Hands on with Salesforce Agile Accelerator

Accelerate your Teams growth with Salesforce Agile Accelerator. Multiple teams and departments including business users and stakeholders can use this tool to make the work visible across the organization. Salesforce Agile Accelerator provides instant visibility and real time updates of your teams’ work on web/Salesforce and mobile/Salesforce1. Facilitate collaboration using chatter, get real time status of the team’s work with reports and dashboard and forecast the future using burn down charts.

And this is just the beginning….take a deep dive in to this impressive tool and find out on your own how this tool can help you better manage your work.

Pre Requisite: Install Salesforce Agile Accelerator in your sandbox. Please refer my previous blog " Saleforce Agile Accelerator Installation " to know the installation steps. 

Teams

What is Team?

A Team consists of the workforce that gets the work done. Agile practices speaks about having a self-sufficient team that has team members with all the roles and skills required to deliver the output/ get the work done. Which means ideally a team should have enough resources that during the sprint they don’t have to be dependent on other teams for their work to get done. Take an example of an IT company 1-2-3 SFDC a Scrum team consist of a Development team – Product Owner, Scrum Master, Business Owner, Program Manager, And the Development Team- Business Analyst, QA, Programmers/ Developers, Other etc.

You can add up to 33 roles as your team in Salesforce Agile Accelerator. 

Users:

Note: Make sure that your team members exist in the Salesforce environment. If not then create your team members in the Salesforce. Go to Setup -> Administer ->Manage Users-> Users.  If users don’t exist in salesforce you cannot save or add that team member.  

Once the users are in Salesforce you are good to create your team in Salesforce Agile Accelerator.

How to create a Team in Salesforce Agile Accelerator

Click on the Teams Tab from the tab section

Next click on the “All Teams link” and then “New Team”

Once the team members are added you can start adding the names for the team. You will also notice that the field will prompt their names automatically since you just added them in Salesforce. 

The form will ask you all the basic information about your Team. Team Name, Tag, Department, Domain, Team Members etc. Team allocation is important for any team to know the availability of the team members for that Sprint.

Team members and their roles varies from team to team. You can have stakeholders, business owners, other team members, managers, end users etc. in your team. They can play an important role in your team of providing inputs, requirements, assisting in taking decisions etc. but are not responsible to deliver work.  

These members may or may not be required to record their work. So for these team members the allocation would be 0% and for the core team it would be 100%.

Now take an example that one of the developers from your core team will be out for 2 days this Sprint cycle.

Total number of working days this Sprint = 10 days

No of Days taking Holiday = 2

No of days available = Total working days – no of days not available % 100= 10-2 = 80%

So the allocation % for the developer would be 80% for this Sprint. 

Post in Progress.......