「requirements-gathering」の検索結果

Use this skill to elicit, document, and validate CRM Analytics requirements — covering data source mapping (Salesforce object sync vs external connector vs Data Cloud), transformation needs, audience-specific lens or dashboard views, and drill-down path specifications — before any dataset or dashboard is built. Trigger keywords: CRM Analytics requirements, analytics data source mapping, CRM Analytics audience requirements, analytics visualization requirements. NOT for the formula and target behind each KPI — use admin/analytics-kpi-definition. NOT for building the dashboard once requirements are agreed — use admin/analytics-dashboard-design.

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Use when gathering requirements for a customer portal, partner community, or self-service Experience Cloud site. Triggers: 'gathering requirements for customer portal', 'planning Experience Cloud site', 'what license for community portal', 'portal user journey mapping', 'self-service requirements'. NOT for building the site in Experience Builder — use admin/experience-cloud-site-setup. NOT for designing the deal-registration and MDF processes themselves — use admin/partner-community-requirements. More trigger keywords: portal persona licence matrix, which Experience Cloud licence do these requirements imply, external user needs a Contact and Account, sharing set vs sharing rule for a portal, self-registration vs SSO for a portal, portal requirements catalogue, handoff to Experience Cloud site setup.

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Eliciting, documenting and structuring requirements for a Salesforce implementation: stakeholder discovery interviews, As-Is and To-Be process mapping, and gap analysis against standard Salesforce capability. Trigger keywords: requirements gathering, user story, As-Is To-Be, gap analysis, stakeholder interview, process mapping, business requirements, fit gap. NOT for authoring the user stories themselves - use admin/user-story-writing-for-salesforce. NOT for scoring requirements against a specific org - use admin/fit-gap-analysis-against-org. NOT for technical design decisions - use architect/solution-design-patterns. Also covers the requirements catalogue itself (one row per requirement, MoSCoW priority, source stakeholder, downstream target) and Salesforce non-functional requirements: record volume, sharing layer, integration pattern, reporting joins, mobile/offline, and licence implication.

日本語の概要は準備中です。原文の説明を表示しています。

Structured requirements elicitation for analysis requests. Use when scoping new analysis projects, clarifying ambiguous business questions, or documenting analysis acceptance criteria with stakeholders.

日本語の概要は準備中です。原文の説明を表示しています。

Structured interactive questionnaire framework for gathering requirements from users. Uses A/B/C/D/E multiple choice patterns with additive vs exclusive question classification.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when authoring INVEST-compliant Salesforce user stories from gathered requirements: shaping the As-A/I-Want/So-That stem, writing Given-When-Then acceptance criteria, sizing complexity (S/M/L/XL), splitting stories that are too large for a sprint, and emitting handoff metadata that names the next downstream agent. Trigger keywords: user story, INVEST, story splitting, story sizing, As-A I-Want So-That, story handoff, recommended_agents, backlog item shape. NOT for requirements elicitation or stakeholder interviews (use admin/requirements-gathering-for-sf). NOT for the Given-When-Then technique itself in depth (use admin/acceptance-criteria-given-when-then). NOT for UAT test case design (use admin/uat-test-case-design). NOT for backlog prioritization (use admin/moscow-prioritization-for-sf-backlog).

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Use this skill when building, reviewing, or refreshing a RACI (Responsible / Accountable / Consulted / Informed) matrix for a Salesforce project so that every Salesforce-specific decision — data model change, automation tier choice, security model, integration boundary, deployment, license/edition — has exactly one accountable owner and a documented escalation path that downstream agents can route to. Trigger keywords: RACI matrix salesforce project, stakeholder authority salesforce, escalation path salesforce decisions, who approves data model change, salesforce decision rights, REFUSAL_NEEDS_HUMAN_REVIEW routing. NOT for the change advisory board operating model itself (use admin/change-management-and-deployment). NOT for end-user training rollout plans (use admin/change-management-and-training). NOT for the technical mechanics of permission set assignment authority (use admin/permission-set-architecture). NOT for pure stakeholder requirements elicitation (use admin/requirements-gathering-for-sf). More trigger keywords: who approves a sandbox refresh, who signs off a data load, release update activation owner, delegated admin authority vs RACI, multi-org decision rights, escalation time-box.

