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What is the best way to document processes in your org?
Our org has experienced rapid growth and has evolved from a 25 user org to a 350 user org, , we went from one admin to four and need to basically take inventory of what processes we have active, not using, can be deleted, etc. I have been tasked to document all of our processes such as flows and batched jobs. Is there a way for me to query and export details on all our flows and batch jobs?
Does anyone have advice, templates or best practices to share?
Does anyone have advice, templates or best practices to share?
You can generate Salesforce app optimization report. Based on that report You can create documentation of your org by putting custom developed functionality one by one.
The report is divided into many different sections, the main ones being: Storage, Fields, Custom Code, Custom Layouts for Objects, Reports and Dashboards, Validation Rules, Sharing Rules, Workflow Rules, User Management, Profiles and Permission Sets, and Chatter Adoption.
See in detail
https://admin.salesforce.com/analyzing-org-salesforce-optimizer-webinar-recap
Hope this will help you.
Regards,
Waqar