Salesforce BA Zero to Hero Module 1 — The Salesforce Project Lifecycle
🔄 Salesforce BA Zero to Hero — Module 1 of 15
The Salesforce Project Lifecycle
Every BA deliverable you will learn in this course exists within a larger structure. Before learning HOW to write a great requirement or run a great UAT session, understand WHERE each activity fits in the full project journey.
Module 1 of 15 (counting Module 0 as a bonus prerequisite) · Phase 1: BA Foundations (Begins!)
🚀 Welcome to Phase 1: BA Foundations. Modules 1 through 3 build the structural and interpersonal foundation every later module assumes — the project lifecycle itself, how to gather information well, and how to work with the humans involved.
🎯 What You Will Master in This Module
A Salesforce implementation is not one undifferentiated blob of "work" — it moves through distinct phases, each with different goals, different BA activities, and different ways of measuring whether that phase succeeded. Understanding this structure is the scaffolding every later module's specific skill (writing a BRD, running UAT, mapping a process) hangs on.
✓ The complete lifecycle, end to end: Discovery → Design → Build → Test → Deploy → Hypercare
✓ What genuinely happens during Discovery, and the BA's specific role in it
✓ What genuinely happens during Design, and the sign-off gate that protects the project
✓ The BA's reduced but still-critical role during the Build phase
✓ Why Testing is one of the BA's heaviest-involvement phases
✓ Deploy and Hypercare — what "done" actually means on a Salesforce project
✓ How Waterfall vs Agile delivery models reshape this same lifecycle
📋 In This Module
Concept 1 of 7
The Complete Lifecycle Overview
Almost every Salesforce implementation, regardless of delivery methodology, moves through the same six fundamental stages. The names and exact boundaries vary by organization, but the underlying progression — understand, design, build, verify, launch, stabilize — is genuinely universal.
⚡ Why This Matters
When you join a new project partway through, the FIRST question that orients you is "which phase are we in right now?" — this single piece of context tells you what kind of work is expected of you, what deliverables matter most right now, and what conversations are appropriate to have.
DISCOVERY → Understand the business problem and current state
(Concept 2)
DESIGN → Define the solution and get formal stakeholder sign-off
(Concept 3)
BUILD → Admins/Developers configure and code the solution
(Concept 4)
TEST → Verify the built solution actually meets requirements
(Concept 5)
DEPLOY → Release the solution to real users in production
(Concept 6)
HYPERCARE → Intensive post-launch support and stabilization
(Concept 6)
🛠️ Practical: Map a Real Feature Through the Full Lifecycle
1Take this feature: "Automatically assign new Leads to the correct sales rep based on territory."
2Write one sentence describing what would happen during Discovery for this feature (Hint: what questions would you need answered before designing anything?).
3Write one sentence for Design (what would the agreed-upon solution approach look like, in writing, before any building starts?).
4Write one sentence for Build (what would an Admin actually configure?).
5Write one sentence for Test (what specific scenario would you verify before trusting this is correct?).
6Write one sentence for Deploy and Hypercare (what would go-live look like, and what might need close monitoring in the first week?).
7This six-sentence exercise is a genuinely useful habit to repeat for any feature you encounter throughout your BA career — it forces you to think beyond just the immediate task in front of you.
⚠️ Common Gotcha
Do not assume these phases are always strictly sequential with hard stops between them in every project. In Agile delivery (covered fully in Concept 7), small slices of this lifecycle repeat every sprint rather than happening once for the entire project. The six STAGES are universal; the SHAPE of how they are arranged across a project's timeline genuinely varies.
Concept 2 of 7
Discovery Phase Deep Dive — The BA's Heaviest-Involvement Phase
Discovery is where the project genuinely begins, and it is arguably the single phase where a BA's specific skill matters most. The goal is to deeply understand the current state (As-Is), the desired future state (To-Be), and exactly what problem the business is trying to solve — before anyone starts designing or building anything.
