Advanced Certification in Salesforce Business Analysis and AI

Online Live | 160 Hours | Advanced Certification
94,400.00 (Inc. GST)

The Advanced Certificate in Salesforce Business Analysis and AI is an ideal launch pad for tech and AI enthusiasts who want to develop the strongest foundation in Salesforce AI, get certified, gain hands-on project experience, and find their dream job as a Consultant in Salesforce and AI.

It is a 16-week immersive experience delivered on an AI-powered learning platform with blended learning elements, including Live Masterclasses by IIT Faculty & Industry Experts, 15 + Mini Projects run on purpose-built Labs, Assignments, Quizzes, and Mentoring sessions.

  • Course Type: Online Live Delivery
  • Duration: 160 Hours
  • Total Lectures: 50
  • Skill Level: Beginner to Intermediate
  • Assessments: Fortnightly
  • Certificate: Yes
  • Price: INR 80,000 + GST (India)

Outcome Expected :

By the end of this Program, you will:

  • Master Salesforce Skills: Achieve 5x Salesforce certifications and gain hands-on experience with real-world applications of Salesforce and AI
  • Excel in Hands-On Projects: Analyze requirements, design innovative solutions, and build projects that showcase their technical prowess.
  • Develop Consulting Expertise: Drive digital transformation, craft compelling business cases, and deliver projects using agile methodologies.
  • Enhance Your Brand: Boost your professional profile with stronger communication skills and confidently ace your interviews.

Target Audience:

  • Undergraduate and postgraduate students in any domain/field, IT professionals with 0 to 5 years of experience.

Key Features:

  • Live Online Training: Participate in interactive, real-time sessions led by industry experts.
  • 5x Salesforce Certifications: Earn three recognized certifications to advance your career.
  • Hands-On Learning: Work on 15 mini projects and 2 major projects based on real-world scenarios.
  • 24/7 Trainer Support: Access continuous guidance and support from expert trainers via Slack.
  • Career Readiness Boost: Optimize your LinkedIn profile, craft a compelling resume, and excel in mock interviews.
  • AI-Powered Learning Platform: Leverage our advanced LMS for a personalized, adaptive learning experience.
  • Extensive AI Tools & Prompt Library: Access a library of over 10 AI tools and 50+ ready-to-use prompt templates.

Curriculum

Salesforce Admin + App Builder Training:

  • CRM Introduction and Essentials
  • PaaS & SaaS Models
  • Salesforce Overview
  • Salesforce Architecture
  • Salesforce Admin Certification Overview
  • Understand Salesforce Admin Role and Responsibilities.
  • Day in life of a Salesforce Admin
  • Company Information
  • Fiscal Year
  • Currency Management
  • Business Hours and Holidays
  • Manage Users
  • Salesforce Licensing
  • Organization and Data Access Overview
  • Login Hours, IP Restrictions, and Session Settings
  • Password Policies
  • Salesforce Auditing
  • Salesforce Identity and MFA
  • Standard and Custom Objects
  • Standard and Custom Fields
  • Object Relationships
  • Formula and Roll-up Summary Fields
  • Salesforce Lightning Apps and Tabs
  • Home Page Customization
  • Page Layouts and Record Types
  • Business Processes and Path
  • App Builder overview and Dynamic Forms
  • List Views
  • UI Settings and Search Results
  • Lightning Actions – object and global
  • Profiles and Permission Sets
  • Object and Field Level Security
  • OWD Settings
  • Role Hierarchy
  • Sharing Rules
  • Manual Sharing
  • Standard Sales Process and Objects Overview
  • Sale Productivity Features
  • Team Selling and Sharing Impact
  • Einstein Lead & Opportunity Scoring
  • Standard Service Process and Objects Overview
  • Service Console
  • Case Automations
  • Service Channels
  • Salesforce Reports, Custom Reports and Report Types
  • Report Builder Features
  • Salesforce Dashboards, Features and Components
  • Reports and Dashboards Sharing
  • Data Import Tools and Considerations
  • Data Export Tools and Considerations
  • Data Quality Tools and Considerations
  • Validation Rules
  • Duplicate and Matching Rules
  • Order of Execution
  • Workflows
  • Process Builder
  • Approval Process
  • Salesforce Flows
  • Which Automation Tool to Use?
  • Order of Execution
  • Flow Basics
  • Flow Builder
  • Flow Types
  • Flow Testing , Debugging and Deployment
  • Advance Flows
  • User Interface Customizations
  • Custom Buttons, Links and Actions
  • Declarative Options for LWC
  • Custom Lightning Components
  • Application Lifecycle
  • Changeset Deployment
  • Unmanaged and Managed Packages
  • Deployment Plan

Salesforce Administration Capstone:

  • Instructor-Guided Project Execution
  • Hands-On Lab Delivery
  • Understanding Project Requirements
  • Brainstorming for Solutions
  • Guided Video Solution Support
  • Automated Build Validation
  • Real-World Use Case Development

