Book Image

The Salesforce Business Analyst Handbook

By : Srini Munagavalasa
5 (1)
Book Image

The Salesforce Business Analyst Handbook

5 (1)
By: Srini Munagavalasa

Overview of this book

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.
Table of Contents (21 chapters)
1
Part 1: Planning and Analysis – BRD/Prioritized Product Backlog
7
Part 2: Design, Development, and Testing – Iterative Cycles with Prototypes and Conference Room Pilots
13
Part 3: End User Testing, Communication, Training, and Support

Facilitating CRPs

CRPs must be planned well in advance to provide an opportunity for the participants to make arrangements to attend these sessions. This means some participants may have to make travel arrangements and free up their calendars to be able to dedicate their attention and time to CRP sessions. To make this a rewarding experience for your participants, you need to ensure that the session is planned and executed efficiently and effectively.

Let us look at some of the important tasks that we can do to make CRP facilitation successful:

  • Plan and create a CRP road map.
  • Identify key participants of these CRP sessions: key stakeholders, SMEs, architects, and key project team members. Communicate with the participants after finalizing adding/removing team members before making a final list. Always keep a primary and secondary team member.
  • Prepare a detailed agenda approximately 2 to 4 weeks in advance and communicate this with the participants. This will help...