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The Salesforce Business Analyst Handbook

Author: Srini Munagavalasa

Publisher: Packt Publishing Ltd

Published: 2022-11-18

Total Pages: 232

ISBN-13: 1801810575

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 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 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 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.

The Business Analyst's Handbook

Author: Howard Podeswa

Publisher: Course Technology

Published: 2009

Total Pages: 440

ISBN-13:

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One of the objectives of this book is to incorporate best practices and standards in to the BA role. While a number of standards and guidelines, such as Business Process Modeling Notation (BPMN), have been incorporated, particular emphasis has been placed on the Business Analysis Body of Knowledge (BABOK), the Information Technology Infrastructure Library (ITIL), and the Unified Modeling Language (UML).

Salesforce Handbook

Author: Wes Nolte

Publisher: Lulu.com

Published: 2011-03-01

Total Pages: 362

ISBN-13: 1446108538

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This book is not intended to be a deep-dive on security, programming, reporting, configuration, etc. but more of a high-level overview on salesforce.com, Force.com development, tools, methodology and other resources. We will not cover all aspects of salesforce.com. We wrote this book to (hopefully) become an invaluable resource for anyone new or inexperienced with the Force.com platform. For new administrators and developers coming on to the platform, we see a gaping hole in existing reference books. This book is not intended for end users or advanced developers. This book is for people somewhere in the middle; let's say a business analyst or a new Java or .NET developer. We would like this to be the first book you pick up after your boss walks in and says, "Let's take a look at salesforce.com and see if we can build some applications in the cloud."This book contains the information that we wish we had when we started developing applications on Force.com.

Salesforce for Beginners

Author: Sharif Shaalan

Publisher: Packt Publishing Ltd

Published: 2020-05-29

Total Pages: 457

ISBN-13: 1838987002

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Get a 360-degree view of the Salesforce platform and learn how to use it for sales, service, marketing, and automating business processes. Key FeaturesUnderstand how to use core Salesforce objects for maximum efficiencyBuild various dashboards and reports to analyze results and improve visibility in your business processesLearn the basics of Salesforce administration and mobile app set upBook Description Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment. You'll start by learning how to create activities, manage leads, and develop your prospects and sales pipeline using opportunities and accounts, and then understand how you can enhance marketing activities using campaigns. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions. As you advance, you'll get to grips with building various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as process builder, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce Administrator. By the end of the book, you'll have learned how to use Salesforce effectively to achieve your business goals. What you will learnUnderstand the difference between Salesforce Lightning and Salesforce ClassicCreate and manage leads in SalesforceExplore business development with accounts and contacts in SalesforceFind out how stages and sales processes help you manage your opportunity pipelineAchieve marketing goals using Salesforce campaignsPerform business analysis using reports and dashboardsGain a high-level overview of the items in the administration sectionGrasp the different aspects needed to build an effective and flexible Salesforce security modelWho this book is for If you're new to Salesforce and want to learn it from scratch, this book is for you. No prior knowledge of Salesforce is required to get started with this book.

Requirements Gathering for the New Business Analyst

Author: Lane Bailey

Publisher:

Published: 2017-06-11

Total Pages: 69

ISBN-13: 9781520450292

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BOOK DESCRIPTIONHave you recently taken on the role of Business Analyst, but have no clue where to start? Were you thrown into a project and given very little direction? How stressful! The entire project team is depending on you to deliver a critical requirements document that is the foundation for the entire project. But the problem is, you have no little to no training, very little direction, and and a very clear time-line of ASAP. What do you do? I've been in this situation, and it is no fun. In the early years of my career when I was a Business Analyst, I had to fumble my way through many projects to learn the tools that I needed to be an effective BA. And then as a manager, I saw many new employees struggle because they weren't properly equipped for the role. But I didn't have the time or budget to send any of them to training. That's when I developed a simple three step process that I taught every new Business Analyst that joined my team. This process allowed me to train all new Business Analysts in ONE DAY, and get them effectively gathering requirements IMMEDIATELY. The feedback that I received was astounding. The employees were more confident in their role, and the stakeholders were very impressed at the skill of the new Business Analysts. But most importantly, they were able to produce and be effective right away. You don't have to struggle any longer. This book will give you the tools and techniques you need to go from Newbie to Pro in one day. You will Learn * The role of the Business Analyst on a project * Systems Analysis and Design techniques * Requirements gathering techniques * Requirements Analysis techniques * How to develop use cases * How to develop a Business Requirements DocumentAs a result: * You will have more confidence in your skills * You will gain credibility with the project team because you will be equipped with the knowledge you need to be an effective team member * You will be able to easily identify who you need to work with to gather requirements * You will be able to deliver a set of requirements that exceeds the expectations of every member of the project teamjf;lsf;lsdjThis book will pay for itself by giving you the confidence needed to take on any software project immediately. What can I say? You NEED this book!Let's get started! Buy Requirements Gathering for the New Business Analyst today to get started on your project now!

