Maintaining an up-to-date data dictionary for Salesforce doesn’t have to be so difficult. Minimize the man hours needed to maximize your Salesforce metadata management.
How Our Salesforce Data Dictionary Works
Sonar’s dynamic data dictionary automatically captures and enables you to apply context to your complete Salesforce metadata. Reduce costs and improve the agility of the team supporting effective change management for your business.
Don’t get caught manually capturing and documenting changes in your most critical business system. Sonar instantly captures changes to your Salesforce metadata and can even automatically populate the context behind important fields like field descriptions and help text, saving countless hours of tedious work. In turn, business leaders get peace of mind and RevOps leaders get to focus on what they do best – supporting business growth.
Populate a Dynamic Salesforce Data Dictionary in Minutes
Enable your team to spend less time documenting changes and more time focusing on what you hired them to do – implementing efficiencies that optimize budget and drive revenue for your organization. Sonar’s dynamic data dictionary automatically captures changes to your Salesforce metadata and can even pre-populate definitions, descriptions and help text to give you the head start you need for implementing this across your teams.
Apply Smart Salesforce Data Practices from the Start
There’s no better time to adopt good data management processes than during implementation. Sonar’s data dictionary automatically documents your Salesforce metadata architecture. Easily assign business owner, context and notes for any object or fields so anyone can see the “why” for your implementation decisions.
Stop Relying on Spreadsheets and Modernize Your Business
If you’re managing your business processes from a spreadsheet, spoiler alert, you’re going to run into issues, if you haven’t done so already! With Sonar’s data dictionary, Ops leaders no longer have to map metadata or define critical pieces of their business systems in spreadsheets. Instead, we’re dynamically updating your data in real-time, so your team is always operating with the most up-to-date and accurate data glossary for your CRM.
Cost-effective Data Governance for Salesforce
Sonar simplifies data classification for Salesforce, helps your team improve data literacy,
reduce tech debt and safeguard critical business data. Reduce the manual overhead required to maintain a Salesforce data dictionary by instantly generating and populating your data dictionary with Sonar’s automatic documentation.
Mitigate Risk and Safeguard Intellectual Property
Business doesn’t slow down when churn inevitably occurs. Safeguard your businesses intellectual property and ramp new hires faster with Sonar. Automatically capture and document Salesforce objects, fields and more and apply context that can be accessed by stakeholders across your enterprise.
Apply Smart Salesforce Data Practices from the Start
There’s no better time to adopt good data management processes than during implementation. Sonar’s data dictionary automatically documents your Salesforce metadata architecture. Easily assign business owner, context and notes for any object or fields to anyone can see the “why” for your implementation decisions.
Document and distribute context around your Salesforce metadata – in minutes
Operations leaders prioritizing Salesforce data governance rely on Sonar to classify their CRM metadata. Sonar makes it easy to capture, apply context and disseminate your Salesforce data dictionary across your business. With increased visibility into how customer data is being processed and stored in Salesforce, business leaders can reduce risk, increase accuracy in business reporting, and make smart decisions faster.
Structure your
metadata dictionary.
Sonar captures every change to your Salesforce metadata so you’re always operating on the most up-to-date CRM data dictionary.
Instantly define your
Salesforce data.
With automatic documentation, we can do the heavy lifting by intelligently interpreting and filling in things like help text and business description.
Share it across teams.
Break down data silos by sharing your Salesforce data dictionary with internal stakeholders. Easily export or even embed Salesforce data dictionary views in platforms like Notion or Confluence.
6 Signals It’s Time for a
Salesforce Data Dictionary
Your GTM Teams Aren’t
Speaking the Same Language
Deploying a New
Salesforce Instance
Growing your Salesforce or
operations team
Undergoing a
Merger/Acquisition
Ramping New Operational Team Leadership
Require Data Governance Programs for Regulatory Compliance
Sonar is helping us data dictionary our environment {and} it is giving our admin the ability to cross org reference and problem-solve faster, easier, and with a better experience. On top of all of this, with change tracking, we are more easily able to track down changes, by user and time frames, when needed.
BLAKE E., SR. DIRECTOR, BUSINESS SYSTEMS OPERATIONS
G2 REVIEWER
Salesforce Data Dictionary FAQs and Resources
Here are some frequently asked questions (FAQs) about Salesforce Data Dictionary that are commonly searched for: