Salesforce Business Analyst

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1. Basics and Overview

  • What is Cloud Computing?

  • Overview on SaaS, PaaS, IaaS

  • What is CRM? Architecture of CRM and It’s uses.

  • Creation of Salesforce Account for Practice.

  • Overview of MVC Model M-Model, V-View and C-Controller

  • Understanding on Application, Objects, Fields, Tabs

2. Understanding Salesforce

  • Understanding Salesforce User Interface

  • Understanding Sales Standard App

  • Objects – Standard & Custom

  • Fields – Standard & Custom

  • Data Types

  • Creation of Object, Tab & App

  • Field Dependencies – State & Country Example

  • Object Relationships

3. Relationship and Lookup Filters Lookup

  • Relationship and Master Detail Relationship

  • Junction Object (Many To Many Relationship)

  • Lookup Filters

  • Formula Fields

  • Rollup Summary Field

4. Records Types, Page Layout, Page Layout Assignment

  • Introduction to Page Layout?

  • Profiles – Set of Permissions, Visibilities

  • Users and Profiles

  • Permission Sets – Additional Permissions

  • Field Level Security

  • Record Types

  • Record Types and Page Layouts

  • Record Ownership

5. Salesforce CRM Functionality Overview

  • Sharing Settings – OWD, Sharing Rules, Manual Sharing

  • Organization Wide Defaults

  • Sharing Rules

  • Manual Sharing

  • Creating Profile, Permission Set, Sharing Settings

  • Creating Roles & Implementing Role Hierarchy

  • Creating Queue, Setting up Public Groups

6. Workflow Automation, Process Builder, History Tracking

  • Validation Rules

  • Workflows & Approval Processes

  • Field History Tracking

  • Process Builder

  • Lightning Flows

7. Visualization using Reports and Dashboards

  • Classic Reports

  • Lightning Reports

  • Dashboard(Classic & Lightning)

8. Apex Triggers & Custom Visualforce Pages

  • Apex Triggers

  • Visualforce Pages

  • Apex Classes

  • Custom settings

9. Business Analyst Overview

  • Business Analysis Process and Techniques

  • Stakeholder Need Analysis

  • Introduction to Software Development Life Cycles

  • Requirement Lifecycles

  • SDLC Models (Waterfall, Spiral, Agile, Incremental)

10. Requirement Process

  • Requirement Analysis and Transformation Techniques

  • Functional and Non-Functional Requirement

  • Finalizing Requirements

11. Documentation & Quality Assurance

  • BRD & FRD document

  • Overview of Testing and UAT Testing

  • Business Analysis

  • Tools for Designing use cases and data mode

Core Concepts of Salesforce BA