DATA ANALYTICS & BUSINESS ANALYTICS

★★★★★

(2,095 ratings) 50,000+ Student

SALESFORCE BUSINESS ANALYST

The Salesforce Business Analyst course is designed for professionals who want to bridge the gap between business requirements and Salesforce solutions. The training covers business analysis, requirement gathering, process mapping, stakeholder management, user stories, Salesforce CRM functionality, Agile methodologies, testing, and solution documentation through hands-on projects and real-world business scenarios. Students learn how to analyze business needs, recommend Salesforce solutions, and support successful CRM implementations. As Salesforce continues to be one of the world's leading CRM platforms, this course is ideal for business analysts, Salesforce administrators, CRM professionals, functional consultants, fresh graduates, and IT professionals looking to build a career in Salesforce business analysis.

Radical Technologies

50,000+ English 40 hours Weekdays / Weekends Classroom / Online / Corporate

Online / Classroom

IT Training Programme

Duration 40 hours

Batch Type Weekdays / Weekends

Mode of Training Classroom / Online / Corporate

Locations Pune, Bangalore, Kochi

Language English

Certification Globally Recognized

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100% placement assistance

What you'll learn

Understand core concepts and architecture from the ground up

Get hands-on with the tools used by working professionals

Build real-world projects you can add to your portfolio

Learn industry best practices and coding standards

Practice with real datasets and real-world scenarios

Prepare for certification and technical interviews

Work on collaborative, team-based exercises

Apply performance tuning and optimization techniques

Understand how the technology fits into a larger ecosystem

Complete assignments reviewed by mentors

Programme Overview

33 sections covering the complete curriculum — a single, progressive learning arc.

40 hours

Training Duration

Core Modules

327

Total Lessons

4.4★

Average Rating

50K+

Students Trained

Foundations & Core Concepts

Get hands-on with the fundamentals and architecture — the building blocks for everything that follows.

Fundamentals Architecture Setup

Hands-On Practical Training

Work through real exercises and assignments designed to mirror what you will do on the job.

Practicals Assignments Labs

Real-World Projects

Apply what you have learned to end-to-end projects that go straight into your portfolio.

Projects Portfolio Case Studies

Advanced Techniques

Go beyond the basics with advanced concepts, integrations and production-grade practices.

Advanced Integration Best Practices

Ecosystem Integration

Understand how this technology connects with the broader tools and platforms used in the industry.

Ecosystem Tools Platforms

Performance & Interview Prep

Master optimization techniques and prepare for the technical interview questions employers actually ask.

Optimization Interview Prep Certification

Who is this programme for?

Whether you're already writing code, working with data, or supporting applications today — this programme is built to take you into a DATA ANALYTICS & BUSINESS ANALYTICS role.

Software Developers

Engineers who want to add this skill set to their toolkit

Analysts & Consultants

Professionals moving into a more technical, hands-on role

IT Professionals

System admins and support engineers upskilling into a new domain

Fresh Graduates

CS/IT graduates aiming for a job-ready technical role

Course Curriculum

33 sections • 327 lessons • 40 hours

Jump to Section

Total Duration

40 hours

100% Practical · Unlimited Doubt Sessions

01 Salesforce Business Analyst Training Syllabus (Basic to Advanced)

Duration: 40 Hours

Level: Beginner to Advanced

Training Mode: Instructor-Led | Hands-on Practical Labs | Real-Time Projects | JobOriented Training

02 Course Overview

The Salesforce Business Analyst Training Program is designed to prepare learners for careers as Salesforce Business Analyst, CRM Business Analyst, Functional Consultant, Product Analyst, Salesforce Consultant, Business Process Analyst, Digital Transformation Consultant, Salesforce Solution Analyst, CRM Implementation Consultant, and Business Systems Analyst.

This course covers the complete Salesforce Business Analysis lifecycle including Business Analysis Fundamentals, Salesforce CRM, Sales Cloud, Service Cloud, Business Process Mapping, Agile Methodology, Scrum, User Story Writing, Requirement Gathering, Process Modeling, Gap Analysis, Data Modeling, Reports & Dashboards, Salesforce Administration Basics, AI-powered CRM, Einstein AI, Agentforce, Business Intelligence, UAT, Stakeholder Management, and Real-Time Salesforce Project Implementation.

The training follows a project-based learning approach with enterprise case studies, realtime assignments, mini projects, capstone projects, interview preparation, resume building, and placement assistance.

