Internal documentation doesn't get nearly the attention it deserves. If you have great documentation, your organization can run smoothly even when key people are gone; new staff can get up and running in a matter of hours, not weeks; training costs go down; employees spend less time looking for answers and asking you the same questions; and most importantly, your employees won't be intimidated by Salesforce, and will actually use it more often.
This is a course designed to show you a few simple methodologies for writing internal Salesforce documentation that accomplishes those goals.
Some of the biggest challenges to writing internal documentation include:
So the lessons were written with a focus on resolving those challenges.
What we've found is that most folks write internal documentation like they write a term paper or write technical documentation - the problem is that most users aren't technical and they don't feel like reading a term paper. You have to write documentation with the reader in mind.
When people say nobody reads their documentation, it is often because it is written for the wrong audience.
It can be time consuming to create if you want it to be, but following our methodology you can write helpful articles in less than 4 minutes (I know because I've timed myself).
I share two simple structures that will simplify how you write documentation.
Updating documentation is a big pain, mainly because you feel you're the only one who can do it. If you modify your documentation structure, it's easy to recruit others who can help you.
The first 5 lessons explain our methodology for creating (and using) internal documentation. The approach we share works, and it will make your life much easier.
The bonus lesson shows how our product, ScreenSteps, can help you implement the methodology. If you don't want to use ScreenSteps, that's okay - you can use other applications. But we figured you might like to see how easy it is to create documentation when you have a tool designed specifically for that purpose.