Cait Graaf – Medium

Cait Graaf

she/her

Cait Graaf
in
Salesforce Business Analysts

Introducing the Retrospective

Issue #1: Welcome to the Retrospective, the newsletter by Salesforce Business Analysts.

Aug 28

Aug 28

Cait Graaf
in
Salesforce Business Analysts

Template “soft pass” bug ticket

Build a reliable QA protocol and improve issue resolution velocity with this “soft pass” bug ticket template for Salesforce project teams.

Aug 27

Template “soft pass” bug ticket

Aug 27

Cait Graaf
in
Salesforce Business Analysts

Template Account Engagement Overview

Track critical account-level information to make new team member onboarding a breeze with this Account Engagement template for Salesforce.

Aug 10

Template Account Engagement Overview

Aug 10

Cait Graaf
in
Salesforce Business Analysts

Discovery toolkit: Discovering for the data model

Develop “business rules” to inform a coherent data model including key entities, relationships, and data ownership and visibility…

Jul 14

Discovery toolkit: Discovering for the data model

Jul 14

Cait Graaf
in
Salesforce Business Analysts

Conceptual, Logical, and Physical Data Models for Salesforce

Find out how Salesforce Solution Architects can use different data model types to communicate effectively with a variety of stakeholders.

Jul 6

Conceptual, Logical, and Physical Data Models for Salesforce

Jul 6

Cait Graaf
in
Salesforce Business Analysts

Template Salesforce Security & Sharing Overview

Check out this easy, pre-built template to help your team develop quality Salesforce Security & Sharing Overviews for all of your projects.

Jun 30

Template Salesforce Security & Sharing Overview

Jun 30

Cait Graaf
in
Salesforce Business Analysts

Template narrative Salesforce Solution Overview

Check out this easy, pre-built template to help your team fast-track narrative Salesforce Solution Overviews that you can share with…

Jun 30

Template narrative Salesforce Solution Overview

Jun 30

Cait Graaf
in
Salesforce Business Analysts

Improve your Salesforce Documentation in 4 Simple Steps

Salesforce documentation that is concise, contextualized, consistent, and connected can save time and add value to current and future work.

Jun 2

Improve your Salesforce Documentation in 4 Simple Steps

Jun 2

Cait Graaf
in
Salesforce Business Analysts

Template Documentation Strategy for Salesforce Business Analysts

Check out this easy, pre-built template to fast track your team’s Salesforce Documentation Strategies.

Jun 1

Template Documentation Strategy for Salesforce Business Analysts

Jun 1

Cait Graaf
in
Salesforce Business Analysts

Shrink time spent on Salesforce documentation with a strategy

Making the documentation process predictable and repeatable can help teams focus on what matters: delivering value to clients.

Jun 1

Shrink time spent on Salesforce documentation with a strategy

Jun 1

Cait Graaf

Cait Graaf

she/her

PhD candidate & Salesforce Solutions Architect specializing in Business Analysis tools & methods. Connect with me @ linkedin.com/in/caitlin-graaf-bb021462/

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