One of the hardest parts of Salesforce work is not only understanding org yourself, but also explaining it to other people. Business stakeholders, new team members, Admins, Developers, and managers often require varying levels of detail, and a technical metadata list is rarely the best way to explain what’s actually going on in org.
In this session, I will show a practical approach to turning Salesforce metadata into a clear story. We’ll look at how to explain objects, relationships, automations, and risk areas so that different audiences can understand the same Salesforce structure.
The live demo will show how visual org navigation can support discovery, onboarding, project planning, and change review.
