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0/102Learned
Business Analyst
Study Checklist
Checklist progress
0/102Learned
Determine business strategies, goals, initiatives, and challenges to define the scope of a Salesforce project or business initiative.
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Discover how a customer is leveraging existing products to establish the current state.
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Current state as a prerequisite to future-state design
Learn this conceptExisting product usage and benefits in the current state
Learn this conceptEmpathetic research methods for current-state discovery
Learn this conceptCustomer language during current-state discovery
Learn this conceptJourney mapping for current product experience
Learn this conceptUnderstand and explain Business Analyst roles and responsibilities in different phases of the implementation lifecycle.
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Apply the implementation lifecycle for planning business analysis activities.
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Analyze the customer's Salesforce environment(s) to identify opportunities and constraints.
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Demonstrate knowledge of Salesforce capabilities, align them with business needs, and recommend potential solutions.
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Current-state discovery depends on conversations, and those conversations are full of lingo specific to the customer's business. Pause to ask what an unfamiliar term means, then start using it yourself to verify what people are saying or asking for. That habit builds trust, keeps meaning from getting lost in translation, and should carry into how you write business requirements.