Salesforce Business Analyst Tutorial
Salesforce Business Analyst Tutorial
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Intro to Salesforce & Role of BA 0/9
BA Deliverable: AS-Is Flow Diagram
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Lecture 1.1Intro to Salesforce & Role of BA8 minutes8m
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Lecture 1.2Case Study 14 minutes4m
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Lecture 1.3Create new Salesforce Account1 minute1m
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Lecture 1.4User Management2 minutes2m
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Lecture 1.5Create and Customize Tabs2 minutes2m
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Lecture 1.6Creating an App3 minutes3m
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Lecture 1.7Company Information Page2 minutes2m
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Lecture 1.8Update Logo1 minute1m
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Quiz 1.1Quiz 15 questions5 minutes5m
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Sales Cloud & Flow Diagram 0/9
BA Deliverable: To-Be Flow Diagram, Web To lead Form Mock-up
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Lecture 2.1Case Study 2:15 minutes15m
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Lecture 2.2Creating And Converting Leads5 minutes5m
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Lecture 2.3Creating Account & Contract2 minutes2m
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Lecture 2.4Creating Lead Assignment Rule2 minutes2m
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Lecture 2.5Create Web To Lead Form2 minutes2m
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Lecture 2.6Create Task/Event3 minutes3m
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Lecture 2.7Record Types2 minutes2m
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Lecture 2.8Creating Lead Queue3 minutes3m
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Quiz 2.1Quiz 24 questions5 minutes5m
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Marketing, Workflow Rule & Use Case Diagram 0/8
BA Deliverable: Use Case Diagram
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Lecture 3.1Case Study 37 minutes7m
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Lecture 3.2Creating email template4 minutes4m
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Lecture 3.3Sending Individual Email1 minute1m
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Lecture 3.4Sending Bulk Email2 minutes2m
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Lecture 3.5Email Automation3 minutes3m
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Lecture 3.6Creating Campaign & Auto Response Rule5 minutes5m
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Lecture 3.7Workflow Rule & Field Update2 minutes2m
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Quiz 3.1Quiz 33 questions5 minutes5m
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Service Cloud & Mock-up Design 0/6
BA Deliverable: Web To Case Form Mock-up
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Lecture 4.1Case Study 44 minutes4m
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Lecture 4.2Creating a case, case assignment rules, and case escalation rules5 minutes5m
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Lecture 4.3Enabling and Attaching Solutions3 minutes3m
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Lecture 4.4Creating a Web-to-Case Form2 minutes2m
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Lecture 4.5Creating an Email-to-Case Address2 minutes2m
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Quiz 4.1Quiz 46 questions5 minutes5m
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Quote & Context Diagram 0/7
BA Deliverable: As-Is Context Diagram, To- Be Context Diagram
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Lecture 5.1Case study 54 minutes4m
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Lecture 5.2Creating a quote record2 minutes2m
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Lecture 5.3Creating a quote template3 minutes3m
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Lecture 5.4Generating a quote PDF2 minutes2m
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Lecture 5.5Emailing a quote PDF2 minutes2m
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Lecture 5.6Modifying existing quote templates2 minutes2m
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Quiz 5.1Quiz 55 questions5 minutes5m
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App Exchange & DTF Diagram 0/4
BA Deliverable: Data Flow Diagram
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Reports & Functional Requirement Document (FRD) 0/7
BA Deliverable: Functional Requirement Document (FRD)
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Lecture 7.1Case study 74 minutes4m
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Lecture 7.2Creating different Reports3 minutes3m
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Lecture 7.3Scheduling Reports3 minutes3m
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Lecture 7.4Summarizing and Grouping data3 minutes3m
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Lecture 7.5Creating Report Formulas2 minutes2m
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Lecture 7.6Exporting Report data to Excel1 minute1m
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Quiz 7.1Quiz 76 questions5 minutes5m
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Dashboard & Business Requirement Document (BRD) 0/5
BA Deliverable: Business Requirement Document (BRD)
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Chatter & Use Case Document 0/6
BA Deliverable: Use Case Document
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Role Hierarchy & Organizational Chart Diagram 0/6
BA Deliverable: Organizational Chart Diagram
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Security & User Stories 0/7
BA Deliverable: User Stories Document
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Lecture 11.1Case study 113 minutes3m
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Lecture 11.2Viewing Object Security and Record Access2 minutes2m
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Lecture 11.3Sharing Settings and Field Accessibility4 minutes4m
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Lecture 11.4Managing Session Settings and Network Access2 minutes2m
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Lecture 11.5Set Password policies2 minutes2m
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Lecture 11.6Viewing Setup Audit Trail1 minute1m
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Quiz 11.1Quiz 116 questions5 minutes5m
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Profiles & Sprint Backlog 0/5
BA Deliverable: Sprint Backlog Document
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Data Management & Test Case 0/6
BA Deliverable: Test Case Document
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Lecture 13.1Case study 133 minutes3m
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Lecture 13.2Importing and Mass Deleting Records3 minutes3m
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Lecture 13.3Using the Data Loader4 minutes4m
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Lecture 13.4Creating fields using the Schema Builder2 minutes2m
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Lecture 13.5Configuring a Sandbox2 minutes2m
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Quiz 13.1Quiz 136 questions5 minutes5m
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Communities & Requirements Traceability Matrix (RTM) 0/6
BA Deliverable: Requirements Traceability Matrix
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Lecture 14.1Case study 143 minutes3m
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Lecture 14.2Creating a new Community and Members6 minutes6m
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Lecture 14.3Managing Recommendations and Badges4 minutes4m
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Lecture 14.4Managing Tabs Login & Registration4 minutes4m
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Lecture 14.5Customizing Emails, Preferences, Reputation3 minutes3m
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Quiz 14.1Quiz 146 questions5 minutes5m
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User Acceptance Testing (UAT) 0/1
BA Deliverable: User Acceptance Testing Document
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Interviews Question and Answers 0/7
PDF Included
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Lecture 16.1Interview Soft Skills5 minutes5m
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Lecture 16.2Introduction Question2 minutes2m
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Lecture 16.3Generic BA Questions17 minutes17m
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Lecture 16.4Situational BA Questions12 minutes12m
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Lecture 16.5General Salesforce Knowledge12 minutes12m
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Lecture 16.6Salesforce Cultural Fit2 minutes2m
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Lecture 16.7Salesforce Practical Experience3 minutes3m
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Salesforce Business Analyst Resume 0/2
Sample Resume, Sample Cover Letter & Sample LinkedIn Profile Included
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SOQL Tutorial (Optional) 0/7
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Lecture 18.1Intro To SOQL & Workbench7 minutes7m
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Lecture 18.2Basic SOQL Queries4 minutes4m
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Lecture 18.3Where Clause & SOQL Operators6 minutes6m
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Lecture 18.4Alias Notation5 minutes5m
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Lecture 18.5More Advanced SOQL Queries11 minutes11m
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Lecture 18.6SOQL Functions6 minutes6m
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Lecture 18.7SOQL Relationships4 minutes4m
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Pass Your Salesforce Admin Exam In 3 days 0/1
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