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Use this skill when gathering, structuring, and documenting requirements for a Financial Services Cloud (FSC) wealth management implementation — including financial planning workflow discovery, portfolio review process mapping, client lifecycle requirements, advisor tooling needs, and FSC architecture determination (managed package vs. FSC Core). Trigger keywords: wealth management requirements, FSC requirements gathering, financial planning workflow, portfolio review process, advisor tools setup, FSC data model scoping, wealth management process mapping. NOT for implementation, configuration, or code — use financial-account-setup, fsc-action-plans, or apex/fsc-financial-calculations for those. NOT for FSC architecture decisions — use architect/wealth-management-architecture. NOT for Health Cloud or NPSP requirements.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when building or maintaining a Requirements Traceability Matrix (RTM) on a Salesforce project: one row per requirement, columns for source, user-story id(s), test-case id(s), defect id(s), sprint, release, and status. Covers forward traceability (req → story → code → test) and backward traceability (test → req). Trigger keywords: RTM, requirements traceability matrix, audit trail for salesforce delivery, traceability for steerco, deferred requirement tracking, regulatory traceability. NOT for eliciting the requirements in the first place — use admin/requirements-gathering-for-sf. NOT for user-story authoring — use admin/user-story-writing-for-salesforce. NOT for UAT test design — use admin/uat-test-case-design. NOT for Apex test design — use apex/test-class-standards. NOT for backlog prioritization — use admin/moscow-prioritization-for-sf-backlog. More triggers: traceability.md, build-layer traceability, REQ-XXX and FG-XXX id mapping, artefact-to-requirement orphan report, coverage-gap report, check_rtm.py --manifest-dir, owning run-time agent column, design decision ref column, metadata API name in a traceability row.

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Gathering and documenting Salesforce marketing reporting requirements: defining KPIs, choosing an attribution model (First Touch / Last Touch / Even Distribution / Multi-Touch), selecting the right Campaign Influence configuration, and mapping business questions to report types and dashboard features. NOT for actually building the Campaign Hierarchy and CCI models - use admin/campaign-planning-and-attribution. NOT for CRM Analytics dataset and dashboard requirements - use admin/analytics-requirements-gathering.

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Use this skill when gathering, documenting, or validating requirements for a Salesforce marketing automation program — covering MCAE (Account Engagement / Pardot) lifecycle stages, MQL/SQL threshold definitions, scoring model specifications (sources, weights, decay, ceiling), handoff notification design, CRM field updates on status change, and sales SLA. Trigger keywords: MQL criteria, marketing-to-sales handoff, lead lifecycle, scoring requirements, automation program requirements, Marketing Cloud Automation Studio scope. NOT for building the scoring and grading rules in MCAE — use admin/mcae-lead-scoring-and-grading. NOT for a Sales-Cloud composite score built from formula fields — use admin/lead-scoring-requirements.

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Use this skill to gather, document, and validate OmniScript flow design requirements before development begins — covering screen layout requirements, branching logic, data source requirements, and user journey mapping. Trigger keywords: OmniScript requirements, OmniScript BA, OmniScript screen design, OmniScript user journey, OmniScript branching requirements. NOT for building the OmniScript or moving logic into an Integration Procedure — use omnistudio/omniscript-design-patterns. NOT for FlexCard requirements — use admin/flexcard-requirements.

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Specify a FlexCard before a developer opens Card Designer: the card-state set and the condition that selects each state, the data source type behind each card (DataRaptor, Integration Procedure, Apex remote, SOQL), the action menu users get (navigate, launch OmniScript, Apex, DataRaptor), and every embedded child FlexCard or custom LWC. Produces the artifacts a BA hands to the builder. Trigger keywords: FlexCard requirements, FlexCard BA, FlexCard layout design, FlexCard data sources, FlexCard actions, FlexCard card states, OmniStudio FlexCard scoping. NOT for building the card in Card Designer, NOT for OmniScript step and branching requirements (use admin/omniscript-flow-design-requirements), NOT for standard Lightning record-page component requirements.

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Use when scoring a list of business or solution requirements against the *actual* capabilities of a specific Salesforce org so each row can be classified Standard / Configuration / Low-Code / Custom / Unfit, given an effort tier (S/M/L/XL), a risk tag, and an AppExchange suggestion when applicable. Trigger keywords: fit gap salesforce requirements, score requirements against salesforce capabilities, salesforce capability matrix, classify requirement as standard config custom, fit-gap effort tier, AppExchange alternative for requirement. NOT for requirements elicitation (use admin/requirements-gathering-for-sf). NOT for architecture decisions on the GAP rows (use architect/solution-design-patterns and standards/decision-trees/). NOT for license or edition selection (use architect/license-optimization-strategy and architect/org-edition-and-feature-licensing). NOT for OmniStudio-specific fit-gap (use architect/omnistudio-vs-standard-decision).

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Use this skill to define, document, and validate KPI metrics for CRM Analytics — covering metric formula design, dimension selection, target-dataset modeling, benchmark setting, and the KPI register that must exist before any dashboard or lens is built. Trigger keywords: KPI definition CRM Analytics, analytics metric design, analytics target attainment, CRM Analytics measures vs dimensions, analytics benchmark. NOT for laying out the dashboard or lens itself — use admin/analytics-dashboard-design. NOT for scoping data sources, audiences, and drill-down paths — use admin/analytics-requirements-gathering.

日本語の概要は準備中です。原文の説明を表示しています。