Ensuring that your salesforce org is properly documented can be a daunting task, but it is necessary to ensure the longevity of your organization. There are many strategies that you can use to help document your org and make sure it will stay up-to-date with any changes in the future.

The basics of salesforce are you have a system that is accessible for all the members. Besides, creating links, templates, clear instructions, and shared files can help the whole team follow along with ease.

Whether you use a wiki, spreadsheet, or another software system for tracking documentation is up to you. No matter what method you follow, it’s important that the information be accurate and easily accessible. In order to improve the quality of your org’s documents and make them easier to find, consider implementing these five strategies.

Documentation Strategies for Improving Salesforce org

Documentation is your map – a trail map. You require a detailed map to tell you where to go, what may be around those areas and how to get help if you may ever need it. It also helps with looking back on past progress in case of emergencies or uncertainties along the way. Here are some of the most effective strategies to improve your salesforce org. There are so many ways salesforce training may help you leverage these strategies.

1. Write Informative Help Text/ Description

This tip applies exceptionally well if there are fields where people need instructions for how to use them. Besides, this will assist you in making a specific task a whole lot easier! As we all know from experience, there are some things about which it can be confusing or difficult in the first place just because they’re so new.

These areas may not be self-explanatory as some of the others, like email addresses, might just require an address and password from someone who has access. But it may not necessarily contain any information about the custom fields or specific formats.

For instance, you will have to specify the probability of receiving a donation from one to five. You may need to include the lowest as well as the highest term.

2. Add Detailed Data Dictionaries

This will offer you all the details about data elements and how they are linked in your organization. You may use associated fields and documents to create a comprehensive dictionary.

Data dictionaries are a time-saving asset, especially when setting up automated processes. For example, without one, a user may not realize that your organization has renamed “Amount” to “Donation Size.” With the data dictionary in place and an understanding of what fields you can reference for reports or other automation purposes as opposed to contacting support staff every single time.

When someone needs help creating content with more than just basic information like contact info, then it’s easy enough to use them on their own. Overall, a data dictionary will assist the users in gathering all the information they need without any help.

3. Work Process Maps

Process mapping is a useful way to visualize and explain the flow of any given work process. It can be used for many purposes like documenting individual elements, illustrating how those elements are related, or helping people understand what they’re doing to streamline their tasks. This can help admins, users, or anyone involved with understanding an organization’s processes.

For any processes that occur more than once, it’s essential to make sure they are still relevant and valuable. That is why you should audit them regularly to ensure nothing has changed. You may use process mapping tools to improve your organization and efficiency.

4. Record All Changes

A changelog is a way to keep track of any changes made in your org. A changelog also offers an audit trail for your organization’s history while providing feedback loops that let you know when things need changing. Besides, it will provide information on when the changes occurred, who requested them, and the reasons behind those changes.

There will be no confusion about any custom fields. You may add a submit request system for all the changes, their implementation, and the progress resulting from them.

5. Documentation of Salesforce Knowledge and Chatter Groups

Consider your documentation a living, breathing set of constantly evolving information as you add in new information. You can share it on Salesforce Knowledge and Chatter, which makes it searchable for anyone who needs to see the latest updates or how-to! Also, Salesforce Knowledge and Chatter make it easy to share your documentation so people can find what they need in a snap.

This is a great way to share your documentation within the company. The documentation may come in handy when you are using knowledge to support external constituents. You may consider creating a category of articles just for employees so they can find what’s relevant without searching through everything else!

You can also create a chat group that gathers all of your org-wide docs in one place, which allows users to quickly search or ask questions when they come across something unfamiliar. This will be useful in saving time and effort in going through irrelevant materials.


Salesforce is an incredible tool, but it can be tricky to get the most out of it. We hope these five strategies for making your salesforce org will work better and more efficiently. Besides, CRS Info Solutions offers Salesforce CRM online training that is affordable and will help in career building if you are looking for a switch.

The CRS Info Solutions training will benefit you in creating an all-rounder resume and learn in-depth from the daily notes. Moreover, the experienced faculty will guide you with real-time training in just six to eight weeks. You will also get an opportunity to practice Salesforce interview questions from our job-ready program online course.

Our training module topics include CRM concepts, workflow process, salesforce deployment, and migration strategies. Feel free to contact us for upcoming flexible demo classes to go over all the features of the Salesforce CRM online training.

By Hemant Kumar

I am a zealous writer who loves learning, redesigning the information, and sharing the original content in an innovative and embellish manner. I hope you will find my work beneficial and entertaining. Happy Reading!