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Business Analyst

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Business Analyst

Study Checklist

  • Platform Administrator
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  • Marketing Cloud Engagement Administrator
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Checklist progress

0/102Learned

  • Business strategy versus goals, initiatives, and scope
  • Strategic drivers that define Salesforce project scope
  • Stakeholders whose strategies and goals bound scope
  • Discovery questioning for goals, initiatives, and challenges
  • Challenge framing and right-sized initiative scope
  • Objectives, success criteria, assumptions, and constraints
  • Organizational alignment frameworks for Salesforce scope
  • When a Salesforce request conflicts with strategy
  • Product roadmaps in customer discovery
  • Driving organizational change in Salesforce initiatives
  • Current state as a prerequisite to future-state design
  • Existing product usage and benefits in the current state
  • Empathetic research methods for current-state discovery
  • Customer language during current-state discovery
  • Journey mapping for current product experience
  • Business Analyst as liaison between business and technical teams
  • Salesforce Business Analyst versus Salesforce Admin
  • Business Analyst responsibilities versus adjacent delivery roles
  • Business Analyst responsibilities across implementation lifecycle phases
  • SDLC methodology implications for the Business Analyst role
  • Salesforce release notes in the Business Analyst role
  • Planning BA activities across the implementation lifecycle
  • Implementation work streams for business analysis
  • Application Lifecycle Management for BA planning
  • Production, sandbox, and multi-org landscape
  • Edition and license constraints in the customer org
  • Unused licensed Salesforce capabilities as opportunities
  • Existing customizations and technical debt as constraints
  • Salesforce Optimizer for org health insights
  • Whole-organization impacts in a shared Salesforce org
  • Salesforce capability alignment with business needs
  • Customer 360 versus single-cloud solution recommendations
  • Native Salesforce versus AppExchange for a business need
  • Salesforce features versus custom development recommendations
  • Ideation and prototyping for Salesforce solution options

Plan discovery activities based on the target stakeholders to perform a thorough analysis of business needs.

0/3

  • Stakeholder-based discovery activity planning
  • Determining information needs in discovery
  • Customer industry language in discovery planning

Identify key stakeholders and develop relationships with them as a trusted advisor to act as a liaison between business and technical teams.

0/5

  • Identifying key stakeholders
  • Trusted advisor relationships with stakeholders
  • Liaison between business and technical teams
  • Communication with business and technical stakeholders
  • Salesforce adoption strategies for user success

Given a scenario, choose the most effective technique for eliciting business needs from stakeholders.

0/4

Business-needs elicitation techniques

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Whiteboarding to elicit business needs

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Journey mapping to elicit experience needs

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Process-design sessions to elicit business needs

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Explain how to move from current state analysis to an agreed future state design.

0/5

  • Current-state versus future-state design
  • Salesforce features and best practices in future-state design
  • Technical debt as a constraint on future-state design
  • Stakeholder agreement on future-state design
  • Solution roadmaps as agreed future-state design

Given a scenario, manage competing priorities to obtain stakeholder consensus.

0/5

  • Facilitating consensus on competing stakeholder priorities
  • Prioritization methods for competing stakeholder requests
  • Negotiating stakeholder conflict toward consensus
  • Stakeholder sign-off after priority alignment
  • Agile collaboration with stakeholders
  • Defining the scope of a process map
  • Hierarchical process mapping and drill-down
  • Capability maps versus process maps
  • Purpose of business process mapping
  • Questions to define, engage, and identify a process
  • Current-state process mapping to elicit requirements
  • Future-state process visualization with stakeholders
  • Hierarchical process maps for stakeholder levels
  • Functional ownership on process maps
  • Universal Process Notation versus flowcharts
  • Version-controlled repositories for process maps
  • Governance of agreed future-state processes
  • Scope versus requirements versus user stories
  • Well-defined requirements
  • Aligning requirements to business needs
  • Pain points as sources of requirements
  • Identifying new requirements for future state
  • Validating existing requirements with stakeholders
  • Prioritizing requirements with stakeholders
  • Requirement dependencies
  • Requirements across the implementation lifecycle
  • Whiteboarding during requirements meetings
  • Scrum versus Kanban workflows
  • Version-controlled repository for requirements
  • Change sets versus version control for requirements
  • Purpose of user stories in Agile analysis
  • User story who, what, and why
  • Acceptance criteria as a story component
  • INVEST criteria for user stories
  • Common mistakes when writing user stories
  • User story writing workshops
  • Writing development-ready acceptance criteria
  • Acceptance criteria versus definition of done
  • Version-controlled repository for user stories
  • Validating project delivery against requirements
  • Requirement clarification with developers during delivery
  • Purpose of user acceptance testing
  • Business analyst role in user acceptance testing
  • User acceptance test plan
  • Selecting UAT testers
  • UAT test scripts
  • Guiding UAT and managing results
  • Stakeholder sign-off
  • Go/no-go release decisions
  • Compliance considerations in UAT

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Business-needs elicitation techniques

Explainer

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Next conceptWhiteboarding to elicit business needs

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Explainer

Elicitation is how a business analyst draws business needs and design information from stakeholders and other sources when that knowledge is seldom written down. After you understand the business need, you choose the technique or mix of techniques that can answer the remaining questions. Different methods surface different kinds of need, so a one-on-one interview, watching someone work, a group session, a survey, or living the experience yourself are not interchangeable.

Core information
  • Elicitation is the drawing forth or receiving of information from stakeholders or other sources. It is the main path to discovering requirements and design information, and it can mean talking with people directly, researching topics, experimenting, or simply being handed information.
More details and nuances
  • Elicitation is not a sealed phase. You elicit during any stakeholder interaction and during independent analysis, and first-pass findings often trigger more elicitation to fill gaps, so keep adding informed information throughout the project lifecycle.