The Salesforce Business Analyst Handbook

By Srini Munagavalasa
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About this book

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 required to create business value and improve user adoption.

The Salesforce Business Analyst Handbook begins with the most crucial element of any business plan: 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 discusses various testing strategies and shows you how to tailor testing scenarios that align with business requirements documents. Later, you’ll learn 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 through every phase of a project and confidently apply your new knowledge in your own Salesforce implementations.

Publication date:
February 2023

About the Author

  • Srini Munagavalasa

    Srini has 20+ years of Global IT experience in Salesforce CRM & PRM, SAP CRM & HR. He has a passion for learning new and emerging technologies/products, prototyping and implementing solutions resulting in Customer Satisfaction, Business Benefits, and keeping abreast with cutting-edge technologies. He has authored more than 10 articles at HR Expert, CRM Expert, and SAP Professional journal. He has also presented papers at Salesforce Dream force and SAP Sapphire/ASUG. He is currently working as a VP at Salesforce COE at MUFG Americas. Srini has a bachelor's degree in Metallurgical Engineering and also holds a post-graduate diploma in Operations Management. He has worked with renowned companies like CA Tech, IBM, The Walt Disney Company, PwC.

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The Salesforce Business Analyst Handbook
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