Learning Pathway: Business Analyst


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This training is free.


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The Business Analyst learning pathway will acquaint you with the basics of Sugar’s functionality, extension capabilities, and administrative options.


This Learning Pathway includes the following courses:

  • Overview of Sugar Solutions and Case Studies  (eLearning)
  • Introduction to Sugar Modules (eLearning)
  • Introduction to Sugar Administration (eLearning)
  • Configuring Advanced Workflows (eLearning)

The following Certification Exam is recommended:

  • Certified Sugar Administration Specialist


6 hours


Discover what sets Sugar apart from other CRM options, what are Sugar’s core areas of functionality, and you’ll hear some examples of Sugar customer success stories.

High-level overview of some of Sugar’s core modules and how they can be used.

What you'll learn:

  • Basic Sugar terminology
  • What core modules are used for marketing, sales, and support automation in Sugar
  • How Sugar's primary modules work together
Learn how to work with Advanced Workflow to create process definitions, process business rules, process email templates, and how to manage running processes. Available in Sugar Enterprise 7.6 and beyond.

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