⚡ Why This Matters
Every mistake made during Discovery becomes dramatically more expensive to fix the further the project progresses. A misunderstood requirement caught during Discovery costs a follow-up conversation; the same misunderstanding caught after Deploy can cost weeks of rework and damaged stakeholder trust.
| Discovery Activity | What It Produces |
|---|---|
| Stakeholder Interviews | Raw, qualitative understanding of pain points and goals (Module 2 covers technique in depth) |
| Current State (As-Is) Documentation | A clear picture of how things work TODAY, including workarounds and pain points (Module 5) |
| Business Goals Clarification | Explicit, agreed success criteria — what does "this project succeeded" actually mean? |
| Initial Scope Definition | A first-pass boundary of what is in scope and out of scope for this specific project |
| Data & System Landscape Review | Understanding what systems and data currently exist that this project will touch or integrate with |
🛠️ Practical: Draft a Discovery Question List
1Scenario: XYZ Company wants to "improve how we track customer renewals."
2Before any solution can be designed, draft 5 genuine Discovery questions you would ask in a stakeholder interview. Do not jump to solutions yet — focus purely on understanding.
3Strong example questions: "Walk me through how a renewal is currently tracked from start to finish." / "What specifically goes wrong with the current process?" / "Who needs to know about an upcoming renewal, and when?" / "What does 'success' look like if this project goes well?" / "Are there any systems outside Salesforce currently involved in this process?"
4Compare your questions against these examples — notice they are all OPEN questions inviting explanation, never simple yes/no questions, and none of them propose a solution.
5This exact question-drafting discipline is exactly what Module 2 builds out into a full elicitation toolkit.
⚠️ Common Gotcha — Skipping Discovery Under Time Pressure
Under deadline pressure, it is tempting to compress or skip Discovery to "save time" and jump straight to designing a solution. This is one of the most common and costly mistakes on real projects — a rushed Discovery phase produces a solution built on an incomplete or wrong understanding of the actual problem, and the resulting rework almost always costs more time than the Discovery work that was skipped would have taken.
Concept 3 of 7
Design Phase & the Sign-Off Gate
Design is where Discovery's understanding gets converted into a concrete, agreed-upon plan — typically formalized in a Business Requirements Document (BRD) and/or Functional Requirements Document (FRD), covered fully in Module 7. Critically, Design typically ends with a formal SIGN-OFF, where stakeholders explicitly agree "yes, this is what we want built" before any building begins.
⚡ Why This Matters
The sign-off gate exists specifically to prevent a very expensive failure mode: building something, only to have a stakeholder say "this isn't what I meant" after development is already complete. A clear sign-off creates explicit, documented agreement BEFORE expensive build work begins.
What gets finalized and signed off during Design:
1. Detailed Requirements (the precise, testable specifications)
2. Process Design (the To-Be process, covered in Module 5)
3. Data Model Changes Needed (new objects/fields, covered in Module 8)
4. Wireframes / Mockups for any new screens (Module 9)
5. Acceptance Criteria for each requirement (Module 4)
6. Explicit Out-of-Scope items (equally important as what IS in scope)
⚠ SIGN-OFF: stakeholders formally approve this design before Build begins
🛠️ Practical: Draft a Sign-Off Checklist
1Imagine you are about to present a finished Design document to stakeholders for sign-off on the renewal tracking project from Concept 2.
2Draft a 4-5 item checklist of things that should ALL be true before you would feel confident asking for sign-off. Think about what "ready" genuinely means here.
3Strong example checklist: "Every requirement has clear, testable Acceptance Criteria." / "Out-of-scope items are explicitly listed, not just implied." / "Key stakeholders have reviewed and had a chance to ask questions BEFORE the formal sign-off meeting." / "Any open questions or risks are documented, not silently ignored." / "The Admin/Dev team has confirmed technical feasibility of the proposed approach."
