Documentation Strategies to Improve Your Salesforce Org

Are you a new Salesforce administrator? Do you just start adjusting your org? Or if you're seasoned veteran Salesforce administrators, audit what works and what does not? No matter how you use Salesforce, it helps to use the documentation to stay organized.

Documenting your org is exactly what it sounds like: you write down all the important information and processes in single, easy-to-access places. You can visit https://spekit.co/spekit-for-salesforce/ to know about drive adoption in salesforce.

How do you develop that map? Here are the strategies that you can implement documentation these days.

1. Write down Description

My top tip is to make the description text or help text. You can enter this each time you create a custom field or edit the default. Explain exactly how to use the field, the format in which to enter data, and why the information is important.

2. Create Data Dictionary

A data dictionary provides detailed information about all the data elements in your org as well as how they are connected. To create the data dictionary:

  • A list of all the objects in use
  • Write the fields associated with each object
  • Document how they relate to one another

3. Build Process Maps

Now we know how the data dictionary can help, let's take it one step further and talk about a process map.

4. Implement Change Log

You may begin to notice a theme here-write it all down! Change log is no different. A change log is a way to keep track of any changes made in your org.