Salesforce Business Analysis

Business Analysis

This training focuses on understanding the processes and workflow in Salesforce.
Hours: 40 Hours
Duration: 4 Weeks
Level: Intermediate
Average Completion: 4 Weeks
Start Date: Date Not Yet set. You can however preregister for this class

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This training focuses on understanding Salesforce. You can attend this course if you have taken part in the Business Analysis training. This is an application specific course that will give you the knowledge of processes and workflow on Salesforce, so you can apply your knowledge of Business Analysis to it. 


Laptop and access to internet. You must have also completed any of our Business Analysis trainings.

There is no certification for this training.

Is This the Right Career for You?

Salesforce's robust CRM platform, coupled with its integration capabilities and expanded product offerings, has made it a leading choice for organizations seeking to enhance customer relationships, optimize business processes, and drive growth. Its ability to customize solutions and integrate with other systems makes it a versatile tool for businesses of all sizes and across various industries.

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Program Description

Salesforce is a cloud-based Customer Relationship Management (CRM) software that provides organizations with a comprehensive platform for managing customer relationships, sales, marketing, service, and other business processes. It offers a range of tools and functionalities to help businesses effectively interact with their customers, streamline operations, and drive growth. Some key aspects of Salesforce include:

  1. Customer Relationship Management: Salesforce's primary focus is on managing customer relationships. It allows businesses to store and organize customer data, track interactions, and analyze customer behavior to improve engagement and enhance the overall customer experience.

  2. Cloud-Based Solution: Salesforce operates on the cloud, meaning that the software and data are hosted and accessible online. This provides businesses with the flexibility of accessing and managing their CRM system from anywhere, using any device with an internet connection.

  3. Integration Capabilities: Salesforce offers extensive integration capabilities, allowing businesses to connect their CRM with various other systems and applications. This enables seamless data flow and facilitates integration with existing tools, such as marketing automation, email marketing, analytics, and more.

  4. Customization and Scalability: Salesforce provides a highly customizable platform that allows businesses to tailor their CRM system to their specific needs. It offers a wide range of custom objects, fields, and workflows, enabling businesses to configure the system according to their unique processes and requirements. Additionally, Salesforce is highly scalable, accommodating the growth and evolving needs of businesses over time.

  5. AppExchange: Salesforce has its own marketplace called AppExchange, which offers a vast selection of third-party applications and integrations. Businesses can extend the functionality of their Salesforce CRM by integrating with these apps, providing additional features and solutions tailored to their industry and business needs.

  6. Expanded Product Portfolio: Over time, Salesforce has expanded its product portfolio beyond CRM. It now offers a range of cloud-based solutions, including Salesforce Marketing Cloud, Salesforce Service Cloud, Salesforce Commerce Cloud, and Salesforce Platform, among others. These products cater to specific business functions and provide comprehensive solutions for marketing, sales, service, and ecommerce.

Business Analysts
You will learn how to apply Business Analysis concepts to Salesforce.