Catalyst Trail (Clean up and document)

Trail to clean up, document and build your Salesforce Org

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8 articles in this collection
Written by Richard Parker and Customer-Success-Team
Catalyst Trail - Clean-up and document your Org

Trail Summary : Clean-up and document your Org

Run this trail with a Pro Trial sync'd to Sandbox or Dev Org to understand how to clean-up and document your Org
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Written by Richard Parker
Updated over a week ago

1. Installation and Setup

(25 mins) Understand the view and capabilities that Elements Catalyst provides
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Written by Richard Parker
Updated this week

2. Document your Org - Principles

(35 Mins) Why documentation matters and the principles behind documenting your Org
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Written by Richard Parker
Updated this week

3. HOW: mapping your business processes

(30 mins) Documenting how your operation works in a process context
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Written by Richard Parker
Updated over a week ago

4. WHAT: Relating business processes to Salesforce customizations

(15 mins) What have you changed in Salesforce to support your operation
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Written by Richard Parker
Updated over a week ago

5. WHY: Adding documentation to Salesforce customizations

(15 mins) Adding documentation to explain why Salesforce was configured/customized in this way
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Written by Richard Parker
Updated over a week ago

6 - Building a business case

(10 mins) Build a business case to invest time and effort in cleaning up and documenting your Salesforce Org
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Written by Richard Parker
Updated over a week ago

7. Connecting multiple Orgs to a Space

Understanding Salesforce and Elements user naming conventions and connecting Production and Sandboxes Orgs to a Space
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Written by Customer-Success-Team
Updated over a week ago