03 Prerequisites

• Basic Computer Knowledge

• Business Process Understanding

• Good Communication Skills

• Basic Knowledge of CRM Concepts

• Microsoft Excel Fundamentals

• No Programming Knowledge Required

• No Salesforce Experience Required

04 Fundamentals

• Introduction to CRM

• Introduction to Salesforce Ecosystem

• Business Analysis Fundamentals

• SDLC

• Agile Methodology

• Scrum Framework

• Waterfall Methodology

• Digital Transformation

• Business Process Management

• Requirement Engineering

05 Core Technical Topics (Our Main Syllabus)

Core Technical Topics (Our Main Syllabus)

06 Module 1 – Business Analysis Fundamentals

• Role of Business Analyst

• BA Life Cycle

• SDLC

• STLC

• Project Lifecycle

• Requirement Engineering

• Stakeholder Management

• Requirement Prioritization

• Requirement Traceability Matrix (RTM)

• Business Documentation

07 Module 2 – Salesforce CRM Fundamentals

• Salesforce Architecture

• Salesforce Cloud Overview

• CRM Concepts

• Salesforce Navigation

• Data Model

• Standard Objects

• Custom Objects

• Relationships

• Salesforce Lightning Experience

• Salesforce Mobile App

08 Module 3 – Salesforce Administration Basics

• User Management

• Profiles

• Permission Sets

• Roles

• Sharing Rules

• Validation Rules

• Approval Process

• Workflow Rules

• Process Builder

• Flow Basics

09 Module 4 – Sales Cloud

• Lead Management

• Opportunity Management

• Account Management

• Contact Management

• Products

• Price Books

• Quotes

• Campaign Management

• Forecasting

• Sales Automation

10 Module 5 – Service Cloud

• Case Management

• Entitlements

• Service Console

• Knowledge Base

• Omni-Channel

• Queues

• Email-to-Case

• Escalation Rules

• SLA Management

• Customer Support Processes

11 Module 6 – Requirement Gathering

• Requirement Elicitation

• Interviews

• Workshops

• JAD Sessions

• Brainstorming

• Observation

• Surveys

• Questionnaires

• Requirement Documentation

• Requirement Validation

12 Module 7 – Business Process Analysis

• As-Is Process

• To-Be Process

• Process Mapping

• Swim Lane Diagrams

• BPMN

• Value Stream Mapping

• Gap Analysis

• Root Cause Analysis

• Process Optimization

• Automation Opportunities

13 Module 8 – Agile Business Analysis

• Scrum Roles

• Scrum Events

• Product Backlog

• Sprint Planning

• Sprint Review

• Sprint Retrospective

• User Stories

• Acceptance Criteria

• Story Estimation

• Backlog Grooming

14 Module 9 – User Stories & Documentation

• BRD

• FRD

• User Story Creation

• Use Cases

• Functional Specifications

• Non-Functional Requirements

• Business Rules

• Wireframes

• Mockups

• Acceptance Criteria

15 Module 10 – Salesforce Reporting & Dashboards

• Report Types

• Tabular Reports

• Summary Reports

• Matrix Reports

• Joined Reports

• Dashboards

• Dynamic Dashboards

• KPI Reports

• Executive Dashboards

• Business Insights

16 Module 11 – Testing & UAT

• Functional Testing

• Smoke Testing

• Regression Testing

• UAT Planning

• Test Cases

• Test Scenarios

• Bug Reporting

• Defect Life Cycle

• User Acceptance Testing

• Sign-Off Process

17 Module 12 – Integration Concepts

• REST APIs

• SOAP APIs

• Middleware Basics

• Data Integration

• Salesforce Connect

• External Objects

• Data Loader

• Import Wizard

• ETL Concepts

• Integration Architecture

18 Module 13 – Salesforce AI & Automation

• Salesforce Einstein AI

• Einstein Copilot

• Agentforce

• Predictive Analytics

• AI Recommendations

• AI-generated Reports

• Intelligent CRM

• AI for Sales

• AI for Customer Service

• Generative AI Use Cases

19 Module 14 – Business Intelligence

• CRM Analytics

• Tableau Basics

• Dashboard Design

• KPI Measurement

• Executive Reporting

• Customer Analytics

• Sales Analytics

• Service Analytics

• Data Visualization

• Decision Support

20 Module 15 – Project Management Basics

• Jira

• Azure DevOps

• Sprint Management

• Risk Management

• Change Requests

• RAID Log

• Project Documentation

• Communication Plan

• Status Reporting

• Stakeholder Communication

21 Module 16 – Production Support

• Incident Management

• Change Management

• Enhancement Requests

• Release Management

• Root Cause Analysis

• User Training

• Documentation Updates

• SLA Management

• Production Support Activities

• Knowledge Transfer

22 Hands-On Labs

• Configure Salesforce Developer Org

• Create Custom Objects

