Using Salesforce to Document Your Changes to Salesforce
Using Salesforce to Document Your Changes to Salesforce
Have you ever looked at a workflow and forgot why in the world you created it? Have you ever left a company and scrambled through your last week trying to write down everything you had been doing over the last 5 years? Has your company ever been through an audit where you had to explain what customizations you have made? In this session, we will show you how you can use Cases along with a simple System Changes object to document your org like a pro and have peace of mind that will survive an audit, and the admin who takes over will inherit a well-documented org.
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