In the implementation of any Salesforce project, business analysts are crucial to guide businesses to improve processes and efficiency. As a Business Analyst you will be responsible to collaborate with stakeholders, work with the technical teams, and ensure the solution is tested, change logs are recorded, and UAT is properly carried out; they are truly the show’s stars. The job market has also seen the need for business analysts to grown by 240% since 2013, and they now pay an average of $84,000. Let’s look at some of the important steps you should take to prepare for the Salesforce Business Analyst Exam.
Overview – Salesforce Business Analyst Exam
The ability to comprehend company needs, gather requirements and work with stakeholders to design Salesforce solutions that enhance business performance is demonstrated by passing the Salesforce Certified Business Analyst exam. A Salesforce Certified Company Analyst drives business improvement and ensures that business needs are satisfied in collaboration with stakeholders. The candidate has a comprehensive understanding of a particular sector or topic and expertise working on the Salesforce Platform (such as Sales Cloud, Marketing Cloud, and others).
What will you discover?
The right candidates will have skills in gathering requirements, outlining business processes, creating user stories, validating solutions, leading online and in-person workshops, and so on. Candidates will be able to apply Salesforce business analysis best practices, direct the participation of business stakeholders, and serve as a liaison between the business and development teams. They will also have a thorough understanding of various software development lifecycle approaches.
You must obtain the Salesforce Administrator Credential before taking your Business Analyst certification exam.
A Salesforce Certified Business Analyst possesses the following experience:
- Two years of experience as a business analyst with a track record of successfully driving and implementing process improvements
- Two years of experience using the Salesforce Platform
Exam Format
| Exam Name Salesforce Business Analyst | Exam Code Winter’23 |
| Exam Duration 105 mins | Exam Format Multiple Choice and Multi-Response Questions |
| Exam Type Cloud Computing | Number of Questions 60 Questions |
| Eligibility/Pre-Requisite NIL | |
| Exam Language English | Pass Score 72% and above |
Now that we know all the basic details, let us look at the preparation guide for the exam.
Preparation guide for Salesforce Business Analyst Exam
This study guide’s goal is to assist you in getting ready for the Salesforce Certified Business Analyst test. This guide’s objective is to assist you in passing the Salesforce Business Analyst exam by giving details on the intended audience, suggested training, and supporting materials.
Step 1: Become familiar with the exam domains
This must be a part of your exam preparation. In other words, relevant content is covered in every exam. It is crucial to review each section again to properly understand the subject. Make a list of the domains and items you want to look at. Then put together the study resources that best meet your needs. Start with the subjects that are the most difficult. Once you have mastered these, you can study the other domains you need to learn more quickly. These are the exam’s themes:
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.
Step 2: Planning your study time.
Now that you know what to learn, it’s time to develop a study schedule. After learning about the domains and all of the things that come under them, carefully plan your study and put all of the subjects in the same category. As you move from one domain to another, be sure you are learning new information. But when creating a study plan, keep the following in mind:
- The proper time for studying.
- The maximum number of hours you can devote to studying each day or each week.
- using instruction and approved study tools after that
- Which practice or training method should you choose for effective preparation?
Step 3: Utilizing Salesforce Training and research techniques
These are mentioned below –
Trailmix: Design and Administer an OmniStudio Solution Prework
A learning trail is a planned path across modules and projects that enables you to cover the most territory possible in the least amount of time. Before attending OMS335 expert-led instruction, finish this Trailmix and consider these when creating your game plan.
Module: Salesforce Business Analyst Certification Prep
a thorough module that contains both study material and exam-relevant real-world questions. It offers real-world questions, connections to other resources, and interactive flashcards. This course will enable you to:
- Learn About Customer Discovery
- Review Collaboration with Stakeholders
- Study Up on Business Process Mapping
- Review Requirements
- Refresh Your User Story Skills
- Explore User Acceptance
Trailhead Academy for Expert-led courses
It is strongly advised that you complete the training course Design and Administer an OmniStudio Solution (OMS335) before taking the exam. It is intended for Salesforce industry administrators, consultants, and business analysts who want to learn how to create OmniStudio-based human-centric Salesforce solutions. It’s important to have a solid understanding of Salesforce’s principles and functionality, as well as familiarity with its user interface.
Step 4: Assess how you did on the practice examinations.
By completing practice exams, you can determine how well you comprehend each topic and how much time you should allot for each question. Taking practice examinations targeted at a certain knowledge domain is a wise place to start. Once you have a good understanding of the material, start taking full-length practice exams. Start by passing a practice test to have a better knowledge of your skills and shortcomings.
Step 5: Join Online Study Groups
You can fully understand all the exam-related subjects you previously considered difficult by joining an online study group. Online study groups will be helpful to you since you will be surrounded by people who are preparing for the same test or have already passed it. These people can help you solve your problems and provide you with the best recommendations.
Now that you are fully prepared for the exam with the help of the guide mentioned above, we shall now look at the jobs that you can expect after clearing the certification.
A Salesforce Certified Business Analyst’s job roles
These are some of the roles that you will be working in –
- Enterprise Analyst
- Consultant
- Systems Analyst for Business
- Product Owner
- Platform Supervisor
- CRM Director
- Specialist in Business Processes
- Business Activities
- Salesforce Executive
- Leader of Business Excellence
Final Words
Those who are trailblazers are innovators, pioneers, and lifelong learners. Participating in their communities has been linked to better productivity and innovation, according to nearly 80% of respondents. Once you’ve finished preparing, it’s time to put your knowledge to the test. By taking an adequate number of practice exams, you will identify your fundamental strengths and limitations.
