Use Case
Documentation is the work everyone knows matters and no one has time to do. Then a key person leaves, and what they knew about the org goes with them.
The Problem
Documentation is the work that everyone knows matters and no one has time to do. At project close, it gets rushed or skipped entirely. For ongoing teams, the org evolves every sprint and documentation perpetually lags behind. When team members leave, the knowledge they carried goes with them.
The documentation problem compounds over time. The older the org, the further the documentation has drifted from reality. Objects have undocumented fields. Flows have no descriptions. Automations run for reasons nobody can explain. The institutional knowledge that used to live in someone's head is just... gone.
The biggest impact is at handoffs, whether between teams, after a partner engagement, or when a key person leaves. End-of-project documentation gets produced in a sprint, from memory, after the original team has already mentally moved on. Whoever inherits the system gets documentation that was already out of date the day it was written.
What's typically undocumented in a mature Salesforce org:
Field purpose and business context for custom fields
Why specific automations were built and what they replace
Integration points and data flow between systems
The business process logic embedded in complex flows
Validation rule intent and the scenarios they protect against
Historical decisions and why certain approaches were chosen
How Swantide Addresses It
Swantide automatically generates comprehensive documentation of the org, and keeps it current as the org evolves. No manual effort required.
Auto-generate documentation on connection
When Swantide connects to an org, it reads the full metadata and generates descriptions for every component: objects, fields, flows, automations, validation rules, and more. From zero documentation to comprehensive coverage.
Stay current as the org evolves
Documentation syncs nightly as the org changes. Fields added during the build phase are documented automatically. Nothing falls behind because there's nothing manual to maintain.
Generate project-specific deliverables
Use the AI Assistant to generate project-close documentation, data dictionaries, integration documentation, or onboarding guides for specific team members, tailored to the audience and purpose.
Enable instant org comprehension
New team members can ask natural language questions about the org and get accurate answers grounded in current documentation, instead of spending days in Setup and relying on whoever is available to explain things.
Key Outcomes
Zero manual effort for current documentation
Documentation stays current automatically. Nightly syncs mean nothing falls behind.
Faster new team member onboarding
New team members understand a complex org in hours instead of spending days with whoever is available to explain it.
Complete project close-out documentation
End-of-engagement handoffs include current, complete documentation, without the last-sprint crunch.
Powered By
AI Documentation
Automatically generates and maintains comprehensive descriptions for every metadata component in the org: objects, fields, flows, automations, and more. Syncs nightly to stay current.
AI Assistant
Generate project-specific documentation deliverables on demand (data dictionaries, integration docs, onboarding guides, or project close-out documentation) tailored to the audience.
Who This Is For
Salesforce Admins & Architects
Maintain living documentation of your org without spending time writing it. New team members ramp up faster, and nothing gets lost when someone leaves.
Project & Implementation Teams
Deliver professional, complete documentation at handoff, without a documentation sprint at the end of every project.
Product & Platform Teams
Keep documentation aligned with the org as it evolves. Stakeholders get accurate guidance without your team updating it manually.