
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn get an overview of the 8 steps to plan a Salesforce project.
1. The Process of Implementation
2. Understand the Business
3. Preparing the Business Case
4. Selling a Solution
5. Design Checklist
6. Implementation Process
7. Successful Application
8. Navigating Success
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to understand the process of Implementation.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to understand of the business.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to prepare the business case.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to sell a solution.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to create a design checklist.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to implement a process for managing your Salesforce project.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to successful roll out a Salesforce project.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to navigate the success of your salesforce project.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module get an introduction to business analysis.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to do stakeholder analysis and gather requirements.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to elicit requirements.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to analyse requirements.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to document requirements.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to model requirements.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to validate requirements.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
Within this module learn how to manage the roll out of requirements.
© Supermums Training CIC 2024
All rights reserved.
This training material is protected by copyright law and is intended for personal use only. Reproduction, distribution, or resale of any part of this material for commercial purposes is strictly prohibited without the prior written consent of Supermums Training CIC.
Unauthorized use or distribution may result in legal action.
This course will equip and empower you with the skills, confidence, and templates to be a Salesforce Business Analyst.
Learn how to plan a CRM Project with an 8 step process and how to gather and document requirements from stakeholders.
Includes a suite of business analysis questions and templates to guide you through the process.
This course is brought to you by Heather Black, the CEO and Founder of Supermums, a Salesforce Training and Recruitment Specialist. Heather is an experienced Trainer in Business Analysis, Change Management, and Agile Project Management and Salesforce Consultant. She has been training people globally on Salesforce since 2012 and was awarded a Golden Hoodie by Salesforce for her impact.
Heather trained as a Business Analyst with Salesforce in 2012 and the British Computing Society in 2015-2017 and she shares disciplines from these courses with trainees. Terminology used in this course is based on these foundation courses but please note terminology used within business analysis practices can vary across the eco-system.
The course content will contribute towards completing the Salesforce Business Analysis Certification. For a full complement of Salesforce Consultancy Skills, this Business Analysis course should be taken alongside other courses delivered by Heather covering Agile Project Management and Change Management.