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How to Create Awesome
Documentation
March 30, 2016
Speakers
Mike Gerholdt
Senior Manager, Admin Evangelism
Salesforce
@mikegerholdt
Amber Boaz
Project Manager
CodeScience
@amber9904
Forward-Looking Statements
​ Statement under the Private Securities Litigation Reform Act of 1995:
​ This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or
if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the
forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any
projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies
or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology
developments and customer contracts or use of our services.
​ The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for
our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of
growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed
and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand,
retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history
reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could
affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly
report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC
Filings section of the Investor Information section of our Web site.
​ Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may
not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently
available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Get Social with Us!
@salesforceadmns
#awesomeadmin
Salesforce Admins
Salesforce Admins
The video will be posted to YouTube
& the webinar recap page
(same URL as registration).
This webinar is being recorded!
Join the Admin Webinar Group for Q&A!
​ Don’t wait until the end to ask your
question!
•  We have team members on hand to answer
questions in the webinar group.
• Stick around for live Q&A at the end!
•  Speakers will tackle more questions at the end,
time-allowing
bit.ly/AdminWebinarGroup
Today’s Agenda
•  What is Documentation?
•  Best Practices for Documenting
Your Org
•  Demo: Developing a Wiki Site
Documentation Overview
What do you mean “document”?
•  How-to’s
•  Training guides
•  Videos
•  User Stories
•  Cases filed by users
Why do we document our org?
Who reads the documentation?
•  Users
•  Colleagues
•  Future you
Where should it be stored?
•  Easily accessible
What tools can you use to document?
•  Google Sites
•  Confluence
•  ScreenSteps
•  Config. Workbook
Documentation Best
Practices
What are documentation best practices?
1.  Plan - how are you going to do it
2.  Write - do it
3.  Revise - re-do it
4.  Publish - tell the world what you've
done
5.  GOTO #1 - do it again
So what do you remember?
Demo
How do I get started today?
•  Gather existing resources in one, searchable place
•  Use Config. Workbook to pull out current metadata
•  Start gathering “the why”
•  Dedicate development time to keeping documentation updated
•  Deprecate old, inaccurate documentation
Resources
Amber’s Wiki:
http://bit.ly/AmberSaysDocumentation
Events Section on Admin Site:
http://admin.salesforce.com/events
Join the Admin
Webinar
Group for
Q&A!
bit.ly/AdminWebinarGroup
thank y u

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How to Create Awesome Documentation

  • 1. How to Create Awesome Documentation March 30, 2016
  • 2. Speakers Mike Gerholdt Senior Manager, Admin Evangelism Salesforce @mikegerholdt Amber Boaz Project Manager CodeScience @amber9904
  • 3. Forward-Looking Statements ​ Statement under the Private Securities Litigation Reform Act of 1995: ​ This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. ​ The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. ​ Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 4. Get Social with Us! @salesforceadmns #awesomeadmin Salesforce Admins Salesforce Admins The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
  • 5. Join the Admin Webinar Group for Q&A! ​ Don’t wait until the end to ask your question! •  We have team members on hand to answer questions in the webinar group. • Stick around for live Q&A at the end! •  Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
  • 6. Today’s Agenda •  What is Documentation? •  Best Practices for Documenting Your Org •  Demo: Developing a Wiki Site
  • 8. What do you mean “document”? •  How-to’s •  Training guides •  Videos •  User Stories •  Cases filed by users
  • 9. Why do we document our org? Who reads the documentation? •  Users •  Colleagues •  Future you Where should it be stored? •  Easily accessible
  • 10. What tools can you use to document? •  Google Sites •  Confluence •  ScreenSteps •  Config. Workbook
  • 12. What are documentation best practices? 1.  Plan - how are you going to do it 2.  Write - do it 3.  Revise - re-do it 4.  Publish - tell the world what you've done 5.  GOTO #1 - do it again
  • 13. So what do you remember?
  • 14. Demo
  • 15. How do I get started today? •  Gather existing resources in one, searchable place •  Use Config. Workbook to pull out current metadata •  Start gathering “the why” •  Dedicate development time to keeping documentation updated •  Deprecate old, inaccurate documentation
  • 16. Resources Amber’s Wiki: http://bit.ly/AmberSaysDocumentation Events Section on Admin Site: http://admin.salesforce.com/events
  • 17. Join the Admin Webinar Group for Q&A! bit.ly/AdminWebinarGroup