4Notice the third item specifically — asking for sign-off should never be the FIRST time a stakeholder sees the design. Reviewing it informally beforehand prevents an awkward, unproductive sign-off meeting.
💡 Sign-Off Does Not Mean "No Changes Ever Again"
A signed-off design is not meant to be permanently frozen — genuine new information sometimes emerges during Build or Test that requires a change. What sign-off DOES establish is a clear, documented baseline: any change AFTER sign-off is now a deliberate, visible decision (often tracked as a "Change Request") rather than silent scope creep that nobody explicitly agreed to.
⚠️ Common Gotcha — Treating Sign-Off as a Formality
Some BAs treat the sign-off meeting as a rubber-stamp formality, rushing through it without genuinely confirming stakeholder understanding. This defeats the entire purpose of the gate. A good sign-off meeting actively invites questions and pushback, and the BA should be genuinely comfortable hearing "wait, that's not quite right" at this stage — that is FAR better than hearing it after the solution is built.
Concept 4 of 7
The BA's Role During Build — Reduced, But Not Absent
During the Build phase, the spotlight shifts to Admins and Developers actually configuring and coding the solution. This does NOT mean the BA disappears — but the nature of involvement shifts from active creation to active availability, clarification, and early review.
⚡ Why This Matters
A BA who treats Build as "my work is done, I'll see you at Test" misses real opportunities to catch misunderstandings early, while a BA still in heavy documentation-writing mode during Build is using their time poorly. Knowing the right level of involvement during this specific phase is a genuine professional skill.
| BA Activity During Build | Purpose |
|---|---|
| Answering clarifying questions from Admin/Dev | Resolving ambiguity quickly before it causes a wrong build decision |
| Early, informal review of in-progress work | Catching misunderstandings while they are cheap to fix, not after full completion |
| Drafting UAT test scenarios | Preparing for the Test phase ahead, using spare capacity productively |
| Managing scope — flagging Change Requests | Ensuring any new requirement discovered mid-build is consciously tracked, not silently absorbed |
| Stakeholder communication / status updates | Keeping the business side informed of progress without needing to interrupt the builders |
🛠️ Practical: Triage Three Mid-Build Scenarios
1Scenario A: An Admin asks you, "The requirement says 'notify the manager' — does that mean email, Chatter, or both?" How would you respond, and why is this a GOOD sign rather than a problem?
2Scenario B: While reviewing early progress, you notice the Admin built the notification to fire immediately on Case creation, but the requirement specifically said "after 24 hours of inactivity." Do you wait until Test phase to flag this, or raise it now? Why?
3Scenario C: A stakeholder emails you mid-build asking for an entirely new field to be added to the same object. Do you tell the Admin to "just add it quickly," or handle this differently?
4Strong answers: Scenario A — answer immediately and specifically, this is exactly the productive clarification Build-phase involvement should look like. Scenario B — flag it immediately, never wait, since catching this now costs minutes while catching it at Test phase costs a rebuild. Scenario C — this is new scope, not a clarification; document it as a Change Request and get it properly evaluated, rather than letting it slip in informally outside the signed-off design.
⚠️ Common Gotcha — Silent Scope Creep During Build
The most dangerous moment for uncontrolled scope creep is exactly during Build, when stakeholders see early progress and get excited to add "just one more small thing." A BA's job here is not to be the bottleneck blocking every new idea — it is to ensure every new request is consciously evaluated and tracked as a Change Request, rather than silently absorbed into the current build without anyone formally agreeing to the added time or cost.
Concept 5 of 7
Test Phase — One of the BA's Heaviest-Involvement Phases
Testing is where the BA's involvement spikes back up dramatically. The core question of this entire phase is deceptively simple but genuinely critical: does the built solution actually do what the original requirement said it should do? This is User Acceptance Testing (UAT), and the BA typically owns coordinating it, covered fully in Module 12.
