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The Salesforce Business Analyst Handbook

You're reading from   The Salesforce Business Analyst Handbook Proven business analysis techniques and processes for a superior user experience and adoption

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Product type Paperback
Published in Nov 2022
Publisher Packt
ISBN-13 9781801813426
Length 232 pages
Edition 1st Edition
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Author (1):
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Srini Munagavalasa Srini Munagavalasa
Author Profile Icon Srini Munagavalasa
Srini Munagavalasa
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Table of Contents (21) Chapters Close

Preface 1. Part 1: Planning and Analysis – BRD/Prioritized Product Backlog
2. Chapter 1: Identifying Requirements FREE CHAPTER 3. Chapter 2: Elicitation and Document Requirements 4. Chapter 3: Prioritizing Requirements 5. Chapter 4: Process Flows – “As-Is” versus “To-Be” 6. Chapter 5: Business Requirements Document 7. Part 2: Design, Development, and Testing – Iterative Cycles with Prototypes and Conference Room Pilots
8. Chapter 6: Solution Design and Functional Document 9. Chapter 7: Demonstrate Functionality Using Prototypes 10. Chapter 8: Exploring Conference Room Pilots 11. Chapter 9: Technical and Quality Testing 12. Chapter 10: Requirements Traceability Matrix 13. Part 3: End User Testing, Communication, Training, and Support
14. Chapter 11: User Acceptance Testing 15. Chapter 12: Communication and Knowledge Management 16. Chapter 13: End User Training 17. Chapter 14: Post Go-Live Support / User Forums 18. Assessments 19. Index 20. Other Books You May Enjoy

Planning for training

Planning for training involves various team project team members coordinating multiple activities independently and bringing them all together before we deliver our training sessions.

We need to put together a training plan that encompasses, at a minimum, the following aspects:

  • Be cognizant of our end users – who they are, where they are located, what their job function is, and how we will deliver the training.
  • Identify your super users who can act as our trainers and trusted partners. It is like training the trainers, and they will be the main point of contact for their business unit and the go-to person for the users.
  • Understand the scope of training – what functions and processes need to be included in the training?
  • Choose the training medium – how do we plan to do the training and what methods do we adopt?
  • Plan the training schedule – the dates, the duration, and the number of sessions based on user groups...
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