top of page
Salesforce Business Analyst Exam Guide

Salesforce Business Analyst Exam Guide

Prepare for the Salesforce Business Analyst Exam with our comprehensive guide. This guide is designed to help you succeed in the Salesforce Certified Business Analyst credential. It covers key areas such as customer discovery, collaboration with stakeholders, business process mapping, requirements analysis, user stories, and user acceptance. With detailed exam objectives, recommended training, and references, this guide is your go-to resource for effective exam preparation. Become a certified Salesforce Business Analyst and advance your career today.

Salesforce Business Analyst Exam and Program Overview

The Salesforce Business Analyst Exam Guide is an invaluable resource designed to assist individuals in their preparation for the Salesforce Certified Business Analyst exam. This credential is specifically aimed at Business Analysts with prior experience working with Salesforce. Successful candidates for this certification possess a comprehensive understanding of business needs, the ability to capture requirements effectively, and a knack for collaborating with stakeholders to develop Salesforce solutions that drive significant business improvements.

The guide provides detailed information about the target audience for the Salesforce Business Analyst exam. It emphasizes the importance of industry knowledge and experience with the Salesforce Platform, including Sales Cloud and Marketing Cloud. Candidates are expected to be well-versed in eliciting requirements, mapping business processes, writing user stories, validating solutions, conducting user acceptance testing, and facilitating workshops, both in-person and virtual.

Moreover, the guide outlines the key knowledge, skills, and abilities required for success in the role of a Salesforce Certified Business Analyst. Candidates should possess a solid understanding of the Salesforce implementation lifecycle, Salesforce environment best practices, facilitation and documentation techniques, as well as strong analytical and problem-solving skills. They should be able to adapt to various communication styles, gain the trust of key stakeholders, break down complex business processes, and evaluate and recommend Salesforce features as part of solution design.

By following the guidance provided in this exam guide, candidates can enhance their readiness to tackle the Salesforce Business Analyst exam and demonstrate their proficiency in driving business improvements and collaborating with stakeholders to leverage the Salesforce Platform effectively.


Who is it for

The Salesforce Business Analyst Exam Guide is specifically designed for individuals who are pursuing the Salesforce Certified Business Analyst credential. This certification is targeted towards Business Analysts who have experience working with Salesforce and are involved in driving business improvements within their organizations. The guide serves as a comprehensive resource to help candidates assess their readiness for the Salesforce Business Analyst exam and develop the necessary skills and knowledge required for success.

The guide caters to individuals who have a solid understanding of business needs, requirements gathering, and stakeholder collaboration, particularly in the context of the Salesforce Platform. It covers various aspects of business analysis, including eliciting requirements, mapping business processes, writing user stories, conducting user acceptance testing, and facilitating workshops. Additionally, the guide emphasizes the importance of applying Salesforce business analysis best practices, guiding collaboration between business stakeholders and development teams, and having a good grasp of different software development lifecycle methodologies.

Whether you are an experienced Business Analyst looking to validate your skills or a professional aiming to transition into a Business Analyst role within a Salesforce environment, the Salesforce Business Analyst Exam Guide provides valuable insights and guidance. It outlines the key knowledge areas, skills, and abilities expected from a Salesforce Certified Business Analyst, and offers recommendations for training, references, and self-study materials to maximize your chances of success in the exam.

Key capabilities expected from the candidate include:

The Salesforce Business Analyst Exam Guide expects candidates to possess a range of key capabilities. These capabilities are essential for successfully fulfilling the role of a Salesforce Certified Business Analyst and driving business improvements within organizations. Some of the key capabilities expected from candidates include:

  1. Business Needs Understanding: Candidates should demonstrate the ability to understand and analyze business needs, goals, and initiatives. This involves gathering requirements, identifying challenges, and defining the scope of business analysis in alignment with organizational strategies.

