User Persona
Profiles:
JTBD/User Story
As a [Market] [Role Name]
I want to [perform some action]
So that I [can achieve some goal/result/value]
Business Impact/Purpose
Problem Statement:
- Problem
- Issues caused by the problem
Acceptance Criteria
Given I am a user who:
Profiles =
When all of the following are true:
A {formmenu: Task; default=DSR; DSA; Opportunity; Lead; Account; Contact; Event; ; name=Related Object} is {formmenu: Created; default=Updated; name=Action} on the {formmenu: default=Lead; Account; Contact; Opportunity; Quote; name=REcords}
Record Type =
Then the expected outcome is:
Exclusionary Criteria
Given I am a user who:
Profile =
When all of the following are true:
A {formmenu: Task; default=DSR; DSA; Opportunity; Lead; Account; Contact; Event; ; name=Related Object} is {formmenu: Created; default=Updated; name=Action} on the {formmenu: default=Lead; Account; Contact; Opportunity; Quote; name=Records}
Record Type =
Then the expected outcome is:
Impact Analysis (To be linked in LLD by Developer)
Assumptions:
Solution Design
| Task | Description |
| | |
| | |
| | |
| | |
Job Criteria
| Scenario | Criteria | Job Action |
| | | |
| | | |
| | | |
Impacted Users
| Persona | Salesforce Profile | App | Use Case |
| | | | |
| | | | |
| | | | |
Questions
| Question | Answer | DRI | Status |
| | | | |
| | | | |
| | | | |
Best Practice
If more than 5 tickets in an epic with requirements
Include:
Table (Goose generated)
Lucidchart
Use API field names
Mention pods/sales teams/record types to exclude