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Salesforce Certified Business Analyst Exam Guide

Contents

About the Salesforce Certified Business Analyst Exam
Audience Description: Salesforce Certified Business Analyst
Purpose of This Exam Guide
About the Exam
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct
Maintaining Your Salesforce Certification

About the Salesforce Certified Business Analyst Exam

The Salesforce Certified Business Analyst Exam is designed for Business Analysts with Salesforce experience. The successful candidate understands business needs, captures requirements, and collaborates with stakeholders to support the development of Salesforce solutions which drive business improvements.

Audience Description: Salesforce Certified Business Analyst

A Salesforce Certified Business Analyst drives business improvements, and collaborates with stakeholders to understand business needs and value in the context of the customer environment. The candidate has experience working in a particular industry or domain and supporting the business with the Salesforce Platform (that is, Sales Cloud, Marketing Cloud, and so on).

The successful candidate has experience with common business practices such as eliciting requirements, mapping business processes, writing user stories, validating solutions, user acceptance testing, and facilitating virtual and in-person workshops. The candidate will be able to apply Salesforce business analysis best practices, guide collaboration between business stakeholders, act as a liaison between business and development teams, and understand the implications of various software development lifecycle methodologies.

The Salesforce Certified Business Analyst has the following experience.

  • 2 years of Business Analyst experience, including demonstrated success owning and delivering business process improvements
  • 2 years of Salesforce Platform experience

The successful candidate has the knowledge, skills, and abilities outlined below.

Knowledge

  • Familiar with the Salesforce implementation lifecycle
  • Understands Salesforce environment best practices
  • Has experience in a given industry environment
  • Understands facilitation and documentation techniques

Skills

  • Plan discovery activities based on key stakeholders.
  • Map business processes, elicit requirements, and write user stories.
  • Demonstrate effective written and verbal communication skills when working with business and technical stakeholders at all levels of the organization.
  • Apply strong analytical and problem-solving skills.

Abilities

  • Move easily between a wide variety of influencing and communication styles to engage effectively with diverse audiences and maximize impact.
  • Become a trusted advisor with key stakeholders.
  • Break down complex business processes into manageable steps.
  • Evaluate and recommend Salesforce features as part of solution design.

A candidate for this exam may need assistance with:

  • Negotiating stakeholder conflict
  • Designing and implementing business solutions
  • Setting business priorities
  • Signing off on user acceptance testing
  • Adoption and enablement, observability

A candidate for this exam is not expected to know or do the following.

  • Change management
  • Managing a project
  • Building return on investment (ROI)
  • Developing custom code
  • Designing a technical solution
  • Ongoing administration of tools, product ownership
  • Legal and compliance issues

Typical job roles of a Salesforce Certified Business Analyst candidate may include:

  • Business analyst
  • Consultant
  • Business systems analyst
  • Product owner
  • Platform manager
  • CRM manager
  • Business process specialist
  • Business operations
  • Salesforce Administrator
  • Business excellence leader

 

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Business Analyst Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.

 

About the Exam

Read on for details about the Salesforce Certified Business Analyst Exam.

  • Content: 60 multiple-choice questions and up to five unscored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 72%
  • Version: Exam questions align to the Winter '25 release
  • Registration fee: US$200, JPY 30,000, plus applicable taxes as required per local law
  • Retake fee: $100, JPY 30,000, plus applicable taxes as required per local law
  • Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
  • References: No hard-copy or online materials may be referenced during the exam.
  • Prerequisite: None

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result. 

 

Exam Outline

The Salesforce Certified Business Analyst Exam measures a candidate’s knowledge and skills related to the following objectives.

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.

 

Recommended Training and Resources

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead Trails, and self-study in the areas listed in the Exam Outline section of this exam guide. 

The self-study materials recommended for this exam include:

To review online documentation, tip sheets, and user guides, search for the topics listed in the Exam Outline section of this guide on Salesforce Help and study the information related to those topics.

 

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

 

Maintaining Your Salesforce Certification

One of the benefits of holding a Salesforce Certification is always being up to date on new product releases. You'll be required to complete the Salesforce Certified Business Analyst certification maintenance badge on Trailhead once a year.

Don’t let your hard-earned certification expire! If you don't complete all maintenance requirements by the due date, your certification will expire. 

Bookmark these useful resources for maintaining your certifications.

 
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Salesforce Help | Article