⚡ Why This Matters
Test phase is the project's last real opportunity to catch a mismatch between what was needed and what was built, BEFORE real users encounter it in production. A BA who runs this phase well genuinely prevents painful post-launch surprises.
The BA's core Test-phase activities:
1. Write Test Scenarios directly from the original Acceptance Criteria
(NOT from scratch — always traced back to what was originally agreed)
2. Coordinate Business Users to actually execute UAT
(the BA organizes this; business stakeholders do the actual testing)
3. Triage every issue found: is this a genuine bug, a missed
requirement, or an entirely new request appearing for the first time?
4. Track sign-off: each Acceptance Criterion is explicitly confirmed
PASS or FAIL, not just a vague "looks good" approval
🛠️ Practical: Write Test Scenarios from an Acceptance Criterion
1Take this Acceptance Criterion: "Given a Case has had no activity for 24 hours, when the 24-hour mark passes, then the Support Manager should receive an email notification."
2Write a HAPPY PATH test scenario — the straightforward case where everything works as expected. Example: "Create a Case, wait 24 hours with no activity, confirm the Support Manager receives an email."
3Write at least one EDGE CASE test scenario. Example: "Create a Case, add an activity at the 23-hour mark — confirm the notification does NOT fire, since the inactivity timer should have reset."
4Write one NEGATIVE test scenario — confirming the system correctly does NOT do something it shouldn't. Example: "Create a Case and close it within 1 hour — confirm no notification fires for a Case that was resolved quickly."
5Notice how all three scenarios trace directly back to the original Acceptance Criterion's exact wording — this traceability is precisely what makes UAT a genuine verification process rather than vague, unfocused poking around.
⚠️ Common Gotcha — Treating Every Issue Found as a "Bug"
Not everything discovered during UAT is actually a bug. Sometimes the build genuinely matches the signed-off requirement, but a stakeholder simply changed their mind or notices something they wish had been specified differently — that is a missed requirement or new request, not a bug, and should be triaged and tracked differently. Conflating these categories makes it impossible to accurately track project health, since "5 bugs found" tells a very different story than "2 bugs and 3 newly-requested changes found."
Concept 6 of 7
Deploy & Hypercare — What "Done" Actually Means
Deploy is the actual release of the solution into production where real users will encounter it. Hypercare is the intensive support period immediately following deployment — typically one to four weeks — where the team closely monitors for issues and provides rapid response support. Many beginners mistakenly think the project ends the moment Deploy happens; Hypercare is where the project genuinely proves itself.
⚡ Why This Matters
Even a well-tested solution can surface unexpected issues once real users with real data and real edge cases start using it at scale. Hypercare exists specifically to catch and resolve these issues quickly, before they damage user trust or adoption, covered fully in Module 13.
| Activity | BA's Role |
|---|---|
| Deploy Day Communication | Clear messaging to users about what is changing and when |
| Issue Triage During Hypercare | Distinguishing genuine bugs from training gaps from new requests, same discipline as Concept 5 |
| Monitoring Adoption | Are users actually using the new feature as intended? (Module 13) |
| Quick-Fix Coordination | Working with Admin/Dev to prioritize and resolve urgent post-launch issues |
| Formal Project Closure | Confirming all Acceptance Criteria are genuinely met, documenting lessons learned |
🛠️ Practical: Draft a Hypercare Monitoring Plan
1For the Case escalation notification feature used throughout this module, draft a simple 3-item Hypercare monitoring checklist for the first week post-launch.
2Strong example items: "Daily check: are notification emails actually being sent and received correctly?" / "Check with the Support Manager directly: is the timing and volume of notifications genuinely useful, or noisy?" / "Track any support tickets specifically related to this feature, and triage each one immediately as bug / training gap / new request."
3Notice the second item specifically — Hypercare is not just about technical correctness, it is also about confirming the solution genuinely solves the human problem it was built for, which sometimes only becomes clear once real people are using it daily.
