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Salesforce for Business Analyst

You thrive on data and providing key business insights based on analyzing multiple data sources. You take initiative to identify what the business should be tracking and evaluating. You are able to think through problems and make actionabl…

4.8  ·  Rated by learners Certificate of completion
Duration
30 Hours
Mode
Live + Recorded
Level
Beginner → Pro
Language
English / Hindi

Course overview

About the Salesforce for Business Analyst program.

You thrive on data and providing key business insights based on analyzing multiple data sources. You take initiative to identify what the business should be tracking and evaluating. You are able to think through problems and make actionable recommendations.

Why learn with BISP

Trusted by professionals across 30+ countries.

Industry trainers

Certified consultants with 12+ years of real project experience.

Hands-on practice

Real-time scenarios & live project modules, not just slides.

Placement support

Resume building, mock interviews & job referrals.

Certification

BISP certificate + full guidance for official exams.

Course curriculum

Designed by real-time industry professionals around current job roles.

 

Overview of Cloud Computing* Cloud Computing Framework

Overview of Force.com Platform
* Build an application using Force.com declarative capabilities
* Building blocks of an application provided by the Force.com platform

Overview of Sales Cloud and Service Cloud Data Model
* Functional data model for a business application
* Types of Relationships

Getting Around the App
* Data Model and Navigation
* Help & Training

User Interface
* User interface components of an application (e.g., tabs, applications, detail pages, list views)
* Declarative vs custom Capabilities

Setting Up the Company Profile
* Configuring the UI
* Configuring Search Setting

Application Design
* Components of an application
* Model-view-controller design paradigm

Customization: Fields
* Administrating Standard Fields
* Creating New Custom Fields
* Creating Selection Fields: Picklists and Lookups
* Creating Formula Fields
* Working with Page Layouts
* Working with Record Types and Business Processes
* Maintaining data quality

Automation
* Workflow Rules
* Lead and Case Automation
* Create formulas, validation rules, and workflow rules
* Force.com Approval processes

Security and Data Access
* Managing User Profiles
* Managing Users
* Determining Object Access
* Setting Up Record Access
* Profile Vs Role
* Creating a Role Hierarchy
* Managing field-level security

Managing Data
* Import Wizards
* Data Loader
* Backing Up Data

Reports and Dashboards
* Running and Modifying Reports
* Creating New Reports with the Report Builder
* Working with Report Filters
* Summarizing with Formulas and Visual Summaries
* Printing, Exporting, and Emailing Reports
* Building Dashboards

Collaboration
* Chatter
* Email Administration and Email Templates
* Tracking Tasks and Events
 

 

Course details

Who it is for, what you need, and how it is delivered.

Who should learn Salesforce for Business Analyst?

Fresher , or experienced, basic concept and understanding on CRM or salesforce platform

Prerequisites

This certification training course does not presume or require any prior knowledge or prerequisites. However, basic knowledge of salesforce concepts be an added advantageous. We are recommending that students should have following: To be an administrative professional Should possess clear knowledge and grasp of salesforce concepts knowledge on SQL, HTML and JavaScript should be an added advantage

Delivery methodology

We are using an experiential delivering methodology that blends theoretical concepts with hands-on practical learning to ensure a holistic understanding of the subject or course.

Class delivery

Live Interactive classes with expert

Certificate of completion

Earn an industry-recognised BISP Trainings certificate when you finish the course.

BISP Trainings Certificate of Completion
  • Verifiable certificate with a unique ID
  • Shareable on LinkedIn & your resume
  • Recognised by our hiring partners

Upcoming batches

Reserve your seat for the next live session.

SessionDateTimeReserve
D 25 Sep 2026 (Fri) 09:00 Reserve seat →
R 28 Sep 2026 (Mon) 09:00 Reserve seat →

Frequently asked questions

Everything you need before you enroll.

Can I attend a demo session before enrollment?

Yes. You may attend a demo class before enrollment for training quality evaluation, and interact one-to-one with the trainer for any specific requirement.

Can you schedule training as per my availability?

Yes. We discuss it with the trainer and schedule the training at a convenient time for you.

What if I miss a class?

You get the recorded session. You may also retake the whole training multiple times within a 6-month period with the same trainer.

Is there live project training?

Yes. The curriculum includes real-time scenarios and live project modules, with the trainer explaining every topic end-to-end.

How can I pay for the course?

Enroll securely via the payment gateway on this page using card, UPI or net-banking. EMI options are available.

More queries?

Call us at +91 769-409-5404 & +1 678-701-4914, or write to support@bisptrainings.com.

Case studies & learning PDFs

Free Cloud Computing resources to explore.

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