Use Salesforce to Document Your Org Like a Pro
Use Salesforce to Document Your Org Like a Pro
You know the feeling all too well: staring at a Workflow rule, trying to remember why you created it, or attempting to respond to an audit that requires you to explain your org's customizations. Join us to learn how you can use Salesforce Cases and a "System Changes" custom object to document your org like a pro - all without requiring a third-party tool. You'll walk away with a plan to implement this process, giving you peace of mind that no matter what happens, you can rely on your well-documented org.