5 Reasons Why Every Salesforce Admin Needs Automated Documentation
AI – it’s everywhere. But how can it help you to do your job better? Find out how to harness the power of AI to save yourself time as a Salesforce Administrator. Learn how to get through your backlog in twice the time by working smarter, not harder, and harnessing some great new AI features.
Over the next four weeks in this four part series we are going to be reflecting on different tools that improve the way you work:
- How AI Skills and Knowledge Can Support a Salesforce Admin’s Daily Tasks
- How to automate your Salesforce Documentation using AI
- How to use effective Content Management in Salesforce using AI
- How AI can revolutionise User Adoption
Join us for our next Demo Jam – AI Productivity Hacks for Salesforce Admins and Users
Come along to our next Salesforce Demo Jam on Tuesday 15th October @ 8pm BST / 3pm ET / 12pm PT. It’s virtual so everyone can join in the fun, and this time, it’s all about the world of AI and how it can make your life easier as a Salesforce user. Each partner has just 3 mins to wow you with a demo and then you get to vote for your favourite one.
5 Reasons Why Every Salesforce Admin Needs Automated Documentation
As an Admin, you don’t have time to spend manually documenting everything in Salesforce. And too often, it gets stuck in your backlog. But accurate Salesforce documentation is absolutely crucial to the way in which you do your job as your company scales.
At Sweep, we know how important Salesforce documentation is, but we also know how important it is to automate that work. Not only will automating this task help save time, but it will also ensure consistency for the team which will help ensure accuracy. In addition to lessening the backlog, here’s why every Salesforce Admin needs to use our AI-powered documentation tool:
1. Troubleshoot Salesforce Faster than Ever Before
Troubleshooting Salesforce is a part of every Admin’s job. But with Sweep’s AI tools and visual interface, you’ll be able to quickly trace configurations, automation rules, and custom fields back to their purpose. Plus, you can map out dependencies between different elements. This is crucial because changes to one element might impact others. With a couple of clicks, you can visualize how this change might impact other parts of the configuration, such as reports that rely on that field, and avoid negative consequences.
2. Expedite Salesforce Knowledge Transfer
Whether you’re growing your team, having a team member change teams, or (gasp!) losing a team member, Salesforce knowledge transfer is vital to maintaining the seamless functionality of your CRM. With AI-powered documentation, you’ll have confidence in ensuring that new and existing team members can access the same, full-up-to-date information every time. Plus, new hires can use the documentation as a self-service resource as part of their onboarding instead of bothering other employees with specific questions about functionality.
3. Improve Salesforce Management Efficiency
Too often, Salesforce Admins get stuck feeling like they are simply working at a “Help Desk” rather than actively contributing to the growth of the company. Well-intentioned co-workers will make requests, sometimes redundant ones, and Admins will have to answer each one separately. With the proper documentation, these teammates will be able to find answers on their own. And this ultimately helps free up the Admin to tackle more strategic tasks.
4. Quickly Streamline your Data Collection:
Streamlining your data collection can help improve the functionality of Salesforce but manually searching for rarely used fields or ones with inconsistent data can take a ton of time. With AI, you’ll be able to immediately identify the fields that are going unused or are being filled with the incorrect data so you can eliminate these quickly and efficiently.
5. Visualize the entire Salesforce Environment
While Salesforce is an incredibly customizable and comprehensive platform, it is not known for being easy to understand. When using Sweep, you’ll be able to immediately turn your business processes into visualizations, your non-technical go-to-market stakeholders will be able to see how different steps interact and identify potential bottlenecks or errors. This also makes it easier to align between the business systems teams and the go-to-market teams.
Plus, Sweep’s visual workspace gives you the power to be more proactive. Instead of reacting to requests or spending time fighting fires, you’ll be able to use that bandwidth to think strategically about how Salesforce can support business goals and processes. The accessible shared view of the configuration also gives you the opportunity to build a roadmap that reflects the wants and needs of your cross-functional stakeholders so you can ensure that everyone stays on the same page.
Ready to start using Sweep’s AI-powered documentation? Now you can: for free. It’s time to change the way you Salesforce. Get started for free.
Blog written by Aviv Bergman, Head of Partnerships at Sweep.
Are you ready to use AI to use Automated Documentation in your role as a Salesforce Admin?
AI is rapidly transforming the role of the Salesforce Admin, turning routine tasks into automated processes and providing deeper insights through predictive analytics. By embracing AI skills and knowledge, Salesforce Admins can not only streamline their day-to-day tasks but also enhance their strategic value to the organisation. Continuous learning and the integration of AI tools are key to staying relevant in this evolving landscape. For those looking to deepen their AI skills and knowledge, resources like our AI Training offer valuable opportunities to upskill and stay ahead in the Salesforce ecosystem.
Find out more about our Supermums AI and other courses:
Watch our recent AI Skills Discovery session with AI & Chat GPT expert, Mark Good:
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