⚠️ Common Gotcha — Declaring Victory Too Early
A project that passes UAT and deploys successfully is NOT yet proven successful — it is merely launched. True success is only confirmed after Hypercare shows the solution working correctly with real production usage and genuine user adoption. Treating "we deployed" as the finish line, rather than "we deployed AND it is working well with real users," is a common mistake that undersells the importance of this final phase.
Concept 7 of 7
Waterfall vs Agile — Same Lifecycle, Different Shape
Everything covered in this module so far describes the universal STAGES every project moves through. But the SHAPE of how those stages are arranged across a project's timeline differs significantly between Waterfall and Agile delivery — and most modern Salesforce projects use some form of Agile, making this distinction directly relevant to how you will actually work.
⚡ Why This Matters
Module 14 covers Agile/Scrum mechanics in full depth, but understanding the fundamental shape difference now reframes everything else in this module correctly — in Agile, you are not doing Discovery once; you are doing a small Discovery, Design, Build, Test cycle repeatedly, every single sprint.
WATERFALL — phases happen ONCE, sequentially, for the whole project:
[===DISCOVERY===][===DESIGN===][===BUILD===][===TEST===][DEPLOY][HYPERCARE]
(weeks) (weeks) (weeks) (weeks)
AGILE — the full cycle repeats in small slices, every sprint:
Sprint 1: [Disc][Des][Build][Test] → small piece deployed/demoed
Sprint 2: [Disc][Des][Build][Test] → another small piece deployed/demoed
Sprint 3: [Disc][Des][Build][Test] → another small piece deployed/demoed
...continues, with Hypercare-style monitoring ongoing throughout
| Waterfall | Agile | |
|---|---|---|
| BRD/FRD Style | One large, comprehensive document upfront covering the entire project | Smaller, incremental user stories written just-in-time for each sprint |
| Sign-Off | One major sign-off gate before Build begins for the whole project | Lighter, ongoing sign-off — typically per-story or per-sprint |
| Change Tolerance | Changes after sign-off are formal, often costly Change Requests | Changes are expected and accommodated between sprints more fluidly |
| Best Suited For | Well-understood, stable requirements with low ambiguity | Evolving requirements, or when stakeholders benefit from seeing working software early and often |
🛠️ Practical: Identify the Delivery Model from Project Clues
1Clue set A: "The team has 2-week sprints, a Product Backlog, and daily stand-ups. Requirements are written as small user stories just before each sprint starts." Which model is this?
2Clue set B: "There is a single, 80-page Functional Requirements Document that was signed off three months ago before any building began. All requirements are now considered locked." Which model is this?
3Answers: Clue set A is clearly Agile/Scrum (sprints, backlog, stand-ups, just-in-time stories). Clue set B is clearly Waterfall (one large upfront document, single sign-off, locked requirements).
4This pattern-recognition skill — quickly identifying which delivery model a project actually uses from how it is structured, regardless of what it is officially called — is genuinely useful when joining any new project or team.
⚠️ Module Wrap-Up
In practice, many real organizations use a hybrid approach — informally called "Wagile" — combining elements of both, such as an upfront Discovery and high-level Design phase (Waterfall-style) followed by Agile sprints for the actual Build and Test work. Do not expect every real project to match a textbook-pure version of either model. Module 2 builds directly on this module by going deep on Requirements Gathering and Elicitation Techniques — the specific skill that powers Discovery, regardless of which delivery model a given project uses.
💬 Module 1 Interview Questions (6)
Q1Why is it considered a costly mistake to compress or skip the Discovery phase under deadline pressure?
Discovery is where the team builds genuine understanding of the actual business problem, current state, and success criteria before any design or building begins, and every subsequent phase of the project relies on that foundational understanding being accurate. If Discovery is rushed or skipped, the Design phase produces requirements based on an incomplete or incorrect understanding of the real problem, which then gets built, tested, and potentially deployed, before the misunderstanding surfaces, often not until real users encounter the gap in production. The cost of correcting a misunderstanding grows substantially at each subsequent phase, meaning the time supposedly saved by rushing Discovery is typically far outweighed by the rework required once the gap is eventually discovered, making thorough Discovery one of the highest-leverage investments early in a project.
