Tracks: Business Analyst

Customer Discovery

Determine business strategies, goals, initiatives, and challenges to define the scope of a Salesforce project or business initiative.

Discover how a customer is leveraging existing 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(s) to identify opportunities and constraints.

Demonstrate knowledge of Salesforce capabilities, align them with business needs, and recommend potential solutions.

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.

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

Business Process Mapping

Demonstrate how to define the scope of a complex business process and break it down into manageable steps.

Analyze and document a business process to elicit requirements and engage stakeholders to visualize a future state.

Document business processes in a version controlled repository to manage scope.

Requirements

Understand the differences between scope, requirements and user stories.

Engage stakeholders to identify, validate, and prioritize requirements.

Document requirements in a version controlled repository to manage scope.

User Stories

Understand the components of a user story to perform thorough analysis.

Demonstrate how to write acceptance criteria that convey the requirements and are ready for development.

Document user stories in a version controlled repository to manage scope.

Development Support and User Acceptance

Support and validate project delivery to ensure the solution meets the requirements.

Support and validate user acceptance testing (UAT) to ensure the solution meets the requirements.