From the course: Salesforce Business Analyst Cert Prep
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What is discovery? - Salesforce Tutorial
From the course: Salesforce Business Analyst Cert Prep
What is discovery?
- [Instructor] So what actually is discovery? You might have heard this if you've been on the client side or if you have been working on projects as maybe an admin as a project. Oh, it's in the discovery stage. We're working on discovery. We're doing discovery meetings, what have you. So discovery is essentially where you find everything out and you find out what the client actually wants. So let's get our brain situated into this scenario. Imagine you are a business analyst and you're a consultant. In this process of being a consultancy business analyst, there's a couple of different teams. There's a sales team, and the sales team, while you have maybe your account executives, you may also have sales engineers. And so what the sales engineers are, they are professionals or IT professionals who have a technical understanding, so then they can price the client correctly and kind of get a general idea of what the project is going be. Now this is generally going to be what's called an…
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Contents
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Introduction to discovery26s
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What is discovery?6m 47s
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Journey mapping4m 55s
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Build a journey map11m 14s
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Engaging stakeholders8m 7s
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Centers of excellence4m 25s
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Documentation4m 12s
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Overview of elicitation techniques2m 42s
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Whiteboarding4m 52s
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Interviews4m 26s
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Observation4m 35s
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Requirements workshop3m 32s
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Surveys3m 30s
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Create a dev org2m 43s
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Salesforce health check2m 49s
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Customer discovery: Key terms not covered thus far2m 15s
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Customer discovery practice question walkthrough3m 58s
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