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

Facilitating a training session

Training should be tailored and facilitated as if we are telling a story with a purpose. Planning and creating the right kind of story will engage your users and you can connect with them in such a way and influence them to understand and use the system the way it is intended to be used.

In our case, when we train the users, we shall ensure that they get a holistic view of the complete business process with the functionality. In our example, it can start from logging into the system until they complete the interaction with the system. Let’s see an example with the following sample steps:

  • User login: This includes the steps for accessing the system via URL or app, resetting the password, and so on.
  • General system navigation steps
  • Lead management: A service analyst may not care much about lead management, but covering this topic briefly during training will help them understand the overall flow.
  • Converting leads to accounts...