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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

Practical tips for success

Based on my experience with managing or facilitating training sessions, here are a few tips that can add value and streamline your training processes:

  • Communicate clear training goals – learning objectives.
  • Encourage end user feedback – pulse or valuable innovative ideas.
  • To make training smooth, plan end user training early and do not leave end users for last.
  • Curate training based on roles by assessing the end user needs.
  • If your training budget is tight, use seminar-based training with training pre-recorded and share it with end users. You can circulate this recorded session with users and solicit for Q and A via group collaboration sites, such as Teams or Salesforce Chatter.
  • Keep training artifacts current, as you may need them for retraining newly onboarded users.
  • Make sure your training users get details during training on how to access the system. This includes system login URLs or desktop icons, as well...
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