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

Reviewing the benefits of CRPs

A well-oiled CRP planned and managed efficiently and effectively will provide many benefits. Let us list some of them here:

  • Provides transparency and a common understanding of business needs, the designed solution, the product built, and the final product.
  • It is a platform for effective collaboration and idea generation. Effective CRPs facilitated efficiently will let the team interact naturally, allows them to contribute, and creates the most productive outcome.
  • Multiple dedicated in-person sessions away from regular work will help create bonds with different team members and enable team members to learn from others. For example, the opportunity/quote management team can learn how the contract team operates and will have an opportunity to understand their business processes and procedures. Similarly, the contract team can learn from the quote team. This helps them empathize with others’ work by understanding the intricacies (procedures...