What are the Daily Tasks Of A Salesforce Business Analyst | Ben Analyst
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1. Discovery meetings:
The business analyst usually starts the day by conducting discovery meetings for stakeholders from various departments and presentations to ensure that the scope of the current project meets their needs.
2. Gathering crucial feedback:
Feedbacks are collected from several stakeholder meetings and compiled to generate reports and dashboards concerning the requirements of every user profile.
3. Create Business documents
Once all information is gathered, the analysis process commences. Perform a quality check on the collected data and create use cases for every single request. The reason for doing this is to discover any loopholes or allow non-technical users to be able to read and adjust requirements where necessary.
4. Design Diagrams
The business analyst is responsible of creating many diagrams, with the purpose of visually representing a system along with its main actors, roles, actions, artifacts or classes, in order to better understand, alter, maintain, or document information about the system.
5. Create visual charts and technical streamgraphs
Data visualization is the act of taking information (data) and placing it into a visual context, such as a map or graph. Data visualizations make big and small data easier for the human brain to understand, and visualization also makes it easier to detect patterns, trends, and outliers in groups of data
6. Performing prioritizing initiative
Prioritizing initiative is centered on business requirements. Prioritization is an informed and methodical questioning and decision making process. Some strategic initiatives offer more benefit and/or are more strategic than others. An organization cannot do all things immediately given available resources including people, money, time, and/or other materials.
7. Monitoring of deliverables
The most common deliverables by the BA are BRDs, system use cases, user stories and UML diagrams. The Business analyst needs to make they are delivered on time.
8. Creation of training materials
The business analyst is also responsible for in-house training sessions, leadership, and guidance with workmates using Salesforce technology in the company.
9. Data analysis
The business analyst needs to identify some crucial data points that the sales team should be tracking. He looks at customer data and offer recommendations to companies based on their findings. Customer data can be pulled from anything, including surveys, traffic to the business’s website, browsing habits and purchase history
10. Close up the daily activities
Time to close up the daily activities by reviewing the daily reports sales orders, leads, and other significant information recorded. Ensure that everything meets company policy and record any arising issues.
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