practical steps to documenting your org

PracticalstepstoDocumentingYourOrg

UNDOCUMENTEDORGISSCARY

DOCUMENTATIONLINKS

CONFIGANALYTICS

BUILDADOCUMENTATIONHUB

GDPRCOMPLIANCE

REQUIREMENTLINKS

PROCESSMAPLINKS

DATAMODELLINKS

COLLABORATION

3LIES:DOCUMENTINGYOURORG

1.Wedon’thavetime

2.We’reagile,thereisnopointdocumenting

3.Theconsultantswilldoit/Clientwon’tpayforit

BESTTIMETOSTART

WHENYOUARENEWADMININROLEWHENYOUSTARTWITHNEWCLIENTWHENYOUARESTARTINGAPROJECTWHENYOUHAVEFINISHEDPROJECT

i.e.NOW

AGILEBUSINESSANALYSISELEMENTS.CLOUD

AGILEDEVELOPMENTJIRA, SALESFORCE

FREE

FREEPRO

PRO

FREEPRO

PRO

FREEmiumEditors(PRO): $62/mViewers:freeNonProfit50%discount- $31/m

SALESFORCECONFIG

ApexClassesApexTriggersStandard&CustomObjects- ApprovalProcesses- Fields- PageLayouts- ProcessBuilderFlows- RecordTypes- ValidationRulesPermissionSetsReportsVisualForceComponentsVisualForcePages

ELEMENTSREFMODELnightlysync

CREATEREFMODELOFORGCONFIG

ELEMENTSREFMODEL

LINKAGES

DOCUMENTATIONLINKS

PROCESSMAPLINKS

SALESFORCECONFIGClassic&Lightning

DOCUMENTATIONAPPROACHPROCESSDRIVEN- Lookataprocess:“LeadtoOpportunity”,“QuotetoCash”,“OrdertoSupport”

- Drawahighlevelprocessdiagram- Gothroughstepbysteplookingat

- whatconfigisrequired- whatdocumentationisavailable

DOCUMENTATIONDRIVEN- Gothroughfolders&drives- Foreachitem,findsomewheretolinkto

WHICHISBEST? PROCESSDRIVENProcesslooksharderandsoundslikeitwilltakelonger- document&getagreementprocess- lookfordocumentationandattachitActuallyeasier- onlylinkdocumentationthatmatters,noteverything youcanfind- easiertobiteoffasmallerchunk:“LeadtoOpportunity”

LINK,LINK,LINK

WHATISDOCUMENTATION?

WHATTODOWITHIT

- Link/connect- Rationalizelater- TagRefModelitems”reviewed”“completed”

Setasideanhour– you’llbesurprisedwhatyoucanaccomplish

DocumentsScreenshotsPhotosofwhiteboardsProcessdiagrams/flowcharts

WebpagesHelppagesScreenmock-upsEmailstrings(savedasPDF)

ELEMENTSREFMODELNo.ofcustomobjectsNo.ofemailtemplatesNo.ofnamespacesNo.ofprofilesNo.ofreportsNo.ofvisualforce pages

No.offieldsbyrecordtypeNo.ofapprovalprocessesNo.ofcompactlayoutNo.ofcustomfieldsNo.ofpagelayoutsNo.ofprocessbuilderworkflowsNo.ofrecordtypesNo.ofvalidationrulesNo.ofworkflowrules

FieldtypeHelptextSalesforceAPInameGDPRcategorization

CONFIGANALYTICS

DOCUMENTATIONLINKS

NOTESANDLINKSTOSPECIFICSALESFORCESETUPPAGE&EXTERNALDOCUMENTATION

ELEMENTSREFMODEL

DOCUMENTATIONLINKS

REFMODELCOLLABORATIONELEMENTSREFMODEL

DOCUMENTATIONLINKS

ELEMENTSREQUIREMENTS

ELEMENTSREFMODEL

DOCUMENTATIONLINKS

ELEMENTSPROCESSMAP

ELEMENTSREFMODEL

DOCUMENTATIONLINKS

ELEMENTSDATAMODEL

ELEMENTSREFMODEL

DOCUMENTATIONLINKS

REQUIREMENTSTORELEASE

RequirementsProcessmap

Processmap(ERD)

RefModel(sync’dwithSFDC)

Weneedto…

OBJECT1 OBJECT2

STEP1 STEP2

CONFIGITEM

DOCUMENTATIONLINKS

CONFIGANALYTICS

ANSWERSTOTHE2CRITICALQUESTIONS

GDPRCOMPLIANCE

REQUIREMENTLINKS

PROCESSMAPLINKS

DATAMODELLINKS

COLLABORATION

DOCUMENTATIONLINKS

CONFIGANALYTICS

GDPRCOMPLIANCE

REQUIREMENTLINKS

PROCESSMAPLINKS

DATAMODELLINKS

COLLABORATION

Whenthebusinesschanges,whatneedstobeupdatedinSalesforce?

ANSWERSTOTHE2CRITICALQUESTIONS

DOCUMENTATIONLINKS

CONFIGANALYTICS

GDPRCOMPLIANCE

REQUIREMENTLINKS

PROCESSMAPLINKS

DATAMODELLINKS

COLLABORATION

Whenthebusinesschanges,whatneedstobeupdatedinSalesforce?

IfIchangeSalesforce,howisthebusinessgoingtobeaffected?

ANSWERSTOTHE2CRITICALQUESTIONS

GETSTARTEDTODAY

ZEROtoINSIGHT=15mins

1.Register,createaSpaceandupgradetoPro(14daytrial)2.InstallElements.cloudforSalesforcemanagedpackage3.Setupintegration4.CreateaRefModel5.Documentyourconfig6.Linktoprocesses

STEPBYSTEPVIDEOhttp://bit.do/documentorgINSTALL&CONFIGGUIDEhttp://bit.do/salesforceintegrationONLINEHELPhttps://support.elements.cloud

REGISTER https://Elements.cloud$730annually/Editor,Viewersfree