Salesforce Business Analyst Cert Prep

Course details

Dive into your preparations for the Salesforce Business Analyst certification exam with this comprehensive course. Salesforce consultant Emily Call shows you how to effectively gather requirements, map business processes, and engage with stakeholders. Learn about the details of user story creation, acceptance criteria, and definition of done to ensure efficient project delivery. Explore different process mapping methods such as journey mapping, detailed process mapping, and universal process notation. Equip yourself with the skills to create functional requirement specifications and perform rigorous user acceptance testing. Gain insights into making go/no-go decisions and establishing trust with clients and stakeholders. Whether you're aiming for career advancement or looking to improve your organization’s Salesforce implementation, this course provides practical knowledge and strategies to help you succeed.

Concepts

0. Introduction

01 - Introduction
02 - Welcome to the course
03 - About Emily
04 - About Jeremy
05 - Quick notes on course structure
06 - Glossary introduction
07 - Introduction to Trailhead notes
08 - Exam outline

1. Foundations of a Business Analyst

09 - Introduction to foundations of a business analyst
10 - The role of business analyst
11 - Key tasks of a business analyst
12 - Soft skills
13 - Technical skills
14 - Application lifecycle development
15 - Sandboxes

2. Customer Discovery

16 - Introduction to discovery
17 - What is discovery
18 - Journey mapping
19 - Build a journey map
20 - Engaging stakeholders
21 - Centers of excellence
22 - Documentation
23 - Overview of elicitation techniques
24 - Whiteboarding
25 - Interviews
26 - Observation
27 - Requirements workshop
28 - Surveys
29 - Create a dev org
30 - Salesforce health check
31 - Customer discovery - Key terms not covered thus far
32 - Customer discovery practice question walkthrough

3. Collaboration with Stakeholders

33 - Introduction to collaboration with stakeholders
34 - Trust
35 - Developing a positive relationship
36 - Influencing styles
37 - Sales enablement
38 - Content strategy
39 - Responsible, accountable, consulted, and informed (RACI)
40 - Demos
41 - Demo strategies
42 - Capability models
43 - Improving user adoption
44 - Stakeholder analysis
45 - Enterprise analysis
46 - Strategy analysis
47 - Stakeholder wheel
48 - Collaboration with stakeholders - Key terms not covered so far
49 - Collaboration with stakeholders practice questions

4. Business Process Mapping

50 - Introduction to business process mapping
51 - Process mapping
52 - Detailed process map
53 - Diagramming essentials
54 - Vision, values, methods, obstacles, and measures (V2MOM)
55 - Universal process notation
56 - Suppliers, inputs, process, outputs, and customers (SIPOC)
57 - Value stream
58 - Entity relationship diagraming
59 - Gap analysis
60 - Business process-mapping key terms not covered thus far
61 - Business process-mapping practice question walkthrough

5. Requirements

62 - Introduction to requirements
63 - Agile development strategies
64 - Scrum
65 - Kanban
66 - Jobs to be done
67 - Brainstorming
68 - Document analysis
69 - Focus group
70 - Interface analysis
71 - Prototyping
72 - Questionnaires
73 - Setup Audit Trail
74 - Functional requirement specification
75 - System requirement specification
76 - Statement of work
77 - Minimum viable product
78 - Requirements - Key terms not covered thus far
79 - Requirements practice question walkthrough

6. User Stories

80 - Introduction to user stories
81 - Basics of user stories
82 - Components of a user story
83 - Acceptance criteria
84 - Definition of done
85 - Acceptance criteria vs. definition of done
86 - Practice writing user stories
87 - Git and other version-control software
88 - User stories - Key terms not covered thus far
89 - User stories practice question walkthrough

7. User Acceptance

90 - Introduction to user-acceptance testing (UAT)
91 - What is user-acceptance testing
92 - The business analyst's role in UAT
93 - Keeping UAT on track
94 - Types of tests
95 - QA testing
96 - Stress testing
97 - Test cases
98 - Go no-go release decisions
99 - User training
100 - Change set development
101 - Package development
102 - Org development
103 - User-acceptance key terms not covered thus far
104 - User-acceptance practice question walkthrough

8. Conclusion

105 - Thank you for taking this course
106 - Let's connect

9. Practice Exam

107 - Introduction to the practice exam