"Every later phase relies on Discovery's understanding being accurate, and the cost of correcting a misunderstanding grows substantially at each subsequent phase, meaning the time saved by rushing Discovery is typically far outweighed by the eventual rework required once the gap surfaces, often not until production."
Q2What is the purpose of a formal sign-off at the end of the Design phase, and what does sign-off actually establish versus what it does not establish?
A formal sign-off at the end of Design exists to create explicit, documented agreement between stakeholders and the project team about exactly what will be built, before the expensive work of actually building it begins, preventing the costly failure mode of completing development only to discover a stakeholder's expectations were different. What sign-off establishes is a clear, agreed-upon baseline of requirements that the project team can confidently build against. What sign-off does NOT establish is that the requirements are permanently frozen and can never change again, since genuine new information sometimes emerges during Build or Test that legitimately requires adjustment. Instead, sign-off means any change after that point becomes a deliberate, visible decision, typically tracked as a formal Change Request, rather than silent scope creep that nobody explicitly agreed to.
"Sign-off establishes an explicit, documented baseline of agreed requirements before expensive build work begins, preventing the failure mode of building something stakeholders did not actually expect — it does not mean requirements are permanently frozen, but that any later change becomes a deliberate, tracked Change Request rather than silent scope creep."
Q3During the Build phase, an Admin asks you a clarifying question about an ambiguous requirement. Is this a sign that something went wrong during Discovery and Design, or is this normal and even desirable?
A focused clarifying question from an Admin during Build is generally a positive sign rather than evidence of a failure, since it demonstrates the Admin is actively engaging with the requirement carefully enough to notice and flag genuine ambiguity before making an incorrect assumption and building the wrong thing. This kind of active, ongoing BA involvement during Build, answering specific clarifying questions quickly, is precisely the productive level of engagement this phase calls for, distinct from either disappearing entirely until Test or remaining in heavy upfront documentation mode unnecessarily. A true Discovery or Design failure would look more like systematic, large-scale confusion about the fundamental goal of the feature, not an isolated, specific clarifying question about implementation detail.
"A focused clarifying question during Build is generally a positive sign of careful engagement rather than a Discovery or Design failure — it represents exactly the productive level of ongoing BA involvement this phase calls for, distinct from systematic confusion about the feature's fundamental goal, which would indicate a genuine upstream problem."
Q4During UAT, a business stakeholder reports an issue with a feature, but upon investigation, the built solution exactly matches the originally signed-off requirement. How should this be triaged, and why does this distinction matter?
This should be triaged as a missed requirement or a new request rather than as a bug, since a bug specifically refers to the built solution failing to match what was actually agreed upon and signed off, whereas this scenario describes the solution correctly matching the agreed specification while the stakeholder has since realized they want something different or had not fully considered this scenario when the requirement was originally written. This distinction matters because accurately categorizing issues found during testing is essential for understanding genuine project health; conflating a true implementation bug with a newly emerging requirement makes it impossible to accurately assess whether the build quality is actually poor or whether the project is simply encountering normal scope refinement, which require very different responses and have very different implications for timeline and budget.
"This should be triaged as a missed requirement or new request, not a bug, since the build correctly matches what was signed off — distinguishing genuine implementation bugs from emerging new requirements is essential for accurately assessing project health, since the two situations require very different responses."
Q5Why is it considered premature to declare a Salesforce project successful immediately after a successful Deploy, before Hypercare has concluded?
