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.
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.
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.
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.
👍🏼 The benefits of good technical documentation are many
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