If you’re ready to build your first platform app on Salesforce, congrats! Before diving in, it’s crucial to understand the specific needs of your organization. To get started, lean into your business analyst skills and conduct a business analysis and discovery process with your users and stakeholders. Ask yourself what problem you can solve with an app, where you can find efficiencies for your users, and how you can help your company grow or scale.
If your users are already using sales or service apps, investigate where there may be processes moving off Salesforce. For example, you might find spreadsheets that contain asset information or post-sales project details stored elsewhere. Perhaps customer stories and references are kept in a text app. These are all excellent candidates for your first Salesforce app. To learn more about your users’ workflows, try observing their day-to-day work to gain insights into their pain points
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