Expanded Library

Snowforce '19: Use Salesforce to Document Your Org Like a Pro

by Snowforce

In this session, we will show you how you can use Cases and a custom System Changes object to document your org like a pro and have peace of mind that will survive an audit, and the admin who takes over will inherit a well-documented org.

What you'll learn

Have you ever looked at a workflow and forgot why in the world you created it? Have you ever left a company and scrambled through your last week trying to write down everything you had been doing over the last 5 years? Has your company ever been through an audit where you had to explain what customizations you have made? In this session, we will show you how you can use Cases and a custom System Changes object to document your org like a pro and have peace of mind that will survive an audit, and the admin who takes over will inherit a well-documented org.

Table of contents

Use Salesforce to Document Your Org Like a Pro
33mins

About the author

Snowforce is held each year in Salt Lake City, UT and with over 600 Trailblazer attendees, is one of the largest community led Salesforce conferences in the world. Attendees go to catch up on the latest product trends, learn about creative solutions being built by the most innovative companies, and hear from inspiring industry leaders. Snowforce features 5 learning tracks, a large collection of strategic partners and app providers.

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