Complete Guide to Salesforce Documentation
- Documentation – the What and the Why. Documentation is more than the list of what metadata you added in a new release in Salesforce. ...
- Documentation Approach. The challenge we hear all the time, is “My Org is such a hot mess. ...
- Build Strong Documentation Habits. ...
- Quick wins. ...
- Elements.cloud Catalyst. ...
- Write Down Description/Help Text. My top tip is to create description text or help text. ...
- Create Data Dictionaries. ...
- Build Process Maps. ...
- Implement Change Logs. ...
- Organize Information in Knowledge and Chatter.
How do I upload a document to Salesforce?
- Double check your setup using the “Mapped fields” and “Unmapped fields” count.
- Click “Start Import”
- Your . csv file will now successfully import to Salesforce.
How to organize documents with Salesforce files?
- Viewer: Salesforce’s default viewer allows users to preview documents. ...
- Download: The files can be downloaded.
- Share: Documents can be shared with internal Salesforce employees.
- Public link: Generating a public link allows the user to share a document with people outside Salesforce.
- Upload new version: Users can upload a new version of the document.
How to show SharePoint documents in Salesforce?
Steps to Set Up the Salesforce SharePoint Integration
- Initiate the Salesforce Files Connect Tool. To start your Salesforce SharePoint Integration, log in to your Salesforce account, and in the Quick Search box type Files Connect and ...
- Grant Permissions to Salesforce Files Connect Tool. On the Salesforce homepage go to the Quick Search box and type Permission Set. ...
- Establish the Authentication Provider. ...
How would you like to contact Salesforce?
How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone ...
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How do I get to my documents in Salesforce?
Clicking on the Documents tab displays the documents home page....Note If the Documents tab is not visible, you can customize your display to show it.Under Find a Document, enter keywords to search for a document.In the Document Folders section, select a folder to view all the documents contained in that folder.More items...
Where is the Documents tab in Salesforce?
Login Salesforce to access Salesforce Documents Tab go to all tabs section. When we click on (+) displays al tabs available in Salesforce.com. Now all tabs in Salesforce.com are displayed. Click on Documents as shown below.
How do I upload a document to Salesforce?
To upload files to a library, select the library and then click Add Files. Files you upload to a library inherit the sharing settings of that library. You can also add files to Salesforce by: Attaching a file to a Chatter post.
How can I improve my Salesforce org?
7 Ways to Instantly Improve Your Salesforce OrgKeep Custom Fields Under Control. ... Provide Continuous Training. ... Collect Feedback. ... Restrict Report Creation. ... Improve Efficiency with Apex and Workflows. ... Make the Most of Validation Rules. ... Organize Reports and Dashboards Logically.
Where do I put documents in Salesforce?
To upload files to a library, select the library and then click Add Files. Files you upload to a library inherit the sharing settings of that library. You can also add files to Salesforce by: Attaching a file to a Chatter post.
How do I create a document template in Salesforce?
Create a Document from a TemplateTo access your available templates, click the Compose button, and select Template Library.Find the template you want to use: To create a document from a template that you created, select Created by Me. ... Click Use Template.Name your document and choose which folder to save it to.
How do I attach a PDF to Salesforce?
Click Add Files in the Files related list menu, or drag files directly onto the Files related list. (You can drag multiple files, but not a folder. You can't drag files onto read-only related lists.) Note In Lightning Experience, your org may use a custom page layout for the file detail page.
Does Salesforce have a document library?
Access your library documents via the Documents tab. If your Documents tab is not visible, customize your display to show it. Note The Documents tab is not part of Salesforce CRM Content.
How do files work in Salesforce?
On the Files tab, organize and access your files. Use Salesforce Files to share and collaborate on files, store files privately, manage version updates, and follow files that are important to you. Use Files Connect to connect to external file systems right from Salesforce.
How do I optimize Salesforce?
0:071:31Tips And Tricks To Optimize Your Salesforce Org - YouTubeYouTubeStart of suggested clipEnd of suggested clipGain a stakeholder to buy in on a. Project stay in constant. Contact with your key stakeholders. AndMoreGain a stakeholder to buy in on a. Project stay in constant. Contact with your key stakeholders. And keep them up to date for ensuring. Successful projects.
How do I become a good Salesforce administrator?
Here are the best 11 skills that a Salesforce Administrator needs to have:Data Management Skills. ... Leadership Skills. ... Communication Skills. ... Project Management Skills. ... Organizational Skills. ... Understanding of Sales. ... Salesforce Knowledge and Resourcefulness. ... Process Building.More items...•
Why is Salesforce so slow?
