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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

Simple CRM requirement prioritization and roadmap scenario

Here is a real-life scenario that will help you get an idea of how to keep the stakeholder informed and set expectations. I simplified the functions so that it will be easier for you to understand and get a gist of it. The following screenshot is our documented requirements at the end of the elicitation activity. In these scenarios on the left, we have functionality for Account Management, Contact Management, and Opportunity Management in groups:

Figure 3.5 – Prioritizing requirements [before --> after]

Now, we took the documented requirements and color-coded priorities during prioritizing sessions with key stakeholders. We used ranking and story mapping techniques and came up with bucket ranking (Red – Priority 1, Aqua – Priority 2, Gold – Priority 3, and Green – Priority 4) on the right-hand side.

Let’s review the rationale:

  • Priority 1:
    • Core functionality...
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