  2. Stakeholder Collaboration: Effective collaboration with stakeholders is crucial for a Business Analyst. Candidates should have the skills to establish relationships with key stakeholders and act as a trusted advisor. They should be able to facilitate communication between business and technical teams, ensuring that the needs of both parties are effectively addressed.

  3. Business Process Mapping: Candidates should be proficient in defining the scope of complex business processes and breaking them down into manageable steps. They should possess the ability to engage stakeholders at different levels of an organization through hierarchical process mapping. Analyzing and documenting business processes, as well as applying governance to control scope, are also important capabilities.

  4. Requirements Elicitation and Documentation: A Business Analyst must excel in eliciting requirements from business and technical stakeholders. Candidates should be able to distinguish between requirements and user stories and document them in a version-controlled repository to manage scope effectively. Prioritizing existing requirements and identifying new requirements for future development are also expected capabilities.

  5. User Acceptance Testing: Candidates should demonstrate knowledge and skills in defining and preparing user acceptance test plans. They should be able to guide and manage user acceptance testing, ensuring that the solution aligns with the business requirements. Additionally, candidates should be able to make informed release decisions based on the test results and any arising business or technical issues.

These key capabilities, along with others outlined in the Salesforce Business Analyst Exam Guide, are essential for a successful career as a Salesforce Certified Business Analyst. Developing and showcasing these capabilities will enable candidates to contribute to business improvements and effectively support the implementation of Salesforce solutions.


Purpose of this Exam Guide

The purpose of the Salesforce Business Analyst Exam Guide is to provide candidates with a comprehensive understanding of the exam and its objectives. It serves as a resource to help candidates assess their readiness and prepare effectively for the Salesforce Certified Business Analyst exam.

The Exam Guide outlines the target audience for the exam, describing the role of a Salesforce Certified Business Analyst and the skills and experience expected from candidates. It also provides information on the recommended training and references that candidates can utilize to enhance their knowledge and proficiency in the required areas.

Furthermore, the Exam Guide offers a detailed overview of the exam itself, including the exam format, duration, passing score, registration and retake fees, and delivery options. It clarifies any prerequisites for taking the exam and provides guidance on the topics and objectives that candidates should focus on during their preparation.

Overall, the purpose of the Exam Guide is to equip candidates with the necessary information and resources to approach the Salesforce Business Analyst exam with confidence. By understanding the exam requirements, recommended training, and exam objectives, candidates can effectively plan and strategize their preparation, increasing their chances of achieving a passing score and obtaining the Salesforce Certified Business Analyst credential.

About the Exam

The Salesforce Business Analyst exam is designed to assess the knowledge and skills of individuals who are aspiring to become certified Salesforce Business Analysts. Here's an overview of the exam:

  • Content: The exam consists of 60 multiple-choice questions and 5 non-scored questions. These non-scored questions are included to gather data on question performance and do not impact the final score.

  • Time Allotted: Candidates are given a total of 105 minutes to complete the exam, which includes the time allocated for the unscored questions. It's important to manage your time effectively to answer all the questions within the given timeframe.

  • Passing Score: To pass the exam, candidates must achieve a minimum score of 72%. It's crucial to study and prepare thoroughly to ensure a successful outcome.

  • Registration and Fees: Candidates are required to register for the exam and pay a registration fee of USD 200, plus applicable taxes. In the event of a retake, a fee of USD 100, plus applicable taxes, is applicable.

  • Delivery Options: The exam can be taken either at a proctored testing center or in an online proctored environment. It offers flexibility in choosing the mode of delivery that suits your preferences and convenience.

  • Reference Materials: During the exam, candidates are not allowed to reference any hard-copy or online materials. It's important to rely on your knowledge and understanding of the subject matter gained through preparation and experience.

By successfully completing the Salesforce Business Analyst exam, candidates demonstrate their proficiency in various areas such as customer discovery, collaboration with stakeholders, business process mapping, requirements gathering, user stories, and user acceptance testing. The exam serves as a valuable validation of a candidate's skills and knowledge in Salesforce Business Analysis, enhancing their credibility and opening up new opportunities in their career.


