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

Proven techniques to capture the current state

Understanding the current state helps us understand how things work now concerning existing opportunities and pain points and helps us enhance and optimize processes for improved outcomes. We utilize this current state process flow and optimize it to create a future flow. Let us see what techniques we can use to create process flows.

There are many techniques, some of which were discussed in Chapter 2, Elicitation and Document Requirements. I use the following techniques when developing process flow with my stakeholders:

  • Observation
  • Interviews/focus groups
  • Conference room pilots/requirements workshops

My preferred method is workshops/conference room pilots, where you invite knowledgeable stakeholders who know their current ways of doing their business and have a wider knowledge of the industry. Engaging the right stakeholder, getting well prepared for the sessions with an agenda and goals, commitments from stakeholders...