The Clear Concise Approach to Documentation

From Confusion to Clarity:
Documentation That Works

Clear Documentation Turns Salesforce Confusion Into Clarity, And Now We’re Here To Do The Same For You.

We’ll Never Forget The Frustration Of Trying To Understand A Complex Salesforce Setup With No Documentation.

It Was Like Trying To Navigate A Maze Blindfolded.

That Experience Taught Us That Good Documentation Isn't Just About Recording What Exists – It's About Creating A Roadmap For Where You Want To Go.

Salesforce salesforce documentation services illustration

Our Approach to Documentation

Our approach to documentation goes beyond simply writing down processes. We create living documents that evolve with your Salesforce instance.

Comprehensive Audit

We start by thoroughly examining your current setup, including configurations, customizations, and business processes.

User-Centric Design

We create documentation with the end user in mind, ensuring it's accessible, understandable, and useful for all levels of technical expertise.

Visual Aids

We incorporate flowcharts, screenshots, and diagrams that make complex processes easy to understand at a glance.

Standardized Format

We use consistent formatting and structure across all documents for easy navigation and scanning.

Living Documents

We set up processes to keep documentation current, ensuring it evolves along with your Salesforce instance.

What We Offer

  • System Architecture Documentation

    Detailed maps of your Salesforce setup, including objects, fields, and relationships.

  • Process Guides

    Step-by-step instructions for key business processes within Salesforce.

  • User Manuals

    Comprehensive guides tailored to different user roles and permission levels.

  • Admin Handbooks

    In-depth documentation of administrative processes, customizations, and configurations.

  • Training Materials

    Creation of training documents, quick reference guides, and learning modules.

  • API and Integration Documentation

    Technical documentation for developers and integration partners.

Why Our Documentation Works

  • Clarity is Key

    Our specialty is breaking down complex Salesforce concepts into clear, understandable language.



  • Practical Focus

    Our documentation is designed to be used, not just read. It provides actionable information for real-world scenarios.

  • Contextual Approach

    We tailor our documentation to your specific business using real business processes.



  • Scalable Solutions

    Our documentation is structured to grow and evolve with your Salesforce instance.



  • Knowledge Transfer

    We don't just create documentation; we equip your team how to maintain and update it.




Illustration of a group of diverse people engaged in a discussion, standing around a large stack of papers, with an orange background and abstract elements.

Ready to Illuminate Your Salesforce Instance?

Whether you're starting from scratch or need to overhaul existing documentation, we're here to help. Let's create documentation that doesn't just explain your Salesforce instance but empowers your team to make the most of it.


Book Your Free 30 Minute Consultation

Remember: good documentation is an investment in your team's efficiency and your Salesforce instance's future. With Clear Concise Consulting, you're not just getting document; you're getting a clear path forward in your Salesforce journey.

FAQs

  • Don't worry, many organizations come to us with zero documentation. We begin with a comprehensive audit of your current Salesforce setup, interviewing key users, and mapping out your processes. Even with a blank slate, we can create clear, user-friendly documentation within 2-4 weeks, prioritizing your most critical processes first.

  • This is exactly why we create 'living documents.' We set up simple processes for maintaining documentation, such as change logs, regular review cycles, and template-based updates that your team can easily follow. We can also provide ongoing support to keep your documentation current as your system evolves.

  • Absolutely! Creating documentation for non-technical users is our specialty. We use plain language, avoid jargon, and incorporate visual aids like flowcharts and annotated screenshots. We test our documentation with your least technical users to ensure it's accessible to everyone on your team.

  • Unlike generic Salesforce documentation, our guides are tailored to YOUR specific implementation, using YOUR terminology, YOUR processes, and YOUR business context. We focus on the features you actually use, explain why they're set up that way, and provide real-world examples relevant to your organization's day-to-day operations.