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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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Toc

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

Practical tips for success

Let us check some practical tips that I found useful:

  • Identify the right SPOCs. They should ideally be the business users who are involved as SMEs in the project right from the planning phase.
  • Staff your production support team with at least a few certified Salesforce admins/developers.
  • Do not get discouraged if not many users join the user forums. Keep meeting key members and their managers individually and encourage them to attend the forums.
  • Always publish the agenda beforehand. Send it a day before the session so that it works as a notification tool too. If you enabled Chatter in Salesforce, send the agenda via Chatter.
  • There should be at least one takeaway and it should add value to the attendee. Ask them what topic they would like to see in the next session.
  • Always sends minutes with recorded session links attached to all attendees. Keep the minutes nice and short.
  • Recognize and thank team members who went above and beyond...
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