Supporting tools and information

For this chapter, you will require a tool to capture system requirements. A spreadsheet application such as Microsoft Excel or Google Sheets is a good way to quickly capture, share, collaborate, and refine requirements.

For your Sales Cloud implementation, you should consider using the tools your organization uses as a standard, as they will be widely understood and accepted. Requirements can be managed in spreadsheets for simple and very small team projects, however, specific requirement management or project management tools offer tailored functionality and will help improve collaboration and organization on larger projects with more people involved. These tools often offer traceability through the life cycle so you can map the requirement to the configuration changes. Some examples are JIRA by Atlassian or the Agile Accelerator, an application built on Salesforce that can be installed from AppExchange.

For this chapter, you will require a tool...