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  1. Skills
  2. Business Analysis and Strategy
  3. Business Analysis

Learn Business Analysis

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

Why It Matters

  • Core for Consultants
  • Growing demand
  • Salesforce Platform
  • Agentforce
  • Data 360
  • Consultant
  • Business Operations Manager
  • Product Manager
  • Business Analyst

Not completed

Finish a badge with a hands-on challenge, or a superbadge, to complete it.

Next: Quick Start: Build a Screen Flow
Start

Learn it

Finish one badge with a hands-on challenge, or a superbadge, to complete Business Analysis.

Badges that complete it

  • Badge

    Quick Start: Build a Screen Flow

    Build a screen flow that collects a request and creates a record.

    Hands-on challenge · Beginner · 25 mins
    Start

Also teaches it

  • Badge

    Sales Workspace

    Quiz only · doesn’t complete the skill

  • Badge

    Salesforce Agile Basics

    Quiz only · doesn’t complete the skill

  • Badge

    Agentforce 360 Basics

    Quiz only · doesn’t complete the skill

Trails and Trailhead Journeys that include them

  • Trail

    Get Ready for Agentforce

  • Trail

    Get Started with Agentforce Sales

  • Trailhead Journey

    Sales

  • Trailhead Journey

    Slack

  • Trailhead Journey

    Data 360

What you’ll be able to do

Every question and challenge for this skill checks one of these.

  • Plan a cross-team pilot.
  • Describe how a scrum team turns needs into work.
  • Capture input on a screen and create a record from it.

Frequently asked questions

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

Complete a badge with a hands-on challenge that teaches it, like Quick Start: Build a Screen Flow.

Business Analysis is core for Consultants, Business Analysts, Business Operations Managers, and Product Managers.

Related skills

  • 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

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  • Not completed

    Project and Delivery Management

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

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  • 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

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