SalesforceTrailhead
  • Today
© 2026 Salesforce, Inc. All rights reserved. Privacy Terms of Use Trust Accessibility Cookie Preferences
  1. Skills
  2. Business Analysis and Strategy

Learn Business Analysis and Strategy

Turn business needs into requirements, plans, and solutions people adopt.

4 skills · 6 badges · 0 superbadges

You’ve completed
0of 4
Quick Start: Build a Screen Flow completes Business Analysis.
Start

Skills in Business Analysis and Strategy

  • Not completed

    Business Analysis

    Investigate, document, and communicate business needs — bridging the gap between stakeholders and technology teams.

    Growing demand

    Learn It
  • Not completed

    Business Strategy and Operations

    Define and execute strategies that move the business forward — from day-to-day operations to long-term transformation.

    Growing demand

    Learn It
  • Not completed

    Project and Delivery Management

    Plan, execute, and deliver projects on time and on budget — using both agile and traditional delivery frameworks.

    Growing demand

    Learn It
  • Not completed

    Solution Implementation and Adoption

    Guide organizations through the end-to-end delivery of technology solutions — from discovery and design through deployment, change management, and user adoption — to ensure lasting business value.

    Growing demand

    Learn It

Start here

The best first step in Business Analysis and Strategy.

Trail

Get Ready for Agentforce

Learn how Agentforce fits your business goals, launch your first agent, and build a plan for AI success.

Beginner · 1 hr 50 mins · 3 badges

Review This Trail
How Trailhead content is sized

Journeys are the longest and hold up to three trails. Trails hold badges and superbadges. Superbadges are hands-on and more intense than badges.

Trails and Trailhead Journeys

Trailhead JourneySlackBring service and sales into the flow of work in Slack. Learn how teams swarm cases, run approvals, and keep customers moving without leaving the conversation.Beginner · 2 hrs 20 mins · 2 trailsTrailhead JourneyServiceStart your service journey. Learn how service teams resolve cases with Slack and Service Cloud, then put agents to work alongside them.Beginner · 1 hr 35 mins · 1 trailTrailAgentforce Service for SlackImprove customer service using Agentforce Service and SlackBeginner · 1 hr 35 mins · 3 badges

Badges

Most completed first.

BadgeAgentforce 360 BasicsLearn how Agentforce 360 connects humans and agents to deliver faster, smarter outcomes.Beginner · 40 minsBadgeQuick Start: Build a Screen FlowBuild a screen flow that collects a request and creates a record.Beginner · 25 minsBadgeSalesforce Agile BasicsDiscover how Salesforce became agile and revolutionized product development.Beginner · 20 minsBadgeSales WorkspaceBoost sales productivity with insights and recommendations in Sales Workspace.Beginner · 15 minsBadgeSlack for ServiceResolve cases faster and delight customers with Slack.Beginner · 20 minsBadgeSlack Admin Process GovernanceAdvise your client on streamlining intake and resolution of admin requests in Slack.Intermediate · 30 mins

Products where you'll use it

SalesClose more deals with pipeline, forecasting, and productivity tools.SlackRun work, automation, and approvals where your team already talks.

Roles that need it

ConsultantTurn business needs into solutions clients adopt.Business Operations ManagerStreamline processes and measure what matters.Product ManagerDiscover problems and ship the right thing on platform.Business AnalystTurn business needs into clear requirements, workflows, and measurable results.
Browse All Business Analysis and Strategy Content10 items

Frequently asked questions

Turn business needs into requirements, plans, and solutions people adopt.

Business Analysis and Strategy has 4 skills: Business Analysis, Business Strategy and Operations, Project and Delivery Management, and Solution Implementation and Adoption.

Start with Get Ready for Agentforce, a trail that teaches Business Analysis and Strategy.