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The Salesforce Business Analyst Handbook
The Salesforce Business Analyst Handbook

The Salesforce Business Analyst Handbook: Proven business analysis techniques and processes for a superior user experience and adoption

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The Salesforce Business Analyst Handbook

Part 1: Planning and Analysis – BRD/Prioritized Product Backlog

In this part, you will learn about planning and analysis activities, starting with ways to identify the right sources of requirements and use elicitation techniques to understand business needs by engaging the right stakeholders. You will learn how to utilize tacit business analysis and Salesforce system analysis skills to rank and stack all requirements, and communicate and get buy-in from all stakeholders. Finally, you will document all your prioritized requirements in a business requirement document artifact. You will also learn how to create a roadmap to deliver a set of high-level requirements.

We will address some of the key challenges faced during this phase:

  • Not being able to identify the right requirements, resulting in delivering unnecessary nice-to-have features without adding any business value
  • Due to a lack of requirements or product backlog prioritization, projects not delivering the...
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Key benefits

  • Learn the intricacies and nuances of every stage of a project's implementation
  • Discover real-world examples, tips, and tricks that you can apply to any Salesforce project
  • Overcome the challenges inherent in user interaction and improve your customer experience

Description

Salesforce business analysis skills are in high demand, and there are scant resources to satisfy this demand. This practical guide for business analysts contains all the tools, techniques, and processes needed to create business value and improve user adoption. The Salesforce Business Analyst Handbook begins with the most crucial element of any business analysis activity: identifying business requirements. You’ll learn how to use tacit business analysis and Salesforce system analysis skills to rank and stack all requirements as well as get buy-in from stakeholders. Once you understand the requirements, you’ll work on transforming them into working software via prototyping, mockups, and wireframing. But what good is a product if the customer cannot use it? To help you achieve that, this book will discuss various testing strategies and show you how to tailor testing scenarios that align with business requirements documents. Toward the end, you’ll find out how to create easy-to-use training material for your customers and focus on post-production support – one of the most critical phases. Your customers will stay with you if you support them when they need it! By the end of this Salesforce book, you’ll be able to successfully navigate every phase of a project and confidently apply your new knowledge in your own Salesforce implementations.

What you will learn

Create a roadmap to deliver a set of high-level requirements Prioritize requirements according to their business value Identify opportunities for improvement in process flows Communicate your solution design via conference room pilots Construct a requirements traceability matrix Conduct user acceptance tests and system integration tests Develop training artifacts so your customers can easily use your system Implement a post-production support model to retain your customers

Product Details

Country selected

Publication date : Nov 18, 2022
Length 232 pages
Edition : 1st Edition
Language : English
ISBN-13 : 9781801813426
Vendor :
Salesforce
Category :

What do you get with eBook?

Product feature icon Instant access to your Digital eBook purchase
Product feature icon Download this book in EPUB and PDF formats
Product feature icon AI Assistant (beta) to help accelerate your learning
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
Buy Now

Product Details


Publication date : Nov 18, 2022
Length 232 pages
Edition : 1st Edition
Language : English
ISBN-13 : 9781801813426
Vendor :
Salesforce
Category :

Table of Contents

21 Chapters
Preface Chevron down icon Chevron up icon
1. Part 1: Planning and Analysis – BRD/Prioritized Product Backlog Chevron down icon Chevron up icon
2. Chapter 1: Identifying Requirements Chevron down icon Chevron up icon
3. Chapter 2: Elicitation and Document Requirements Chevron down icon Chevron up icon
4. Chapter 3: Prioritizing Requirements Chevron down icon Chevron up icon
5. Chapter 4: Process Flows – “As-Is” versus “To-Be” Chevron down icon Chevron up icon
6. Chapter 5: Business Requirements Document Chevron down icon Chevron up icon
7. Part 2: Design, Development, and Testing – Iterative Cycles with Prototypes and Conference Room Pilots Chevron down icon Chevron up icon
8. Chapter 6: Solution Design and Functional Document Chevron down icon Chevron up icon
9. Chapter 7: Demonstrate Functionality Using Prototypes Chevron down icon Chevron up icon
10. Chapter 8: Exploring Conference Room Pilots Chevron down icon Chevron up icon
11. Chapter 9: Technical and Quality Testing Chevron down icon Chevron up icon
12. Chapter 10: Requirements Traceability Matrix Chevron down icon Chevron up icon
13. Part 3: End User Testing, Communication, Training, and Support Chevron down icon Chevron up icon
14. Chapter 11: User Acceptance Testing Chevron down icon Chevron up icon
15. Chapter 12: Communication and Knowledge Management Chevron down icon Chevron up icon
16. Chapter 13: End User Training Chevron down icon Chevron up icon
17. Chapter 14: Post Go-Live Support / User Forums Chevron down icon Chevron up icon
18. Assessments Chevron down icon Chevron up icon
19. Index Chevron down icon Chevron up icon
20. Other Books You May Enjoy Chevron down icon Chevron up icon

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