https://trailhead.salesforce.com/content/learn/modules/data_modeling/schema_builder To ensure that new system admins understand the purpose of Salesforce field customizations, the following steps should be taken:
Complete All Field Descriptions:
For every custom field created in Salesforce, ensure that the "Description" field is filled out comprehensively.
Go to Salesforce Setup.
Navigate to the Object Manager and select the object that has custom fields.
For each custom field, click on "Edit" and provide a detailed description that explains the field's purpose, usage, and any important notes regarding its functionality.
Save the changes.
Document Customizations:
Maintain comprehensive documentation of all custom fields, including their descriptions, data types, and any validation rules associated with them.
Use a shared document or a dedicated Salesforce documentation tool to keep this information accessible and up-to-date.
Training and Onboarding:
Create a training module or onboarding program for new system admins that includes an overview of key customizations.
Use Trailhead modules to supplement learning about field management and customization best practices.
Utilize Salesforce Resources:
Encourage new admins to use Salesforce's Schema Builder to get a visual overview of the data model, which can help them understand how different fields and objects are interconnected.
Leverage the Setup Audit Trail to review any changes made to field customizations and understand their history.
By ensuring that all field descriptions are complete and providing thorough documentation, new system admins will have a clear understanding of the customizations, helping them manage and maintain the Salesforce instance more effectively.
Reference:
Salesforce documentation on field customization and descriptions
CertGod Nonprofit Cloud Consultant guide
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