A successful Deploy confirms that the solution was technically released into production without immediate critical failure, but it does not yet confirm that the solution genuinely works well under real-world usage conditions, with real production data volumes, real edge cases that test scenarios may not have anticipated, and real user behavior that can differ from how the solution was tested. Hypercare exists specifically as the period where the team closely monitors actual production usage to catch and resolve any issues that only surface once genuine users are interacting with the solution at scale, and to confirm that user adoption and satisfaction with the new solution is genuinely strong, not just technically present. Declaring success purely based on a clean Deploy, before this real-world validation period has run its course, risks missing problems that only become visible once the solution faces actual production conditions.
"A successful Deploy only confirms technical release without failure, not genuine real-world performance — Hypercare exists specifically to catch issues that only surface under real production usage and data volumes, and to confirm genuine user adoption, making it premature to declare success before this validation period concludes."
Q6Explain how the same six lifecycle stages (Discovery through Hypercare) manifest differently in a Waterfall project versus an Agile project.
In a Waterfall project, each of the six lifecycle stages happens once, sequentially, across the entire project timeline, typically with a single, comprehensive Discovery phase producing one large requirements document, followed by one major Design sign-off, then a single extended Build phase, a single Test phase, and a single Deploy followed by Hypercare for the whole project. In an Agile project, these same six conceptual stages still occur, but in compressed, repeating miniature form within each individual sprint, meaning a small amount of discovery, design, building, and testing happens for a small slice of functionality every two weeks or so, with incremental pieces being deployed and monitored continuously throughout the project rather than as one single large event at the very end. The underlying stages are universal across both models; what differs is the SHAPE, whether they occur once at large scale or repeatedly at small scale throughout the project's timeline.
"In Waterfall, the six stages each happen once at large scale across the entire project timeline; in Agile, the same six conceptual stages repeat in compressed, miniature form within every sprint — the underlying stages are universal, but their shape differs between one large occurrence versus many small, repeating occurrences."
📝 Module 1 Recap — The Salesforce Project Lifecycle Mastered
✅ Six universal stages: Discovery → Design → Build → Test → Deploy → Hypercare
✅ Discovery is the BA's heaviest-involvement phase — never compress it under deadline pressure, the cost of mistakes compounds at every later phase
✅ Design ends with a formal sign-off — a documented baseline, not a permanent freeze; later changes become tracked Change Requests
✅ During Build, the BA stays actively available for clarification and early review — not absent, not still in heavy documentation mode
✅ Test phase involvement spikes back up — write scenarios traced directly to Acceptance Criteria, triage bug vs missed-requirement vs new-request carefully
✅ Deploy is not the finish line — Hypercare validates real-world performance and genuine user adoption before declaring success
✅ Waterfall runs all six stages once at large scale; Agile repeats them in compressed form every sprint — same stages, different shape
🎯 Before Moving to Module 2...
1. Complete the six-sentence lifecycle mapping exercise from Concept 1 for a NEW feature of your own choosing.
2. Draft your own 5-question Discovery list (Concept 2) for a business problem you genuinely understand from your own experience.
3. Write the three test scenarios (happy path, edge case, negative) from Concept 5's exercise for one requirement of your own design.
4. Identify which delivery model (Waterfall, Agile, or hybrid) any project you have personally worked on or observed most closely resembles, and why.
Module 2 goes deep on Requirements Gathering and Elicitation Techniques — the specific, learnable skill that powers a genuinely excellent Discovery phase, regardless of which delivery model a project uses.
2. Draft your own 5-question Discovery list (Concept 2) for a business problem you genuinely understand from your own experience.
3. Write the three test scenarios (happy path, edge case, negative) from Concept 5's exercise for one requirement of your own design.
4. Identify which delivery model (Waterfall, Agile, or hybrid) any project you have personally worked on or observed most closely resembles, and why.
Module 2 goes deep on Requirements Gathering and Elicitation Techniques — the specific, learnable skill that powers a genuinely excellent Discovery phase, regardless of which delivery model a project uses.
← Module 0: What Does a Salesforce BA Do
Module 2: Requirements Gathering & Elicitation → (Coming Soon)
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