Scribd
Upload
57 views4 pages

Salesforce Data Dictionary Documentation

Uploaded by

ketansf110
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
57 views4 pages

Salesforce Data Dictionary Documentation

Uploaded by

ketansf110
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 4

Salesforce Data Dictionary Documentation

Object Information
For each object (Standard and Custom), document:

1. Basic Object Details


□ Object Label
□ Object API Name
□ Object Type (Standard/Custom)
□ Description
□ Business Purpose
□ Primary Owner (Business & Technical)
□ Record Types (if any)
– Record Type Label
– Record Type API Name
– Active Status
– Description
– Business Process (for Opportunities, Leads, Cases)

2. Field Details Table

Attribute Description Required


Field Label User-friendly name of the field Yes
Field API Name Backend name used in formulas/code Yes
Field Type Text, Number, Lookup, Master-Detail, etc. Yes
Length For text/number fields Yes
Required Is this field mandatory? Yes
Default Value If any Yes
Help Text Field level help text Yes
Description Business purpose of the field Yes
Source System Where the data originates Yes
Data Type Text, Integer, Decimal, Date, etc. Yes
Precision For number fields If applicable
Scale For decimal numbers If applicable
Formula For formula fields If applicable
Picklist Values For picklist fields If applicable
Dependent Field For dependent picklists If applicable
Controlling Field For dependent picklists If applicable
External ID Is this an external ID field? Yes
Unique Is this field unique? Yes
Indexed Is this field indexed? Yes
Created By Who requested/created this field Yes
Last Modified Last modification date Yes

1
3. Relationships
□ Master-Detail Relationships
– Parent Object
– Child Object
– Relationship Name
– Relationship API Name
– Cascade Delete
– Sharing Settings
□ Lookup Relationships
– Related Object
– Relationship Name
– Relationship API Name
– Filter Criteria (if any)
– Required/Optional

4. Security & Sharing


□ Field Level Security (by Profile/Permission Set)
– Read Access
– Edit Access
□ Sharing Rules
– Rule Name
– Access Level
– Criteria
□ Organization-Wide Defaults
– Access Level
– Grant Type

5. Validation Rules

Attribute Details
Rule Name
Active Yes/No
Description
Error Message
Error Location
Validation Formula
Created By
Last Modified

6. Automation
□ Workflows
– Rule Name

2
– Criteria
– Actions
□ Process Builder
– Process Name
– Trigger Object
– Criteria
– Actions
□ Flows
– Flow Name
– Type
– Trigger
– Description
□ Triggers
– Trigger Name
– Events (Before/After Insert/Update/Delete)
– Description
□ Field Updates
– Source
– Conditions
– Update Details

7. Integration Details
□ API Usage
– Integration Name
– Direction (Inbound/Outbound)
– Frequency
□ External System References
– System Name
– Field Mapping
– Sync Frequency

8. Data Quality
□ Data Type Constraints
□ Formatting Rules
□ Required Values
□ Default Values
□ Valid Value Ranges
□ Data Cleansing Rules
□ Duplicate Rules
– Rule Name
– Matching Criteria
– Actions

3
9. Reporting & Analytics
□ Key Reports Using This Object
□ Dashboard Components
□ Custom Report Types
□ Roll-up Summary Fields
□ Cross-Object Formula Fields

10. Data Retention


□ Archival Rules
□ Deletion Criteria
□ Backup Requirements
□ Data Privacy Requirements
□ Record Owner

11. Change History

Date Change Description Changed By Approved By

Best Practices for Maintaining the Data Dictionary


1. Update the dictionary whenever new fields or objects are added
2. Review and validate quarterly
3. Keep track of deprecated fields/objects
4. Document any data conversion rules
5. Include examples for complex fields
6. Maintain version history
7. Link to relevant business process documentation
8. Reference related technical documentation

Review Schedule
□ Quarterly review of accuracy
□ Annual comprehensive update
□ New release impact assessment
□ Stakeholder review sign-off

You might also like