Business Analyst Study Guide
Every topic objective in the Business Analyst exam explained thoroughly, with topic summaries and sample scenarios to work through. The most efficient way to study the key concepts in the exam.
Last Updated: May 2026
The overview
This is the starting point for your study, covering all of the exam guide objectives.
The Business Analyst Study Guide incorporates all 22 Objectives within all 6 Sections of the official Salesforce Business Analyst Certification Exam Guide.
What's included?
- Covers all 6 Sections of the official Salesforce Certification Exam Guide
- Explains in detail all objectives within each section (a total of 22 objectives)
- Topic summaries that you can use to learn the topics efficiently
- Explanations in plain English, with screenshots and diagrams rather than endless, unremarkable text
- Easy to read bullet points
- Review Flashcards (with questions and answers) for each section
- Includes links to lots of extra resources for further reading
- Scenarios and requirements with sample answers to test your ability to determine solutions
- Unlimited Access and Updates for 12 months
Everything you need to prepare for the Salesforce Business Analyst Certification
In order to pass the Platform Developer certification, you’ll find that knowledge and experience of the Salesforce platform aren’t enough. You also need to get to grips with the exam itself.
That’s why we created the Salesforce Business Analyst Study Guide.
Our study guide will help you understand confusing or difficult concepts from the official Salesforce Certification Exam Guide and brush up on your skills – all in a format that’s easy to digest and has been proven to work with thousands of happy customers.
The Business Analyst Study Guide will help you focus on the key points you need to know to pass the exam.
The Salesforce help pages and videos are great when you want to know all the details, but the Salesforce Business Analyst Study Guide provides a summary of all topics in study guide format.
Why this guide is important?
You need a guide that summarises the key certification objectives in plain English, using examples, diagrams, charts and topic reviews to make sure you’ve cemented your understanding.
Every objective is explained in detail.
The Business Analyst Certification Study Guide includes screenshots, summary points and diagrams to illustrate key concepts, as well as visually explain and demonstrate Salesforce functionality.
Course content
6 sectionsCustomer Discovery 7 topics
- 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.
- Knowledge Check
Collaboration with Stakeholders 6 topics
- 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.
- Knowledge Check
Business Process Mapping 4 topics
- 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.
- Knowledge Check
Requirements 4 topics
- 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.
- Knowledge Check
User Stories 4 topics
- 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.
- Knowledge Check
Development Support and User Acceptance 3 topics
- 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.
- Knowledge Check
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Gain essential and valuable skills from a recognized leader in Salesforce to future-proof your career and stand out to leading employers.
Why choose us?
Gain essential and valuable skills from a recognized leader in Salesforce to future-proof your career and stand out to leading employers.
Frequently asked questions
Everything you need to know before buying our study guide
What release are the study guides based on?
The study guides are updated shortly after each release. You will get any release updates for free during the 1 year of access after purchase.
Is there a limit for access to the study guides?
You will have unlimited access to this study guide for 12 months from your date of purchase. Plus, any updates or release changes made to the material during your year of access are included.
What is included in a K2 University Study Guide?
Study guides cover all sections of the official Salesforce Certification Exam Guide, explaining all objectives in detail with topic summaries, explanations in plain English, screenshots, diagrams, easy-to-read bullet points, links to extra resources for further reading, and scenarios with sample answers.
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