Slow load times can result from devices that don't meet Salesforce minimum technical requirements. Also, plug-ins, extensions, and excessive tabs can consume processing power and memory, degrading performance. The way your Salesforce org is configured can lead to slow performance.
Help Text
This text shows up for any end user that mouses over the “i” (or the “?” in Classic) next to a field.
Descriptions
The Description should provide more detailed information than the Help Text. Thankfully, you get 1,000 characters to do so. Help Text should say what a field does, while the Description should say how it does it; this may include notes about which teams / departments use the field, and how it’s included in automations.
Inline Comments
If you’ve spent any time looking at good Apex code, you will have seen that developers provide inline comments to explain how their code works. This is a great example from the Education Data Architecture, or EDA (formerly HEDA) team.
Why Document?
Every change you make has a risk that it will break something in your Org. The impact analysis of every change with an undocumented Org is a huge time suck. Or you simply do no analysis and just hope (by the way, hope is not a strategy).
Documentation – the What and the Why
Documentation is more than the list of what metadata you added in a new release in Salesforce. We need to add why we added it as this gives greater insight into how it is used. In the OrgConfessions, #1 business analysis is business process maps and requirements that explain why you made the changes.
Why Now?
Why don’t we document? 3 reasons. No time. Not a priority. No business case. Let’s deal with each of them:
Documentation Approach
The challenge we hear all the time, is “My Org is such a hot mess. I have no idea where to start”. We have this simple 3-step approach that is practical, achievable and helps you make measurable progress. It is described in detail in the free ebook Chaos to Control elements.cloud/chaos
Maintaining a Data Dictionary and Managing Documentation
You can use the free office tools, build custom objects in Salesforce, or use paid AppExchange apps to build and maintain the Data Dictionary and manage the documentation. Every approach has its cost. Free is not free.
Build Strong Documentation Habits
The quickest and easiest time to add documentation is “in the moment”. It is fresh in your mind, you remember the rationale- the why.
Quick wins
There are some quick wins that can give you a huge return in a few hours, and can build the business case for a more robust approach and tools. We wrote a book called Rapid Results which sets it out in more detail. The book suggests 3 areas:
But, how should we even begin?
I know this can seem like a daunting task, especially if you are working out of a complex mature org. You are probably looking at hundreds of custom objects, thousands of custom fields, automations, and page layouts and thinking to yourself “How am I ever going to document all of this?”
What form should Documentation take?
There is no definitive answer to this question.
Documentation is a living thing
Lastly, documentation is a LIVING document and is only as good as how often it’s maintained.
Get Documentation Template sent to your email
Ps. Our app oAtlas was designed to make Documentation easy and accessible right in your Salesforce org.
Special Access Rules
You must have the “Edit” permission on documents and the appropriate access to the Folder that contains a document in order to create or update a document in that Folder.
Usage
When creating or updating a document, you can specify a value in either the Body or Url fields, but not both.
Encoded Data
The API sends and receives the binary file data encoded as a base64 data type. Prior to creating a record, clients must encode the binary file data as base64. Upon receiving an API response, clients must decode the base64 data to binary (this conversion is usually handled for you by the SOAP client).
What does it mean to document a process?
Documentation also means knowing what you need and when you need it so that you never purchase products or services that are unnecessary or that you aren’t ready to use.
What is process mapping?
Mapping a process means visually describing the flow and order of any given work process. With a data dictionary, you document all the individual elements of our org, while with a process map, we can illustrate how those individual elements work together to accomplish something.
What is a well documented org?
A well-documented org means that users know how to find and enter information and admins have a clear understanding of how the org operates.
Can you map processes in Salesforce?
Any processes that occur more than once in your organization should be mapped, even if all or a part of the process happens outside of Salesforce. There are many process mapping tools available; however you can also simply use a pen and paper to get the job done.
Why document?
Documentation – The What and The Why
- The Description should provide more detailed information than the Help Text. Thankfully, you get 1,000 characters to do so. Help Text should say what a field does, while the Description should say how it does it; this may include notes about which teams / departments use the field, and how it’s included in automations. For fields that are updated f...
Why Now?
Documentation Approach
Maintaining A Data Dictionary and Managing Documentation
Build Strong Documentation Habits
Quick Wins
- Why don’t we document? 3 reasons. No time. Not a priority. No business case. Let’s deal with each of them:
Elements.cloud Catalyst
- The challenge we hear all the time, is “My Org is such a hot mess. I have no idea where to start”. We have this simple 3-step approach that is practical, achievable and helps you make measurable progress. It is described in detail in the free ebook Chaos to Control elements.cloud/chaos Look at the lifecycle of an object that you are struggling with. You probably have a very clear view of you…