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

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

  • Author:Srini Munagavalasa
  • Length: 232 pages
  • Edition: 1
  • Publisher: Packt Publishing
  • Publication Date: 2022-11-18
  • ISBN-10: 1801813426
  • ISBN-13: 9781801813426
  • Sales Rank: #1311375 (See Top 100 Books)
  • Download:Register/Login to Download
  • Buy Print:Buy from amazon



    Book Description

    Become a proficient Salesforce business analyst with the help of expert recommendations, techniques, best practices, and practical advice

    Purchase of the print or Kindle book includes a free eBook in the PDF format.

    Key Features

    • 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

    Book 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.

    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欧米伽 sol摩凡陀ution design via con柏莱士ference room pilots
    • Construct a戴森 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-product法兰克穆勒ion support model to retain your customers

    Who this book is 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.

    中文:

    书名:Salesforce业务分析师手册: 成熟的业务分析技术和流程,提供卓越的用户体验和采用

    在专家建议,技术,最佳实践和实用建议的帮助下,成为一名熟练的Salesforce业务分析师

    购买印刷版或Kindle书包括PDF格式的免费电子书。

    主要功能

    • 了解项目实施的每个阶段的复杂性和细微差别
    • 了解您可以应用于任何Salesforce项目的真实示例、提示和技巧
    • 克服用户交互固有的挑战,改善客户体验

    图书描述

    Salesforce对业务分析技能的需求很高,并且很少有资源来满足这一需求。本面向业务分析师的实用指南包含创造业务价值和提高用户采用率所需的所有工具、技术和流程。

    《Salesforce业务分析师手册》从任何业务分析活动中最关键的要素开始: 确定业务需求。您将学习如何使用隐性业务分析和Salesforce系统分析技能来对所有需求进行排名和堆叠,并获得利益相关者的认可。一旦你理解了需求,你就可以通过原型设计、模型和线框将它们转换成工作软件。但是,如果客户无法使用产品,它有什么好处?为了帮助您实现这一目标,本书将讨论各种测试策略,并向您展示如何定制与业务需求文档一致的测试场景。最后,您将了解如何为您的客户创建易于使用的培训材料,并专注于后期制作支持 — 这是最关键的阶段之一。如果您在客户需要时支持他们,您的客户将与您在一起!

    在本Salesforce书的结尾,您将能够成功导航项目的每个阶段,并自信地将新知识应用于自己的Salesforce实施中。

    什么你会学到

    • 创建一组高层需求
    • 根据业务价值确定需求的优先级
    • 确定改进流程的机会
    • 通过会议室飞行员交流您的解决方案设计
    • 构建需求溯源矩阵
    • 用户验收测试和系统集成测试
    • 开发培训工件,以便您的客户可以轻松使用您的系统
    • 实施后期生产支持模型以保留您的客户

    这本书是为谁准备的

    本书适用于对Salesforce CRM软件或任何CRM技术有基本了解的中级至高级业务分析师,他们希望学习经过验证的业务分析技术,以使其业务成功。

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