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

Preface

I have covered business analysis activities for every phase of many projects in my 20+ years of experience working on many successful global implementations. I have seen many project phases being negatively impacted by a lack of proper business analysis activities. It starts with understanding what your business users’ needs are, and they are not always in black and white. This book addresses what your users’ true needs are and how you, as a business analyst, can untangle and read their minds to understand the true essence of their needs and the benefits they provide to your organization. You’ll get to learn various methods, tools, and techniques to help you with the analysis process. The most critical and significant activity of any project is to be able to understand what the business needs are, and if we cannot do this, it does not matter what kind of hi-fi solution your project team provides. Your project will be another artifact sitting on the shelf, dusty.

This book will help you understand various techniques to document value-added business requirements; translate these requirements into viable and acceptable solutions; verify and validate the developed and tested solutions; help end users understand how to use the new features and functions; and be a trusted advisor in supporting your end users on their journey to achieve amazing user adoption.

For projects to be successful, you do not need magic. All you need is for your team to understand business analysis processes, tools, and techniques. The chapters in this book will help guide you through business analysis activities in all project phases.