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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

Reviewing data conversion requirements

Another important set of overlooked requirements is data conversion requirements. I have seen many projects that do an excellent job of enabling new functionality with a great-looking user interface, automations, workflows, reports, and so on, but they missed one very important requirement related to legacy data. Users can only use great features and functions if they can easily access their existing legacy data in the new system in a usable format. These data requirements fall under functional and non-functional requirements.

Some key tasks that you need to think through while capturing data requirements are as follows:

  • The scope of the legacy data to be converted; for example, data sources, volumes, and history data.
  • Map the data from legacy values to new values.
  • Scrub the legacy data so that it can be extracted before it’s converted; for example, for dedupe, completeness, and accuracy purposes.
  • Dependencies between...
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