# Salesforce org documentation template

Free reusable template by aprity — https://www.aprity.ai/resources/salesforce-documentation-template/

This is an unfilled template, not an audit result. Replace bracketed fields.
Use UNKNOWN for unavailable evidence; zero and NONE require verification.

## 1. Baseline

- Environment and org alias: [avoid credentials and sensitive identifiers]
- Observed at / time zone: [date]
- Metadata source and revision: [repository commit or export version]
- Included component types: [scope]
- Excluded or inaccessible components: [scope and reason]
- Author / reviewer / next review: [roles and dates]

## 2. Data model

| Object API name | Field API name | Type | Relationships | Source | Confirmed business meaning |
| --- | --- | --- | --- | --- | --- |
| [object] | [field] | [type] | [relationship or UNKNOWN] | [path and revision] | [meaning or UNKNOWN] |

## 3. Automation or rule

- Component API name and type: [name / Flow, Apex, ValidationRule, etc.]
- Version and activation state: [verified value or UNKNOWN]
- Trigger and entry conditions: [exact predicate and source]
- Branches and exceptions: [each path separately]
- Reads / writes / calls: [component references and evidence]
- Technical behaviour: [what the source establishes]
- Business intent: [confirmed rationale and owner, or UNKNOWN]

## 4. Dependencies and limits

| Consumer | Referenced component | Evidence and revision | Direct or transitive | Known limit |
| --- | --- | --- | --- | --- |
| [consumer] | [component] | [source] | [depth] | [dynamic/external/inaccessible/other] |

- External systems reviewed: [scope]
- Dynamic references investigated: [scope and method]
- Access controls documented: [profiles, permission sets, sharing]
- Effective access actually verified: [user scenario and evidence, or NOT TESTED]

## 5. Verification cases

| Case | Input and preconditions | Expected outcome | Observed outcome | Executed at | Evidence |
| --- | --- | --- | --- | --- | --- |
| [positive] | [input] | [expectation] | NOT EXECUTED | — | — |
| [negative] | [input] | [expectation] | NOT EXECUTED | — | — |
| [boundary] | [input] | [expectation] | NOT EXECUTED | — | — |

An expected outcome is not an execution result. A static dependency graph is not a non-regression certificate.

## 6. Decisions and maintenance

- Open questions and owner: [question / role]
- Confirmed business decisions: [decision / evidence]
- Changes since previous baseline: [diff and previous revision]
- Review after release: [date / responsible role]
- Sensitive information removed before sharing: [review result]