Salesforce Business Analysis Playbook
Packt Publishing Limited (Verlag)
978-1-80610-927-2 (ISBN)
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Key Features
Master techniques to gather, prioritize, and document Salesforce requirements
Use AI tools to automate traceability, improve test coverage, and boost user adoption outcomes
Create scalable solutions with reusable templates, stakeholder maps, and agile collaboration tools
Purchase of the print or Kindle book includes a free PDF eBook
Book DescriptionSalesforce 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.What you will learn
Identify business needs by engaging stakeholders and SMEs
Document functional and non-functional requirements in BRDs
Use Generative AI to enhance analysis, communication, and solution design
Create user stories and acceptance criteria aligned to business goals
Use AI to accelerate requirement analysis and reduce manual effort
Apply AI to auto-generate test scenarios and flag coverage gaps
Leverage Salesforce Flow, Reports, and CRM Analytics for insights
Practice certification-style questions with AI-aided study tools
Who this book is forThis book is for Salesforce Business Analysts, Admins, and Functional Consultants aiming to strengthen their analysis skills and keep pace with evolving platform capabilities. If you’re struggling with requirement gathering, stakeholder alignment, or scalable solution design, this book offers proven techniques and AI-powered enhancements to improve project outcomes. A foundational understanding of Salesforce CRM is recommended.
Srini Munagavalasa brings over twenty years of global IT leadership, specializing in Salesforce and SAP CRM solutions. Currently VP at MUFG Americas, his career spans prestigious organizations including IBM, Disney, and PwC. An innovation champion, Srini builds technology solutions that drive customer satisfaction and measurable outcomes. Author of two published books and 11 industry papers, he has presented at major conferences including Salesforce Dreamforce and SAP Sapphire. With engineering and management credentials, Srini combines deep technical expertise with strategic business vision to drive transformative digital initiatives across enterprise environments.
Table of Contents
Identifying Requirements
Elicitation and Document Requirements
Prioritizing Requirements
Process flows (“As-is”/” To-be”)
Business Requirements Document, User stories and acceptance criteria
Solution Design & Functional Document
Declarative vs Programmatic Solutions
Demonstrate Functionality -Prototype/Wireframe
Conference room pilots/ Product Demos
Technical & Quality Testing
Requirements Lifecycle & Traceability
Agile Techniques & Team Collaboration
User Adoption and Change Management
End User Training
Post Go-Live Support /User Forums
Productivity Toolkit Updates
Business Analyst certification – Sample Questions
Career Opportunities & Related BA Roles (Aspiring BAs)
| Erscheinungsdatum | 14.10.2025 |
|---|---|
| Verlagsort | Birmingham |
| Sprache | englisch |
| Maße | 191 x 235 mm |
| Themenwelt | Mathematik / Informatik ► Informatik ► Theorie / Studium |
| Wirtschaft ► Betriebswirtschaft / Management ► Projektmanagement | |
| ISBN-10 | 1-80610-927-1 / 1806109271 |
| ISBN-13 | 978-1-80610-927-2 / 9781806109272 |
| Zustand | Neuware |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
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