Recommended Training and References

To prepare for the Salesforce Business Analyst exam, it is recommended to utilize a combination of training resources and references. These include:

  1. Trailhead: Salesforce Trailhead offers interactive learning paths, modules, and projects specifically designed for business analysts. The "Prepare for Your Salesforce Business Analyst Credential" trailmix provides a comprehensive set of resources to enhance your knowledge and skills in Salesforce business analysis.

  2. Salesforce Business Analyst Certification Prep Module: This module, available on Trailhead, focuses specifically on preparing for the Salesforce Business Analyst certification. It covers key concepts, best practices, and practical scenarios that are relevant to the role of a business analyst working with Salesforce.

  3. Trailhead Academy: Salesforce's official training program, Trailhead Academy, offers expert-led courses that provide in-depth knowledge and hands-on experience in various Salesforce topics. Look for courses that are relevant to business analysis, requirements gathering, process mapping, and solution design.

  4. Online Documentation and User Guides: Salesforce provides comprehensive online documentation, tip sheets, and user guides that cover various aspects of the platform. Refer to the documentation related to the topics outlined in the exam outline section of the exam guide to gain a deeper understanding of Salesforce features, functionalities, and best practices.

  5. Community and Forums: Engage with the Salesforce community, participate in forums, and join relevant user groups. These platforms allow you to connect with experienced professionals, share insights, ask questions, and learn from real-world experiences.

  6. Practical Experience: Hands-on experience is crucial for becoming a proficient Salesforce business analyst. Apply your knowledge by working on real-world projects, engaging with stakeholders, and practicing the skills required for successful business analysis.

It is recommended to combine these resources, including self-study, practical experience, and formal training, to maximize your chances of success in the Salesforce Business Analyst exam. The comprehensive knowledge gained from these sources will help you apply Salesforce business analysis best practices, collaborate effectively with stakeholders, and deliver valuable solutions to drive business improvements.


Exam Outline

The 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 have demonstrated the application of each of the features/functions below:

  1. Customer Discovery (17%)
    • Determine business strategies, goals, initiatives, and challenges to define the scope of business analysis.

    • Discover how a customer is leveraging and benefiting from Salesforce 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 to identify opportunities and constraints.

    • Demonstrate knowledge of Salesforce capabilities and its potential to recommend solutions to the business.

  2. Collaboration with Stakeholders (24%)
    • 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.

    • Understand how Salesforce features and best practices impact solution options and business processes.

    • Given a scenario, manage competing priorities to obtain sign-off from stakeholders.

  3. Business Process Mapping (16%)
    • Demonstrate how to define the scope of a complex business process and break it down into manageable steps.

    • Apply understanding of hierarchical process mapping to engage stakeholders at different levels of an organization.

    • Analyze and document a business process to elicit requirements and identify resources to visualize a future state.

    • Apply governance on agreed future state processes to control scope.

  4. Requirements (17%)
    • Distinguish between requirements vs. user stories to engage business and technical stakeholders.

    • Verify and prioritize existing requirements and identify new requirements to develop the future state.

    • Document requirements in a version controlled repository to manage scope.

  5. User Stories (18%)
    • Understand the components of a user story to perform thorough analysis.

    • Contrast the difference between acceptance criteria vs. definition of done.

    • Document user stories in a version controlled repository to manage scope.

  6. User Acceptance (8%)
    • Define and prepare the User Acceptance Test plan to confirm the solution meets the business requirements.

    • Guide UAT and manage the results to determine whether the solution meets the requirements.

    • Given a scenario, make a go/no-go release decision when new business or technical issues arise.

Note: The exam outline provides a breakdown of the topics and their respective weightage in the exam. It is essential to have practical experience and a deep understanding of each objective to successfully pass the Salesforce Certified Business Analyst exam.

bottom of page