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Salesforce Business Analyst Training

5 ( 646 Learners)

Accelerate your career growth with Salesforce BA Training Online

30+ Hrs

Hands On Training

Lifetime Access

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Salesforce Business Analyst Course Overview

The role of Salesforce business analyst is project-based and focuses on business improvement. In Salesforce, business analysts assist companies in improving their business processes and efficiency. They gather, document, and analyze requirements related to business problems before developing data-driven solutions. Business analysts elicit, document, and analyze business needs before developing data-driven solutions.

HKR trainings delivers the best industry-oriented Salesforce business analyst training course, that aids the aspirants to learn and implement Salesforce business analyst concepts, and assists in clearing the certification exam. This course provides you in-depth knowledge of the content required for learning Salesforce business analyst which incorporates the concepts such as salesforce user interface, relationship, and lookup filters, salesforce CRM functionality, workflow automation, visualizations using reports and dashboards, an overview of business analyst, etc. Enroll today at HKR for accepting the new challenges to make the best outcome out of our Salesforce business analyst online training course. 



To apply for the Salesforce Business Analyst Training, you need to either:


Salesforce Business Analyst Course Content

This Salesforce business analyst training Course Content's objective is to provide trainees with a thorough understanding of the Salesforce business analyst technology. Our Course Content includes all of Salesforce business analyst's modern concepts and keeps you up to date with the latest innovations. To improve your Salesforce business analyst skills, take a look at the following course modules.

  • What is Cloud Computing?
  • Overview on  SaaS, PaaS, IaaS
  • What is CRM? The architecture of CRM and Its uses.
  • Creation of Salesforce Account for Practice.
  • Overview of MVC Model M-Model, V-View and C-Controller
  • Deep understanding of Application, Objects, Fields, Tabs 

  • 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 

  • Lookup Relationship and Master-Detail Relationship
  • Junction Object (Many To Many Relationship)
  • Lookup Filters
  • Formula Fields
  • Rollup Summary Field 

  • 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 

  • 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 

  • Validation Rules
  • Workflows & Approval Processes
  • Auditing Process
  • Field History Tracking
  • Data Management
  • Process Builder 

  • Classic Reports
  • Lightning Reports 
  • Dashboard(Classic & Lightning)

  • Business Analysis Process and Techniques.
  • Stakeholder Need Analysis.
  • Introduction to Software Development Life Cycles.
  • Requirement Lifecycles 
  • SLDC Models (Waterfall, Spiral, Agile, Incremental)

  • Requirement Analysis and Transformation Techniques.
  • Functional and Non-Functional Requirement.
  • Finalizing Requirements. 

  • BRS & SRS document
  • Overview of Testing and UAT Testing.
  • Impact Analysis in Software Testing
  • Business Analysis Process and ER Diagram
  • Tools for Designing use cases and data mode. 

Salesforce Business Analyst Projects

We at HKR not only provide you Salesforce Business Analyst Training with theoretical knowledge but also make you practically knowl.....edgeable by making you work with real-world projects and case studies. Every course we offer includes two real-time projects which provide you with real-time experience. The practical knowledge improves your domain expertise and helps you in clearing the certifications with ease. Read more

Salesforce Business Analyst Training Options


  • Interactive sessions
  • Learn by doing
  • Instant doubt resolution
  • Expert's Guidance
  • Industry-ready skills
Batch Start Date Time
Weekday 29-May - 28-Jun 09:30 AM IST
Weekend 2-Jun - 2-Jul 11:30 AM IST
Weekday 6-Jun - 6-Jul 01:30 PM IST


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  • Flexible timing
  • Personalized curriculum
  • Hands-on sessions
  • Simplified Learning

Exclusive learning from industry experts


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Our Learners

Harshad Gaikwad

Harshad Gaikwad

Practice Head

I had an insightful experience with HKR Trainings while participating in the ServiceNow ITOM (IT Operations Management) Training online. Engaging in instructor-led sessions, the trainer offered detailed insights into various ServiceNow ITOM modules and practices. Throughout the course, the support team was consistently available, and the trainer adeptly clarified all my inquiries, ensuring a comprehensive understanding of ServiceNow ITOM concepts.
Balaji Gnanasekar

