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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

Summary

In this chapter, we reviewed various elements and components that are important for writing a good BRD. A BRD is a living document, and you learned how to complete the document with stakeholders and project team members iteratively to a point where it is clear and understood by all players. When you reach this stage, you take a baseline and version it. This version shall be your requirement scope for the release. Any changes requested from this point onward need to be compared to the baseline and need approval from the change control board before the BRD can be updated and versioned again. These new updated BRD versions shall go through the same process.

You have now gained insight and tips into what is needed for you to create a BRD that accurately describes the requirements that your stakeholder and project team members can understand.

In the next chapter, we will cover solution design aspects of system requirements. We will cover aspects where a designed solution is...

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