Un-Pretzeling An Org: A Guide to Documentation That Won't Leave You Feelin Salty
Un-Pretzeling An Org: A Guide to Documentation That Won't Leave You Feelin Salty
Whether you?ve added many customizations over the years, or are walking into a new-to-you org, understanding how the objects, fields, workflow & validation rules, automations, code, and third-party integrations affect the org can be a complicated mess with more twists than a pretzel. Much like brushing your teeth or eating your vegetables, creating good documentation is essential to maintaining a healthy Salesforce org and includes not only Salesforce components, but also processes--both business and automated. Join this session to gain a better understanding of various documentation types as well as how to break down and map out processes one bite of the pretzel at a time. You'll leave with tips on how to get started, ideas of tools that are out there to assist you, and templates you can use to start documenting your org.