Use a variety of tools for gathering data from the stakeholders: Small group facilitated workshops – in person Conference call interviews (ideally only when in person not possible) One-on-one interviews in person Focus groups On-line surveys
Full Answer
What is the goal of the Salesforce requirements gathering?
We’re assuming that the company we are running the Salesforce requirements gathering for is a typical medium-sized company, and the goal here is to implement a sales project to help them with their commercial process.
Who are your stakeholders?
Your stakeholders may come from any or all of the following groups, and be either internal or external to your company: Develop a profile of each of your sponsors to include: Expectations for the project along with what would make it successful for them
How do you gather data from stakeholders?
Use a variety of tools for gathering data from the stakeholders: Small group facilitated workshops – in person. Conference call interviews (ideally only when in person not possible) One-on-one interviews in person. Focus groups. On-line surveys.
Can a sponsor be a stakeholder in requirements gathering?
For example, your sponsor, while a stakeholder, may not need to be included in the requirements gathering process and rather is expecting you to get the information you need from the other stakeholders. Prepare the questions you will ask the stakeholders ahead of time.
How do I gather requirements in Salesforce?
Useful Questions For Gathering Salesforce RequirementsCompany – Let them introduce the company.Structure – Understand how the organisation is structured.Goals – Understand what the overall project goals are.Achievements – What is the project trying to achieve.More items...•
How do you gather requirements from stakeholders?
A 6-Step Requirements Gathering ProcessIdentify the relevant stakeholders.Establish project goals and objectives.Elicit requirements from stakeholders.Document the requirements.Confirm the requirements.Prioritize the requirements.
What strategies do you use to gather user requirements?
Focus GroupsFocus Groups. Elicit information from a select group via a moderator. ... Interface Analysis. Identify interfaces between solutions and define requirements for them. ... Interviews. ... Observation. ... Process Modeling. ... Prototyping. ... Requirements Workshops. ... surveys or questionnaires.
How do you start a requirements gathering session?
10 Steps to Successful Requirements Gathering and Elicitation...Define the Purpose, Goals, and Objectives of the Meeting. ... Determine Who Should Attend the Meeting. ... Create a Detailed Agenda for the Meeting. ... Determine the Appropriate Time Length of the Meeting. ... Determine the Best Meeting Format and Location.More items...•
What questions to ask when gathering requirements?
What requirements questionsWhat do I know about this feature?Or, what assumptions am I making about this feature that I need to confirm?What does this feature need to do?What is the end result of doing this?What are the pieces of this feature?What needs to happen next?What must happen before?What if….?More items...
What are the six most common challenges when gathering requirements?
Requirements gathering challenges and solutionsUndocumented processes. ... Conflicting requirements. ... Lack of access to end users. ... Focusing on visual aspects rather than on functional. ... Stakeholder design. ... Communication problems. ... In summary.
How requirements are gathered explain briefly?
Requirement gathering is the act of generating a list of requirements to define what a project is about and its goal. You can gather insights from the stakeholders, whether they are clients, employee users, consumers or vendors. Requirement gathering often acts as the blueprints of a project.
How do you deal with stakeholders conflicts in requirements gathering?
The best way to deal with the situation is to clearly define the role or domain of each stakeholder. The Group Leader should have the control to fine tune the conflicts and offer a mutually agreeable solutions. Requirements need to be analyzed and prioritized properly.
How do you run requirements gathering workshop?
Start by defining the purpose of the meeting. Understanding the scope and having a clear purpose will allow you to perform a stakeholder analysis to determine who should attend the workshop....Effective requirements workshops are made up of five phases:Planning.Opening.Execution.Closing.Follow up.
Introduction
To start, please note that each Salesforce requirements gathering stage will differ greatly depending on a few factors.
Pre-Game: Preparing for your Discovery Workshop
Before the game day, there is a checklist of items you should run through to ensure that you are fully prepared for the session.
Game Day: Gathering Salesforce Requirements
The day has finally arrived! Relax and enjoy the day, you have done the hard work of preparing, now its time to dive into someone’s business. Always keep the following in mind…
Making Sense of the Menu
I know in the setup menu it can be confusing. So let me break it down for you with this graphic. Workflow rules are like recipes. And if you have ever cooked anything you know that recipes have components. Advanced Admins can created components of a workflow first, then create the workflow to tie all the components together.
Making Sense of the Crazy
Let me start this section by saying that it’s best to gather workflow requirements from the stakeholder of the process instead of individual users. I’ve made this mistake early on in my career by listening to users and trying to combine all of their requests. The result- as you can imagine- was pretty bad.
Emails for everyone!
If Oprah were to create a workflow it would be “And you get an email, and you get an email, and you get an email! Everyone gets an email!” The fact of the matter is that we still live in an email heavy time so the first requests you will get is for an email to be sent for EVERYTHING that is done to a record.
Write it like a story
Gathering requirements from users or managers for an admin can be a challenge. If you ask them for a document or an email chances are you will get something returned with more bullets than an NRA convention. And generally confusing.
Can we do this a better way?
This question should always be going through your mind. Good workflow rules keep fields up to date and in accordance with a well defined process. Good workflow updates keep users on track and informed. Bad workflow rules fill user’s inboxes with annoying emails, create tons of tasks, and make users frustrated.
