How to Use Salesforce to Manage Your Documentation – Salesforce Admins

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Elevate your documentation with Salesforce—a cost-effective, customizable, and scalable solution. Start building your dream app today …

Here are highlights from article How to Use Salesforce to Manage Your Documentation – Salesforce Admins

1. Salesforce for documentation:
– Often overlooked despite being a viable option
– Available at no extra cost to your business
– Can be customized to fit your needs
– Grows with your organization
– Easy to share workload with others

2. Benefits of using Salesforce for documentation:
– No need for additional budget or tools
– Can start with the fields/information you need now
– Stay in one place while you work
– Can easily make changes and add new fields/apps
– Scalability as your team and business grows

3. Pro-tip for building your own documentation solution:
– Don’t try to think of everything on day one
– Aim for the 80/20 rule (get 80% of what you need initially)
– Iterate and improve as your team and business grows

4. Sharing workload and tracking progress:
– Field-Level Security allows you to expose information selectively
– Avoid the need to reply to emails or messages about progress
– Provide visibility into the status of requests without additional communication

5. Overall advantages of using Salesforce for documentation:
– Utilize existing platform where you already work
– No additional costs or tools required
– Customizable to fit your needs
– Easy to share workload and track progress
– Scalable as your organization grows

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

Source from admin(dot)salesforce(dot)com

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