• Configure User Profiles & Roles

• Design Sales Cloud Process

• Configure Service Cloud

• Create Business Process Maps

• Develop BRD & FRD

• Write User Stories

• Configure Reports & Dashboards

• Import Data using Data Loader

• Perform Gap Analysis

• Create Acceptance Criteria

• Conduct UAT Testing

• Configure Approval Processes

• Build Salesforce Flows

• Analyze CRM KPIs

• Use Einstein AI Features

• Build Executive Dashboards

• Manage Sprint Backlog

• Complete End-to-End CRM Implementation

23 Assignments

• Sales Process Requirement Gathering

• CRM Gap Analysis

• User Story Documentation

• BRD Preparation

• FRD Documentation

• Business Process Mapping

• Salesforce Dashboard Design

• UAT Test Case Preparation

• CRM KPI Analysis

• Stakeholder Communication Plan

24 Mini Projects

• Lead Management Automation

• Sales Pipeline Analysis

• Customer Service Improvement

• CRM Dashboard Development

• Opportunity Tracking System

• Customer Complaint Management

• Employee Helpdesk Portal

• Customer Feedback Management

25 Capstone Projects

• Complete Salesforce CRM Implementation for Manufacturing Company

• Banking Customer Relationship Management System

• Healthcare Patient Service CRM

• Retail Sales & Customer Analytics Platform

• Insurance CRM Transformation

• Educational Institution CRM Implementation

• Telecom Customer Service Automation

• Enterprise Sales Cloud & Service Cloud Digital Transformation

• AI-Powered Salesforce CRM using Einstein & Agentforce

• End-to-End Salesforce Business Analysis Project

26 Real-Time Job-Oriented Scenarios

• Requirement Gathering Workshops

• Client Discovery Sessions

• Sales Process Automation

• Customer Service Optimization

• Agile Sprint Planning

• User Story Prioritization

• CRM Migration Projects

• Salesforce Implementation Projects

• UAT Coordination

• Stakeholder Meetings

• Change Request Management

• Production Support Activities

27 Troubleshooting Scenarios

• Requirement Conflicts

• Scope Creep Management

• User Story Defects

• UAT Failure Analysis

• Salesforce Permission Issues

• Report Generation Errors

• Dashboard Data Mismatch

• Approval Workflow Issues

• Process Automation Failures

• Data Migration Errors

• Integration Issues

• Production Incident Resolution

• Communication Gaps

• Requirement Traceability Issues

• Sprint Delivery Delays

28 Industry Tools Included

• Salesforce Lightning Experience

• Sales Cloud

• Service Cloud

• Salesforce Flow

• Salesforce Data Loader

• CRM Analytics

• Tableau CRM

• Salesforce Einstein AI

• Agentforce

• Jira

• Confluence

• Azure DevOps

• Lucidchart

• Microsoft Visio

• Microsoft Excel

• Microsoft PowerPoint

• Miro

• Draw.io

• Balsamiq

• Figma

• Google Workspace

29 Best Practices

• Follow BABOK Business Analysis Standards

• Write Clear & Testable Requirements

• Maintain Requirement Traceability

• Follow Agile & Scrum Principles

• Design User-Centric CRM Solutions

• Standardize Documentation Templates

• Validate Business Requirements with Stakeholders

• Use Version Control for Documentation

• Apply CRM Security Best Practices

• Promote Continuous Process Improvement

• Leverage AI Responsibly for Business Analysis

• Maintain Comprehensive Project Documentation

• Conduct Regular Stakeholder Reviews

• Optimize CRM Workflows

• Follow Salesforce Implementation Best Practices

30 Certification Names

Salesforce Certifications

• Salesforce Certified Business Analyst

• Salesforce Certified Administrator

• Salesforce Certified AI Associate (Recommended)

• Salesforce Certified Sales Cloud Consultant (Recommended)

• Salesforce Certified Service Cloud Consultant (Recommended)

Business Analysis Certifications (Recommended)

• IIBA ECBA (Entry Certificate in Business Analysis)

• IIBA CCBA

• PMI Professional in Business Analysis (PMI-PBA)

31 Mock Interviews

• HR & Behavioral Interview Preparation

• Salesforce Business Analyst Technical Interviews

• Requirement Gathering & User Story Questions

• Agile & Scrum Scenario-Based Discussions

• Salesforce CRM Functional Questions

• UAT & Stakeholder Management Scenarios

• Production Support Case Studies

• AI & Salesforce Business Transformation Discussions

32 Resume Preparation

• ATS-Friendly Salesforce Business Analyst Resume

• Enterprise Salesforce Project Portfolio

• Business Analysis Documentation Samples (BRD, FRD, User Stories)

