Meet Salesforce’s New-and-Improved Documentation Sites

By

When it’s easier for you to use our documentation, it’s easier for you to use Salesforce. With that in mind, we’re always making improvements so that you can find what you need.

To kick off the New Year we’re introducing a few changes. After the Spring ’17 release, you can filter the Release Notes based on the UI—Salesforce Classic, Mobile, or Lightning Experience. Use the UI experience filter to find the content that’s relevant to you without wading through content that’s not.

You can also still filter by edition, feature impact, and product area. Select any combination of filters, and right away you get a pared-down table of contents tailored to what you’re looking for. To share your filtered release notes, copy the URL and distribute it however you want.

The release notes aren’t the only part of our documentation getting an upgrade. The Salesforce Help & Training portal is getting a makeover and some new functionality. The Help & Training portal gives you easy access to a host of resources, including the Salesforce Success Community, our release notes, and, of course, our online help documentation.

Now the Help & Training portal gives intelligent recommendations. When you’re looking for documentation, check out the right sidebar under Recommended Learning for training opportunities and other topics that might interest you based on what you’ve already looked at. Intelligent recommendations can help you amp up your admin skills, find a training class you didn’t know about, or learn something new about Salesforce.

The Help and Training site isn’t just more functional—it looks better, too. We’ve aligned the styling more closely with Lightning Experience and made it easier to navigate on mobile.

We’re always looking for ways to make your experience better. Give us your feedback on the Help and Training portal by scrolling to the bottom of the page and clicking thumbs-up or thumb-down. In the Release Notes, click Rate Our Filters to tell us what you think.

More improvements are in the pipeline. Keep an eye on our Help & Training portal for future updates.

Stop Manually Downloading Event Logs: Automate Your API Monitoring

Stop Manually Downloading Event Logs: Automate Your API Monitoring

Monitoring API usage isn’t just a technical task — it’s a core part of keeping your org healthy. As an admin, you’re the guardian of your platform’s limits and performance. Having a clear view of your API consumption helps you answer leadership questions, flag risky integrations before they break, and reduce overall operational risk.  The […]

READ MORE
6 Salesforce features every new admin should learn first

6 Salesforce Features Every New Admin Should Learn First

I was recently talking with some new Salesforce Admins who are studying for their certification exam. We discussed how BIG the platform feels and how, with so much to learn, it can feel challenging to even get started. Salesforce is incredibly powerful, which means there are a lot of features and settings, but new admins […]

READ MORE
How High-Impact Admins Earn (and Keep) Stakeholder Trust

How High-Impact Admins Earn (and Keep) Stakeholder Trust

Admins aren’t just system builders The Salesforce Admin role is evolving with an ever-changing platform and the advancement of AI. Admins are no longer just system builders—we’re relationship builders and governors of behavior, and that transition starts with trust.  When an organization has trust, it experiences faster adoption, better requirements, and fewer fire drills. Who […]

READ MORE