Documentation and Training
Documentation & Training
Clear documentation, runbooks, knowledge transfer, and end-user guidance.
The situation
The person who built the process is gone, or only one person knows how a Flow works. New users learn Salesforce by trial and error.
How the work is done
I document what the solution does, who it is for, and how to operate it—written for the people who will actually use and maintain it.
Typical work included
- Process and configuration notes
- Admin runbooks for common tasks
- End-user guidance for new screens or Flows
- Knowledge transfer sessions
What this is for
- The business can operate the solution without depending on one person
- Onboarding is faster because the process is written down
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