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

Product type Paperback

Published in Nov 2022

Publisher Packt

ISBN-13 9781801813426

Length 232 pages

Edition 1st Edition

Tools

Salesforce

Concepts

Business Process Management

Author (1):

Srini Munagavalasa

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...