Salesforce Use Case

I. Use Case Identification

• Use Case ID: UCS-001

• Use Case Title: Salesforce Use Case Template

• Created By: [YOUR NAME]

• Date Created: [DATE]

• Last Updated: [DATE]

• Version: 1.0

II. Overview

This section should provide a high-level summary of the Salesforce implementation project. It details the business context and the goals intended to be achieved with Salesforce.

• [YOUR COMPANY NAME]

• Objective of using Salesforce

• Key stakeholders

III. Use Case Description

Provide a detailed description of the use case, including the business process or problem that Salesforce will address.

[BRIEF DESCRIPTION OF THE USE CASE]

IV. Actors

Identify all the actors (users, systems) involved in the use case and their roles.

• Primary Actors: [YOUR DEPARTMENT] team members

• Supporting Actors: IT Support, Third-party service providers

V. Preconditions

List all the conditions that must be true or the activities that must happen before the use case can start.

• Salesforce is properly configured and accessible.

• All data integrations are completed.

VI. Use Case Steps

1. Login to Salesforce.

2. Navigate to [SPECIFIC MODULE].

3. Perform the necessary actions like data entry, report generation, etc.

4. Verify results and take necessary follow-up actions.

5. Logout.

VII. Postconditions

What must be true after the use case is complete, and what changes should occur in the system/data?

• Data accurately reflects all user actions.

• Reports are generated and distributed to stakeholders.

VIII. Exception Paths

List any alternative paths that can happen if a step in the main use case fails or conditions are not met.

1. If login fails, provide error message and retry mechanism.

2. If a report fails to generate, log the error and notify system administrator.

IX. Business Rules

Document any relevant business rules or policies that impact the use case.

• Data privacy and security protocols must be followed.

• Data retention policies for reports.

X. Assumptions

State assumptions that have been made during the planning of this use case.

• All users have appropriate permissions set up in Salesforce.

• There is consistent internet access for all users.

XI. Frequency

How often will the use case be executed? Daily, weekly, monthly, or as needed?

[FREQUENCY OF THE USE CASE]

XII. Future Considerations

Identify any potential changes or enhancements that might be considered for future phases.

• Possible integration with additional systems.

• Upgrades to Salesforce features or customizations.

XIII. Approval

Document the necessary approvals needed to execute and maintain the use case.

• Project Manager: [YOUR MANGER'S NAME]

• IT Department Head: [RELEVANT DEPARTMENT HEAD'S NAME]

Use Case Templates @ Template.net