Automated documentation versioning for Salesforce

Automated documentation versioning in Salesforce with Secoda. Learn more about how you can automate workflows to turn hours into seconds. Do more with less and scale without the chaos.

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Overview

Secoda enhances its data documentation capabilities by seamlessly integrating with Salesforce. This integration enables automatic versioning and tagging of updated documents as 'version-updated' when schema changes occur. With Secoda, you can save time on documenting Salesforce metadata and allocate more resources to distributing valuable insights. The platform ensures comprehensive data documentation, covering tables, columns, and glossary terms.

How it works

Secoda integrates seamlessly with Salesforce, automatically generating comprehensive data documentation. This includes detailed descriptions for tables, columns, and glossary terms, all derived from the metadata within Salesforce. Through the innovative Secoda Automations feature, you can create customized workflows with triggers and actions. Triggers initiate the workflow based on specific schedules, allowing for precise control over when subsequent actions occur. Actions encompass a wide range of operations, including filtering and updating metadata, empowering your team to tailor workflows according to their specific requirements. Additionally, Secoda offers the ability to perform bulk updates to metadata in Airbyte, further streamlining your data management processes.

About Secoda

By integrating Salesforce with Secoda, organizations can enhance their documentation processes with the power of AI. Secoda acts as a centralized hub for an organization's data catalog, lineage, documentation, and monitoring. This integration enables companies to create documentation more efficiently and effectively, leveraging the capabilities of Salesforce and Secoda together. With this integration, organizations can streamline their data management practices and benefit from improved knowledge sharing across their teams.

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