The Salesforce Business Analysis Playbook
Become a trusted Salesforce advisor through expert business analysis and applied AI skills
Created by Srini Munagavalasa
Gain practical business analysis skills tailored for Salesforce projects. Learn to streamline requirements, improve solution design, and leverage AI tools for better project outcomes. Build confidence in leading every stage of a Salesforce implementation with proven strategies and frameworks.
Packt | Mar 2026 | 346 min
What You Will Learn
You will work through real-world scenarios that mirror the Salesforce project lifecycle. Each stage introduces actionable frameworks and practical methods for gathering requirements, collaborating with stakeholders, and optimizing solution design. AI-powered tools and modern Salesforce features are woven throughout to help you work smarter and deliver value.
Key Features
- Gather and document Salesforce requirements with expert techniques and real-world tools
- Apply AI to automate traceability, enhance testing, and drive higher user adoption
- Design scalable solutions using agile collaboration and stakeholder alignment methods
Target Audience
Ideal for Salesforce Business Analysts, Admins, and Functional Consultants who want to deepen their analysis skills and adapt to new platform features. If you have a basic understanding of Salesforce CRM and want to improve requirement gathering, stakeholder management, or scalable solution design, you'll find proven techniques and AI-driven strategies to boost your impact.
