From the course: Salesforce Business Analyst Cert Prep
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Documentation - Salesforce Tutorial
From the course: Salesforce Business Analyst Cert Prep
Documentation
- [Instructor] So let's jump into documentation. Documentation is very, very, very, very, very, very important. I don't think I can overstate how important it is for you to document things. Documentation is really helpful to keep the record straight, keep things current, and up-to-date you can go back and recognize what the client wants, and it can help you communicate with the client. The goal is going to be if someone who is new to the project, they can jump in. Let's say you are the business analyst. You have to leave the project for whatever reason. You maybe get sick, maybe get strep throat, maybe your partner had a child until you're on parental leave, what have you. The goal is that they can go, the new person who's going to be filling in for you, they can go and see the documentation and they can jump pretty quickly in after reviewing that documentation. Now, of course, there'll be some lead time of where that new person needs some time to get onboarded and understand and look…
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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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