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

Practical tips for success

Based on my experience with managing or facilitating training sessions, here are a few tips that can add value and streamline your training processes:

  • Communicate clear training goals – learning objectives.
  • Encourage end user feedback – pulse or valuable innovative ideas.
  • To make training smooth, plan end user training early and do not leave end users for last.
  • Curate training based on roles by assessing the end user needs.
  • If your training budget is tight, use seminar-based training with training pre-recorded and share it with end users. You can circulate this recorded session with users and solicit for Q and A via group collaboration sites, such as Teams or Salesforce Chatter.
  • Keep training artifacts current, as you may need them for retraining newly onboarded users.
  • Make sure your training users get details during training on how to access the system. This includes system login URLs or desktop icons, as well...