Resources
Lessons
Customer Discovery
- Determine business strategies, goals, initiatives, and challenges to define the scope of business analysis.
- Discover how a customer is leveraging and benefiting from Salesforce products to establish the current state.
- Understand and explain Business Analyst roles and responsibilities in different phases of the implementation lifecycle.
- Apply the implementation lifecycle for planning business analysis activities.
- Analyze the customer's Salesforce environment to identify opportunities and constraints.
- Demonstrate knowledge of Salesforce capabilities and its potential to recommend solutions to the business.
- Knowledge Check
Collaboration with Stakeholders
- Plan discovery activities based on the target stakeholders to perform a thorough analysis of business needs.
- Identify key stakeholders and develop relationships with them as a trusted advisor to act as a liaison between business and technical teams.
- Given a scenario, choose the most effective technique for eliciting business needs from stakeholders.
- Explain how to move from current state analysis to an agreed future state design.
- Understand how Salesforce features and best practices impact solution options and business processes.
- Given a scenario, manage competing priorities to obtain sign-off from stakeholders.
- Knowledge Check
Business Process Mapping
- Demonstrate how to define the scope of a complex business process and break it down into manageable steps.
- Apply understanding of hierarchical process mapping to engage stakeholders at different levels of an organization.
- Analyze and document a business process to elicit requirements and identify resources to visualize a future state.
- Apply governance on agreed future state processes to control scope.
- Knowledge Check
User Acceptance
- Define and prepare the User Acceptance Test plan to confirm the solution meets the business requirements.
- Guide UAT and manage the results to determine whether the solution meets the requirements.
- Given a scenario, make a go/no-go release decision when new business or technical issues arise.
- Knowledge Check