Automated Salesforce Documentation

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 And, unless you have the resources to keep it updated constantly, it’s almost always out-of-date.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.

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.

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.

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

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.

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

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.

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

Unused fields
Unused scripts
Customization with inactive owners

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

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.

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 Salesforce SOX Compliance, and what isn’t.

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

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

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

Automated Salesforce Documentation

Get Instant Visibility Into Everything in Your Org

The Case for Great Documentation

How Does Strongpoint Help?

Documentation in Action — Part 1:

Impact Analysis

Make declarative changes with confidence

Identify and elevate risky changes

Eliminate hours of discovery

Avoid the risk and time of rework

Key Strongpoint Tools

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.

Documentation in Action — Part 2:

Org Cleanup

Identify unused customizations

Know what's safe to delete

Automatically archive old reports

Organize cleanup projects

Key Strongpoint Tools

Watch a Webinar

Salesforce Org Cleanup

Documentation in Action — Part 3:

SOX Compliance

See what's in scope for SOX

Review access at the field level

Build smart change policies

Control for Configuration Data

Key Strongpoint Tools

Watch a Webinar

Three Things You Should Know About Salesforce and SOX

Additional Resources

Next Step:

Access Management