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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

Facilitating CRPs

CRPs must be planned well in advance to provide an opportunity for the participants to make arrangements to attend these sessions. This means some participants may have to make travel arrangements and free up their calendars to be able to dedicate their attention and time to CRP sessions. To make this a rewarding experience for your participants, you need to ensure that the session is planned and executed efficiently and effectively.

Let us look at some of the important tasks that we can do to make CRP facilitation successful:

  • Plan and create a CRP road map.
  • Identify key participants of these CRP sessions: key stakeholders, SMEs, architects, and key project team members. Communicate with the participants after finalizing adding/removing team members before making a final list. Always keep a primary and secondary team member.
  • Prepare a detailed agenda approximately 2 to 4 weeks in advance and communicate this with the participants. This will help...
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