The Salesforce Business Analyst Handbook: Proven business analysis techniques and processes for a superior user experience and adoption
Product ID: 447747901
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A newer, fully updated second edition of The Salesforce Business Analysis Playbook is available. It covers powerful new content, including generative AI tools, advanced analysis techniques, automated traceability, and modern Salesforce features such as Flows and in-app guidance 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 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 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. Table of Contents Identifying Requirements Elicitation and Document Requirements Prioritizing Requirements Process Flows - "As-is" versus "To-be" Business Requirements Document Solution Design and Functional Document Demonstrate Functionality Using Prototypes Exploring Conference Room Pilots Technical and Quality Testing Requirements Traceability Matrix User Acceptance Testing Communication and Knowledge Management End User Training Post Go-Live Support / User Forums Review: Excellent and Intelligible handbook for all Salesforce professionals! - This is a 'easy to read', 'easy to understand' book that's well structured to cover all topics that a Salesforce business analyst would need to know. Srini used a plethora of practical use cases to explain the concepts as clearly as possible. Dividing the book into 3 logical parts that a business analyst goes through during a project life cycle makes this much more practical to read. I think this book is a good read for even non-salesforce folks as it talks about a lot of concepts that apply to all technologies in the industry. Highly recommend this book for everyone in the salesforce industry regardless of their role and experience. A book that enriches anyone and everyone that reads it. Wish this came out years ago - highly recommended! Review: A solid text for any business analyst, Salesforce or otherwise - I've spent decades creating requirements for business applications, whether in business process reengineering, digital transformation or as a product manager for enterprise software, over that time I have discovered a lot, made plenty of mistakes and finally honed how I practice into a set of concepts and techniques that work for me. You can do the same... or you can read this book. It's comprehensive, well written and easy to read, the illustrations are clear and useful. If you're working in the Salesforce ecosystem trying to configure the tools to your business, you won't go wrong if you follow this book. If you're not working in Salesforce, reading this book will not be a waste of your time.
| Best Sellers Rank | #2,165,618 in Books ( See Top 100 in Books ) #483 in Software Design Tools #743 in Computer Systems Analysis & Design (Books) #1,086 in Software Testing |
| Customer Reviews | 4.1 out of 5 stars 43 Reviews |
S**G
Excellent and Intelligible handbook for all Salesforce professionals!
This is a 'easy to read', 'easy to understand' book that's well structured to cover all topics that a Salesforce business analyst would need to know. Srini used a plethora of practical use cases to explain the concepts as clearly as possible. Dividing the book into 3 logical parts that a business analyst goes through during a project life cycle makes this much more practical to read. I think this book is a good read for even non-salesforce folks as it talks about a lot of concepts that apply to all technologies in the industry. Highly recommend this book for everyone in the salesforce industry regardless of their role and experience. A book that enriches anyone and everyone that reads it. Wish this came out years ago - highly recommended!
G**R
A solid text for any business analyst, Salesforce or otherwise
I've spent decades creating requirements for business applications, whether in business process reengineering, digital transformation or as a product manager for enterprise software, over that time I have discovered a lot, made plenty of mistakes and finally honed how I practice into a set of concepts and techniques that work for me. You can do the same... or you can read this book. It's comprehensive, well written and easy to read, the illustrations are clear and useful. If you're working in the Salesforce ecosystem trying to configure the tools to your business, you won't go wrong if you follow this book. If you're not working in Salesforce, reading this book will not be a waste of your time.
S**G
Comprehensive coverage of all phases of a Salesforce Project with real life examples
The author explains every phase with examples that you can easily relate to in real life. The author also touches on things that are often ignored or forgotten in such initiatives - like identifying Non Functional Requirements. The book does a great job in reminding Analysts to always keep the end user experience in mind even when you are dealing with technical aspects of the implementation. The book will come in handy for all Salesforce Analysts working on an implementation, small or large.
P**N
Not truly Salesforce-oriented book
Although it is an OK source of information for inexperienced business analyst and may be helpful for structured thinking related to working with Salesforce, the book is vague and contains sentences like “If you use a CRM such as Salesforce…” which makes you think it wasn’t written as Salesforce-dedicated book at first place. It is not awful though. It is just not Salesforce book and there are better sources of information for Business Analysis as well. If you check further reading section after the chapters, it recommends Wikipedia, PMI guide for business analysts and some best-selling books related to SW development: go for it, don’t buy this book.
S**A
This is a keeper
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.
K**K
Lot of information
This book was printed for me on Jan 7th? Didn’t know that’s what people are doing these days. I know most of the content in this but have a hard time to remember, so I bought this book for reference. It’s got most information: SDLC, responsibilities, and more. And then 10 days later I lost my job. I am not linking my plight to the book though. It’s a nice book
P**S
Demonstrates the value of good business requirement gathering and traceability.
The Salesforce Business Analyst Handbook uses everyday common sense and real life case studies to demonstrate the value of good business requirement gathering, and traceability to implementation. The reading is Salesforce centric, yet contains concepts that can be applied to any industry, system, application, or project type. An informative overview for beginners and experts alike.
S**Y
Pretty basic
I guess I was expecting something else. This is pretty basic. I knew all the concepts already.
B**R
Clear and well structured
I am enjoy studying the material. Its very clear thanks to the quality of it structure. Better if you already have a bit of experience to understand the real life scenarios.
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