Overview

About the Salesforce Certified Business Analyst CredentialThe Salesforce Certified Business Analyst credential recognizes professionals who can effectively gather business requirements, collaborate with stakeholders, and support the development of Salesforce solutions that drive business outcomes. This certification is intended for individuals with prior experience working as a Business Analyst within the Salesforce ecosystem.Who Should Take This ExamThis credential is for individuals who:Work closely with stakeholders to identify business needs and deliver value in Salesforce environmentsHave domain experience in a specific industry or functionUse Salesforce tools like Sales Cloud, Marketing Cloud, and others to support business processesTypical job titles may include:Business AnalystBusiness Systems AnalystConsultantProduct OwnerPlatform ManagerCRM ManagerBusiness Process SpecialistSalesforce AdministratorCandidate Experience and SkillsRecommended Experience:2+ years as a Business Analyst, with proven success in business process improvement2+ years of hands-on experience with the Salesforce PlatformKnowledge Areas:Understanding of the Salesforce implementation lifecycleFamiliarity with Salesforce best practices and common industry processesTechniques for requirements gathering, process mapping, and stakeholder facilitationSkills and Abilities:Conduct discovery and planning with key stakeholdersMap business processes, write user stories, and define requirementsCommunicate clearly with both business and technical audiencesAnalyze problems and evaluate Salesforce capabilities to recommend solutionsFacilitate collaboration and act as a bridge between business and technical teamsStrong candidates are able to:Adjust communication styles based on audienceBuild trust with stakeholdersBreak down complex problems into actionable stepsRecommend Salesforce features aligned with business goalsWhat Candidates May Need Help WithNavigating stakeholder disagreementsPrioritizing business needs and testing effortsDriving adoption and enablementNot Expected for This RoleCandidates are not expected to:Lead change management or project management activitiesBuild ROI models or write custom codeDesign technical solutions or administer Salesforce long-termHandle legal or compliance responsibilitiesExam DetailsNumber of questions: 60 multiple-choice, with up to 5 unscored questionsTime: 105 minutesPassing score: 72%Release version: Aligns with Winter '25 releaseCost: $200 USD (plus tax); retake fee is $100 USDDelivery: Proctored onsite or onlineReference materials: Not allowed during the examPrerequisites: NoneNote: Some exams may include unscored questions for research purposes. These do not impact your score and are included within the time limit.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.

Skills

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