Salesforce Business Analyst Credential
The Salesforce Certified Business Analyst exam is designed for Business Analysts with Salesforce experience. The successful candidate understands business needs, captures requirements, and collaborates with stakeholders to support the development of Salesforce solutions which drive business improvements.
Purpose of this Exam Guide
This exam guide is designed to help you evaluate if you are ready to successfully complete the Salesforce Certified Business Analyst exam. This guide provides information about the target audience for the Salesforce Business Analyst exam, recommended training and documentation, and a complete list of exam objectives—all with the intent of helping you achieve a passing score. Salesforce highly recommends a combination of on-the-job experience, course attendance, and self-study to maximize your chances of passing the exam.
Audience Description
A Salesforce Certified Business Analyst drives business improvements, and collaborates with stakeholders to understand business needs and value in the context of the customer environment. The candidate has experience working in a particular industry or domain and supporting the business with the Salesforce Platform (i.e. Sales Cloud, Marketing Cloud, and so on).
The successful candidate has experience with common business practices such as eliciting requirements, mapping business processes, writing user stories, validating solutions, user acceptance testing, and facilitating virtual and in-person workshops. The candidate will be able to apply Salesforce business analysis best practices, guide collaboration between business stakeholders, act as a liaison between business and development teams, and understand the implications of various software development lifecycle methodologies.
The Salesforce Certified Business Analyst has the following experience:
- 2 years of Business Analyst experience, including demonstrated success owning and delivering business process improvements
- 2 years of Salesforce Platform experience
The successful candidate has the knowledge, skills, and abilities outlined below:
Knowledge
- Familiar with the Salesforce implementation lifecycle.
- Understand Salesforce environment best practices.
- Experience in a given industry environment.
- Understand facilitation and documentation techniques.
Skills
- Plan discovery activities based on key stakeholders.
- Map business processes, elicit requirements and write user stories.
- Demonstrate effective written and verbal communication skills when working with business and technical stakeholders at all levels of the organization.
- Apply strong analytical and problem-solving skills.
Abilities
- Move easily between a wide variety of influencing and communication styles to engage effectively with diverse audiences and maximize impact.
- Become a trusted advisor with key stakeholders.
- Break down complex business processes into manageable steps.
- Evaluate and recommend Salesforce features as part of solution design.
A candidate for this exam may need assistance with:
- Negotiating stakeholder conflict
- Designing and implementing business solutions
- Setting business priorities
- Signing off on user acceptance testing
- Adoption and enablement, observability
A candidate for this exam is not expected to know or do the following:
- Change management
- Managing a project
- Building ROI
- Developing custom code
- Designing a technical solution
- Ongoing administration of tools, product ownership
- Legal and compliance issues
Typical job roles of a Salesforce Certified Business Analyst candidate may include:
- Business Analyst
- Consultant
- Business Systems Analyst
- Product Owner
- Platform Manager
- CRM Manager
- Business Process Specialist
- Business Operations
- Salesforce Administrator
- Business Excellence Leader
Salesforce Business Analyst Exam Summary:
| Exam Name | Salesforce Business Analyst |
| Exam Code | Business Analyst |
| Exam Price | Registration fee: USD 200 Retake fee: USD 100 |
| Duration | 105 minutes |
| Number of Questions | 60 |
| Passing Score | 75% |
| Recommended Training / Books | Prepare for Your Salesforce Business Analyst Credential Salesforce Business Analyst Certification Prep |
| Sample Questions | Salesforce Business Analyst Sample Questions |
| Recommended Practice | Salesforce Certified Business Analyst Practice Test |
Salesforce Business Analyst Syllabus:
| Section | Objectives | Weights |
Customer Discovery |
- Determine business strategies, goals, initiatives, and challenges to define the scope of business analysis. - Discover how a customer is leveraging and benefiting from Salesforce products to establish the current state. - Understand and explain Business Analyst roles and responsibilities in different phases of the implementation lifecycle. - Apply the implementation lifecycle for planning business analysis activities. - Analyze the customer's Salesforce environment to identify opportunities and constraints. - Demonstrate knowledge of Salesforce capabilities and its potential to recommend solutions to the business. |
17% |
| Collaboration with Stakeholders | - Plan discovery activities based on the target stakeholders to perform a thorough analysis of business needs. - Identify key stakeholders and develop relationships with them as a trusted advisor to act as a liaison between business and technical teams. - Given a scenario, choose the most effective technique for eliciting business needs from stakeholders. - Explain how to move from current state analysis to an agreed future state design. - Understand how Salesforce features and best practices impact solution options and business processes. - Given a scenario, manage competing priorities to obtain sign-off from stakeholders. |
24% |
| Business Process Mapping | - Demonstrate how to define the scope of a complex business process and break it down into manageable steps. - Apply understanding of hierarchical process mapping to engage stakeholders at different levels of an organization. - Analyze and document a business process to elicit requirements and identify resources to visualize a future state. - Apply governance on agreed future state processes to control scope. |
16% |
| Requirements | - Distinguish between requirements vs. user stories to engage business and technical stakeholders. - Verify and prioritize existing requirements and identify new requirements to develop the future state. - Document requirements in a version controlled repository to manage scope. |
17% |
| User Stories | - Understand the components of a user story to perform thorough analysis. - Contrast the difference between acceptance criteria vs. definition of done. - Document user stories in a version controlled repository to manage scope. |
18% |
| User Acceptance | - Define and prepare the User Acceptance Test plan to confirm the solution meets the business requirements. - Guide UAT and manage the results to determine whether the solution meets the requirements. - Given a scenario, make a go/no-go release decision when new business or technical issues arise. |
8% |
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