要件定義_要件定義書_別紙2「オブジェクト定義書」(Excel版)サンプル

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本記事では、Creative Content Lab Tokyo(クリエイティブコンテンツラボトウキョウ)が作成した要件定義_要件定義書_別紙2「オブジェクト定義書」のテンプレートをご提供しております。

※テンプレートの利用方法に関しては、以下の記事を参照してください。

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1.利用方法

1.表紙

画像はクリックすると拡大表示されます。

表紙については、以下の箇所をプロジェクトに合わせて変更してください。

会社名:

情報種別:社外秘など

情報所有者:基本的にはお客様の会社名となります。

タイトル:ドキュメントのタイトルをプロジェクトに合わせて変更

作成日、作成者:※必要に応じて、最終更新日、更新者を入れてください。

2.改訂履歴

改訂履歴は、ドキュメントのメンテナンス上必ず設定するようにしましょう。

またプロジェクトごとに記載の粒度やルールを検討してください。

3.オブジェクト一覧

本書に記載する対象のオブジェクトを一覧化します。

オブジェクト名(表示ラベル名)だけではなく、API参照名(物理名)や区分(標準/カスタム)なども設定するようにしましょう。

また、外部システムとの連携がある場合には、こちらに外部システムの内容を記載することもあります。その場合は、対象システムがわかるように列を追加してください。

4.オブジェクト項目のデータ型に関する説明資料

オブジェクト項目定義書を利用するユーザがSalesforceのデータ型について理解するための補助資料となります。

取り扱うデータ型に対しての説明文を記載しておきましょう。

オブジェクト項目定義書テンプレート

オブジェクトの項目を定義していくためのテンプレートとなります。

一般的にSalesforceの開発はアジャイルに近い形で進められることが多く項目の定義情報(ラベル、データ型、桁数など)は頻繁に更新されます。

そのため、上記エクセルでメンテナンスをするのは非常に作業効率が悪くお勧めしません。

Xgeeksが提供しているDevToolsを使って、ドキュメントは自動生成することをお勧めします。

以下のようにオブジェクト一覧と項目定義書(利用しているプロファイルの情報まで出力可能)を自動生成することができます。

補足)オブジェクト一覧(DevToolsで出力)

参考)オブジェクト項目定義(取引先)

DevToolsの使い方については、以下の記事に纏めていますので、参考にしてください。

2.オブジェクト定義書のダウンロード

資料のダウンロードおよびご利用に関しては、本サイトのコンテンツ利用規約に同意される場合のみ利用可能となります。

一般公開資料

要件定義_要件定義書_別紙2「オブジェクト定義書」(EXCEL版)のダウンロードはこちら

以下は、スプレッドシートでの表示となります。

要件定義_要件定義書_別紙2「オブジェクト定義書」(EXCEL版)のスプレッドシートはこちら
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