Lesson 1: Discovery, Stakeholders, Requirements, Process Mapping, and Solution Scope
Lesson Overview
This lesson develops practical skills in discovery, stakeholders, requirements, process mapping, and solution scope for Salesforce Implementation Essentials (BSX101).
Topics Covered
Business goals, stakeholders, personas, pain points, outcomes, and success measures
Current-state and future-state processes, user journeys, exceptions, and controls
Functional and nonfunctional requirements, user stories, acceptance criteria, and priorities
Salesforce capabilities, editions, licenses, clouds, applications, and constraints
Scope, assumptions, dependencies, risks, timeline, governance, and delivery method
Discovery workshops, documentation, and solution blueprint
Practical Activity
Configure or analyze a scenario involving business goals, stakeholders, personas, pain points, outcomes, and success measures.
Build and validate an exercise covering current-state and future-state processes, user journeys, exceptions, and controls and functional and nonfunctional requirements, user stories, acceptance criteria, and priorities.
Use tests, logs, reports, or documentation to verify discovery workshops, documentation, and solution blueprint.
Key Takeaways
Explain business goals, stakeholders, personas, pain points, outcomes, and success measures in the context of Salesforce Implementation Essentials (BSX101).
Apply practical methods for current-state and future-state processes, user journeys, exceptions, and controls and functional and nonfunctional requirements, user stories, acceptance criteria, and priorities.
Test, document, and troubleshoot discovery workshops, documentation, and solution blueprint.
