Automate
Salesforce
Documentation
Atheris helps you create and maintain comprehensive Salesforce documentation by automatically capturing your Org’s meadata, dependencies, and processes in one centralized platform. Combined with auto-generated process diagrams it forms the institutional knowledge of your business that Agentforce and your teams need to be able to drive changes quickly.
Consistent, comprehensive Salesforce documentation
An up-to-date view of your Salesforce configuration, combining a metadata dictionary, process configuration mining, dependency analysis, access insights, and customizable MetaFields. This gives you the clarity and flexibility needed to manage complexity, reduce risk, and keep your Org well-documented and adaptable.
Automatically built and maintained to give you a structured view of all components in your org, always updated to reflect the latest changes so you can trust your documentation is current and accurate.
Instantly generate process and architecture diagrams using process configuration mining to visualize your Org’s structure and workflows accurately.
Automatically generated and continuously updated to reflect the metadata dependencies, providing a forward-looking view of metadata relationships and the impact of any change.
Gain visibility into user profiles, permissions and access levels to ensure security and compliance. Understand how to migrate to a more streamlined security model, eliminating overlaps and potential security gaps.
Frequently asked questions
You need to have a metadata dictionary that is kept up to date automatically which you can then use to add manual documentation. The metadata dictionary must provide automated dependency and impact analysis.
Any decision to make a change needs to be risk assessed. The impact analysis will help inform those decisions but you need a comprehensive vew of the risk. That means being able to see all the documentation in once place that relates to a change.
Salesforce’s metadata refers to the structure and configuration of an organization. The metadata dictionary is a table of the metadata types in Salesforce, including their properties and usage. This is used to understand the impact of changes for stakeholders working with the platform. Examples of metadata listed in the dictionary include custom objects, fields, picklist values, page layouts, and automation.
1. A metadata dictionary that is updated nightly
2. Strong business analysis documentation processes
3. All documentation is linked to all the impacted metadata items in the metadata dictionary.