Salesforce projects often fail not due to technology limitations, but because of unclear requirements, poor stakeholder alignment, and lack of business context. Salesforce Business Analyst Playbook, Second Edition addresses these challenges head-on, offering a complete, real-world guide for business analysts looking to elevate their impact on Salesforce implementations.
Written by a seasoned Salesforce leader with over 20 years of global experience across Salesforce and SAP CRM, this updated edition introduces powerful new content, including generative AI tools, advanced analysis techniques, automated traceability, and modern Salesforce features like Flows and in-app guidance. These updates empower analysts to work smarter, whether gathering requirements, optimizing solution design, managing testing, or driving adoption. You’ll walk through the entire Salesforce project lifecycle with practical methods, stakeholder collaboration strategies, testing plans, and certification guidance, ensuring you can handle complex projects with confidence.
By the end of this book, you’ll have the practical tools, templates, and confidence to lead business analysis efforts across every stage of a Salesforce project, equipped to solve real problems and adapt to Salesforce’s evolving capabilities.

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Spis treści

Salesforce Business Analysis Playbook. Become a trusted Salesforce advisor by mastering analysis skills and using AI for scalable solutions - Second Edition eBook -- spis treści

• 1. Identifying Requirements
• 2. Elicitation and Document Requirements
• 3. Prioritizing Requirements
• 4. Process flows (“As-is”/” To-be”)
• 5. Business Requirements Document, User stories and acceptance criteria
• 6. Solution Design & Functional Document
• 7. Declarative vs Programmatic Solutions
• 8. Demonstrate Functionality -Prototype/Wireframe
• 9. Conference room pilots/ Product Demos
• 10. Technical & Quality Testing
• 11. Requirements Lifecycle & Traceability
• 12. Agile Techniques & Team Collaboration
• 13. User Adoption and Change Management
• 14. End User Training
• 15. Post Go-Live Support /User Forums
• 16. Productivity Toolkit Updates
• 17. Business Analyst certification – Sample Questions
• 18. Career Opportunities & Related BA Roles (Aspiring BAs)