Salesforce Business Analyst study materials
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Salesforce Business Analyst: Requirements

Salesforce Business Analyst · Work through your exam, one topic at a time.

All guide sections

Requirements

Know the four levels

  1. Business requirements - why: "Cut quote turnaround from five days to one."
  2. Stakeholder requirements - who needs what.
  3. Solution/functional requirements - what the system does.
  4. Non-functional requirements - how well: performance, security, scalability, availability, usability, licensing and data-volume limits.

Also know user stories (INVEST), acceptance criteria (Given/When/Then), MoSCoW prioritization, the traceability matrix, and Definition of Ready/Done.

Traps

  1. Unmeasurable adjectives: "user-friendly," "flexible," "fast" - these are non-functional and must be quantified.
  2. Mixing levels: "the org shall use a picklist" is design; "standardize region values across teams" is the requirement.
  3. Acceptance criteria written as test steps, or missing the negative/failure case.
  4. Forgetting non-functional concerns - data volume, governor limits, sharing and security, mobile, integrations, licenses.
  5. Gold-plating: requirements no stakeholder asked for and no objective traces to.

Rule of thumb

If you cannot write a pass/fail test for it, it is not a requirement yet. Every requirement should trace to a business objective; if it does not, challenge it.

Worked example

"Sales reps need to see all opportunities" sharpens to: As a sales rep, I want to see opportunities on accounts my team owns so I can forecast accurately. Acceptance criteria: Given a rep on Team A, when they open the Opportunity list view, then they see only Team A account opportunities, and the page loads in under three seconds at 50,000 records. Note the story, the criteria, and the non-functional clause.