Documenting your Org (A111)

Documenting your Org (A111)
Sherriden Masters
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Documenting Your Org

Course Overview

Having a documentation strategy and culture is critical for any team and business to ensure the institutional knowledge of how the system works, why was is set up, how was it changed, and who uses it, are not lost over time.

Many organizations accumulate crippling technical debt because they lack the understanding of their own systems. That causes fear of change and often leads them to try building new solutions from scratch rather than reusing or building on the old ones. With the right tools and approach these problems can be very easily rectified.

Within this course you will progress through 9 modules,

Module 1 : Why bother with Documentation?
Module 2 : Contextual Org documentation
Module 3 : Documenting org models and implementations
Module 4 : Creating local documentation
Module 5 : Linking metadata to other Elements assets
Module 6 : Automated Documentation and Reporting
Module 7 : Make Use of Your Existing Documentation!
Module 8 : Which Metadata to Document First?
Module 9 : Documentation Throughout the Development Lifecycle

Estimated total effort should be 120 minutes

What you will learn;

In Modules 1, 2, and 3, you will consider the issues and opportunities around the documentation of your Org, and the value of contextual, at your fingertips documentation.

In Modules 4 to 6, you will learn about, and practice the use of, the components and functions to support documentation within the Elements platform.

In Modules 7, 8, and 9 you can discover ideas and examples, helping you to make efficient first steps in your documentation projects, and planning the maintenance of your Org’s documentation.

What if I have questions?

If you are uncertain about anything or you would simply like to learn more, just use the blue intercom icon in the lower-right part of the screen to talk to us directly.
For longer, detailed questions you can also email us at
If you have any feedback about the training content or any ideas about how it can be improved – talk to us!

Let’s get going!