Salesforce Business Analyst Training:

  • Salesforce Admin vs a Business Analyst
  • Salesforce BA Career Path
  • Roles and Responsibilities of a BA
  • Skillset of a good Business Analyst – Soft Skills and Salesforce Skills
  • Tools used by a Business Analyst
  • What is CRM?
  • Customer 360
  • Salesforce Clouds Overview
  • Einstein Copilot and Prompt Builder
  • AI Tools and Prompts for Business Case
  • AI Tools and Prompts for Prototyping
  •  Overview of SDLC
  • Waterfall
  • Scrum Agile
  • Rapid Application Development
  • Prototyping
  • Importance of understanding business objective
  • Business Case Creation
  • Identify Stakeholders and assign responsibilities
  • Sandboxes & Deployments
  • Salesforce Environment Best Practices
  • What is Requirement Elicitation and its stages
  • AI Tools and Prompts for Document Assessment
  • Documenting SMART requirements
  • Elicitation techniques
    • Brainstorming
    • Interviewing
    • Surveys
    • Mind Maps
  • Interfaces and data mapping
  • Business Use Case Overview
  • Stage 1 Initiation
  • Stakeholder management
  • Approval process
  • AI Tools and Prompts for Document Assessment
  • Actors and System
  • Salesforce tools to analyze the As-Is
  • Hands-on exercise
  • BA tools to analyze and capture the As-Is process
  • Introduction to Mural Service Design
  • User Journey vs Service Design
  • Best Practices – As-Is process documentation
  • Use Salesforce Surveys
  • AI Tools and Prompts for Process Flow Diagrams
  • Salesforce Surveys – Product Showcase
  • Future State Process Mapping
  • Salesoforce and LucidChart
  • Hands-on exercise
  • Managing Complex business processes
  • Feature List
  • Stakeholders Sign-off
  • AI Tools and Prompts for creating User Stories
  • User Story Creation
  • Hand-on Exercise/Trivia
  • JIRA walkthrough
  • Product Backlog Creation
  • Requirement Prioritization
  • Key Consideration while creating u/s
  • AI Tools and Prompts for creating UAT Plan
  • Types of Testing
  • UAT Plan
  • UAT Strategies for orgs with Large Data
  • Release Readiness
  • Intro to Agile Accelerator
  • Change Set Development Model
  • Git and GitHub Basics
  • Product Showcase

Salesforce Business Analyst Capstone Project:

  • Hands-on Project Execution Overview Session
  • Initiate Phase Kick-off”
  • Initiation Phase Deliverables Validation
  • Discovery Workshop with Mock Customer
  • Discovery Workshop Deliverables Validation
  • To-Be State Phase Kick-off
  • To-Be Phase Deliverables Validation
  • Develop User Stories Phase Kick-off
  • User Stories Support Session
  • Playback Readiness Session
  • Project Playback

Behavioural & Job Readiness Training:

  • Who I am and What I do Master Class
  • Resume Writing Master Class
  • LinkedIn Profile Master Class
  • Interview Preparations Master Class
  • Growth Mindset & Goal Setting Master Class
  • Job Search Strategies Master Class
  • Networking & Personal Branding Master Class
  • Workplace Communication Master Class
  • Interview Attire and Appearance Master Class
  • Follow-Up and Thank You Notes Master Class
  • Mock Interviews
  • Interview Prep Sessions

Salesforce AI

  • AI Foundations
  • Introduction to Artificial Intelligence
  • Machine Learning Principles
  • Data Science Fundamentals
  • Programming for AI
  • AI Project Lifecycle
  • AI Applications in the Real World

Salesforce AI Overview

  • Overview of Salesforce AI architecture and tools
  • Introduction to Salesforce Einstein AI
  • Salesforce Einstein AI Trust Layer
  • Security and Privacy Features
  • Implementing and Managing Trust Layer

Generative AI in Salesforce Applications

  • Generative AI for Sales
  • Generative AI for Service

Salesforce Prompt Builder

  • When to Use Prompt Builder
  • Managing Prompt Roles and Templates
  • Creating and Activating Prompts
  • Grounding Techniques for Prompts
  • Prompt Templates Lifecycle

Salesforce Einstein Copilot

  • When to Use Einstein Copilot
  • Understanding Copilot Actions
  • Creating and Managing Custom Copilot Actions
  • Monitoring Copilot Adoption

Instructor Profile

Name: Sona Dhar

About:

I specialize in delivering innovative solutions to achieve business goals. My expertise includes designing custom solutions, optimizing workflows, and providing comprehensive training. I excel in Salesforce Sales Cloud, Service Cloud, and Field Service Lightning, enhancing sales processes and customer engagement. I’m also skilled in Salesforce CPQ for streamlining quoting and contracting. My competencies include business analysis, Salesforce administration, and project management. If you seek exceptional results, contact me to drive success with Salesforce.

