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The Salesforce Business Analyst Handbook
The Salesforce Business Analyst Handbook

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

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The Salesforce Business Analyst Handbook

Identifying Requirements

In this chapter, we will discuss the role of a Business Analyst and different types of software requirements. Then, we will review some important factors that will help gain project sponsors’ confidence and trust. Finally, we will explore common sources to look out for that help us spot and identify business requirements. We will also touch upon, at a high level, some business analysis lingo that you should be aware of to be able to facilitate business analysis activities. Remember, we wish to identify requirements at a very high level. We will do a deep dive into understanding requirements in more detail and from different perspectives during the elicitation phase, which will be covered in the next chapter.

In this chapter, we will cover the following topics:

  • The role of business analysis in identifying requirement sources
  • Securing support from the project sponsor
  • Common sources where you can identify business requirements
  • Real-life scenarios with examples
  • Practical tips for success

By the end of this chapter, you will have a good idea of where and how to find requirements that will help you with requirements gathering. You’ll also know what you should do to understand current processes and observe the inefficiencies, roadblocks, and opportunities surrounding them.

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Key benefits

  • 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

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.

Who is this book 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.

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
Estimated delivery fee Deliver to Australia

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Nov 18, 2022
Length: 232 pages
Edition : 1st
Language : English
ISBN-13 : 9781801813426
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Salesforce
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Product Details

Publication date : Nov 18, 2022
Length: 232 pages
Edition : 1st
Language : English
ISBN-13 : 9781801813426
Vendor :
Salesforce
Category :
Tools :

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Table of Contents

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

Customer reviews

Top Reviews
Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.9
(23 Ratings)
5 star 95.7%
4 star 0%
3 star 0%
2 star 4.3%
1 star 0%
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N/A Jan 30, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Feefo Verified review Feefo
Jodi Hrbek Mar 08, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Even if your job title isn’t Business Analyst, most of us in the Salesforce ecosystem wear that hat to some degree as we manage and support our internal Salesforce system or work on external client projects. This book artfully explains the role of the BA, defines key terms, explores typical challenges and how to overcome them, and provides endless tips and practical suggestions that will make your life easier and help you create raving fans on every project.Regardless of where you are in your Salesforce journey, you’ll get value from this book and reference it frequently. Highly recommend both for peeps wanting to learn about the role and those already experienced who want to elevate their game, reduce project friction, and deliver quality tech solutions.
Amazon Verified review Amazon
Luis Sarmiento Sep 21, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Cualquiera que inicie en una implementación de Salesforce deberia leerlo.Es también un complemento para preparar la certificación de Business Analyst de Salesforce
Amazon Verified review Amazon
Ravi Tamada Feb 04, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I recently read several books, but this one by @Srini Munagavalasa is one of the greatest.This book aids a business analyst in improving his expertise in three key aspects.> The first aspect helps in learning planning and analysis activities.> The second aspect helps in solutions and technical design activities.>The third aspect helps in upskilling testing, communication, training, and support activities.The book's most amazing feature is that each chapter offers an outline, benefits, tips/tricks, and real-world examples.I strongly recommend buying & reading this book by those who want to play a role of a Salesforce Business Analyst.Happy Reading & Happy Learning !!!Thanks, @Srini Munagavalasa for your amazing work.
Amazon Verified review Amazon
Vignesh P R Mar 31, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
As a Salesforce Administrator/Consultant, I felt the need to strengthen my business analyst skills in order to better serve my clients. That's when I came across the "Salesforce Business Analyst Handbook" by Srinivasan Munagavalasa.This book has proven to be an invaluable resource for me. It covers a wide range of topics in a detailed and practical manner, making it easy for professionals like myself to understand and apply the concepts. The author's expertise and experience shine through in every chapter, and the real-world examples, tips, and tricks provided have been incredibly helpful.Since reading this book, I have noticed a significant improvement in my ability to conduct business analysis within the Salesforce platform. I am now more confident in my skills and have a better understanding of how to deliver projects that truly meet the needs of my clients.I highly recommend the "Salesforce Business Analyst Handbook" to anyone working in the Salesforce ecosystem, whether you are an administrator, consultant, or developer. This book will undoubtedly help you grow in your role and take your career to new heights.Thank you, Srinivasan Munagavalasa, for this outstanding resource!
Amazon Verified review Amazon
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All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

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