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

Communication and Knowledge Management

In the previous chapter, we discussed user acceptance testing (UAT) and why it is crucial for a successful go-live, improving user adoption and gaining trust by working with business testers. We saw the benefits from business users performing testing on real-life business end-to-end scenarios. With UAT, we saw how to ensure that the new functionality does exactly what it is intended to do and meets the business requirements.

In this chapter, we will discuss aspects of communication and knowledge management, especially focused on end users. We will not talk about project management-related communication: this we will leave to the project management team. Here, our focus is on end user communication to make sure that they are well-prepared and informed about the new software features. To be able to do that, we need to plan for end user communication and knowledge management artifacts related to the usage of the new system functions:

  • Communication...