Salesforce Business Analysis/Administration Training and Placement Program

In today’s rapidly evolving digital landscape, organizations across industries are embracing Customer Relationship Management (CRM) solutions to enhance sales, service, and marketing operations. Salesforce, the world’s leading CRM platform, has become a critical tool for businesses striving to optimize customer experiences and drive data-driven decisions.

As Salesforce adoption continues to grow, the demand for skilled Salesforce Business Analysts who can bridge the gap between business needs and technical solutions is at an all-time high.

The role of Salesforce Business Analyst goes beyond traditional analysis—it requires a strong understanding of Salesforce features, cloud platforms, process automation, and stakeholder engagement. Business Analysts must be equipped to gather requirements, design effective workflows, interpret data, and work collaboratively with developers and administrators to implement scalable solutions.

Recognizing this industry demand, Skillcubator’s Salesforce Business Analyst Training is designed to prepare aspiring professionals and career changers with the essential skills, tools, and hands-on experience needed to excel in this dynamic role. Whether you’re transitioning from a general BA background or entering the Salesforce ecosystem for the first time, this program provides a structured path to becoming a job-ready Salesforce Business Analyst.

This program is ideal for individuals who are looking to launch or advance a career at the intersection of business analysis and cloud-based CRM solutions. You’ll benefit from this training if you are:

Aspiring Business Analysts who want to specialize in the high-demand Salesforce ecosystem.
Current Business Analysts seeking to enhance their technical skill set and transition into Salesforce projects.
Salesforce Admins or Developers looking to expand their understanding of business processes and stakeholder engagement.
Career Changers from non-technical backgrounds aiming to enter the tech industry through a business-focused role.
Project Managers, QA Analysts, or Consultants who regularly interact with Salesforce implementations and want a deeper understanding of BA responsibilities.
Students or Recent Graduates interested in practical, job-ready skills that open doors to technology careers.

If you’re passionate about solving business problems, working with data, and facilitating digital transformation, this program will equip you with the tools, techniques, and hands-on experience needed to succeed as a Salesforce Business Analyst.

The Salesforce Business Analyst Training Program is designed to equip learners with the knowledge, skills, and practical experience required to succeed in a business analyst role within the Salesforce ecosystem. By the end of this program, participants will be able to:

Understand the fundamentals of Salesforce CRM and its core products, including Sales Cloud, Service Cloud, and Marketing Cloud.
Analyze and document business processes, requirements, and user stories using industry-standard BA techniques.
Translate business needs into Salesforce functionality through collaboration with stakeholders, developers, and administrators.
Use tools such as Salesforce Reports, Dashboards, and Flows to deliver data-driven insights and process automation.
Gain hands-on experience with Salesforce tools and environments, including sandbox and production environments.
Apply Agile and Scrum methodologies in the context of Salesforce implementation projects.
Prepare for real-world business analyst interviews with role-based case studies, mock interviews, and resume support.

This course aims to provide a job-ready skill set that prepares participants to effectively contribute to Salesforce projects from day one and pursue roles such as Salesforce Business Analyst, CRM Analyst, Functional Consultant, or Product Analyst.

1.0 Introduction to Salesforce Ecosystem

Overview of Salesforce CRM and its ecosystem.
Key Salesforce products: Sales Cloud, Service Cloud, Marketing Cloud, Analytics Cloud and Einstein AI.
Roles & responsibilities of a Salesforce Business Analyst.
Introduction to Trailhead and Salesforce certifications.

1.2 Business Analysis Fundamentals

What is Business Analysis?
Understanding SDLC: Waterfall vs Agile vs Hybrid models.
Stakeholder Identification & Management.
Requirement Elicitation Techniques (Interviews, Workshops, Surveys, JAD sessions).
Functional vs Non-functional requirements.
Business Process Modeling Notation (BPMN).

1.3 Salesforce Admin Essentials for BAs

Navigating Salesforce Lightning UI.
Standard vs Custom Objects.
Record Types, Page Layouts, Fields, and Validation Rules.
Reports and Dashboards basics.
User Roles, Profiles, and Permission Sets.
Understanding App Builder.

1.4 Agile & Scrum for Salesforce Projects

Agile Manifesto and Principles.
Scrum roles: Product Owner, Scrum Master, Development Team, BA.
User Story creation and management in Salesforce context.
Definition of Ready (DoR) and Definition of Done (DoD).
Story Estimation: Story points, T-Shirt Sizing.
Managing Product Backlog and Sprint Planning.

1.5 Requirement Gathering & User Stories in Salesforce

Writing effective User Stories with Acceptance Criteria.
Mapping Business Requirements to Salesforce Features.
Creating Epics, Features, Stories using tools like Jira or Azure DevOps.
Use Case diagrams and process flowcharts using Lucidchart / Visio.

