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The Salesforce Business Analyst Handbook

The Salesforce Business Analyst Handbook

By : Srini Munagavalasa
4.9 (22)
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The Salesforce Business Analyst Handbook

The Salesforce Business Analyst Handbook

4.9 (22)
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)
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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

Sample test script/case fields

Test scenarios are high-level actions that provide an overview of what needs to be tested. They help in the testing of end-to-end functionality. Test cases are low-level activities and help with thorough testing of the application. They enable us to test small parts of functionality in detail. Each test script can have multiple test cases.

The following are some of the important fields that can be used to create test scripts/cases:

  • Test Script ID: TS-Account Management-001
  • Test Script Name: The user will be able to create and edit accounts in Salesforce
  • Test Script Description: The user will be able to create and edit account records in Salesforce after entering the required fields and will be able to save successfully
  • Pre-conditions: The user will have appropriate access and be able to log into the Salesforce system via a browser and/or mobile apps
  • Test System Name: SIT
  • BRD ID: BRD-R1-1.001
  • Complexity: Medium
  • Variations...
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The Salesforce Business Analyst Handbook
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