Balaji Gnanasekar

IT Analyst

I had a comprehensive learning journey with HKR Trainings while undertaking the PostgreSQL Training online. Engaging in instructor-led sessions, the trainer delved deep into various PostgreSQL functionalities and best practices. Throughout the training, the support team remained attentive, and the trainer skillfully addressed all my questions, facilitating a solid grasp of PostgreSQL concepts.
Amit Singh

Amit Singh

Technical Lead - Service Now

I had a rewarding experience with HKR Trainings while delving into the ServiceNow ITOM (IT Operations Management) Training online. Engaging in instructor-led sessions, the trainer provided comprehensive insights into various ServiceNow ITOM modules and best practices. Throughout the course, the support team was consistently available, and the trainer adeptly addressed all my queries, ensuring a robust understanding of ServiceNow ITOM concepts.

Salesforce Business Analyst online training Objectives

This Salesforce Business Analyst training has been designed by industry experts with an aim to equip the learner with the right skills. This Salesforce Business Analyst course will provide you with practical knowledge and make you confident enough to handle real-world tasks on the Salesforce platform. Our expert trainer will provide you with in-depth knowledge of basic to advanced concepts of Salesforce using real-time examples. This Salesforce Business Analyst course will also help you with the interview preparation process and clearing the Salesforce Business Analyst certification exam.  

This Salesforce Business Analyst course is designed to make you learn the following concepts: 

  • Complete understanding of the domain
  • 3 Tier model – Data(Model), UI(View), Business Logic(Controller),
  • Cloud services,Ajax in visual force page
  • Custom controller,
  • cloud computing, lookup filters
  • ,Apex triggers, SOQL and SOSL,
  • Record types and page layouts,
  • Rollup Summary field and Visual force pages.

Following are the skills you need to develop to become a successful Salesforce Business Analyst:

  • Good Communication Skills
  • Project management skills 
  • Organizational skills 
  • Writing skills
  •  Detail Oriented and problem-solving skills 

Following are the job roles who get benefited from taking up this course 

  • Business analysts
  • Technical Consultants
  • Business Users

Upon successful completion of Salesforce business analyst training at HKR, you will learn the following things.

  • You will become a master in the business analysis concepts.
  • You will explore about the workflow automaton, apex triggers, validation rules, etc.
  • You will understand about the lookup master detail relationship, formula fields object types and learn about creating roles, profiles and queues.
  • Explore the requirement lifecycles processes.

The Salesforce business analyst course benefits for the following list of professionals.

  • Project managers
  • Senior analysis experts
  • Salesforce developers
  • Business analyst
  • Who are aspiring to learn Salesforce business analyst

  • There are no special requirements to take up this course. The one who is interested in enhancing their career and critical skills in Salesforce business analyst can attend the course. Basic knowledge on the business use cases and salesforce is an added advantage.

To start with the Salesforce business analyst course, you need to check with the best institute that delivers the knowledge. Before proceeding to join any training, take suggestions from the experts who had already learned the course. We at HKR, with a team of industry experts, are ready to fulfil your dream career to achieve a job in desired companies.

Once you complete the entire course along with real-time projects and assignments, HKR delivers the course completion certification. This certification helps to get a job in any company very quickly.

Our trainers are highly qualified and certified with many years of industry experience and technology background in Salesforce business analyst.

Certification differentiates you from the non-certified peers, and you can demand the best salary in the leading companies.

We, at HKR, provide complete guidance to reach your dream job. But your job will be based on your performance in the interview panel and the recruiter requirements.


Each and every class is recorded so if you missed any class you can review the recordings and clarify any doubts with the trainer in next class.

Yes, we don’t assure 100% placement assistance. We are tied up with some corporate companies so when they have a requirement we send your profiles to them.

Yes, we provide demo before starting any training in which you can clear all your doubts before starting training.

Our trainers are real time experts who are presently working on particular platform on which they are providing training.

You can call our customer care 24/7

Max of the students get satisfied with our training, if you are not then we provide a specialised training in return.

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