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Get Started as a Salesforce Business Analyst

Salesforce via Trailhead


Explore the skills that make Salesforce business analysts effective business partners.
  • Learn what Salesforce business analysts do and the skills they need to succeed.
  • Learn what Salesforce admins and business analysts do, and how their roles are different.
  • Explore fundamental skills that drive successful projects.
  • Discover the importance of user stories and learn how to write them.
  • Learn how to effectively present to executives.
  • Use process mapping to improve business processes.
  • Improve your skills as a business analyst with pro tips from the experts.


  • Salesforce Business Analyst: Quick Look
    • Learn About the Salesforce Business Analyst Role
  • Admin & BA Job Comparison: Quick Look
    • Compare the Admin and Business Analyst Roles
  • Essential Business Analyst Skills
    • Discover the Top Business Analyst Skills
    • Explore Techniques for Information Discovery
    • Sharpen Your Communication Skills
    • Explore Documentation Types
  • User Story Creation
    • Learn About User Stories
    • Construct a User Story
  • Strategies for Presenting to Executive Audiences
    • Outline Your Presentation
    • Craft Your Project Presentation
    • Present to Executives
  • Process Mapping for Business Analysts
    • Get Started with Process Mapping
    • Speak the Process Mapping Language
    • Use Process Mapping Tools and Software
  • Business Analyst Best Practices
    • Learn the Customs of Your Customer
    • Schedule for Success
    • Advocate for the Customer
    • Commit to the Habit of Improvement


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