with Real life requirement Gathering and documentation. We also show you the implementation of the requirements into Salesforce. You also get the copies of the deliverables by the BA such as BRD, User Stories, UML diagrams. etc..
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