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Salesforce Business Analysis Playbook
Become a trusted Salesforce advisor through expert business analysis and applied AI skills
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 stakeholder alignment strategies and agile collaboration practices
Free with your book: DRM-free PDF version + access to Packt's next-gen Reader*
Book Description
Salesforce projects often fail not due to technology limitations but because of unclear requirements, poor stakeholder alignment, and a lack of business context. The 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 Srini Munagavalasa, 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 such as 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 life cycle 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 be able to lead the business analysis efforts across every stage of a Salesforce project, solve real-world problems, and adapt to Salesforce’s evolving capabilities.*Email sign-up and proof of purchase required
What you will learn
Identify business needs by engaging stakeholders and SMEs
Create user stories and acceptance criteria that are aligned to business goals
Document functional and non-functional requirements in BRDs
Use Generative AI to enhance analysis, communication, and solution design
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 for
This 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.
