Functional Specification Document (FSD)
Table of Contents
- Introduction
- Purpose
- Scope
- Definitions, Acronyms, and Abbreviations
- References
- Overview
- Functional Requirements
- Data Requirements
- User Interface Requirements
- Non-Functional Requirements
- Assumptions
- Constraints
- Acceptance Criteria
- Appendix
- Approval
Introduction
This document provides the functional specifications for integrating and migrating from a legacy CRM system to Salesforce.
Purpose
The purpose of this FSD is to outline the functional requirements needed to connect and replace the legacy CRM system with Salesforce, ensuring a smooth transition and data migration.
Scope
The scope of this document includes the development of code to connect the legacy CRM system to Salesforce and the migration of all contact information from the legacy system to Salesforce.
Definitions, Acronyms, and Abbreviations
- CRM: Customer Relationship Management
- FSD: Functional Specification Document
- ID: Identifier
References
- Salesforce Documentation
- Legacy CRM System Documentation
Overview
The project aims to replace the home-grown legacy CRM system with Salesforce by developing integration code and migrating all contact information to Salesforce.
Functional Requirements
Requirement 1: Integration with Legacy CRM
- ID: FR-001
- Description: Develop code to connect the legacy CRM system with Salesforce.
- Priority: High
- Source: Business Requirement
- Rationale: To ensure seamless data transition and operational continuity.
- Acceptance Criteria: The legacy CRM system should successfully connect to Salesforce without any data loss.
- Dependencies: Access to legacy CRM system and Salesforce API documentation.
Requirement 2: Data Migration
- ID: FR-002
- Description: Migrate all contact information from the legacy CRM system to Salesforce.
- Priority: High
- Source: Business Requirement
- Rationale: To ensure that all existing customer data is available in Salesforce.
- Acceptance Criteria: All contact records are accurately migrated to Salesforce, verified by data integrity checks.
- Dependencies: Complete data extraction from the legacy CRM system.
Data Requirements
Describe the data entities, attributes, and relationships involved in the migration process. Ensure that data integrity and consistency are maintained throughout the migration.
User Interface Requirements
Detail any requirements related to the user interface in Salesforce that needs to be customized or configured to accommodate the migrated data.
Non-Functional Requirements
- Performance: The integration and migration process should not disrupt ongoing business operations.
- Security: Ensure that data is securely transferred and that there are no data breaches.
- Usability: The system should be user-friendly and easy to navigate post-migration.
Assumptions
- The legacy CRM system has a stable API for integration.
- Data in the legacy CRM system is clean and ready for migration.
Constraints
- Limited legacy CRM system documentation.
- Potential downtime during the migration process.
Acceptance Criteria
- Successful connection between the legacy CRM system and Salesforce.
- Accurate migration of all contact information to Salesforce.
- Verification of data integrity post-migration.
Appendix
Include any additional technical details, code snippets, or diagrams relevant to the integration and migration process.
Approval
- Prepared by: Salesforce
- Email: mikemeier@mad-tech.ai
- Date: 11/21/2024
- Approved by: [Approver's Name]
- Date: [Approval Date]