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Salesforce CRM & Business Analyst Training

Salesforce is a robust CRM platform that helps Business Analysts solve business problems through data, automation, and smart process design.

Learn how to analyse business needs, streamline processes, and use Salesforce CRM to create automated, scalable solutions that support smarter decision-making, enhance team productivity, and improve overall business performance.

Enroll Now – ₹23999 ($266)*

*Prices may vary based on currency conversion.

Salesforce Marketing Cloud Con

Hands-On Project Based Learning

  • 25+ Hours of Live Instructor Led Training
  • Expert-Led Mentoring Sessions.
  • Instant Doubt Clearing.

Free Salesforce Access

  • 4 Months of Salesforce Enterprise Org Access
  • Industry-Relevant Projects.
  • Realtime Scenarios Explanation.
  • Quizzes & Assignments.

Live Interactive Learning

  • One-On-One Learning Assistance.
  • Real-Time Projects.
  • Lifetime Access to Course Content
Introduction to CRM & Salesforce

    • CRM concepts & business value

    • Salesforce ecosystem overview

    • Sales Cloud, Service Cloud, Marketing Cloud

    • Environments: Production, Sandbox, AppExchange

    • Lightning Experience fundamentals

    • Salesforce Admin Fundamentals

    Data Model

    • Standard vs Custom Objects

    • Fields & Field Types

    • Relationships (Lookup, Master-Detail, Junction Objects)

    • Schema Builder & ERD

    User Interface Customization

    • Page Layouts, Record Types

    • List Views, Apps & Tabs

    • Lightning Pages & App Builder

    Security & Access Management

    • Profiles & Permission Sets

    • Roles & Sharing

    • Organization-Wide Defaults (OWD)

    • Teams, Queues & Login Security

    • Business Analysis Foundations

    Requirement Gathering Techniques

    • Workshops

    • Whiteboard sessions

    • Storytelling

    • Interviews & Surveys

    • Shadowing & Document Analysis

    Requirement Grooming & Playback

    • Refining user needs

    • Translating needs into user stories

    • Playback sessions with stakeholders

    Agile Estimation Techniques

    • T-shirt sizing

    • Fibonacci series

    • Planning Poker

    • Planet sizing

    Business Analyst Documentation

    • Business Requirement Document (BRD)

    • Functional Requirement Document (FRD)

    • Functional Specification Document (FSD)

    • Solution Design Document (SDD)

    • Data Migration Plan

    • User Training Manual

    • UAT Test Scripts

    • Project Closure Document

    • Salesforce Sales & Service Cloud

    Sales Cloud

    • Leads, Accounts, Contacts

    • Opportunities & Sales Processes

    • Products, Price Books, Quotes

    • Pipeline & Forecasting

    Service Cloud

    • Cases, Assignment Rules

    • Knowledge Base

    • SLAs & Entitlements

    • Omni-Channel (Intro)

    Data Management & Migration

    • Data Import Wizard & Data Loader

    • Data Quality, Duplication Rules

    • Migration planning & mapping

    • Pre- and post-deployment validation

    • Reports, Dashboards & Analytics

    • Report types & formats

    • Summary, Matrix, Joined Reports

    • Dashboard components

    • Subscriptions & sharing

    • KPI reporting

    • Salesforce Automation (Clicks Not Code)
  • Workflow Rules (legacy)
  • Process Builder (legacy)
  • Flow Builder:

    • Record-triggered Flows

    • Screen Flows

    • Scheduled Flows

    • Decisions, Loops & Fault Paths

  • Approval Processes

    • Lightning Development Awareness (BA Perspective)

    • Folder structure

    • HTML, JS basics

    • When to choose custom components

    Tools for Business Analysts

    • Jira / Azure DevOps (User Stories, Sprint Planning)

    • Confluence (Documentation)

    • Lucidchart / Miro (Process Mapping)

    • Figma / Adobe XD (Wireframes & Prototypes)

    • UAT, Deployment & Release Management

    • Writing UAT scripts

    • Managing UAT cycles

    • Change Sets & Release Management

    • Go-Live readiness checklist

    • Post-implementation support

    • Build Your Career as Salesforce Functional Consultant !

    Launch Your Salesforce Career
    Learn the Best Marketing Automation Platform
    Get Certified & Job-Ready Faster
    Launch Your Salesforce Career
    Step into the #1 In-Demand CRM & Marketing Cloud Ecosystem.
    Learn the Best Marketing Automation Platform
    Master Salesforce — Trusted by Global Brands!
    Get Certified & Job-Ready Faster
    Certification Prep + Live Projects + Career Support for your Dream Job!
    FAQs
    What is the Salesforce CRM & Business Analyst training program by Peoplewoo Skills?

    This program is a job-oriented course designed to teach Salesforce Administration, CRM fundamentals, requirement gathering, business analysis techniques, documentation, process mapping, and real-world project workflows used in modern organizations.

    Do I need technical knowledge to join this course?

    No. The course is beginner-friendly. You only need basic computer skills and an interest in CRM, business analysis, or Salesforce career paths. All technical and functional concepts are taught from scratch.

    Will this training prepare me for Salesforce certifications?
    Yes. The program covers the complete syllabus for Salesforce Administrator and Salesforce Business Analyst certification topics, along with hands-on practice, mock tests, and exam guidance.
    What practical skills will I learn?

    You will learn real-world CRM configuration, requirement gathering techniques, documentation (BRD, FRD, UAT scripts), data migration, flow automation, reports & dashboards, agile estimation, lightning component structure awareness, and end-to-end project execution.

    Will I get hands-on access to a Salesforce org?

    Yes. Every learner receives access to a Salesforce Developer Org to practice live configurations, complete assignments, and build their capstone project.

    What job roles can I apply for after completing this training?

    You can apply for roles such as:

    • Salesforce Administrator

    • Salesforce Business Analyst

    • CRM Consultant

    • Product Analyst

    • Functional Consultant

    Do you provide placement assistance?

    Yes. Peoplewoo Skills offers resume preparation, interview preparation, mock interviews, and job-readiness support. While we cannot guarantee placement, we actively help learners become industry-ready and connect with relevant opportunities.

    Join Peoplewoo Skills Today

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