Functional and Technical Documentation for Salesforce Projects: What’s the Difference?

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Staying ahead in the Salesforce ecosystem requires a nuanced understanding of both functional and technical documentation. As Salesforce professionals, it’s crucial to discern the differences and purposes of each to ensure project success. Here are 5 key areas to consider when navigating these essential resources:

1. Purpose and Audience
– Functional documentation is designed to communicate the “what” and “why” of project requirements, targeting a broader audience including stakeholders, project managers, and end-users.
– Technical documentation, on the other hand, addresses the “how” aspect, providing developers and technical team members with the necessary details to build and configure the system.

2. Content Specifics
– Functional documents often include use cases, process flows, and user stories that guide the implementation from a business perspective.
– Technical documentation contains system architecture details, code snippets, API references, and data models that are critical for development and maintenance.

3. Importance in Project Lifecycle
– Both types of documentation are invaluable throughout the project lifecycle, from planning and development to deployment and support.
– Functional documentation informs decision-making and prioritization, while technical documentation supports system construction and problem-solving.

4. Creation and Maintenance
– Collaboration between business analysts, project managers, and end-users is key in creating comprehensive functional documentation.
– Technical documentation requires input from architects, developers, and system administrators to ensure accuracy and utility.

5. Best Practices
– Regular updates and reviews are vital for both documentation types to remain relevant and useful.
– Clear language, structured formatting, and inclusion of visuals enhance comprehension and usability for intended audiences.

Understanding these key areas helps in creating, leveraging, and maintaining the documentation essential for the success of Salesforce projects. Prioritize both functional and technical documentation to streamline processes and enable effective communication across all team members.

You can read it here: https://sfdc.blog/lOeGv

Source from salesforceben(dot)com

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