Salesforce Documentation for Teams

Technical documentation for any enterprise software team is critical because it provides alignment, insight, and clarity — leading to better adoption, increased efficiency, and less technical debt.

Get Template

The Data Dictionary

The most critical document Salesforce teams can have is a Data Dictionary. This provides insight into what each data element is for, and when shared with your end users, is very powerful.

Includes standard and standard fields

Easily add more objects with one click

Can be shared with end users

Searchable and lightweight

Easy to maintain

The Entity Relationship Diagram (ERD)

The ERD is a more technical document used to show the relationships between Objects. This helps teams quickly understand the Salesforce environment.

Includes resources to learn more

Includes templates to get started

Includes examples of Sales Cloud and Service Cloud

The System Landscape Map

Salesforce is never the only tool in your tech stack. The System Landscape Map helps diagram how Salesforce interacts with the other tools in the stack. It is great for both your technical teams and end users.

Includes resources to learn more

Includes templates to get started

👍🏼 The benefits of good technical documentation are many

Get Template

Want a workspace tailor-made for you?

I do that too. Reach out today to learn more. ✌🏼

Let’s Talk