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Requirment Form
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Requirment Form

Salesforce Requirement Form

To create a new Salesforce requirement, please enter your email address to receive a login code.

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Salesforce Requirement Form

Please use this form to submit new business requirements for the Salesforce team. Once the form is completed, a Salesforce case will be created automatically

1. General
2. Business Process
3. Value
4. Impact
5. Review

General Information

Name

Subject *

Case Type *

Business Unit (BU) *

Prioritized version

2. Business Process

Request type *

Reason for request *

Business background for the requirement *

What is the current situation? What is the business challenge

Requirement Description *

Use the toolbar (or Ctrl+B / Ctrl+I / Ctrl+U) to structure the requirement. Bold, underline and lists are passed on to Salesforce as formatted text.

Attachments

Browse Files

Upload files or drag and drop here (max 30MB)

Upload relevant files/screenshots/ business flow

Selected Files:

3. Value

What is the expected business value? *

Max 255 characters allowed by Salesforce. 0/255

What is the impact if not implemented? *

Over 255 characters may be shortened in Salesforce; the full text is kept in the case description. 0/255

4. Impact

Is mobile support required? *

Yes No

Are reports in Salesforce required? *

Yes No

Details (Report columns, filters)

Affect other business processes? *

Yes No

Details (What processes)

Affect other systems? *

Yes No

Check systems affected

WebsitesBIOracleHubspotThird partyUnsure

Review Your Submission

Please review the information below. If everything looks correct, click “Submit Requirement” to create the Case in Salesforce.

✓

Your business requirement form has been received.
A confirmation with the Salesforce case number was sent to your E-mail.

Please contact your regional SF team for more information.

Thanks- Global SF team

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