One final piece of advice
If you are setting up workflow rules in a new organization be aware of just how many tasks and emails a user can potentially receive. To a new user the amount can be overwhelming and turn them off to the system right away.
Before You Start
Before you start this module, make sure you complete Project Management Essentials. The learning here builds on the concepts in that badge.
Get to Know Walden University
Trailhead is excited to collaborate with Walden University on this trail about project management. Walden University, an accredited university, was founded in 1970 to support the academic needs of working professionals.
Define the Work
Project scope defines all of the work that must be done to deliver the expected outcome or result of the project. It comes from project requirements provided by the sponsor and key stakeholders. It describes precisely what is and what is not included in the project.
Tell Me What You Need
Gathering stakeholder requirements can be challenging. Stakeholders may not know exactly what they need, want, or expect. They may have difficulty articulating their requirements. The project team helps clarify the requirements and prioritize them by separating needs, wants, and expectations into categories.
Think Inside the Box
What typically happens when you take too many detours on a road trip? The journey requires more time, you likely spend more money, and you may even get lost along the way. The same fate awaits project managers. Project detours result in scope creep.
Scope and Performance: Your Landmarks Along the Project Journey
Scope, schedule, and cost are often referred to as the triple constraints. It is important to manage these constraints to deliver the project on time, on budget, meeting customer requirements. Changes to the scope impact the project schedule and cost. Likewise, changes to the schedule or budget will impact scope. It’s a balancing act.
Quiz
1 True or false: Scope, schedule, and cost are known as triple constraints, since a change in one will affect the others.
What are the requirements for phase 3?
Phase 3: Requirements Specification 1 Business Analysts try to break down and structure requirements. 2 Technical experts do quick proofs of concepts. 3 Designers try to visualize the elements on a conceptual level.
What is the first phase of product requirements?
Phase 1: Waiting for Stakeholders. There are many layers of stakeholders that provide requirements. It starts with high-level goals and visions of a department. Even so, the primary source of product requirements is a business unit. These are the champions of a product. They decide where the product’s heading.
Overview
Before you can begin building or improving Salesforce, or a related system, it’s critical that you define your requirements. We often see admins jump directly into building before spending time understanding the “why” behind a project. Unfortunately, the project almost always suffers for it.
How Kicksaw Works
At Kicksaw, we take opaque business requirements and turn them into technical projects.
Business Requirements
When scoping business requirements, you ultimately need to understand what the business is trying to accomplish with the project.
User Requirements
We don’t build systems for the sake of building systems. We build systems to help users operate more efficiently. It’s critical that you take into consideration who and how your users will be using the system, how experienced they are, and what sort of training/coaching will be needed.
Functional Requirements
These questions should answer, in detail, what the system does and how the system does it. In other words, they should describe how the system is expected to function.
Non-Functional Requirements
Think of non-functional requirements as the qualitative aspects of a build.
Set Yourself up for Success
We find that breaking down requirements gathering into these four distinct categories simplifies the entire process and helps pull your go-live dates forward while, at the same time, preventing issues. They set you up for success, and we wish you the best of luck with them!
What is Salesforce Project Manager?
Salesforce Project Manager. Salesforce Project managers are mostly found at Salesforce Consultancies, but could also be employed by very large end-users. They are tasked with overseeing the delivery of a project, ensuring that it is delivered on time, within scope , and within the budget.
What is Salesforce Solution Architecture?
Solution architects must have an expert level of knowledge about the Salesforce platform, focussing especially on best practices, limitations and performance of the platform. Solution architects are commonly found at Salesforce consultancies, but could also be employed by large end-users of Salesforce.
Is Salesforce changing?
As Salesforce also expands its product suite through innovation and acquisition, the landscape of Salesforce roles and responsibilities is constantly changing . There has never been a better time to get into Salesforce. Not only because of the huge growth but also because of the amount of Salesforce roles in the ecosystem.
What is Salesforce admin?
A Salesforce Admin best understands how to make the platform work for their company’s goals. Some organizations may employ just one admin; some employ many people in this role. A Salesforce Administrator’s colleagues can rely on them to: Maintain the platform.
How many customers does Salesforce have?
Salesforce helps over 150,000 customers across a myriad of businesses, nonprofits, and institutions to connect with their customers. People around the world rely on our Customer Relationship Management (CRM) platform to keep business running. The Salesforce Administrator in any of these organizations is critical for success.
What companies use Salesforce?
Many companies across industries and of different sizes use Salesforce, including retailers, nonprofits, financial services, healthcare providers, software companies, and businesses that provide a service.
Is there a fee to take Salesforce certification?
After you pass the test, you’re a certified Salesforce administrator, and your career opportunities have expanded. But your learning doesn’t stop there. Maintain your certification on a specific schedule to keep your knowledge, skills, and abilities current.
Can a Salesforce administrator be just one person?
Some organizations may employ just one admin; some employ many people in this role. A Salesforce Administrator’s colleagues can rely on them to: Maintain the platform. Make it as easy as possible for users of any technical level to use Salesforce. Stay updated on the platform’s new tools, capabilities, and updates.