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The Salesforce Business Analyst Handbook
The Salesforce Business Analyst Handbook

The Salesforce Business Analyst Handbook: Proven business analysis techniques and processes for a superior user experience and adoption

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Key benefits

  • 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

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Nov 18, 2022
Length: 232 pages
Edition : 1st
Language : English
ISBN-13 : 9781801813426
Vendor :
Salesforce
Category :
Tools :

What do you get with a Packt Subscription?

Free for first 7 days. £13.99 p/m after that. Cancel any time!
Product feature icon Unlimited ad-free access to the largest independent learning library in tech. Access this title and thousands more!
Product feature icon 50+ new titles added per month, including many first-to-market concepts and exclusive early access to books as they are being written.
Product feature icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Product feature icon Thousands of reference materials covering every tech concept you need to stay up to date.
Subscribe now
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Product Details

Publication date : Nov 18, 2022
Length: 232 pages
Edition : 1st
Language : English
ISBN-13 : 9781801813426
Vendor :
Salesforce
Category :
Tools :

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Frequently bought together


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Total £ 108.97
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Total £ 108.97 Stars icon
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Customer reviews

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Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.9
(23 Ratings)
5 star 95.7%
4 star 0%
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2 star 4.3%
1 star 0%
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N/A Jan 30, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Feefo Verified review Feefo
Kristian Margaryan Jørgensen Apr 09, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
The book covers - in a great way - methods appropriate for project-based Salesforce deliveries.It allows readers to hone their skills for carrying out key project activities such as gathering requirements in a BRD, carrying out UAT and how to plan user training sessions for initial rollout and major releases.
Amazon Verified review Amazon
Betty g Nov 22, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
A thorough and practical guide that business needed.
Amazon Verified review Amazon
Suplada Mar 02, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
As a SF business analyst, I thought I knew enough to support my users. But this book taught me everything else that makes me a more effective and knowledgeable BA. The tone of the book is not preachy, it’s actually easy to read and understand. And I like how the topics are grouped together. This book is a keeper, because I expect to refer to it when necessary in my daily analyst role.
Amazon Verified review Amazon
Karan s. Jan 03, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book helps you analyse and think from an business analyst prospective. It provides copious details regarding the BA study w.r.t to Salesforce.
Amazon Verified review Amazon
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