The Salesforce Business Analyst Handbook: Proven business analysis techniques and processes for a superior user experience

Become a proficient Salesforce business analyst with the help of expert recommendations, techniques, best practices, and practical advice

Purchase of the print or Kindle book includes a free eBook in the PDF format.
Key Features

Learn the intricacies and nuances of every stage of a project's implementation
Discover real-world examples, tips, and tricks that you can apply to any Salesforce project
Overcome the challenges inherent in user interaction and improve your customer experience

Book Description

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.
What you will learn

Create a roadmap to deliver a set of high-level requirements
Prioritize requirements according to their business value
Identify opportunities for improvement in process flows
Communicate your solution design via conference room pilots
Construct a requirements traceability matrix
Conduct user acceptance tests and system integration tests
Develop training artifacts so your customers can easily use your system
Implement a post-production support model to retain your customers

Who this book is for

This book is for intermediate- to senior-level business analysts with a basic understanding of Salesforce CRM software or any CRM technology who want to learn proven business analysis techniques to set their business up for success.
Table of Contents

Identifying Requirements
Elicitation and Document Requirements
Prioritizing Requirements
Process Flows - "As-is" versus "To-be"
Business Requirements Document
Solution Design and Functional Document
Demonstrate Functionality Using Prototypes
Exploring Conference Room Pilots
Technical and Quality Testing
Requirements Traceability Matrix
User Acceptance Testing
Communication and Knowledge Management
End User Training
Post Go-Live Support / User Forums