Free Salesforce requirements gathering template
The ForceFolks Salesforce requirements gathering template records business goals, users, processes, data, integrations and access needs before configuration starts. Turn each requirement into a testable outcome with an owner and acceptance criteria. Separate the business need from a preferred tool, then use discovery to check feasibility, dependencies and the work needed to deliver it.
What is a Salesforce requirements gathering template?
A structured list of what to capture and agree before configuration begins: goals, processes, users, data, integrations, reporting, and security. Documenting these up front is what separates a smooth implementation from expensive rework.
How detailed should requirements be?
Detailed enough to design and estimate, not so detailed you pre-build on paper. Capture the target process, the data, the integrations, and the success metrics; leave room to refine during the build. ForceFolks does this in structured Salesforce discovery.
What to capture, area by area
Use the editable CSV to record each requirement's ID, area, user role, current situation, required action and expected result. Add its source system, dependencies, acceptance criteria, accountable owner, priority and open decisions.
Download the requirements template
ForceFolks template version: October 29, 2026. The eight starting rows match the areas below. Add a row for each distinct requirement and keep the business need separate from a proposed technical solution. Authorship, source URL and usage guidance are included in the file.
| Area | What to capture |
|---|---|
| Objectives | Business goals, success metrics, and scope boundaries |
| Processes | Current and target sales, service, and marketing processes |
| Users & roles | Who uses it, roles, permissions, and user volumes |
| Data | Sources, quality, volume, and migration & retention rules |
| Integrations | Systems to connect (ERP, finance, support), direction, and frequency |
| Reporting | Key reports, dashboards, and KPIs leaders need |
| Security | Sharing model, access, and any compliance needs |
| Adoption | Training, change management, and rollout approach |
Turn requirements into a working org
ForceFolks runs structured Salesforce discovery that produces these requirements plus a blueprint, data plan, and costed roadmap, so the build is predictable. Share what you have and we'll take it from there.
Turn each requirement into a testable decision
A useful Salesforce requirement states the user, trigger, action, business rule, data, exception, permission, and expected result. Add a priority and business owner. Avoid phrases such as “make it easy” or “build a dashboard” without a measurable decision.
ForceFolks links each approved requirement to design, build, and UAT evidence. This traceability shows what changed, why it changed, and who accepted it. It also makes scope decisions easier when cost or time changes.
Separate business requirements from solution choices. Confirm the need before choosing Flow, Apex, a managed package, or an integration pattern.
Frequently asked questions
What's the difference between requirements gathering and discovery?
Requirements gathering documents what you want; Salesforce discovery validates feasibility, data, integration, and architecture so the estimate and build are reliable. This template feeds discovery.
Who should be involved in Salesforce requirements gathering?
The people who do the work (sales, service, marketing, ops), a business/Salesforce owner who can decide, IT for data and integration, and a Salesforce architect to keep requirements buildable. Stakeholder input early prevents rework.
What format should Salesforce requirements be in?
Whatever your team will actually use: a shared doc or sheet structured by the areas above, ideally with user stories. Clarity and agreement matter more than the tool.
Plan the project
Make Salesforce work across the business.
Tell us what Salesforce must do. ForceFolks will assess your Clouds, integrations, data, automation, team capacity, and delivery risks. You will receive a recommended path to a working implementation.