Start Your Salesforce Documentation With 150 Articles Already Done

Posted by Jonathan DeVore

iStock_000016203481XSmallThe hardest part about creating Salesforce documentation is writing those first few articles. So for those of you who want to use ScreenSteps to create your documentation, I went ahead and created a documentation website with over 150 articles to jump-start your documentation efforts. You can import the entire site into ScreenSteps and customize everything to reflect how your organization uses Salesforce.

If you don't want to use ScreenSteps to create Salesforce documentation, that's fine too - you can still checkout the documentation website and use it as a template to create your own internal wiki.

Why did I create a documentation website?

I was recently given Salesforce Admin responsibilities, which means that I have a lot of learning to do. Fortunately for me, Salesforce has some great online training that I can take advantage of, and I've been learning a lot. But a major concern of mine was - how will I remember how to do it all?

So I broke out  Clarify and began taking screenshots of the slides, documenting the demo workflows, and writing down whatever Janice said (my name for the lovely voice who explains everything on the training videos) - I'm filling up a bank of information that I can withdraw from later on. 

I quickly realized, however, that I needed a better way to organize and manage all of my notes, so I dumped my clarify articles into Screensteps and continued to take notes using ScreenSteps. Now, all of my notes are searchable, easy to update, and can be hooked up to my instance of Salesforce for contextual help.

You should check out the knowledge base - I was pretty excited about what I built in less than 2 days worth of work. It was amazing how easy it was to create an entire website, modify manuals and chapters, and create and reorganize articles - all by simply dragging and dropping.

So while the original purpose for creating the online knowledge base was for me, I realized that many of you might like a jump start to your own documentation efforts - so I'm re-purposing what I've done to help you get started.

You can have my notes

I have learned that the most difficult part about making a robust documentation site is creating those first few articles. Well, I now have a website with over 150 articles as a result of my note taking, and I want you to have them so you aren't starting from scratch.

If you use ScreenSteps to create your Salesforce documentation, you can instantly begin with over 100 articles that you can use right away, or customize by swapping out your images for mine and changing the text and annotations.

You can also add your own articles, chapters, manuals, and site dividers - whatever you want. This is simply a great foundation and structure that you can build upon.

If you don't want to use ScreenSteps to create your own documentation, you can still take advantage of the website by bookmarking it and referencing it when you have a question, or you can add a custom web tab with the URL - that way the knowledge base is available right in your Salesforce view.

Start using ScreenSteps

Sign up for a free trial of ScreenSteps and then email to let us know that you want to start off with the documentation website. We'll get everything set up for you and show you how to modify the articles, add new ones, and start sharing your documentation with your end-users.

Sign up for a free ScreenSteps trial


Topics: Salesforce documentation tips