Salesforce Certified Business Analyst Exam Guide

About the Salesforce Business Analyst Credential
Step into the future with the Salesforce Certified Business Analyst exam! Tailored for Business Analysts deeply rooted in Salesforce expertise, this exam is your gateway to excellence.
A successful candidate doesn’t just comprehend business imperatives but seamlessly bridges the gap between intricate requirements and stakeholder collaboration. This ensures that the crafted Salesforce solutions don’t just meet standards but pave the way for transformative business enhancements.
Propel your career and be the linchpin that steers businesses towards digital evolution with Salesforce mastery!
Audience Description: Salesforce Certified Business Analyst
Embark on a transformative journey with the Salesforce Certified Business Analyst certification! Designed for professionals with a passion for driving business enhancements, this certification amplifies your prowess in understanding critical business needs while aligning them seamlessly with the Salesforce Platform’s vast capabilities.
Who is this for?
If you have:
- Grasped the nuances of industries and delivered tailored solutions using the Salesforce Platform.
- Mastered practices like requirement elicitation, business process mapping, solution validation, and workshop facilitation.
…then you’re on the right path!
A Peek into the Expertise of a Salesforce Certified Business Analyst:
Experience:
- 2+ years as a dynamic Business Analyst with a track record of steering business improvements.
- 2+ years harnessing the Salesforce Platform’s potential.
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Proficiencies:
- Knowledge of Salesforce’s intricate implementation lifecycle and best practices.
- Hands-on experience within specific industry environments.
- Acumen in facilitation and effective documentation.
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Core Skills:
- Stakeholder-centric discovery planning.
- Crafting business maps, user stories, and requirement documents.
- Exceptional communication skills, both written and verbal, to cater to diverse stakeholders.
- Robust analytical and troubleshooting capabilities.
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Abilities:
- Adaptability in communication to resonate with various audience types.
- Evolving as a key stakeholder’s trusted advisor.
- Simplifying intricate business workflows.
- Identifying and advocating for Salesforce-centric solution designs.
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Areas a candidate might seek support:
- Resolving stakeholder discrepancies.
- Formulating and executing business solutions.
- Prioritizing business objectives.
- Ensuring smooth user acceptance testing phases.
- Ensuring effective solution adoption and monitoring.
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Not in the Certification’s Ambit: This certification doesn’t cover change management, project management, ROI calculations, custom coding, intricate technical solution design, constant tool administration, legal aspects, or compliance issues.
Who Typically Pursues this Certification? Whether you’re a Business Analyst, Consultant, CRM Manager, Salesforce Administrator, or someone aligned with business operations and excellence, this certification is your beacon to ascend in the Salesforce ecosystem!
Purpose of This Exam Guide
Elevate your preparation with this definitive guide for the Salesforce Certified Business Analyst exam! Tailored to give you a comprehensive overview, this guide shines a light on who should consider this exam, the indispensable training and resources, and a thorough breakdown of exam objectives. All crafted meticulously to bolster your journey towards that coveted passing score. Salesforce emphasizes a holistic preparation approach—melding hands-on experience, targeted courses, and diligent self-study—for optimal results. Equip yourself with this guide and stride confidently towards Salesforce Business Analyst certification success!
About the Exam
Read on for details about the Salesforce Certified Business Analyst exam.
- Content: 60 multiple-choice questions and 5 non-scored questions*
- Time allotted to complete the exam: 105 minutes (time allows for unscored questions)
- Passing score: 72%
- Registration fee: USD 200, plus applicable taxes as required per local law
- Retake fee: USD 100, plus applicable taxes as required per local law
- Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment. Click here for information on scheduling an exam.
- References: No hard-copy or online materials may be referenced during the exam.
- Prerequisite: None
- Note: When evaluating questions and answers, please consider all currently available features including those available in either Lightning Experience or Salesforce Classic.
Recommended Training and References
The study materials recommended for this exam include:
Exam Outline
Dive deep into the Salesforce Certified Business Analyst exam! This assessment meticulously gauges a candidate’s mastery over specific objectives. Those aiming for success should possess tangible experience as a Salesforce Business Analyst, showcasing proficiency in the outlined features/functions below. Arm yourself with real-world experience and stand out in your Salesforce journey! Join the league of elite Business Analysts and elevate your professional trajectory.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Maintaining Your Salesforce Certification
Embrace the power of staying ahead with a Salesforce credential! This badge not only validates your expertise but also ensures you remain aligned with the latest product enhancements. To uphold the prestige and relevance of your Salesforce Certified Business Analyst title, it’s vital to engage with the annual maintenance modules on Trailhead. By doing so, you’re not just refreshing your knowledge; you’re solidifying your position as a Salesforce aficionado in the ever-evolving tech landscape. Get started, and let your expertise shine brighter each year!