Salesforce Certified Business Analyst Preparation Details
The Salesforce Certified Business Analyst exam study guide validates your ability to gather requirements, map processes, and collaborate with stakeholders. This guide covers every exam domain, from customer discovery through user acceptance, with links to the official Salesforce resources you need. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills.
Salesforce Certified Business Analyst Materials
Customer Discovery: 17%
Determine business strategies, goals, initiatives, and challenges to define the scope of a Salesforce project or business initiative.
Customer Discovery Strategies & Implementation Lifecycle
Salesforce Business Analyst: Quick Look
Get Started as a Salesforce Business Analyst
Discover how a customer is leveraging existing products to establish the current state.
Customer Discovery Strategies & Implementation Lifecycle
Learn the Customs of Your Customer
Explore Techniques for Information Discovery
Understand and explain Business Analyst roles and responsibilities in different phases of the implementation lifecycle.
Customer Discovery Strategies & Implementation Lifecycle
Salesforce Business Analyst: Quick Look
Essential Skills for Business Analysts Uncovered
Apply the implementation lifecycle for planning business analysis activities.
Customer Discovery Strategies & Implementation Lifecycle
Get Started as a Salesforce Business Analyst
Essential Skills for Business Analysts Uncovered
Analyze the customer’s Salesforce environment(s) to identify opportunities and constraints.
Customer Discovery Strategies & Implementation Lifecycle
Explore Techniques for Information Discovery
Learn the Customs of Your Customer
Demonstrate knowledge of Salesforce capabilities, align them with business needs, and recommend potential solutions.
Customer Discovery Strategies & Implementation Lifecycle
Salesforce Business Analyst: Quick Look
Essential Skills for Business Analysts Uncovered
Collaboration with Stakeholders: 23%
Plan discovery activities based on the target stakeholders to perform a thorough analysis of business needs.
Review Collaboration with Stakeholders
Explore Techniques for Information Discovery
Essential Skills for Business Analysts Uncovered
Identify key stakeholders and develop relationships with them as a trusted advisor to act as a liaison between business and technical teams.
Review Collaboration with Stakeholders
Learn the Customs of Your Customer
Salesforce Business Analyst: Quick Look
Given a scenario, choose the most effective technique for eliciting business needs from stakeholders.
Review Collaboration with Stakeholders
Explore Techniques for Information Discovery
Essential Skills for Business Analysts Uncovered
Explain how to move from current state analysis to an agreed future state design.
Review Collaboration with Stakeholders
Understand the Value of Business Analysis
Given a scenario, manage competing priorities to obtain stakeholder consensus.
Review Collaboration with Stakeholders
Commit to the Habit of Improvement
Learn the Customs of Your Customer
Business Process Mapping: 12%
Demonstrate how to define the scope of a complex business process and break it down into manageable steps.
Business Process Mapping Learning Objectives & Key Topics
Understand the Value of Business Analysis
Understand Universal Process Notation
Analyze and document a business process to elicit requirements and engage stakeholders to visualize a future state.
See Business Process Mapping in Practice
Understand Universal Process Notation
Document business processes in a version controlled repository to manage scope.
Business Process Mapping Learning Objectives & Key Topics
See Business Process Mapping in Practice
Requirements: 18%
Understand the differences between scope, requirements and user stories.
Business Analyst Requirements & Topics
Essential Skills for Business Analysts Uncovered
Engage stakeholders to identify, validate, and prioritize requirements.
Business Analyst Requirements & Topics
Explore Techniques for Information Discovery
Review Collaboration with Stakeholders
Document requirements in a version controlled repository to manage scope.
Business Analyst Requirements & Topics
Understand the Value of Business Analysis
User Stories: 18%
Understand the components of a user story to perform thorough analysis.
Refresh Your User Story Skills
Demonstrate how to write acceptance criteria that convey the requirements and are ready for development.
Refresh Your User Story Skills
Document user stories in a version controlled repository to manage scope.
Refresh Your User Story Skills
Development Support and User Acceptance: 12%
Support and validate project delivery to ensure the solution meets the requirements.
User Acceptance Test Plan & Go/No-Go Release Decision
Learn About User Acceptance Testing
Business Analyst Requirements & Topics
Support and validate user acceptance testing (UAT) to ensure the solution meets the requirements.
Learn About User Acceptance Testing
User Acceptance Test Plan & Go/No-Go Release Decision
Wrapping Up Salesforce Certified Business Analyst
This guide covered all six domains of the Salesforce Certified Business Analyst exam, from customer discovery and stakeholder collaboration to process mapping, requirements, user stories, and user acceptance. Use the linked Trailhead resources to build confidence in each area before exam day. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills. Have a question or tip? Leave a comment below.
Receive Updates on Salesforce Certified Business Analyst Exam
Want to be notified as soon as I post? Subscribe to the RSS feed / leave your email address in the subscribe section. Share the article to your social networks with the below links so it can benefit others.
