In this lecture, we discuss the Requirements Gathering Phase of a Consulting Engagement. I introduce you to a helpful Trailhead trail that walks you through how to gather requirements. I also provide links to helpful Requirements Gathering templates you can use for your own Salesforce projects.
Resources:
UX Research Basics Trailhead Module - https://trailhead.salesforce.com/content/learn/modules/ux-research-basics
Analyze Your Findings Trailhead Unit - https://trailhead.salesforce.com/content/learn/modules/ux-research-basics/analyze_your_findings
UX Research Basics Packs .zip Download - 4 Templates - https://developer.salesforce.com/files/UXResearchBasics-pack.zip
In this lecture we discuss the typical steps involved in the building phase of consulting engagements.
I show you the Salesforce Developer console, as well as how to utilize reports for testing purposes.
Resource:
Developer Console Guide - https://help.salesforce.com/articleView?id=code_dev_console.htm&type=5
In this lecture we discuss the Documentation phase of consulting engagements. We look at how to document your consulting work on Chatter through posts on specific object records, such as a User Story via Agile Accelerator, as well as uploading files through Chatter into Salesforce Content. I show...
