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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, 4:42

    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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