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:
What is the purpose of a Salesforce Data Dictionary?
A Salesforce Data Dictionary serves as a reference guide for administrators, developers, and users working with the Salesforce platform. It helps them understand the data model, the relationships between objects and fields, and the metadata associated with them. It also ensures data integrity, facilitates effective communication among team members, and simplifies troubleshooting and maintenance.
How do I create a Salesforce Data Dictionary?
You can create a Salesforce Data Dictionary using various methods, including manually documenting your org’s metadata, using built-in Salesforce tools like Schema Builder, or utilizing third-party Salesforce tools such as Sonar, that can automatically generate a data dictionary for you. Whichever method you choose, it is essential to keep the data dictionary updated and accurate as your Salesforce org evolves.
How can I access the metadata in my Salesforce org?
You can access your Salesforce org’s metadata through several tools and interfaces, such as the Salesforce Setup, Schema Builder, Developer Console, or by using APIs like the Metadata API or the Tooling API.
Are there any third-party tools available for generating a Salesforce Data Dictionary?
Yes, there are several third-party tools available that can help you generate and manage a Salesforce Data Dictionary. Sonar Software is a great tool and now includes generative AI with ChatGPT integration. These tools typically offer features like automated data dictionary generation, version control, and integration with Salesforce environments.
How do I keep my Salesforce Data Dictionary up to date?
Maintaining an up-to-date Salesforce Data Dictionary requires periodic reviews and updates to reflect any changes in your org’s data model, such as new objects, fields, or relationships. You should also update the data dictionary whenever there are modifications to validation rules, workflow rules, or process builders. Using a third-party tool with version control and automated updates can help streamline this process.
How can a Salesforce Data Dictionary improve collaboration within my team?
A Salesforce Data Dictionary serves as a central source of truth about your org’s data structure, helping team members understand the data model and its relationships. By providing clear and consistent documentation, a data dictionary can facilitate communication and collaboration between administrators, developers, and end-users, making it easier to design, develop, and maintain solutions within your Salesforce environment.
