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Real-Time Documentation

Generate data dictionaries, automation maps, and stakeholder-ready documentation packs.

Tess Geri avatar
Written by Tess Geri
Updated over 4 months ago

Data Dictionary

Generate a data dictionary for the Opportunity object. For each 
custom field, return: Field Label, API Name, Data Type, and a
human-readable Description based on the field name and metadata
context. Format as a table.

Validation Rules

Document all Validation Rules on the Opportunity object. For each 
rule, include: Rule Name, Error Condition Formula, Error Message,
and Business Purpose. Group rules by relevant sales process stages
if applicable. Format as a table followed by a short summary.

Automation Execution Map

Generate a detailed automation execution map for the Opportunity 
object. For each automation (Validation Rules, Flows, Apex Triggers,
Workflow Rules, Approval Processes, Assignment Rules), include:
Execution Phase (Before Save, After Save, etc.), Metadata Type,
Name/API Name, Trigger Conditions, and Business Purpose in plain
English. Group automations by execution phase and note when the
execution order within a group is undefined. Add a summary
highlighting potential conflicts or performance risks. Format as
a table followed by a short narrative analysis.

Stakeholder Documentation Pack

Create a comprehensive documentation pack for the Lead object that 
could be shared with a stakeholder or customer. Include: key
automations (Flows, Triggers, Assignment Rules), validation rules,
and field-level logic. Summarize the business logic and implications
in plain language. Organize the output by lifecycle stages (e.g.,
Capture, Qualification, Conversion) to show how logic supports each
phase. Format should balance clarity and completeness for a
non-technical audience.
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