Name: Himanshu Matharu

About:

I am a Senior Salesforce Technical Consultant experienced in creating efficient technological solutions and emphasizing teamwork in project roles. I am an adept Salesforce developer with a passion for tackling complex challenges. No problem is too intricate when it comes to finding solutions, and I prioritize teamwork in project roles. My main focus is on delivering required functionality while considering technical debt and complexity.

Name: Prateek Kataria

About:

An ardent Salesforce enthusiast with over 12 years of industry experience and 20X Salesforce certifications. Currently serving as the Chief Product Officer (CPO) at saasguru. I shape saasguru’s product strategy by seamlessly connecting customer requirements with our objectives and goals. My mission is to craft exceptional products that consistently add value to our business and end-users, enhancing overall customer outcomes.

Name: Amit Choudhary

About:

Amit is the Co-Founder and CEO of saasguru, an Ed Tech platform focused on SaaS certification preparation. He’s also an early-stage investor in Ed Tech startups and previously co-founded SaaSfocus, which became the largest boutique Salesforce Consulting company in the APAC region before being acquired by Cognizant. With over 20 years of experience in global IT outsourcing and consulting, Amit has a successful track record in leading Digital Transformation and complex outsourcing projects across various industries and technologies. He’s a highly motivated and results-driven business leader.

FAQs

Q. Will I receive any certifications upon program completion, and what are the benefits?

Ans. Yes, absolutely! Upon completing the Advanced Certification in Salesforce Business Analysis and AI, you will receive two prestigious certifications: one from IFACET – IIT Kanpur and another from saasguru.

These certifications will enhance your resume, validate your skills to potential employers, make you job-ready, and give you a competitive edge in the job market.

Q. Will the certification help in Placements?

Ans. Yes, 100% placement support is provided to all students who meet the eligibility criteria.

Q. Does the certification lead to an alumni status from IITK

Ans. No.

Q. What is the “Advanced Certification in Salesforce Business Analysis and AI” program offered by E&ICT Academy, IIT Kanpur?
Ans: The “Advanced Certification in Salesforce Business Analysis and AI” program offered by E&ICT Academy, IIT Kanpur, is a comprehensive, outcome-driven training initiative designed to bridge the gap between academia and industry. Tailored for both aspiring professionals and experienced practitioners, the program provides hands-on experience and specialized knowledge in Salesforce. Whether you are beginning your career or looking to enhance your skills, this program offers a valuable opportunity to advance your expertise and achieve your professional goals in the Salesforce ecosystem.

Q. How can I compensate if I miss an Online Salesforce class?
Ans: If you happen to miss an online Salesforce class, don’t worry. You can easily catch up by accessing exclusive session recordings. Links to these recordings will be provided after each session, ensuring that you stay on track with the course syllabus and continue your learning journey seamlessly.

Q. How can I get my queries answered during this program?
Ans: Every learner will be a part of our exclusive Slack Learner Community, which will be guided by some of the best industry experts. Your queries will be addressed through this group.

Q. Do we have any offline Salesforce training options available?
Ans: At the moment, all our training courses are online. We will very soon come up with offline-based Salesforce training calendars. Please follow our social media pages to hear from us.

Q. Can the course material be made available after the training is over?
Ans: The training material will be made available for a lifetime for our learners once they have enrolled for the course.

Q. Is the cost of Salesforce authorized certification included as part of the program?
Ans: The training program fee does not include the cost of Salesforce’s authorized certification. Learners are required to pay the certification exam fees separately to Salesforce.

Q. Can you arrange for a counseling session to know more about the program?
Ans: Please click on the Book a free consultation to schedule a time with our program experts to understand more about the program and career prospects.

Q. What is the refund policy for the “Advanced Certification in Salesforce Business Analysis and AI” by E&ICT Academy, IIT Kanpur?
Ans: For information on refunds and cancellations, please review the official refund policy of E&ICT Academy, IIT Kanpur.

Q. What type of assessment test will it be?
Ans: This is a remotely proctored video-based assessment test. You will need a laptop or desktop equipped with a camera and a stable internet connection to take the test. You will be required to show a valid ID proof (e.g., Aadhar card) for system verification. Please note that if any unfair means are detected during the test, your candidature will be disqualified.

Q. What is the exam pattern and marking scheme for the assessment test?
Ans: The assessment test consists of 30 multiple-choice questions covering Quantitative Aptitude, Logical Reasoning, and Verbal Ability. You will have a total of 30 minutes to complete the test. Each correct answer is awarded +4 marks, and there is no negative marking for incorrect answers.

Q. Where can I access the assessment test link?
Ans: To access the assessment test link, you need to apply for a Salesforce Program by IIT Kanpur. Once you have applied for the program, we will send the assessment test link to your registered email address along with detailed instructions. Please read the instructions carefully before starting the test.

Q. Whom should I contact if I have any further queries regarding the assessment test?
Ans: If you have any questions or concerns related to the assessment test, please feel free to reach out to us at courses_sg@ifacet.iitk.ac.in or support@saasguru.co.

Enquiry