2.1 Data Management in Salesforce

Understanding Data Model & Schema Builder.
Data Migration basics (Data Loader, Data Import Wizard).
Master-Detail vs Lookup Relationships.
Data Quality, Deduplication & Governance.
Introduction to Change Sets and Sandboxes.

2.2 Declarative Tools & Automation in Salesforce

Workflow Rules vs Process Builder vs Flows.
Approval Processes.
Introduction to Salesforce Flow Builder (Record-Triggered, Scheduled).
Automation use cases for Business Analysts.
Real-world Scenarios and Hands-on Labs.

2.3 Integration Basics for BAs

What is Integration? When is it needed?
Overview of APIs (REST, SOAP).
Integration tools overview: MuleSoft, Workato, Salesforce Connect.
High-level Data Flow Diagrams and Sequence Diagrams.
Real-time vs Batch integration scenarios.

3.1 Reporting and Analytics in Salesforce

Building Reports & Dashboards.
Custom Report Types.
Row-level and field-level security.
Use cases: Sales Performance, Lead Pipeline, Support Ticket Metrics.
Embedded analytics and Einstein Analytics (overview).

3.2 Testing, UAT & Deployment Support

Types of Testing: Unit, Integration, UAT.
Creating Test Scripts and Test Scenarios.
Coordinating UAT with stakeholders.
Defect logging and management using tools like Jira.
Change sets and deployment readiness checklists.

4.1 Real-World Projects and Case Studies

Case Study 1: Implementing Lead Management in Sales Cloud.
Case Study 2: Automating Service Requests with Flow.
Case Study 3: Building Reports for Executive Dashboards.
Mock Workshops: Elicitation, User Story Writing, Stakeholder Interviews.
Capstone Project: End-to-end Salesforce Business Analysis.

4.2 Resume, Interview & Placement Support

Crafting a BA resume for Salesforce roles.
Behavioral Interview Preparation.
Mock Interviews with Salesforce BAs and Recruiters.
LinkedIn Profile Optimization.
Placement Assistance with partner firms.

Training Program as per Latest Industry Demand.
IIBA Endorsed Education Provider.
Access to Learning Management System (LMS).
Free PSM-I and PSPO-I training are included in the package.
40 PDUs/CDUs.
IIBA Certified Instructors with 20 plus years of experience.
Plenty of case studies, In-Class exercises, quizzes, and take-home assignments.
15 Plus Industry-Standard tools.
Personalized Resume, LinkedIn Profile makeover and Cover Letter.
Course aligned to IIBA’s BABOK 3.0 and PMI’s body of knowledge.
Comprehensive Capstone project.
Experiential learning through case studies

Salesforce Sandbox Environment / Salesforce Trailhead.
Jira / Azure DevOps.
Confluence.
Visio / Lucidchart / Gliffy.
Microsoft Word, Excel & PowerPoint.
Balsamiq, Mockflow.

This program is designed to equip aspiring business analysts with the knowledge and hands-on skills needed to analyze, document, and manage business requirements on Salesforce implementation projects. It covers business analysis techniques, Salesforce platform (theory and practical), and real-world project exposure.

This program is ideal for:

Aspiring business analysts.
Entry-level professionals in IT or CRM.
Non-technical professionals aiming to transition into Salesforce projects.
Existing Salesforce users looking to grow into BA roles.

No. A technical background is not mandatory. This training will cover all aspects of business analysis and Salesforce CRM platform and make you job ready to work as a Business Analyst and Administrator on a Salesforce implementation project.

USA: Salesforce Business Analysis Scope

Market Demand

The U.S. is the largest Salesforce market globally, with over 150,000+ companies using Salesforce.
High demand across industries like banking, insurance, healthcare, education, e-commerce, and tech.
Many organizations are migrating from legacy CRMs to Salesforce, creating sustained demand for Salesforce BAs.

Job Outlook

Thousands of job available across USA.
Remote and hybrid roles are widely available.
Salesforce BA roles often appear under different titles: CRM Business Analyst, Salesforce Functional Consultant, Technical BA with Salesforce, Salesforce Product Owner.

Salary Range (USA)

Entry-level: $70,000 – $90,000/year.
Mid-level: $90,000 – $115,000/year.
Senior-level / Lead BA / Consultant: $120,000 – $150,000+/year.
Salaries may be higher in tech hubs like San Francisco, New York, Austin, or Seattle.

Canada: Salesforce Business Analysis Scope

Market Demand

Growing Salesforce adoption in Canada across sectors like public sector, education, banking (e.g., RBC, TD), healthcare, and startups.
Provinces like Ontario, British Columbia, Alberta, and Quebec see the most demand.
Salesforce partners and consulting firms (like Deloitte, Accenture, Slalom, Capgemini) are also hiring aggressively in Canada.

