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

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Luis Sarmiento Sep 21, 2024

Cualquiera que inicie en una implementación de Salesforce deberia leerlo.Es también un complemento para preparar la certificación de Business Analyst de Salesforce

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N/A Jan 30, 2024

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Sanju Y Jun 17, 2023

I guess I was expecting something else. This is pretty basic. I knew all the concepts already.

SangitaG May 03, 2023

The author explains every phase with examples that you can easily relate to in real life. The author also touches on things that are often ignored or forgotten in such initiatives - like identifying Non Functional Requirements.The book does a great job in reminding Analysts to always keep the end user experience in mind even when you are dealing with technical aspects of the implementation. The book will come in handy for all Salesforce Analysts working on an implementation, small or large.

Gammydodger Apr 11, 2023

I've spent decades creating requirements for business applications, whether in business process reengineering, digital transformation or as a product manager for enterprise software, over that time I have discovered a lot, made plenty of mistakes and finally honed how I practice into a set of concepts and techniques that work for me. You can do the same... or you can read this book. It's comprehensive, well written and easy to read, the illustrations are clear and useful. If you're working in the Salesforce ecosystem trying to configure the tools to your business, you won't go wrong if you follow this book. If you're not working in Salesforce, reading this book will not be a waste of your time.

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: Proven business analysis techniques and processes for a superior user experience and adoption

What do you get with Audiobook?

Key benefits

Description

Who is this book for?

What you will learn

Product Details

What do you get with Audiobook?

Product Details

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Table of Contents

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