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Salesforce Business Analysts are people who are responsible for improving the Salesforce occurrence and its maintenance. In this blog, we look at the best practices they must employ to be good in their job and succeed in this business, in their roles.
The best practices to be a good Salesforce business analyst include:
Good listener - Its always good to be a greater listener in life, at work and in our personal lives. Being a mindful listener is important to succeed as a business analyst. Listening well helps a business analyst to know the precise requirements of the client or potential client. Not being a good listener translates into the project / assignment not succeeding.
Documentation - Documentation is the key to success in all fields. Hence, being diligent about documentation at all stages ensures success and a learning resource for others in the future. It helps the testing team with their work.
Built in sandbox before production - Work should not be carried out in production, except for making reports, dashboards, or profiles. Its best to do everything in a sandbox environment to be on the safe side.
Testing in sandbox - Sandbox is a replication of production which is used to test negative codes in a disengaged testing environment to observe its working. Therefore, all forms of testing need to be carried out in the sandbox before thinking of moving to production.
Methodology - The process of creating, planning, testing, and deploying a project is called Software Methodology. There are varied Software Methodologies like Waterfall, six sigma, Agile, and so on. The fruits of using the Software Methodology project are planned with clarity.
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Quality - Quality matters and one should always be mindful of it. Its what sets a person or company apart in the long run. Brand names are built on quality. One should always ensure delivery of product or service with quality and best practices applied at all times. Despite client pressures and other reasons, its best not to given in and do a rushed job which will end up with no impact or failure.
User Acceptance Testing Before Delivery - It is important to ensure that you have tested as a user and owner since users and owners have different ways of using the same thing for different purposes.
We hope that for those who want to make a mark in this profile, this blog has been a good resource for education. For others, its been a learning as well. Thank you for reading our blogs and please do write to us with your thoughts & reviews.
About the Author
Anand Sharma
Anand is a Salesforce Evangelist, joined the Salesforce ecosystem in 2014 helping customers to be successful with Salesforce, and joined Codleo to share the goodness with even more developers all around the world. He is based in New Delhi, with his wife, and he tries to escape summers every chance he gets.
