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

Knowledge artifacts accessibility

In this section, we will discuss accessibility to knowledge artifacts and tools that you use so that your users can easily retrieve them quickly. Knowledge management deals with compiling, organizing, accessing, and circulating information. You plan, collect, compile, organize, and communicate to your users where and how to access knowledge artifacts. Let’s see a few good places where we can house these artifacts. There is so much software available on the market. Use types that are relevant to your organization. I will discuss some of them that I found useful. Keep one of them centralized and sync up the artifacts to other systems, as different users may be comfortable using one or more of the systems of their choice:

  • Confluence: Great tool and very effective if you use an agile approach to your project. This will help all your project-related documents as well as knowledge artifacts to be in one single location.
  • Salesforce: I prefer...