I have a lot of request to share my PPT at Salesforce BA Virtual Summit 2021 and happy to share it with all of you.

1. Salesforce Business Analyst Virtual Summit 2021
Chi (Brandy) Delaney
@brandy_chi
Visualize business requirements in 1 page

2. About Me
● National Senior Marketing Operations Analyst Consultant at
Marsh & McLennan Agency (MMA)
● Master of International Marketing at Hult International
Business School, San Francisco
● 3X Salesforce Certified, Certified Pardot Consultant, Certified
Pardot Email Specialist and Certified Salesforce Administrator
● Mom of a 1.5 year old cat named Tiger and 2 month old Golden
Pyrenees named Hunter

3. Business case
❏ Trailhead Superbadge: Business Administration Specialist
❏ End goal: Create Account Reports and Dashboard for Sales Ops Team to visualize team
and individual scoreboard.
❏ Challenges
➢ Inconsistent data quality
➢ Inconsistent Importing Data process

4. Process flow example (Current state)

5. Process flow example 2 (future state)

6. Results
Provide documentation to improve lead import process by:
+ Using automation: Lead Form
+ Lead import template

7. https://www.linkedin.com/in/brandychi
@brandy_chi
https://trailblazer.me/id/bdelaney
Contact