Overview

About the Salesforce Certified Business Analyst CredentialThe Salesforce Certified Business Analyst program is tailored for Business Analysts with experience using Salesforce. Candidates for this credential have a strong understanding of business needs, gather and document requirements, and work closely with stakeholders to support the development of Salesforce solutions that lead to business improvements.Audience Description: Salesforce Certified Business AnalystA Salesforce Certified Business Analyst helps businesses improve by working closely with stakeholders to understand their needs and provide valuable insights within the customer environment. These professionals typically have experience in a specific industry or domain and are skilled in supporting business initiatives with the Salesforce Platform, such as Sales Cloud, Marketing Cloud, and other solutions.Successful candidates have experience in key business practices like gathering requirements, mapping out business processes, writing user stories, validating solutions, conducting user acceptance testing, and facilitating workshops both online and in-person. They also apply Salesforce business analysis best practices, foster collaboration between business and development teams, and understand the impact of different software development lifecycle methods.Experience Required for Salesforce Certified Business AnalystThe ideal candidate typically has:Two years of experience as a Business Analyst, with proven success in leading and delivering business process improvements.Two years of experience working with the Salesforce Platform.Knowledge, Skills, and AbilitiesKnowledge:Familiar with the Salesforce implementation lifecycle.Understands best practices for Salesforce environments.Has experience working within an industry-specific context.Proficient in facilitation and documentation techniques.Skills:Can plan discovery activities based on stakeholder involvement.Capable of mapping business processes, gathering requirements, and writing user stories.Communicates clearly with both business and technical stakeholders across various levels.Demonstrates strong analytical and problem-solving abilities.Abilities:Adapts communication and influence strategies to engage with different audiences.Acts as a trusted advisor for key stakeholders.Breaks down complex business processes into actionable steps.Evaluates and recommends Salesforce features as part of the solution design.Challenges a Candidate Might Encounter:Managing conflicts between stakeholders.Designing and implementing business solutions.Setting business priorities.Overseeing user acceptance testing.Supporting adoption and enablement initiatives.What the Candidate is Not Expected to Know or Do:Change management or project management.Calculating return on investment (ROI).Developing custom code or technical solutions.Administering tools or managing product ownership.Handling legal and compliance matters.Typical Job Roles for Salesforce Certified Business Analyst Candidates:Business AnalystConsultantBusiness Systems AnalystProduct OwnerPlatform ManagerCRM ManagerBusiness Process SpecialistBusiness Operations ManagerSalesforce AdministratorBusiness Excellence LeaderAbout the ExamHere are the details for the Salesforce Certified Business Analyst Exam:The exam includes 60 multiple-choice questions, with up to five additional non-scored questions.You have 105 minutes to complete the exam, which includes time for non-scored questions.A passing score is 72%.The registration fee is US$200, plus any applicable taxes.The retake fee is $100, plus any applicable taxes.References: No hard-copy or online materials are permitted during the exam.Prerequisite: There are no prerequisites for taking this exam.Note: When answering exam questions, consider all current features available in both Lightning Experience and Salesforce Classic.Exam OutlineThe Salesforce Certified Business Analyst Exam measures a candidate's knowledge and skills related to the following objectives. A candidate should have hands-on experience as a Salesforce Business Analyst and can demonstrate the application of each of the features/functions below.Customer Discovery: 17%Determine business strategies, goals, initiatives, and challenges to define the scope of a Salesforce project or business initiative.Discover how a customer is leveraging existing 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(s) to identify opportunities and constraints.Demonstrate knowledge of Salesforce capabilities, align them with business needs, and recommend potential solutions.Collaboration with Stakeholders: 23%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.Given a scenario, manage competing priorities to obtain stakeholder consensus.Business Process Mapping: 12%Demonstrate how to define the scope of a complex business process and break it down into manageable steps.Analyze and document a business process to elicit requirements and engage stakeholders to visualize a future state.Document business processes in a version controlled repository to manage scope.Requirements: 18%Understand the differences between scope, requirements and user stories.Engage stakeholders to identify, validate, and prioritize requirements.Document requirements in a version controlled repository to manage scope.User Stories: 18%Understand the components of a user story to perform thorough analysis.Demonstrate how to write acceptance criteria that convey the requirements and are ready for development.Document user stories in a version controlled repository to manage scope.Development Support and User Acceptance: 12%Support and validate project delivery to ensure the solution meets the requirements.Support and validate user acceptance testing (UAT) to ensure the solution meets the requirements.

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