Expert Guidance
Learn from industry experts with hands-on experience
Practical Skills
Gain real-world skills to excel in Salesforce analysis
Career Growth
Open doors to lucrative opportunities with a prestigious certification
Who needs to attend this workshop?
Core Attendees: * Salesforce Business Analysts (aspiring or current) * Admins moving into a BA role *Functional Consultants Strongly Advised: *Project/Product Managers *Key Business Stakeholders Highly Beneficial: *Developers & Architects (to collaborate better) *IT & Platform Leaders (to improve processes) In short: Anyone who defines needs, designs solutions, or manages success on the Salesforce platform.
What you'll learn
End-to-End Project Simulation
Go beyond theory by role-playing a full project lifecycle—from initial discovery and requirement gathering through process mapping, user story creation, and presenting a solution design to a mock "executive sponsor.
Master the Core BA Toolkit
Intensively practice the essential deliverables: creating detailed User Stories with Acceptance Criteria, mapping As-Is/To-Be Process Flows, and building Requirement Traceability Matrices specifically for Salesforce objects and automation.
Certification Prep & Real-World Labs
The condensed format is designed to directly prepare you for the Salesforce Business Analyst Certification exam, reinforced with hands-on exercises in a real Salesforce org to configure solutions based on gathered requirements.
What you'll learn
Accelerated Core Skill Drill
Master the essential BA toolkit for Salesforce—User Stories with Acceptance Criteria, Process Mapping, and Requirements Traceability—through fast-paced, focused exercises that prioritize immediate, practical application.
Condensed Case Study Sprint
Apply all skills to a single, intensive end-to-end case study. Move rapidly from discovery to solution design in a simulated project, learning to make critical decisions and document requirements under a realistic, compressed timeline.
Targeted Exam Blueprint
Focus intensely on the highest-yield topics and question formats for the Salesforce Business Analyst Certification. The agenda is streamlined to cover key exam domains efficiently, with dedicated review and strategy sessions to build exam confidence.
What you'll learn
Core Deliverables Crash Course
Rapid hands-on practice creating the three essential outputs: a Salesforce User Story with Acceptance Criteria, a core Business Process Flow, and a Requirements Backlog—all within a single unified scenario.
Role & Framework Clarity
Quickly demystify the Salesforce BA role. Learn the key phases (Discover, Plan, Analyze, Define) and how you fit into the project team, along with the core tools (like the Business Analysis Framework) used on every project.
Roadmap to Certification & Resources
Walk away with a clear, actionable study path for the Salesforce Business Analyst Certification, including a curated list of official Trailhead modules, key exam topics, and next-step resources to continue learning after the workshop.
Meet Your Instructor
TBA
Course Curriculum
-
1
Introduction to Salesforce Business Analysis
-
(Included in full purchase)
Understanding Salesforce Basics
-
(Included in full purchase)
-
2
Requirements Gathering and Analysis
-
(Included in full purchase)
Documenting Business Requirements
-
(Included in full purchase)
-
3
Salesforce Tools for Analysis
-
(Included in full purchase)
Utilizing Salesforce Features for Analysis
-
(Included in full purchase)
-
4
Stakeholder Engagement and Communication
-
(Included in full purchase)
Facilitating Workshops and Meetings
-
(Included in full purchase)
-
5
Exam Preparation and Best Practices
-
(Included in full purchase)
Real-world Application of Concepts
-
(Included in full purchase)
What People Say
This certification was the missing piece for project success. It empowered me to ensure projects are built on a foundation of solid requirements, drastically reducing scope creep and increasing the success rate of my deliverables.
Project Manager
This certification gave me the structured framework and confidence to move from a reactive IT Support role to a proactive Junior Business Analyst position. It provided the essential tools and credibility I needed to successfully change my career path.
Business Analyst
As an experienced but informal BA, the certification validated my skills and filled critical gaps. It transformed me from an 'order taker' into a strategic, trusted advisor, directly leading to a promotion to Lead Business Analyst.
Business Analyst
NextEd Training Academy: Cancellation & Refund Policy for Live Instructor-Led Courses
1. Policy Overview At NextEd Academy, we are committed to delivering high-quality, live instructor-led training. To ensure great experience for all participants and to manage course enrollment, instructor scheduling, and resource allocation effectively, we have established the following policy. Enrollment on any course constitutes agreement to these terms. 2. Course Rescheduling by the Academy We reserve the right to reschedule or cancel a course due to low enrollment or unforeseen circumstances. If we must reschedule or cancel: • You will be notified at least 5 business days prior to the course start date. • You will have the option to transfer your enrollment to the next available session or receive a full 100% refund. 3. Student Cancellation & Refund Policy Because seats in our live workshops are limited and reserved, the following policy applies: • Full Refund: Cancellations received more than 10 business days before the course start date is eligible for a full refund. • Partial Refund/Credit: Cancellations received 5 business days before the start date is eligible for a 50% refund OR a 100% credit toward a future course. • No Refund: After the course has commenced, we are not eligible for a refund. You will, however, receive full course materials. 4. Missed Live Sessions (For Multi-Day Courses) We understand you might miss a single session within a multi-day course. • Recorded Sessions: All live sessions are recorded. If you miss a session, you will be provided with a link to the recording for review. • Make-up Session: Depending on trainer availability, you may be allowed to attend the same session in a parallel running cohort (if one exists) to make up for the missed class. This is offered on a best-effort basis and is not guaranteed. 5. Transfer Policy We offer more flexibility with transfers than with cancellations to keep you on your learning path. • You may transfer your registration to another person at no cost, provided you notify us at least 3 business days before the course starts. • You may transfer your own registration to a future session of the same course once, if requested more than 8 business days before the original start date. Transfers requested after this period may incur a re-booking fee of 15% of the course cost. 6. Exceptions for Extenuating Circumstances Exceptions to this policy may be considered on a case-by-case basis for documented, serious circumstances such as: • Medical Emergency: A serious personal illness or injury (a doctor's note may be required). • Family Bereavement: The death of an immediate family member. • Significant Unforeseen Event: Other critical circumstances as determined at the sole discretion of the Academy management. In such cases, we will work with you to provide course credit or a partial/full refund.
Ready to Transform Your Career?
Enroll in our course today and set yourself on the path to becoming a Salesforce Certified Business Analyst.