Intro to Process Mapping for the New Salesforce BA

2:55 PM - 3:20 PM

Salon II

Business Analyst

For individuals embarking on a Salesforce Business Analyst (BA) journey or those aspiring to excel in their roles, understanding the critical documentation and technical skills is key to success. This session is designed to empower Salesforce BAs with the essential knowledge and techniques necessary to excel in creating process maps that pave the way for successful Salesforce projects. Utilizing a real-world case study, this session will explore the fundamental aspects of process mapping and its pivotal role in achieving desirable outcomes in Salesforce projects.

Participants will gain insights into:

  • What is Process Mapping and When/How to Create One: - Delve into the concept of process mapping, its significance in Salesforce projects, and the specific scenarios in which you should create process maps.
  • Anatomy of a Process Map, Including Standard Shapes and Elements: - Explore the essential elements and standard symbols used in process maps. Learn how to structure and format your maps for clarity and comprehensibility.
  • Storytelling Within the Process Map: - Understand the art of storytelling within your process map. Discover how to use visuals and annotations to convey the narrative of the process effectively.
  • Analyzing the Process Map: - Learn how to critically analyze a process map to identify bottlenecks, inefficiencies, and opportunities for improvement. Gain insights into using your process map as a diagnostic tool.
  • Circulating and Communicating Your Process Map: - Explore strategies for effectively sharing and communicating your process map with stakeholders, project teams, and decision-makers. Learn to harness the map's value as a collaborative and decision-support tool.

Through this engaging and interactive session, aspiring Salesforce BAs and those at the early stages of their careers will acquire the skills and knowledge needed to create impactful process maps. These maps will not only enhance their Salesforce project management but also contribute to overall business process optimization. Join us for this enlightening session and embark on your journey to becoming a Salesforce BA expert.

Photo of Ko Forte

Ko Forte

Salesforce Business Analyst


She / Her