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Salesforce Agile Accelerator Meetup

Built on force.com platform this tool has the ability to integrate with your Salesforce Apps, Service cloud data, Sales Cloud data, Objects etc. Because this tool lives in Salesforce, it becomes very convenient to track the Sprint work and get real time updates. Visually appealing graphs, Salesforce reports and dashboard, Chatter and User friendly UI makes this tool stand out in the market compared to its competitors. 

Use Case:

1-2-3 SFDC would like to track Sprint work for the Penguin Team. Given below are the roles for the Team Members.

Team Member: Role

1. Rico Penguin: BSA
2. Skipper Penguin: QA Engineer
3. Kowalski Penguin: Developer
4. Mason Penguin: Scrum Master
5. Mort Penguin: Product Owner
6. Sfdc Beginner: Business Owner 

Salesforce Login:

It is important that all the team members must have Salesforce Login to get started with Salesforce agile Accelerator.

Salesforce Developer Sandbox

Create your own Salesforce Developer Sandbox

https://developer.salesforce.com/signup

AppExchange:

Go to Salesforce AppExchange and download Salesforce Agile Accelerator

 https://appexchange.salesforce.com/  

Users:

Create your team in the Salesforce. Users can belong to any profile or roles. Salesforce Agile Accelerator does not require users to below to a particular role or profile. 

Security:

Users can be assigned to admin or user permission set. Generally Scrum Master is admin and team members are assigned user permission set.

Create your Team

Give unique name to your Team and specify the Story Points.  Story Points define the level of efforts required to work on a user story. This can be either Tshirt size of Small, Medium, and Large or a series of numbers that have hours or days assigned to them. 

Allocation (%) defines availability of your team member for this Sprint. If the team member is out of office for one day then the allocation would be 90%. 

Product Tag:

Product Tags are used to arrange or categorize your work. For example if your team is working on diverse projects Sales, Marketing, Tele business, Support. Then create product tags to categorize the work. 

Assignment Rule:

When a work is created it automatically gets assigned to the assignee that is defined in the assignment rule.  As shown below click on the << to update the assignment rule. 

Sprints:

This tab provides the details of the current Sprint as well as the previous Sprints - Start Date, End Date and the remaining days for the Sprint to be closed. 

Team dependency:

User stories or work that has dependency on other teams can be defined here. 

Salesforce Agile Accelerator Q & A

Q1: We have users who do not work in Salesforce or who are non-Salesforce users. Do we have to purchase additional Salesforce licenses?

It is must for all the users to have access to Salesforce in order to use this tool. Non Salesforce users will have to be created in Salesforce. If you can manage using developer Sandbox than I don’t see any reason to purchase additional licenses.

Q2: Ours is a developer team and we are currently using GITHUB to track our Sprint work. With Git hub we can track the code changes. Does Salesforce Agile accelerator provide this ability?

I am not sure. I am still exploring this tool and in this process, I haven’t found this feature in Agile Accelerator yet.

Q3: Do we have the ability to change the Burn down chart from hours to Story Points?

I am not sure although, I know there are standard reports provided by Salesforce for agile accelerator that has burn down chart reports and these can be customized using filters.

Q4: When a Task is assigned to a team Member does the team member receive any notifications?

Yes, also chatter provides real time updates like XYZ task has been assigned to “Rico”. You can also customize chatter for additional features.

Q5: Our team only works on defects, how can we define this work?

Yes this is possible by creating record type on work object. For example- you can create User story, Bugs, Defects, Projects, enhancements etc.

Q6: If I assign more work to a team member does that reflect in chart? And if the team member completes that task in half the time then what happens?

Burn down chart  shows the current number of hours assigned to a team member and the availability is shown with the blue color. Take an example that Rico has been assigned 40 hours of work and he is available to take 20 hours of more work. Now Rico finishes a 10 hours of task in 5 hours. Then his assigned work shows 35 hours and availability updates to 25.v