Top 5 reasons why you should document your Salesforce org
1) To make your job easier.
With good documentation to reference, you’ll be able to make changes to your org faster and with more confidence (and make the right changes).
Let’s say for example a user from Marketing is asking for a new field to “score” a prospect. You know from past projects that some other groups are also using scoring, but you aren’t sure if they are the same…
What is Salesforce?
The best known product of Salesforce (and where its namesake came from) is its Sales Cloud platform.
It’s a website you sign into and you can store all of your company’s sales deals, notes, and contacts. It allows a company with very little effort to completely move off of Excel spreadsheets and allow them to track their open sales deals in a centralized place. As a user, you login and begin entering details…