• LinkedIn Profile Optimization

• Resume Review & Technical Guidance

• CRM Solution Presentation Skills

• Interview-Oriented Case Study Preparation

33 Placement Assistance

• Enterprise Salesforce CRM Projects

• Real-Time Business Analysis Exposure

• ATS Resume Optimization

• Mock Interviews by Industry Experts

• Soft Skills & Client Communication Training

• Career Counselling & Mentorship

• Job Referral Assistance

• Placement Support through Hiring Partners

• Interview Preparation Workshops

• Post-Training Technical Support Until Placement

Tools & Technologies

Every tool listed here is installed, configured and used in a hands-on lab session.

Core Tools

Hands-On Labs

Practical Environment

Industry-Standard Tools

Real-World Setup

Guided Exercises

Skill Building

Sample Datasets

Practice Material

Practice & Projects

Mini Projects

Applied Practice

Assignments

Mentor Reviewed

Doubt Sessions

Live Support

Career Readiness

Resume Building

Career Support

Mock Interviews

Interview Prep

Certification Prep

Global Recognition

Deployment & Delivery

Production Practices

Real-World Ready

Best Practices

Industry Standards

327+

Hands-On Lessons

Core Modules

40 hours

Training Duration

100%

Practical Training

You don't just learn SALESFORCE BUSINESS ANALYST. You ship it.

Three major projects, each mirroring how production teams actually work — from guided foundations to a portfolio-ready capstone.

PROJECT // 01

Guided Foundation Project

→Requirement Analysis

→Guided Implementation

→Mentor Review

→Iteration

Foundation Beginner

Apply the fundamentals in a structured, mentor-reviewed project

Take the core concepts from the first half of the curriculum and apply them to a realistic scenario, with guidance and feedback from your mentor at every step.

Structured project brief

Step-by-step implementation

Mentor feedback and review

Documented outcome

Stack Core Concepts Best Practices

PROJECT // 02

Applied Practice Project

→Scenario Design

→Independent Build

→Testing & Validation

→Peer Review

Applied Intermediate

Build a more independent project mirroring real production scenarios

Work through a project that combines multiple concepts from the curriculum, closer to how work is actually structured on the job — less hand-holding, more ownership.

End-to-end implementation

Testing and validation

Documentation

Peer/mentor review

Stack Applied Skills Testing

PROJECT // 03

Capstone Project

→Planning

→End-to-End Build

→Review & Refinement

→Presentation

Capstone Advanced

Take a project from requirements to a polished, portfolio-ready deliverable

Your final project — plan, build, test and present a complete solution using everything covered in the curriculum, reviewed by mentors before you graduate.

Complete working solution

Presentation-ready documentation

Mentor sign-off

Portfolio-ready deliverable

Stack Full Curriculum Portfolio

All 3 projects go directly into your portfolio & resume — reviewed by mentors before you graduate.

See Sample Project Reports

Upcoming Batches

No upcoming batches scheduled right now. Enquire to get notified.

Why Radical Technologies

Live Online Training

Highly practical oriented training
Installation support on your system
24/7 Email and Phone support
100% Placement Assistance
Global Certification Preparation
Trainer-Student Interactive Portal
Assignments and Projects by Mentors

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Live Classroom Training

Weekend / Weekdays / Morning / Evening batches
80:20 Practical and Theory ratio
Real-life Case Studies
Easy make-up for missed sessions
PSI | Kryterion | Redhat Test Centers
Lifetime Video Classroom Access (coming soon)
Resume Prep and Mock Interviews

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Self-Paced Training

Learn 300+ courses at your own time
50,000+ Satisfied Learners
Course Completion Certificate
Practical Labs available
Mentor Support available
Doubt Clearing Session available
10% Discounted Global Certification

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Global Certification

Radical Technologies is the leading IT certification institute in Pune, offering globally recognized certifications across various domains. With expert trainers and comprehensive materials, we ensure students gain in-depth knowledge and hands-on experience to excel in their careers. Our certification programs are tailored to meet industry standards — from cloud technologies to data science — empowering individuals to stay ahead in the ever-evolving tech landscape.

Career Services

At Radical Technologies, we are committed to your success beyond the classroom. Our 100% Job Assistance program ensures that you are not only equipped with industry-relevant skills but also guided through the job placement process. With personalised resume building, interview preparation, and access to our extensive network of hiring partners, we help you take the next step confidently into your IT career.