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#Better Documentation0 debatiendo

Hi Community members, 

I'm embarking on a Documentation project looking to record the various fields, objects, automation and business processes my NFP has within our customised Salesforce environment. 

 

Is there a particular format or platform that you have used to record your documentation that you would recommend? Or perhaps suggest I steer clear of?

 

(We have incomplete documentation from our implementation five years ago within Confluence and Jira but nothing that is comprehensive enough to train an incoming admin or support organisation to ask good questions.) 

 

Thanks for your time 

 

#Better Documentation #Salesforce Admin #NPSP #Best Practices

12 comentarios
  1. 12 ago 2025, 04:42

    Thank you everyone for your thoughts and the time you took to share them. 

     

    I can see our organisation using a variety of these tips to create an admin resource, an user resource and the Guidance app to distribute new features. 

     

    Thank you again all.

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Announcing: A New User Experience for Salesforce Developer Documentation

 

The Salesforce developer documentation team has been hard at work improving your experience, based on direct user feedback and testing. What's new?

 

See the updated experience here!

 

Table of Contents (ToC)

  • New background and font colours
  • Increased the default Table of Contents' width and added text padding
  • Increased vertical density, allowing more Table of Contents items in the same space
  • Centralised all guide-level actions into Table of Contents, including the PDF download and language picker
  • Scroll bar appears only when it can be used
  • Extended Table of Contents to max vertical page space by limiting footer to content body

Version Picker

  • Added green and red badges to indicate Latest or Not Latest version
  • Added caret to indicate dropdown menu
  • Expanded seasonal release text to version number label

Document Header

  • New background and font colors
  • Changed selection indication element to more findable WES standard

Announcing: A New User Experience for Salesforce Developer Documentation The Salesforce developer documentation team has been hard at work improving your experience, based on direct user feedback and

 

reference-tabs.png

 

actions.png

 

version-picker.png

#Better Documentation #SF Documentation #Documentation

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Is there better documentation with perhaps step by step instructions for using "the API" to load badges for a group of users?  The documentation online here - https://help.salesforce.com/articleView?id=networks_recog_badges_via_api.htm&type=5 - does little to help me and maybe most other community managers (most of us are not programmers) to understand how to bulk deliver a badge to a group of users. 

 

What API is "the API"?  What is the endpoint?  Any suggestions for creating the file?  I have a bit of familiarity with Postman to coble things together on occasion but that is when I have had great documentation to refer to.   

 

Does anyone have more details they can add and have they got "the API" to work?  

 

Thanks . 

12 comentarios
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