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The Salesforce Business Analyst Handbook

The Salesforce Business Analyst Handbook

By : Srini Munagavalasa
4.9 (22)
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The Salesforce Business Analyst Handbook

The Salesforce Business Analyst Handbook

4.9 (22)
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)
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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

Identifying Requirements

In this chapter, we will discuss the role of a Business Analyst and different types of software requirements. Then, we will review some important factors that will help gain project sponsors’ confidence and trust. Finally, we will explore common sources to look out for that help us spot and identify business requirements. We will also touch upon, at a high level, some business analysis lingo that you should be aware of to be able to facilitate business analysis activities. Remember, we wish to identify requirements at a very high level. We will do a deep dive into understanding requirements in more detail and from different perspectives during the elicitation phase, which will be covered in the next chapter.

In this chapter, we will cover the following topics:

  • The role of business analysis in identifying requirement sources
  • Securing support from the project sponsor
  • Common sources where you can identify business requirements
  • Real-life scenarios with examples
  • Practical tips for success

By the end of this chapter, you will have a good idea of where and how to find requirements that will help you with requirements gathering. You’ll also know what you should do to understand current processes and observe the inefficiencies, roadblocks, and opportunities surrounding them.

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