How do I write documents in Salesforce?

5 Documentation Strategies to Improve Your Salesforce Org

  1. Write Down Description/Help Text. My top tip is to create description text or help text.
  2. Create Data Dictionaries.
  3. Build Process Maps.
  4. Implement Change Logs.
  5. Organize Information in Knowledge and Chatter.

What is TSD and FSD?

The technical specification document (TSD) is the sister document to the FSD. It answers the question, “How does the site do what it does?” It contains the precise technical details for how to build the functionality described in the FSD. The TSD is a high-potency document.

How do I access document objects in Salesforce?

Clicking on the Documents tab displays the documents home page. Note If the Documents tab is not visible, you can customize your display to show it. Under Find a Document, enter keywords to search for a document. In the Document Folders section, select a folder to view all the documents contained in that folder.

How can I improve my Salesforce org?

7 Ways to Instantly Improve Your Salesforce Org

  1. Keep Custom Fields Under Control.
  2. Provide Continuous Training.
  3. Collect Feedback.
  4. Restrict Report Creation.
  5. Improve Efficiency with Apex and Workflows.
  6. Make the Most of Validation Rules.
  7. Organize Reports and Dashboards Logically.

How do I gather requirements in Salesforce?

Useful Questions For Gathering Salesforce Requirements

  1. Company – Let them introduce the company.
  2. Structure – Understand how the organisation is structured.
  3. Goals – Understand what the overall project goals are.
  4. Achievements – What is the project trying to achieve.

What are best practices in Salesforce?

7 Salesforce best practices every org should keep in mind

  • Know your internal processes inside and out before taking on a new project.
  • Practice good data hygiene.
  • Choose a designated product owner.
  • Avoid shiny object syndrome with new features.
  • Test everything (and then test it again)
  • Have a change management plan.

What is document tab in Salesforce?

What is a Document tab in Salesforce? Documents tab in Salesforce are used to upload documents and images with all file extensions like . htm, . html, . htt, .

What is the document object in Salesforce?

Document Object in Salesforce represents the files that are uploaded by the users. In contrast to Attachment Records, Document Object in Salesforce is not attached to a Parent Object. These are the documents uploaded to a library in Salesforce CRM Content or Salesforce Files.

How do I increase my skills in Salesforce?

9 resources to keep your Salesforce skills sharp in 2021

  1. Skill up with Trailhead:
  2. Watch Trailhead Live.
  3. Use the Trailblazer Community.
  4. Don’t forget the MuleSoft Community and Tableau.
  5. Use online collaboration groups.
  6. And of course, Trailblazer Community Groups.
  7. Events can bring Salesforce to life, so attend them.

What is a requirement in Salesforce?

For the fastest and most stable experience, we recommend: An Octane 2.0 score of 30,000 or greater. Network latency of 150 ms or less. Download speed of 3 Mbps or greater. At least 8 GB of RAM, with 3 GB available for Salesforce browser tabs.