Job Outlook

Salesforce roles are part of Canada’s digital skills gap, especially in CRM, cloud, and data analytics.
Many jobs are hybrid or remote-friendly, with growing contract opportunities in government and consulting sectors.

Salary Range (Canada)

Entry-level: CAD 65,000 – CAD 80,000/year
Mid-level: CAD 85,000 – CAD 100,000/year
Senior-level: CAD 105,000 – CAD 130,000+/year
Toronto, Vancouver, and Montreal lead in demand and salary scale.

Future Trends & Career Outlook (USA + Canada)

AI Integration: Salesforce Einstein and AI-powered CRM will require BAs to bridge AI features with business strategy.
Remote Work: More companies are hiring across borders, allowing Canadian BAs to work with U.S. clients and vice versa.
Certifications Matter: Credentials like Salesforce Administrator, Business Analyst, and Platform App Builder are increasingly valued.
Career Mobility: BAs can grow into roles like Product Owner, Salesforce Consultant, or Solution Architect.

There are plenty of career opportunities such as IT Project Manager, Program Manager, Scrum Master, Product Manager, Salesforce SME (Subject Matter Expert) and any suitable role in PMO (Project Management Office).

Truly speaking, there are no prerequisites to become a successful Artificial Intelligence (AI) business analyst. But it would be nice to have the following to become a successful business analyst:

Basic computing skills (MS Office like Word, Excel and PowerPoint).
Decent communication skills (verbal and writing in English).
Comfortable talking to people.
Normal analytical skills.

If you have these three things, we guarantee to transform you into an AI business analyst.

This program is ideal for:

Aspiring individuals, seeking to start their career as a Business Analysts in Salesforce domain.
Individuals with a background in business, IT, or related fields who are looking for job-oriented training in a fast-growing domain.
Those transitioning from non-technical roles (e.g., customer service, sales, marketing) into tech space.
Business Analysts seeking to specialize in Salesforce projects.
IT professionals who are looking to transition into functional role.
End-users or power users of Salesforce platforms who want to understand business processes and gather requirements more effectively.
Professionals already in BA roles who want to specialize in Salesforce-based projects.
Analysts working on CRM or digital transformation projects involving Salesforce.
Project Managers, Scrum Masters, or Product Owners involved in Salesforce implementations.
Team members on Agile delivery teams who need to understand user stories, acceptance criteria, and Salesforce capabilities.

Please visit the course page to review the list of topics covered in this training.

View course outline

Yes. The program includes guided labs, real-time case studies, and access to Salesforce Sandbox environment for hands-on practice with objects, workflows, reports, dashboards, and more.

You will work on simulated end-to-end Salesforce implementation projects, such as:

Sales process automation.
Case management and support workflows.
Custom app development using Salesforce tools.

[Project selection is subject to change]

Duration: Typically, 8–10 weeks.
Format: Live instructor-led sessions (online), self-paced learning modules, and assignments.
Schedule: Evening and weekend batches available.

Yes. Skillcubator offers comprehensive placement support, including:

Professional resume preparation
Cover Letters.
Unlimited mock interviews.
LinkedIn optimization.
Resume marketing through our in-house recruiters and partner network.
Background check support.
On-the-project mentoring, coaching and guidance.

Yes. Skillcubator Training Institute is a ‘Premium-Level Endorsed Education Provider (EPP) from IIBA.org. After successfully completing the training program, participants will receive a ‘Certificate of Completion’ from Skillcubator with an IIBA seal on it, which can be shared on LinkedIn and included in resumes. Additionally, participants can claim 40 PDUs/CDUs towards any of the business analysis certifications offered by IIBA.

Please visit the course page to know more about the fee structure and enrollment options. Alternatively, you can contact Skillcubator directly through www.skillcubator.com for detailed pricing, enrollment assistance, and upcoming batch information.

Please visit the course page to know more about the list of tools/software that are used for this training program.

View Software / Tools used for this training

No. There is no additional cost to install and use the tools/software that will be used for this training.

Not at all. There is no coding/programming skills required to become a successful Salesforce Business Analyst/Administrator.

Key learning areas include:

Business analysis.
Salesforce CRM (Sales Cloud, Service Cloud).
Requirements elicitation and documentation.
User stories, use cases, and process flows.
Agile/Scrum methodology.
Hands-on Salesforce configuration.
Tools like MS Visio, Jira, Confluence, Lucidchart, Balsamiq etc.

Yes. We offer comprehensive placement assistance, including:

Resume preparation and LinkedIn optimization.
Mock interviews and recruiter mentoring.
Job placement with our partners.

Yes. The course content supports preparation for the Salesforce Certified Administrator and Salesforce Business Analyst Certification exams from Salesforce.

Yes. All live sessions are recorded and shared with participants, allowing you to catch up at your convenience.