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

Learning how to help UAT users test effectively

User acceptance testers are like expert samplers. If you can get the right expert with excellent knowledge of the business domain and (to some extent) the software system that will help the project team, you will get the right feedback. It’s up to the UAT test lead to provide them with the right tools and techniques and define the appropriate scope of testing so that they can complete UAT within the given time and resource constraints. We need to provide the right tools at the right time so that the business tester can do what they are good at and is tasked with doing.

Let us look at some key success factors that help us get testing done effectively:

  • Get the right UAT testers: Get a diverse group of individuals who are super users, SMEs, business champions, planning team members, and sales operators. Their time, expertise, and business needs are the drivers for successful testing.
  • Involvement from the requirements...