Salesforce End-to-End Implementation Handbook

Author: Kristian Margaryan Jorgensen

Publisher: Packt Publishing Ltd

Published: 2023-03-10

Total Pages: 302

ISBN-13: 1804617601

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Packed with practical examples, case studies, and proven recommendations, this handbook helps you manage enterprise-grade Salesforce programs Key Features Explore the end-to-end Salesforce implementation lifecycle with templates and practical examples Discover common issues and strategies for mitigation and prevention Work with checklists to assess the state of your Salesforce implementation in each phase Purchase of the print or Kindle book includes a free PDF eBook Book Description With ever-growing digital transformation programs involving Salesforce, there is a greater need for a comprehensive overview of the phases and activities specific to Salesforce implementations. This book will act as a detailed guide for your Salesforce implementation journey, including common issues and pitfalls to mitigate and prevent errors. The Salesforce End-to-End Implementation Handbook starts with the pre-development phase. Here you'll understand how to define the vision and nature of your project, determine your change management strategy and delivery methodology, learn to build a business case for your project, get insights on engaging with Salesforce and implementation partners, and learn to establish a governance framework. As you progress, you'll gain insights on the necessary activities, milestones, and common issues faced in salesforce implementation, along with strategies to mitigate them. At the end of each section, you'll find evaluation checklists to assess the state of your Salesforce implementation. By the end of this book, you'll be well-equipped to set up Salesforce projects and programs effectively and deliver maximum ROI. What you will learn Discover the critical activities in Salesforce implementation Address common issues faced in implementing Salesforce Explore appropriate delivery methodology Understand the importance of a change management strategy Govern Salesforce implementation through all its phases Gain insights on key activities in the continuous improvement phase Leverage customer 360 for analytics, AI and automation Who this book is for This book is for salesforce consultants, architects, project/program managers, delivery leaders for salesforce implementation, or product owners- planning to implement Salesforce or already implementing Salesforce for their organizations. If you are switching to a role in salesforce development, this book will act as a guide on what to expect on the job and how to ace it. Familiarity with basic business, CRM, and project management concepts is required.

Business Analysis

Author: Steven P. Blais

Publisher: John Wiley & Sons

Published: 2011-11-08

Total Pages: 439

ISBN-13: 1118076001

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The definitive guide on the roles and responsibilities of the business analyst Business Analysis offers a complete description of the process of business analysis in solving business problems. Filled with tips, tricks, techniques, and guerilla tactics to help execute the process in the face of sometimes overwhelming political or social obstacles, this guide is also filled with real world stories from the author's more than thirty years of experience working as a business analyst. Provides techniques and tips to execute the at-times tricky job of business analyst Written by an industry expert with over thirty years of experience Straightforward and insightful, Business Analysis is a valuable contribution to your ability to be successful in this role in today's business environment.

A Software Process Model Handbook for Incorporating People's Capabilities

Author: Silvia T. Acuna

Publisher: Springer Science & Business Media

Published: 2006-06-03

Total Pages: 333

ISBN-13: 0387254897

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A Software Process Model Handbook for Incorporating People's Capabilities offers the most advanced approach to date, empirically validated at software development organizations. This handbook adds a valuable contribution to the much-needed literature on people-related aspects in software engineering. The primary focus is on the particular challenge of extending software process definitions to more explicitly address people-related considerations. The capability concept is not present nor has it been considered in most software process models. The authors have developed a capabilities-oriented software process model, which has been formalized in UML and implemented as a tool. A Software Process Model Handbook for Incorporating People's Capabilities guides readers through the incorporation of the individual’s capabilities into the software process. Structured to meet the needs of research scientists and graduate-level students in computer science and engineering, this book is also suitable for practitioners in industry.

Introduction to Business Analytics Using Simulation

Author: Jonathan P. Pinder

Publisher: Academic Press

Published: 2022-02-06

Total Pages: 513

ISBN-13: 0323991173

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Introduction to Business Analytics Using Simulation, Second Edition employs an innovative strategy to teach business analytics. The book uses simulation modeling and analysis as mechanisms to introduce and link predictive and prescriptive modeling. Because managers can't fully assess what will happen in the future, but must still make decisions, the book treats uncertainty as an essential element in decision-making. Its use of simulation gives readers a superior way of analyzing past data, understanding an uncertain future, and optimizing results to select the best decision. With its focus on uncertainty and variability, this book provides a comprehensive foundation for business analytics. Students will gain a better understanding of fundamental statistical concepts that are essential to marketing research, Six-Sigma, financial analysis, and business analytics. Teaches managers how they can use business analytics to formulate and solve business problems to enhance managerial decision-making Explains the processes needed to develop, report and analyze business data Describes how to use and apply business analytics software Offers expanded coverage on the value and application of prescriptive analytics Includes a wealth of illustrative exercises that are newly organized by difficulty level Winner of the 2017 Textbook and Academic Authors Association's (TAA) Most Promising New Textbook Award in the prior edition

Guide to Business Data Analytics

Author: Iiba

Publisher:

Published: 2020-08-07

Total Pages: 172

ISBN-13: 9781927584200

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The Guide to Business Data Analytics provides a foundational understanding of business data analytics concepts and includes how to develop a framework; key techniques and application; how to identify, communicate and integrate results; and more. This guide acts as a reference for the practice of business data analytics and is a companion resource for the Certification in Business Data Analytics (IIBA(R)- CBDA). Explore more information about the Certification in Business Data Analytics at IIBA.org/CBDA. About International Institute of Business Analysis International Institute of Business Analysis(TM) (IIBA(R)) is a professional association dedicated to supporting business analysis professionals deliver better business outcomes. IIBA connects almost 30,000 Members, over 100 Chapters, and more than 500 training, academic, and corporate partners around the world. As the global voice of the business analysis community, IIBA supports recognition of the profession, networking and community engagement, standards and resource development, and comprehensive certification programs. IIBA Publications IIBA publications offer a wide variety of knowledge and insights into the profession and practice of business analysis for the entire business community. Standards such as A Guide to the Business Analysis Body of Knowledge(R) (BABOK(R) Guide), the Agile Extension to the BABOK(R) Guide, and the Global Business Analysis Core Standard represent the most commonly accepted practices of business analysis around the globe. IIBA's reports, research, whitepapers, and studies provide guidance and best practices information to address the practice of business analysis beyond the global standards and explore new and evolving areas of practice to deliver better business outcomes. Learn more at iiba.org.