Salesforce Insights in 5 Minutes·Issue #198·For everyone
What We Write Down Before a Salesforce Admin Leaves
When a Salesforce admin leaves, nothing breaks right away - that's the trap. Most handovers are just two weeks plus a doc listing the setup, but Salesforce already shows that stuff. What's missing is the "why" behind decisions - the admin's actual knowledge. That gap shows up months later when someone needs to change something and no one knows why it was built that way. This covers what to document instead, how to squeeze it into two weeks, and what to do with no successor in place.
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