Salesforce Business Analyst Handbook

Become a proficient Salesforce business analyst with the help of expert recommendations, techniques, best practices, and practical adviceKey FeaturesLearn the intricacies and nuances of every stage of a project's implementationDiscover real-world examples, tips, and tricks that you can apply to any Salesforce projectOvercome the challenges inherent in user interaction and improve your customer experienceBook DescriptionSalesforce 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.What you will learnCreate a roadmap to deliver a set of high-level requirementsPrioritize requirements according to their business valueIdentify opportunities for improvement in process flowsCommunicate your solution design via conference room pilotsConstruct a requirements traceability matrixConduct user acceptance tests and system integration testsDevelop training artifacts so your customers can easily use your systemImplement a post-production support model to retain your customersWho this book is forThis 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.