Maintaining an up-to-date data dictionary for Salesforce doesn’t have to be so difficult. Minimize business risk and modernize Salesforce metadata management.
How Our Salesforce Data Dictionary Works
Sonar’s dynamic data dictionary software automatically captures changes across your Salesforce org and can instantly generate definitions, descriptions and hep text to your Salesforce metadata. Mitigate Salesforce data security risk and improve the agility of the team supporting effective change management for your business.
Populate a Dynamic Salesforce Data Dictionary in Minutes
Enable your team to spend less time on data classification and more time focusing on what you hired them to do – building efficiencies that optimize budget and drive revenue for your organization. Sonar’s dynamic data catalog software automatically captures changes to your Salesforce metadata and generates definitions, descriptions and help text to support your Salesforce data governance and information security.
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
Revenue Operations and Business Systems Managers no longer have to define Salesforce metadata or maintain process documentation in outdated spreadsheets.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.
Elevate Salesforce Data Governance Policies
Sonar helps IT, Ops and Business Systems leaders adhere to internal data governance programs by simplifying data classification. Ensure Salesforce information security by documenting data sensitivity levels, classifying where Personal Identifiable Information (PII) may be stored and even how and where it is being accessed across your integrated tech stack.
Keep Intellectual Property In-House
Business doesn’t slow down when churn inevitably occurs. Safeguard your businesses intellectual property and ramp new hires faster with Sonar. Saved views of your Salesforce data dictionary can be easily embedded in places like Notion or Confluence to support business process documentation.
Document and distribute context around your Salesforce metadata – in minutes
Sonar makes it easy to capture, apply context and disseminate your Salesforce metadata dictionary across your business. With increased visibility into how customer data is being accessed, processed and stored across your integrated Salesforce tech stack, 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.
Is there any software available for building 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 Catalog 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 catalog 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.