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

Process Flows – “As-Is” versus “To-Be”

In the previous chapter, we learned about the importance of prioritization, various prioritization techniques, mapping requirements dependencies, and finally managing requirements prioritization meetings. We can successfully create a list of prioritized requirements that accurately reflect our business needs in the optimal order of priorities so that the most valuable needs are addressed first.

This chapter explains the importance of business process flow – procedures and information flows – and analyzes the gaps and opportunities. The “as-is” flow helps you capture current existing business process flows and any underlying gaps. From here, you will learn how to develop the “to-be” business process flow by plugging the gaps in the “as-is” flow. We also will discuss how you can identify opportunities and automate information flow via backend automation...