Disclaimer: Swantide is a generative AI platform, therefore it may be inaccurate, incomplete, or not applicable. The output from Swantide is based on the inputs provided by the user, and any content generated by Swantide must be thoroughly reviewed and verified by you prior to use. Do not implement, rely on, or act on AI-generated output without first confirming its accuracy and suitability for your specific needs.
The documentation in Swantide is a great asset for assisting with discovery. To learn about how a certain object has been set up, find the object in the data dictionary, view the business and technical descriptions, and view the referenced metadata components. See this video for guidance on how to navigate the Swantide data dictionary and AI Assistant to analyze objects.
You can also use the AI Assistant to ask questions about how the org is currently set up. For example: “We are working on a project to optimize the workflow in this org related to renewals. We are hosting a workshop with business and technical stakeholders next week. Help me build a list of discovery questions to guide the workshop”
You may want to refine the prompt further if you want the Assistant to focus on specific components. For example: “We are working on a project to optimize the workflow in this org related to renewals. We are hosting a workshop with business and technical stakeholders next week. Help me build a list of discovery questions to guide the workshop. Focus your questions around renewal automations and the tracking of expansion revenue”
Note that the questions to the AI Assistant should be targeted - keep in mind that it retains 10 - 15 components as context within a thread. The AI Assistant will not be able to answer questions like ‘tell me about all of the business logic configured on the Account object’. Instead, look at the Account object in the data dictionary, find specific flows, and ask more targeted questions. For example, “Tell me more about the Swantide_Mass_Update_Case_Status flow. How does it relate to the Account object?
User Stories & Acceptance Criteria
You can give the Swantide AI Assistant the requirements and ask it to form a user story with entry criteria.
If you already have a user story, you can ask Swantide to review and identify potential gaps in acceptance criteria.
If you have a user story with entry criteria and acceptance criteria, ask Swantide to write a solution design.
Sample Prompts
“Write me a user story, with entry criteria and acceptance criteria, based on the following feature description: ‘If a lead is created with a personal email domain (e.g. gmail), mark the lead as a low priority lead’
Note that the entry criteria takes into account 2 existing fields in this org - the standard IsPriorityRecord on the lead object, as well as a custom formula field Swantide_Business_Domain__c, which distinguishes between business and personal emails. If you asked this prompt in an org that did not have these fields, or had different fields, the output from Swantide would reference those fields instead.
Business Requirements
Once you have answers to your discovery questions, you can give the outcomes to Swantide and ask it to write documentation in whatever format you desire - business requirements documents, solution design documents, user stories, etc. Consider the following prompt:
“Write me a business requirements document based on the following outcomes:
Business Process Understanding: The renewal process should be the same for new business and upsell opportunities. They should be created immediately after a new business is closed won without exception.
Automation Goals: The newly created renewals should distinguish expansion revenue from ARR
Data Quality & Governance: There should be validation rules on the parent opportunity to ensure accurate contract start dates and end dates
Customization & Flexibility: We should use a new set of stages for renewal opportunities”
Because this is generated using AI, you can use the copy/paste function, paste it in whatever document repository you use, and make modifications or tweaks there directly.