User Stories
Table of Contents
- Introduction
- Purpose
- Scope
- User Stories
- Acceptance Criteria
- Definitions, Acronyms, and Abbreviations
- Appendix
- Approval
Introduction
This document provides a comprehensive overview of the user stories for the project aimed at connecting and replacing the legacy CRM system with Salesforce. It outlines the requirements needed to build the connection between the legacy CRM and Salesforce, and to migrate contact information.
Purpose
The purpose of this User Stories document is to capture user requirements in a simple and understandable format, facilitating the development process for connecting the legacy CRM system to Salesforce and migrating contact information.
Scope
This document pertains to the project of replacing the legacy CRM system with Salesforce, focusing on building the connection to Salesforce and migrating all contact information from the legacy system.
User Stories
User Story 1: Connection to Salesforce
- As a: System Administrator
- I want to: Build a connection between our legacy CRM system and Salesforce
- So that: Data can be synchronized between both systems
Description
The legacy CRM system needs to be connected to Salesforce to ensure seamless data transfer and synchronization. This involves developing the necessary code and APIs to establish this connection.
Acceptance Criteria
- The connection should be established using secure APIs.
- Data synchronization between legacy CRM and Salesforce should be real-time or near real-time.
- The connection should handle data consistency and integrity.
Notes
- Consider the security implications of connecting the legacy CRM to Salesforce.
- Ensure that the connection is scalable and maintainable.
User Story 2: Data Migration
- As a: Data Manager
- I want to: Migrate all contact information from our legacy CRM system to Salesforce
- So that: We can use Salesforce as our primary CRM system
Description
All contact information in the legacy CRM system needs to be accurately and completely migrated to Salesforce. This includes customer details, historical data, and any associated metadata.
Acceptance Criteria
- All contact information from the legacy CRM must be migrated to Salesforce.
- Data integrity must be maintained during the migration process.
- Any data transformation required should be documented and validated.
Notes
- Utilize tools provided by Salesforce for data migration.
- Plan for a rollback strategy in case of data migration failure.
User Story 3: Validation of Migrated Data
- As a: Quality Assurance Specialist
- I want to: Validate the migrated data in Salesforce
- So that: We ensure accuracy and completeness of the data migration
Description
After migrating the data, it is essential to validate that all data has been accurately transferred and is complete. This involves comparing data in the legacy CRM with data in Salesforce.
Acceptance Criteria
- All migrated data in Salesforce should match the data in the legacy CRM.
- There should be no data loss or corruption.
- Generate reports to verify data accuracy and completeness.
Notes
- Use automated tools for data validation where possible.
- Engage stakeholders to verify critical data points.
Acceptance Criteria
- Secure and reliable connection between legacy CRM and Salesforce.
- Complete and accurate migration of all contact information.
- Thorough validation to ensure data integrity and completeness.
Definitions, Acronyms, and Abbreviations
- CRM: Customer Relationship Management
- API: Application Programming Interface
- Data Integrity: Accuracy and consistency of data
Appendix
Include any additional information or documents relevant to the User Stories document.
Approval
- Prepared by: Salesforce
- Email: mikemeier@mad-tech.ai
- Date: 11/21/2024
- Approved by: [Approver's Name]
- Date: [Approval Date]