Salesforce Compliance Documentation

Companies need to document their Salesforce Orgs for compliance, security, and governance. The Metazoa Snapshot Change and Release Management product has a Data Dictionary Report that allows a Salesforce administrator to fully document all of the Custom Object and Custom Field properties in any Org. The report can be shared with team members or archived for compliance and documentation.

Data Dictionary Report

Data Dictionary for Salesforce Compliance Documentation

Many large companies have established policies for corporate governance. Others follow security policies to safeguard consumer or financial information. Companies in the financial and health care sectors are regulated by state, federal, and foreign governments.Various regulations include SOX, PCI-DSS, GLBA,HIPAA, HCQIA, CHIP, HRRP, PSQIA, ACA, FISMA, PCI-DSS, FERPA, and most recently GDPR. Regulatory compliance requires careful documentation of corporate activities and information handling practices.

Custom Objects and Fields are a central focus for any Salesforce account. Between the Data and the Metadata API, there are 70 properties that describe Custom Objects, and there are another 80 properties that document Custom Fields. These properties cover everything you can imagine, such as field labels, numeric precision, formula fields, date formats, picklist values, child relationships, and help text.

The Snapshot Data Dictionary can be used to document the current properties for each Custom Object and Field in a Salesforce account. This is a key compliance report for use by business analysts and application developers interested in documenting the current state of the org. The report could be used by a development team to track project progress, or by a System Integrator before and after a job is completed. This report is useful for compliance and governance.

Snapshot provides powerful tools for Salesforce Administrators that help manage the change and release process, visualize org complexity, improve security and compliance, and lower the total cost of Org ownership. Visit the AppExchange to start a 14 day free trial or click the button below to schedule a demo.