Automated Salesforce Documentation

Smarter Org management starts with accurate documentation

Get Instant Visibility Into Everything in Your Org

A heavily customized Org can include tens of thousands of customizations — and each customization can have a web of dependencies. Salesforce has some great tools to help, but it is virtually impossible to map out all of it without great tools. 

Typically, if customization documentation exists, it’s collected manually, in Excel spreadsheets or other ad hoc, offline solutions. Maintaining this type of documentation is incredibly time-consuming, and prone to human error. And, unless you have the resources to keep it updated constantly, it’s almost always out-of-date.

The Case for Great Documentation

The result is that most Salesforce teams don’t have the documentation they need to understand their Org. Why is this a problem?  Because of the complex network of connections between customizations, a simple change can have unanticipated downstream impacts. Sometimes this is just a nuisance — something that needs to be corrected after the fact. But sometimes, a financial report or critical business process can be affected. 

When SOX compliance comes into scope, as is increasingly common for Orgs driving Revenue Recognition and Billing applications, this can also lead to difficult audits — expensive, time-consuming problems that every public company should be working to avoid.

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How Does Strongpoint Help?

Strongpoint is the only Salesforce-native tool that scans your Org on an ongoing basis and indexes all metadata, and the connections between it. This means you have an accurate, up-top-date record of:

Standard Objects Roles, profiles and permission sets Process builder records and workflows
Custom Objects Layouts and record types Lightning components and pages
Standard fields Approvals, rules, tasks and alerts Global actions
Custom fields Apex code and Visual Force pages List views, reports, report types and dashboards

And other metadata types.

Strongpoint then maps out the connections between this data and gives you a suite of tools for searching, analyzing and tracking how it changes over time.   

Documentation in Action — Part 1:

Impact Analysis

To be successful, your business needs to be evolving constantly. You can’t spend weeks investigating the impact of a potential change to a picklist, field or other simple customization in Salesforce. But if you don’t know what will happen when you make that change, you run the risk of breaking something important. 

Accurate customization and dependency documentation is essential for impact analysis. Strongpoint shows you what will be affected if you alter or delete something, so you can easily know what’s a simple declarative change and what requires more investigation or approval.

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Make declarative changes with confidence
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Identify and elevate risky changes
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Eliminate hours of discovery
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Avoid the risk and time of rework

Key Strongpoint Tools

An easy-to-understand, highly detailed breakdown of everything connected to a  customization.

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Everything you need to know about a customization — who created it, who has access to it, how it's changed and what it's connected to.

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Detailed reports showing everything that would be affected by a change to a customization.

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Watch a Demo:

Automated documentation makes Salesforce easier for admins, developers and audit teams. We believe it's so essential, we've made it free.

Check out Flashlight — our free app for documenting and managing your Org.  Here's a video of it in action; to start using it in your Org, get your copy here:

Download Flashlight

 

Documentation in Action — Part 2:

Org Cleanup

Cleaning up unused customizations can speed up delivery times and increase adoption, while reducing technical issues, maintenance requirements and operating costs. However, Org cleanup requires a comprehensive understanding of technical, organizational and regulatory risk — in other words, time and resources that most teams don’t have. 

Documentation eliminates a large portion of the work around Org cleanup by identifying customizations that can be safely deleted or deprecated. Strongpoint comes with built-in reports and tools that identify this “low hanging fruit” and expedite the cleanup process. 

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Identify unused customizations
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Know what's safe to delete
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Automatically archive old reports
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Organize cleanup projects

Key Strongpoint Tools

Leverage pre-built reports to automatically identify the best candidates for clean up and optimization, including:

  • Unused fields
  • Unused scripts
  • Customization with inactive owners

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Use pre-built reports to easily identify fields that can be cleaned-up and run through an efficient process to track your work.

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Clean up rules help you plan and manage large projects, while automated tools streamline and log the approval process for customization deprecations — so you'll always have a record of what was deleted and who approved it. 

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Watch a Webinar

Cleaning up a mature Org can be a big process.

Accurate documentation gives you visibility into what can and can't be deleted, but you still need to proceed in a methodical way. In this webinar, we walk you through our best practices for planning and managing a large cleanup project. 

 

Documentation in Action — Part 3:

SOX Compliance

Not everything in Salesforce is in scope for SOX. Your auditors probably don’t care about marketing operations, for example, because marketing  operations typically don’t touch revenue data. 

The problem is that unless you have a comprehensive documentation of the customizations and dependencies in your Org — something that’s virtually impossible in all but the smallest businesses — you can’t fully know what’s a material change that’s in scope for SOX, and what isn’t.

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See what's in scope for SOX
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Review access at the field level
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Build smart change policies
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Control for Configuration Data

Key Strongpoint Tools

Get a granular look at access at the field level, by Object, profile/permission set, or user.

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Track everything that changed in your Org — and reconcile changes to their oringinating request, in Salesforce, Jira or ServiceNow

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Build smart controls for revenue-related data – and automatically block unsafe configuration changes. 

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Watch a Webinar

More and more, we are seeing that Salesforce is in scope for SOX compliance. 

For many organizations, the opportunity-to-cash process begins on the platform, whether or not they integrate with their ERP later.

Watch the webinar to learn what auditors are looking for — and how Strongpoint helps.  

 

Additional Resources

Follow these links to more about Salesforce documentation, or get in touch to find your solution and get pricing:

Get a Price

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Next Step:

Access Management

With automated documentation as a foundation, you can review, manage and cleanup user access levels – safely and efficiently.