Hello,
I'm wondering if any of you can share some examples of how you capture details about your instance architecture and governance (like naming convention or object sharing rules) for other admins to reference. I'm looking for ideas of a good format to follow for a document, visuals or both.
I'm also trying to do something similar for reporting and dashboards. I know I can pull a report that lists them by dashboard and show the details, but I want something more robust that describes usefulness, intended audience, filter logic or details, suggested views or groupings if there are others beyond the default, prompt strategies and a history log of changes if updates are made. I'm assuming a spreadsheet is a good way to tackle this, but curious how other may be doing it.
Thank you!
