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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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Toc

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

Here are some tips that will help you with elicitation activities. I make a checklist of these tasks so that I remember to implement them as much as possible.

  • Be an active listener – be able to understand the meaning behind the work and the user’s intentions.
  • Understand the user needs in the context and be technology agnostic.
  • Avoid stakeholders telling you what to do (solution) rather than what they need.
  • Adopt incremental approaches where possible to foster innovative solutions and better solutions.
  • Take notes… lots of them. Tag the source where you got the information. At a later date, if you need clarification, it helps you identify the source easily.
  • Use visuals as much as possible to bring everyone to a common understanding.
  • Communicate – send the minutes to all stakeholders, including the visuals and solicit feedback.
  • Thank your stakeholders and team members for their participation. A...
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