BA Where You Are

2:15 PM - 2:40 PM

Conference E

End Users

During this session, attendees will learn how to create the mindset, habits, and documentation necessary to show that they can earn a Business Analyst role on a technical team. The session will cover the following topics:

Understanding the Salesforce Ecosystem: We will start by exploring the different components of the Salesforce ecosystem, including Sales Cloud, Service Cloud, Marketing Cloud, and more. Attendees will learn how these components fit together and how they impact business processes.

Business Analysis Techniques: We will introduce attendees to business analysis techniques that are essential for a Business Analyst. These techniques include requirements gathering, stakeholder management, process mapping, and data analysis. Attendees will learn how to apply these techniques in their current roles as Salesforce end users.

Salesforce Business Analyst Certification: We will review the Salesforce Business Analyst certification and discuss the knowledge areas covered in the exam. Attendees will learn what they need to know to pass the certification exam and how the certification can help them to advance their career.

Building Your Business Analyst Portfolio: We will discuss the importance of creating a Business Analyst portfolio to showcase your skills and experience. Attendees will learn what types of documentation to include in their portfolio, such as user stories, process flows, and wireframes.

Learning Objectives:

  1. Understand the Salesforce ecosystem and its impact on business processes
  2. Learn essential business analysis techniques and how to apply them as a Salesforce end user
  3. Gain knowledge about the Salesforce Business Analyst certification and its value in advancing their career
  4. Learn how to build a Business Analyst portfolio to showcase their skills and experience
  5. In conclusion, this session will provide valuable insights and practical tips for Salesforce end users who aspire to become Business Analysts. Attendees will walk away with a better understanding of the skills and knowledge required for a Business Analyst role, as well as practical steps to start developing those skills right where they are in their career.

Photo of Ko Forte

Ko Forte

Salesforce Business Analyst


She / Her First SED