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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

Requirement elicitation techniques

There are multiple techniques that you can use for your elicitation activity. There can be multiple factors why you may have to choose one technique over another. As a business analyst, you pick the one that meets your objectives within the given resources and constraints. We will discuss some of the techniques that I and my team utilized with great success. What techniques you use depends on many factors. I used many and some of them never worked in my project scenarios while others worked very well. What technique we use depends on the context and you need to have a complete awareness of the context in which you are doing elicitation. For example, doing an elicitation activity for an existing production system is different from the one you plan to do for a completely new implementation.

Since Salesforce CRM is a cloud-based SaaS solution, the way to gather requirements varies greatly compared to one that is an on-premise application. As an example...

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The Salesforce Business Analyst Handbook
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